How it works

Data exchange with accounting systems

  • File export of proforma meta data required
  • Parsing routine supplied at time of installation
  • Custom process to extract, parse and convert proforma data into PDF format
  • Secure delivery of proforma records and PDFs from DMS to tablet or mobile device app client, for review and markup, and back
  • Comprehensive reporting on status of proformas at every stage of the process

Supported Accounting Platforms

  • Elite Enterprise
  • Elite 3e
  • Aderant
  • Juris
  • and others.

Supported Mobile Hardware Platforms

  • Microsoft devices including Surface and Surface Pro and Surface Book
  • iOS devices (iOS 8 and later)

Local installation on customer network

  • Dedicated server and database
  • Server may virtualized
  • Application compatible with most MDM environments
  • DMS is contained within, and protected by, customer network security and firewall
  • Local proforma backup archive.


  • Subscription-based model with no additional fees
  • No support costs
  • Perpetual license is available