Adding DocuBank to your firm should be easy. Getting started information for you, your staff or even your members can be found below. If you don't see what you're looking for, let us know. Keep in mind, there are even more resources available to you once you become a partner.
09/03/2026
Sample form of a one-sheet form for client binders explaining the DocuBank service
04/19/2026
New to working with DocuBank? This recorded training webinar walks you through everything you need to get started, including how to confidently present DocuBank to clients, address common questions, and guide them through the enrollment process. It's the perfect on-demand "quick start" for attorneys and staff who want to begin offering DocuBank.
04/19/2026
This recorded training webinar covers everything you need to know about DocuBank SAFE. You'll learn how to upload estate planning documents for your clients, how clients can access and share those documents, and how they can designate a digital executor to receive access after they pass away.
04/19/2026
In this recorded webinar, you'll learn about the key feature and benefit options available to help you maximize your DocuBank membership. We'll walk through the optional selections designed to strengthen your branding, enhance your marketing efforts, and support the growth of your client base.