How we work with clients

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


  • 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.


Featured Product for May 2019

Outlook Send Assistant

 Outlook Send Assistant helps prevent embarrassing e-mail mistakes. This product can help prevent a mistaken reply-to-all, stop you from sending to an email address, outside your organization, and ensure you handle bcc messages properly, and more. Enterprise clients receive access to an administrator tool for configuring the product internally.