Templates By Design (TBD)
Templates by Design is a set of templates and document automation tools that streamline document production by improving standardization and expediting functionality. TBD not only contributes to firm branding and consistency, but it also boosts your production environment.
Designed with users in mind…
- Customized for your firm
- Standard templates: letter, memo, pleading, etc.
- Robust outline numbering utility
- Outlook connectivity for contact information
- Document cleanup tools
- Personalized content capabilities
- Not overly engineered
- Easy to manage and deploy
Let Us Help
EPP Consultants work collaboratively with your team to evaluate current processes and practices. We review your current documents and forms and discuss your needs for automation and formalization, so that we understand your business goals and pain-points. We can provide custom solutions to streamline work tasks, increase user efficiency, and promote standardization, branding, and best practices.
Training & Support
We provide several levels of instruction for specific audiences. Our End-User Training provides practical instruction for using templates and document utilities, while our Train-the-Trainer/Tech sessions help to improve the skills of advanced users or those who provide support to your end-users. Our Administrator Training ensures that your system administrator can manage the databases and system security.
Streamline Tasks
With TBD integration, the Microsoft Word desktop becomes an enhanced document production environment. Our easy-to-use templates, forms, custom style sets and automation utilities are conveniently accessed from the ribbon. An Access database stores firm information such as office addresses, attorney names and bar numbers, and personal information including author preferences.
Contact Us
Watch A Demo
Interested in seeing what TBD is all about?
To schedule a demonstration of Templates By Design, call our Sales line, and speak to a representative.
Sales Inquiry
To speak with a sales representative about
Templates By Design, call our main number
between 9:00 am – 5:00 pm EST
651-245-8612
Customer Support
Current customers in need of technical assistance, please call our main number, 651-245-8612, or click Contact Us to send an email.