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
Product and Custom Videos

Professional Services

Migration Roundtable (for Microsoft Office)
Master Series Training
Office 365
Office 2019 and 2016
iManage Roll-outs and Training
NetDocuments Roll-outs and Training
Worldox Roll-outs 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.
Video modules available to active annual maintenance clients.
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.