Forms Assistant

Forms Assistant helps to create common documents such as letter, fax, memo, envelope, labels, agreements, pleadings and more. The Forms Assistant integrates with iManage client products, DeskSite and FileSite to allow documents to be profiled and saved into the document management system. Forms Assistant has a companion administrator component (optional) which allows clients to make many changes internally, and without having to know or write a single line of code.

Unique differentiators/features

The Forms Assistant is a template-based document automation utility designed to allow you to quickly create letters, memos, faxes, agreements and pleadings based on the documents you create day in and day out. The Forms Assistant runs from within Microsoft Word and is customized to include your firm's logo, letterhead and other specific information. The Forms Assistant provides multi-language capability and allows you to look up recipient information from data sources (Outlook, GroupWise, InterAction, etc.) while simultaneously providing you with the ability to store frequently used recipient lists for easy retrieval.

Licensing model:


Target Market:

All Sectors – Specialization In Legal, Government, Fortune 500

iManage Solution:


Product URL:

Partner information



PayneGroup is a leading provider of secure communication software including the Outlook Send Assistant, which prevents Reply to All, Bcc and other potential accidental disclosures, Redact Assistant, which is a redaction tool for Word and Excel files, and Metadata Assistant, the first metadata removal software on the market. The Workflow product division includes Forms and Numbering Assistants, which aid in the creation and formatting of documents. PayneGroup provides extensive professional services, ranging from software migration consulting, training and help desk services to project management and courseware development. PayneGroup has also authored 13 books on Microsoft Office, including our latest book, Word 2013 for Law Firms.