Outsourced Template Management


Given our pedigree, we are committed to offering our clients a level of service that is comparable to that of the leading New York law firms. Thus, we aim to deliver an optimal level of responsiveness and expertise to ensure queries are dealt with promptly and problems are resolved quickly.

We assign a dedicated project manager to each client, who is actively involved in the day-to-day work, from planning to implementation, go-live and ongoing support.

Each project manager has access to a pool of professional support lawyers who are familiar with all aspects of the WallStreetDocs platform and equipped to advise clients in accordance with industry best practice.

We have individuals with backgrounds in such law firms as Sullivan & Cromwell and Cleary, Gottlieb, Steen & Hamilton and more than 15 years of experience drafting legal and offering documents.

Our support staff are available by telephone and email during New York, London and Frankfurt business hours, and support is available in English, German, Spanish and Chinese.

For those of our clients wishing to develop templates in-house, we offer comprehensive training. Our training program is designed to help users gain proficiency and deliver results in the shortest time possible.