Templates live in a SharePoint library and open directly in the Word Task Pane - searchable, organized by office and practice group, and updated for every user the moment they change.

• Folders and subfolders by office or practice group for fast, structured access.
• Search and filter by name, office, practice group, or template type.
• Draft mode keeps in-progress templates visible to admins only, hidden from regular users.
• No deployment to workstations - templates update automatically for everyone.

Author settings - stationary, closing, formatting, delivery options - are stored in the cloud and applied the moment an author is selected. No files to deploy, no workstation configuration.

• Supports multiple preference sets per attorney for different correspondence contexts.
• Multi-language support - stationary sets and preference values available in any language.
• All settings stored in the Correspond database - no INI files or registry keys to manage.
• Favorite authors surfaced for quick access during document creation.

CoreRespond runs in the Word Task Pane using Microsoft’s modern Office JS platform - deployed via a single manifest file, with no INI files, no registry keys, and no per-workstation configuration to manage.

• Templates centralized in a SharePoint library - no deployment to individual workstations.
• Distributed via Office 365 Admin Portal or Microsoft Intune in a single one-time step.
• All preferences, custom lists, and settings stored in the Correspond database.
• Secured with Microsoft Entra ID for modern, standards-based user authentication.

Who it’s built for:

• Law firms - standardize correspondence and templates across practice groups with a consistent, centrally managed setup.
• IT & Administration - one manifest to deploy, central template management, no workstation-level configuration.
• Legal Operations - full control over firm templates, author preferences, and defaults from a single configuration point.