Work with us

Our Software

  • Outlook Send Assistant
  • Metadata Assistant
  • Numbering Assistant
  • Forms Assistant
  • Keep in Touch (KIT) Software
  • Redact Assistant
  • Custom Solutions

Professional Services

  • Migration Roundtable (for Microsoft Office)
  • Master Series Training
  • iManage Rollouts and Training
  • NetDocuments Rollouts and Training
  • Worldox Rollouts and Training
  • Project Management
  • Onsite or Online Training
  • Microsoft Teams
  • Office 365 
  • Supplemental Support and Overflow
  • eLearning and courseware
  • Change Management
  • Executive Briefings and Presentations
  • Partner retreat technology presentations
  • Bar Association Meetings
  • HotDocs development and training

Smiling woman on the phone providing customer support.

Get help when you need it

  • Clients can access our online support portal 24 hours a day. 
  • In addition to support, clients can access quick reference cards and other materials from this site. 
  • If you need training or additional support, please let us know. We offer online, on demand training options that are available for purchase at a reasonable rate.