Current Proforma Process Review
Template improvements, number of templates, XSL, template consolidation.
Conversion Strategy
Largest team on both sides (DocStudio/Whitehill)
service offerings
Our team of industry-leading experts can lead you and your team through the Strategy, Template Development and Maintenance
of your DocStudio/Whitehill project.
Upgrading to 3E or DocuDraft? We can help your firm with upgrading.
strategy
template development
Single and Joint Invoice
Single and Joint Proforma
Ebilling templates
Conflict of Interest
Reporting
DMS Integration
maintenance
- Updating file save paths
- Updating firms information
- Addition to existing templates (time details)
