Consulting Services

Whether you need assistance implementing your new product or want to improve workflow efficiencies at your firm, our trained consulting professionals will help you develop a successful strategy.

Firm Consulting

At the firm level, we offer Business Efficiency Consulting where we analyze your current processes and guide you step-by-step on how to streamline your operation. We provide:

• A detailed analysis of your firm's workflow processes
• Consideration of technical, procedural, and cultural influences that affect your processes and the performance of your software
• Software configuration
• A comprehensive implementation plan
• Customized staff training

Product Consulting

At the product level, we offer Best Practices, New User Setup, and Implementation Consulting for Practice CS, Engagement CS, and GoFileRoom*. During your Product Consulting engagement, a variety of topics will be covered to fit each individual firm's needs, including:

• A review of current workflow processes, configuration, and Best Practices
• Software training sessions
• Consultant and peer reviews
• Skills assessment
• A comprehensive plan, including project assignments and action items

*Additional Product Consulting options will be available in the future.

Ready to Learn More?

Complete our request form to receive more information on Consulting Services options or call us at 800.968.8900.

Custom Training

Custom training is taught by our professional instructors and can be delivered either through an onsite engagement or via the web. We will work closely with you to define the topics, level of proficiency, number of participants, and training timeline that is appropriate for your firm. Professional accreditation is available.

Custom Onsite Training

Design your own customized and affordable training program. Our skilled trainers discuss your specific needs, then come to your office and conduct training specifically tailored for you and your staff, at a time that is convenient for you.

Custom Web Training

We can also provide custom training via the web, so you can train at your desk, or have group training in a conference room. Simply tell us what you'd like to learn and when, and we'll schedule a live online training session with our professional trainers, using your high-speed Internet connection.

Complete our request form to receive more information on Custom Training options.