About Us


How we work with clients

Our Software


  • Outlook Send Assistant
  • Metadata Assistant
  • Numbering Assistant
  • Forms Assistant
  • 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.