Legal Software Training And Support

Master Your Legal Technology And Maximize Efficiency With Affinity Optimize

With Affinity Optimize, your team won’t have to waste time wrestling with underutilized tools or outdated processes. Instead, you’ll get proactive, expert assistance that helps your technology work for you—so you can focus on what matters most: your clients and your growth. 

Legal Tech Is Evolving Fast. Can Your Law Firm Keep Up?

If your legal tech isn’t delivering the time savings and productivity improvements you need, Affinity Optimize can help. Does any of the following sound familiar?

  • You’ve adopted new tech, but your team is using the same old, inefficient workflows
  • Gaps in team training lead to slow adoption of new tech – and lost productivity
  • New software complicates your firm’s operations instead of simplifying them

You Deserve To Make The Most Of Your Legal Technology

Introducing Affinity Optimize

Affinity Optimize combines strategic technology guidance, tailored software solutions, and expert training to help you streamline operations, enhance client services, and boost profitability. 

Comprehensive Support

Quick access to Affinity’s legal technology experts when your team needs assistance.

Product Expertise

Maximize ROI from your legal software with our team’s expert knowledge in legal practice management, billing, and document management systems.

Thorough Onboarding For New Users

Provide thorough training for each new user with comprehensive onboarding and support for new team members.

Proactive Guidance

Maximize gains in efficiency and productivity with regular optimizations that help you get the most out of your software.

Monthly Strategy Sessions

We’ll work together to proactively review your technology systems and make sure they’re helping you achieve your firm’s goals.

Custom Training For The Whole Team

Keep all team members on the same page with customized trainings built to the needs of your team members.

Intuitive Software Support For Law Firms And Legal Organizations

As attorneys, we understand that efficiency is key to growing your practice. That’s why we’ve helped organizations in the legal industry optimize software for maximum efficiency for over 25 years. So you can save time, save money, and set the stage for long-term success.

Solve Your Firm’s Biggest Problems Once And For All

Access an expert team with deep industry experience that understands both the how and why behind your business systems.

Get cutting-edge management solutions and software to meet your legal team’s specific needs.

Receive unmatched guidance every step of the way. From discovery to implementation, and beyond.

Get your team up and running fast with training programs designed to save time and boost productivity.

Testimonials

The Affinity team is responsive and focused, providing swift and relevant feedback when we reach out to them. They address queries posed to them with clear demos. Added to this, they respond in a down-to-earth, we’ve got your back way, that reassures us that we’re working with the right team!

Catherine Lorandos

Glinton Sweeting O'Brien

Don’t overestimate your ability to implement document management on your own. We looked to Affinity, who has done it before, and were thinking about not just the software but the complete picture.

Andrew Nolan

Foulston Siefkin

It’s been a win across the board. Our disaster recovery and business continuity infrastructure have been stabilized.

Wally Saunders

Swift Currie

Affinity provides honest advice and assessments of prospective software programs. The “sales” effort is secondary to helping you find the right fit that works for your team.

Laureen Naidu

A&W Food Services of Canada Inc.

Since 2001 when I first started my own solo law practice, I’ve relied on the excellent people at Affinity to help select the best practice management software, to install it, and then to train me on how to use it. I’m grateful to have made this connection a long time ago!

Philip J. Gauer

Attorney at Law, LLC

What You Get With Affinity Optimize

With Affinity Optimize, your firm gains a partner dedicated to your firm’s growth and success.

Proactive Health Checks

Receive comprehensive technology reviews to identify pain points and opportunities for improved efficiency.

Customized Project Board

Access a centralized hub where you can submit, monitor, and track requests for your project.

Strategic Guidance

Practical advice and a clear roadmap to align your tech investments with your long-term goals.

Dedicated Account Coordinator

You’ll be assigned a liaison who works with our internal teams to address your requests quickly and efficiently.

Exclusive Membership Perks

Optimize clients are automatically enrolled in Affinity Access, providing your team with unlimited access to live training, a comprehensive on-demand learning library, exclusive user forums, quarterly tech updates, and industry insights to keep your firm ahead of the curve. 

A Confident, Capable Team

Ensure fast, smooth adoption with customized onboarding and training sessions built around the needs of your team members.

Make The Most Of Your Legal Tech With Comprehensive Support From Affinity Optimize

Frequently Asked Questions

Why Not Just Pay For Support As Needed?

Affinity Optimize provides proactive improvements and ongoing guidance to help legal practices and organizations get the best long-term ROI on their legal technology.

Our System Works Just Fine; Why Do We Need This?

Even well-functioning systems can become outdated, and even fully-trained employees can forget how to use your software to the fullest potential. Regular optimization keeps you ahead of the curve, and training keeps your team's skills up-to-date.

If This Was Implemented Right, Why Would We Need Ongoing Support And Training Courses?

Technology is constantly evolving. Affinity Optimize helps your team grow with your technology so you can take advantage of the latest features and maximize ROI.

How Does Pricing Work For Affinity Optimize?

Rather than charging based on billable time, we bill based on the number of users you need and the number of products you need supported.

Does Affinity Optimize Work For Any Firm?

Yes. We can help you optimize your legal software to improve productivity and efficiency regardless of firm size.

What Deliverables Do I Get From Affinity Optimize?

When you sign up for Affinity Optimize, you get health checks, dedicated project boards, and access to our team of experts for guidance and help when you need it. As a bonus, every firm in our Optimize program also unlocks all the benefits of our Affinity Access program.