• Easy Interface - Designed with input from support staff, lawyers and partners, so it meets the needs of your company, in a flexible, fuss-free fashion.
• Simple, Customizable Ribbon - Personalized ribbon and brandable user interface provide an optimized experience within a familiar Office environment.
• User-friendly Boilerplate Wizards - Build powerful forms and populate the data fields automatically. Best of all, no coding is needed, except for exceptionally complex documents.
• Flexible Template Access - Launch templates from any environment including Office, third party document management systems, SharePoint or bespoke applications.
• Offline Working Mode - Stay productive even when not connected to the corporate network - you can continue creating and working on your documents wherever you are.
• Author Lists - Lists are linked to the active directory for ease of selection, and office and language are easily selected at the document outset.
• Integrated Template Designer - Instantly create new templates and precedents from within Word with the powerful template designer. No need to wait for offsite vendor support.
• Centrally Managed Templates - Select templates in the customizable Template Launcher, with a handy wizard to capture all the relevant document information in one form.
• Quick-fill Functionality - Users can save their wizard answers to re-use later. Easily create a new version of an existing document or use text from one document to create another.
• Styling Tools - Users can utilize the many styling and drafting tools such as applying house styles for headings and numbering, for consistently branded documents with one click.
• End Notes Browser - Gives users a view of all document end notes in one place without having to manually search long documents.
• Many System Integrations - Including DMS, PMS, CRM and SQL databases. Plus  implementation and training is simple, fast and transparent.

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.

Metadata Management provides a quick access to the Worklist for document selection. Another key component is the Outlook integration with provides the customer the ability to remove metadata from all outgoing attachments.