Work with us

Our Software

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

Professional Services

  • Migration Roundtable (for Microsoft Office)
  • Master Series Training
  • Office 365
  • Office 2019 and 2016
  • iManage Rollouts and Training
  • NetDocuments Rollouts and Training
  • Worldox Rollouts and Training
  • Project Management
  • Onsite or Online Training
  • Microsoft Teams
  • Supplemental Support and Overflow
  • eLearning and courseware
  • Change Management
  • Executive Briefings and Presentations
  • Partner retreat technology presentations
  • Bar Association Meetings
  • HotDocs development and training

Get help when you need it

Smiling woman on the phone providing customer support.

  • 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.

Breaking News

Forms Assistant product will not be retired as previously announced. Clients can continue to use the software and receive support.  Licenses are also available for purchase.

Find out more

Read our blog