Reinventing Deal Execution and Compliance

Client service

At WallStreetdocs, we are committed to providing a level of client service comparable to that of the top-tier law firms. Thus, we aim to deliver an optimal level of responsiveness and expertise to ensure queries and problems are resolved quickly.

Each client implementation is managed by a dedicated project manager, who ensures a successful deployment of the WallStreetdocs platform from project planning to go-live and ongoing support.

Our customer support staff are experts in the WallStreetdocs platform and equipped to advise you about your WallStreetdocs environment based on industry and technology best practice.

Customer support

Our dedicated customer support staff are available to you by phone and email during New York, London and Frankfurt business hours.

Our experts are available to answer questions and advise on best practice regarding all aspects of template creation and maintenance. We also provide support for advanced template development through our professional support team.

Our online support portal allows access to tutorials and technical information that will improve your knowledge and help maximize your investment in the WallStreetdocs platform, including:

  • Comprehensive user documentation and a series of screencast tutorials
  • An extensive library of reference materials
  • Download links for WallStreetdocs tools

Training

We offer comprehensive training in all aspects of the WallStreetdocs solution and template development.

Our training sessions are designed to help users quickly gain proficiency and become productive in the shortest time possible. We can also customize training packages to suit your needs. New and existing users will benefit from hands-on training either on-site or at a WallStreetdocs location.

DOWNLOADS

REFERENCES

Client references are available upon request.

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