Education Partners Plus

What Education Partners Plus does

Education Partners Plus, LLC is a privately held professional services firm headquartered in Sarasota, Florida, that specializes in legal technology training, change management consulting, and document automation for law firms and corporate legal departments. The firm traces its roots to Education Partners, Inc, founded in 2006 by Ellen Macdonald, and was acquired and rebranded by current President Cathy Zornes effective January 1, 2019. Its core offerings span custom instructional programs, new hire onboarding, skills assessments, one-on-one coaching (the PTA model), ADKAR-based change management (PROSCI-certified), project staffing and interim help desk support, AI workflow integration consulting, and an annual software support contract tier delivered remotely via Zoom.

The firm's only named software product is Templates By Design (TBD), a Microsoft Word ribbon-integrated document automation and template management system that delivers firm-specific templates (letters, memos, pleadings), outline numbering utilities, Outlook connectivity, and document cleanup tools. TBD is sold via direct sales and demo, and is accompanied by end-user, train-the-trainer, and administrator deployment services. Education Partners Plus is also a triple-certified NetDocuments partner (Training, Implementation, and Sales Expert), which channels DMS implementation, ND-Refresh training, and NetDocuments reselling revenue through the firm and provides a structural distribution advantage in the legal-tech ecosystem.

The business model is a mix of professional services fees (consulting, training, implementation, change management, AI advisory), one-time license/deployment revenue for Templates By Design, project staffing/outsourcing engagements, and a smaller recurring layer from annual support contracts. Customer acquisition is sales-led and relationship-driven, relying on phone outreach, website contact forms, in-person and video meetings, referral networks among law firms, and inbound from the NetDocuments partner channel. Content marketing (blog, three eNewsletters, LinkedIn, YouTube) supports a top-of-funnel nurture motion. The firm describes itself as small in core headcount (3 named staff plus a network of certified trainers, change practitioners, VBA developers, and systems analysts) and positions its competitive advantage on deep legal-vertical specialization, multi-decade principal experience, and certified delivery credentials rather than on scale.

Name

Education Partners Plus

Legal name

Education Partners Plus, LLC

Website

https://educationpartnersplus.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

Education Partners Plus is a Sarasota-based professional services firm providing legal technology training, ADKAR-based change management, document automation (Templates By Design), and AI workflow consulting primarily to law firms, operating as a NetDocuments-certified training, implementation, and sales partner.

Ownership category

akta.pro rank

Product category

Legal Technology Services

NAICS

Professional and Management Development Training (611430), Educational Support Services (6117)

SIC

Services-Management Consulting Services (8742), Services-Educational Services (8200)

akta.pro primary industry

Education Systems & Skills Technical Assistance (BPADAEAI)

akta.pro secondary industry

University/College Continuing Education (Extension) Programs (EDAAAEAA)

Keywords

• Legal technology consulting
• Change management services
• Document automation software
• Law firm training
• Technology implementation services

Headquarters

HQ city

Sarasota

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Services - Training: Billable consulting and training services delivered by skilled consultants and trainers. Training programs include custom instructional programs, new hire onboarding, skills assessments, webinar-based training, and one-on-one coaching sessions. Services are available on-site or remotely.
2. Project Staffing & Outsourcing: Providing temporary staff to cover employee absences or vacancies, or functioning as additional project team members. Includes interim staffing, help desk staffing, and technical support contractors.
3. Document Automation Products - Templates By Design: Sale and deployment of Templates By Design document automation solutions for law firms. Includes end-user training, train-the-trainer sessions, and administrator training for TBD deployment.
4. AI Strategy & Consulting: AI strategy sessions and responsible AI adoption consulting for law firms, including workflow assessment, policy development, and ethical guideline creation.
5. Annual Support Contracts: Annual support contracts available for ongoing software support assistance, providing remote support via Zoom meetings.
6. NetDocuments Implementation & Sales: As a NetDocuments certified partner for training, sales, and system implementation, EPP earns revenue from implementing NetDocuments cloud-based document management systems and associated training programs.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Education Partners Plus is a professional services firm that provides consulting, training, change management, project staffing, and document automation services to law firms and corporate legal departments. The firm delivers custom instructional programs, new hire onboarding, skills assessments, software implementation support (NetDocuments, iManage, M365), and Responsible AI workflow integration, complemented by their proprietary Templates By Design (TBD) document automation product integrated with Microsoft Word.

Product overview

Education Partners Plus is a technology training and consulting company serving law firms. Their primary product is Templates By Design (TBD), a document automation solution integrated with Microsoft Word that provides standardized templates and automation utilities. They supplement their offering with professional services including change management consulting, training programs (Smart Start Onboarding, AI Implementation, M365 training), project management assistance, interim staffing, coaching, instructional design, and eLearning development. The company operates primarily as a service provider rather than a software vendor, with TBD being their only named product offering.

Differentiator

Problem solved

Functional benefit

Brands

• Templates By Design (TBD): A set of templates and document automation tools that streamline document production by improving standardization and expediting functionality. Designed for law firms to contribute to branding, consistency, and boosted production environment.

Products and services

• Templates By Design (TBD) Document automation and template management system for Microsoft Word that streamlines document production, improves standardization, and expedites functionality for law firms. Includes customized firm templates (letter, memo, pleading), outline numbering utilities, Outlook connectivity, document cleanup tools, and personalized content capabilities. Accessed via a Microsoft Word ribbon and sold through direct sales with end-user training, train-the-trainer, and administrator training included.
• Consulting Services Professional consulting engagements covering Project Management, Smart Start Programs, and Responsible AI workflow integration for law firms. Includes project management assistance, structured onboarding program design, AI strategy sessions, current software and workflow assessment, identification of inefficiencies, AI use policy development, and ethical guidelines for safe AI integration.
• Change Management Services Structured change management services for law firms including Change Readiness assessments, Communication Plans, and Impact Analysis. Follows the PROSCI ADKAR methodology and is delivered by PROSCI-certified practitioners to prepare staff and improve user adoption during technology transitions.
• Training Services Custom instructional training programs delivered by highly skilled legal technology trainers, including Training Programs, New Hire Onboarding (Smart Start), and Skills Assessments. Available on-site or remotely and includes webinar-based training and one-on-one coaching sessions.
• Support Services (Interim Staffing and Software Support) Project staffing and software support services including Interim Staffing (covering employee absences or vacancies), Software Support (help desk staffing and technical support contractors), and Project Support (additional project team members). Annual support contracts are available for ongoing remote support via Zoom meetings.

Quantifiable outcome

• Decreased help desk calls and increased productivity after personalized training sessions
• +3 more outcomes

Named customers6 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• NetDocumentscoreTechnology or IntegrationEducation Partners Plus is a NetDocuments certified partner holding three certifications: NetDocuments Training Partner, NetDocuments Implementation Partner, and NetDocuments Sales Expert Partner. As a certified partner, EPP assists law firms with implementing NetDocuments cloud-based document management systems, provides training on NetDocuments products, and resells NetDocuments solutions. EPP also offers ND-Refresh training programs for existing NetDocuments users.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• NetDocuments: Cloud-based document management system for law firms. EPP is a certified NetDocuments Training, Implementation, and Sales Partner, so NetDocuments is both the core platform EPP builds on and the company whose direct services most directly compete with EPP's implementation work.
• LawVision Group: Legal management and technology consultancy serving AmLaw and mid-market firms with practice management, technology selection, and implementation services. Directly comparable to EPP's consulting + technology adoption services aimed at law firm leadership.
• Lighthouse: Legal technology and managed services provider offering consulting, eDiscovery, and technology adoption services to law firms. Overlaps with EPP's change-management and legal-tech implementation practice, particularly for mid-market and large firms.
• iManage: Enterprise document and email management platform widely used in law firms. EPP explicitly serves iManage clients alongside NetDocuments, putting the two firms in direct competition for legal-DMS training and implementation spend.
• HotDocs: Document automation software for law firms (now part of the NetDocuments ecosystem). Competes head-to-head with EPP's proprietary Templates By Design (TBD) product in the same Microsoft-Word-based document automation category for legal users.
• Harbor Global: Provider of legal managed services and consulting including technology implementation and document management support for law firms and corporate legal departments. Directly comparable to EPP's training + change-management offering for legal buyers.
• Microsystems: Long-standing document management and workflow consultancy focused on legal and professional services firms. Comparable to EPP as a niche consulting firm selling document management implementation and training into law firms.
• Elevate Services: Legal consulting and managed services firm serving law firms and corporate legal departments with technology, operations, and practice support. Directly comparable as a professional services firm targeting the same legal-tech buyer with change management and software adoption offerings.

Broad incumbents

• Consilio: Large legal services and technology consulting firm spanning eDiscovery, contract management, and legal technology services. Sells into the same legal-tech buyer as EPP but at much larger scale and with a broader portfolio, including adjacent managed services.

Emerging players

• AINS: Legal technology vendor offering document and information management solutions built specifically for law firms and government legal teams. Comparable to EPP's NetDocuments/iManage implementation and document automation practice, with overlap in the same buyer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/educationpartnersplus

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Education Partners Plus