Customer Success Team

Customer Success Team

Our team is dedicated to supporting you as you get started using our products and services as well as over the lifetime of your practice.

We understand the challenges and time pressures you face on a daily basis and look forward to sharing with you how we have helped many others improve day-to-day efficiency in their small, medium and large sized firms.

DoProcess offers an abundance of training materials at your disposal – training videos, FAQs and quick reference guides can be found in our Help Centre. We are also here to help customize your documents to meet your specific needs.

You can get to know us better by reading our bios below or by reaching out to us directly!

Jackie Lombardo

Customer Success Manager, Alberta (South) Jackie Lombardo is a Customer Success Manager with DoProcess Software. In this role, Jackie looks after all aspects of account management and training in South Alberta including hosting live training webinars, developing customized training sessions, creating post-training materials, and facilitating the customization of Master Documents for The Conveyancer®. Jackie has extensive experience in real estate law, having spent 10 years as a Legal Assistant.  She understands the time restrictions and pressures Real Estate Assistants are challenged with and is focused on delivering results for her clients. Jackie Lombardo’s passion for people and extensive knowledge has earned her an excellent reputation among peers and clients alike.  She is well known for helping clients save time, stay organized, and reduce overhead by maximizing the benefits of The Conveyancer. To contact Jackie, please call 403.805.1011 or toll free at 1.866.367.7648 ext. 2299 or email jackielombardo@doprocess.com.

Jeraldine Sta Teresa

Customer Success Manager, Alberta (North) Jeraldine Sta Teresa is a Customer Success Manager supporting Northern Alberta. In this role, Jeraldine provides her customers with personalized training and support for real estate law solutions. Prior to joining DoProcess, Jeraldine spent several years working in Alberta law offices with a focus on real estate law. Drawing upon her that experience and the in depth knowledge she gained there, Jeraldine is an expert on using DoProcess solutions to quickly and accurately produce all needed documents. She also understands how they can best adapt to each individual’s unique way of completing files to work more efficiently and effectively. Jeraldine always puts her customers first with customized training and support based on their individual needs to ensure they maximize all the benefits of our services. To contact Jeraldine, please call 780.504.8505 or toll free 1.866.367.7648 ext. 2699 or email her at jeraldine@doprocess.com.
Customer Success Manager: Jeraldine Sta Teresa

Martina Foggin

Customer Success Manager for Corporate Solutions, Alberta Martina Foggin is a Customer Success Manager for Corporate Solutions supporting our Fast Company® customers in Alberta. In this role, she looks after her customers with personalized demonstrations, training and support. From her years as a legal assistant, Martina brings expertise in multiple areas of law including corporate, real estate, wills and estates. Martina understands her clients’ practices and the value of a strong corporate records management system. She takes a collaborative approach with her customers to ensure they can maximize the benefits of Fast Company and support the growing demands of their law office. To contact Martina, please call 403.462.1573 or toll free 1.866.367.7648 ext. 2101 or email her at email at martina@doprocess.com.
Portrait of Martina on a white background

Carey Tokash

Customer Success Manager, British Columbia Carey Tokash is a Customer Success Manager for DoProcess supporting our ProSuiteand Brief Conveycustomers in British Columbia. With over 25 years of British Columbia legal real estate conveyance expertise, Carey brings a wealth of residential and commercial conveyance experience and a long standing role in real estate conveyance training to our team. Having worked on many different conveyance platforms and software programs throughout her career, this provides Carey with a very unique perspective on “a best practice approach” on not only how conveyance platforms should perform but how current real estate platforms need to evolve with ever changing technology in the industry. Carey is excited to demonstrate how our company’s real estate platform can assist you in the use of a seamless conveyance platform that will serve your office perfectly now and in the future with the just one click of a button. To contact Carey, please call 1-866-367-7648 ext. 2670 or 250-859-6904 or email her at carey@doprocess.com
Customer Success Manager: Carey Tokash

Jennifer Whiting

Customer Success Manager, British Columbia Jennifer Whiting is a Customer Success Manager for DoProcess Software supporting our ProSuite™ and Brief Convey™ customers in British Columbia. Jennifer has a wealth of experience in the legal industry, having worked for over 10 years in both law firms and notary offices, with a focus on real estate law for the last 5 years. Her years of expertise using applications to work more efficiently has given her a strong understanding of the value a good software solution can provide. You can rely on Jennifer to help make your job easier and get through your day faster using DoProcess applications. To contact Jennifer, please call 778.229.2418 or toll free 1.866.367.7648 ext. 2679 or email her at Jenniferw@doprocess.com.
Portrait of Jennifer Whiting on a white background

Natasha Walls

Account Manager, Manitoba Natasha Walls is an Account Manager dedicated to clients in Manitoba. She is responsible for business development and training of The Conveyancer®. Prior to joining DoProcess, Natasha spent more than five years working as a member of the Manitoba legal community focusing on real estate law. She uses her experience at a fast-paced law office to help other practices become more cost-effective and complete transactions more efficiently. Natasha helps our customers complete transactions in a fraction of the time, save money and best of all, minimize stress by using the right solutions. To contact Natasha, please call 204.583.8616 or toll free at 1.866.367.7648 ext. 2685 or email natasha@doprocess.com.
Portrait of Natasha Walls on a white background

James Tremblay

Account Manager, New Brunswick, Nova Scotia & Northern Ontario James Tremblay is the New Brunswick, Nova Scotia & Northern Ontario Account Manager for DoProcess Software. James’ role takes into account business development, as well as the training for The Conveyancer®. With over 14 years combined Real Estate and Financial expertise, James has been involved in Teranet’s electronic search and registration business and was a manager within a large financial institution. In 1993, he earned his Legal Assistant accreditation from Cambrian College Legal professionals depend upon James’ rich understanding of the legal industry to maximize the benefits of our solutions and services. He has earned a reputation for helping firms streamline their practice, become more cost effective, and exceed their client’s needs time and time again. To contact James directly, call 705.690.4119 or toll free 1.866.367.7648 x1041 or email at james@doprocess.com.
Portrait of James Tremblay on a white background

Purnima Kaul

Customer Success Manager, Ontario Purnima Kaul is a Customer Success Manager for DoProcess Software, supporting Ontario. In this role Purnima is responsible for Account Management and training of The Conveyancer®Fast Company®Will Builder® and Estate-a-Base®. Purnima joined DoProcess with a proven track record in the legal industry. As a Senior Law Clerk with over ten years of experience in large firms, Purnima established herself as a top level expert, particularly in real estate law. With Purnima’s extensive experience, customers can confidently rely on her to help them maximize the benefits of DoProcess software to successfully complete their real estate, corporate, estate and wills in an efficient and timely manner. To contact Purnima Kaul please call 416.643.1057 or toll free at 1.866.367.7648 ext. 1057or email at purnima@doprocess.com.
Purnima

Maria Hamdani

Customer Success Manager, Ontario Maria Hamdani is a Customer Success Manager for DoProcess Software supporting Ontario. In this role, Maria is responsible for Account Management and training on The ConveyancerFast Company®Will Builder® and Estate-a-Base®. Maria has in-depth knowledge and experience from her 10-year career working in various areas of the legal industry. As a former law clerk, she truly understands the needs of her clients and is passionate about providing excellent customer service to her clients and helping them improve their efficiency using DoProcess software. To contact Maria, please call 226.821.2656 or toll free 1.866.367.7648 ext. 1086 or email her at maria@doprocess.com.
Picture of Maria

Sara Norris

Account Manager, Saskatchewan Sara Norris is an Account Manager for DoProcess Software supporting The Conveyancer customers in Saskatchewan. Sara has worked in Saskatchewan real estate law for more than five years and considers The Conveyancer a tool that provides immense value to real estate practices. With her firsthand experience working under tight deadlines in a fast-paced environment, Sara understands the challenges legal professionals face and is committed to ensuring your experience with DoProcess is nothing less than exceptional. You can rely on Sara to provide you with training that will help you get the most out of our solutions and services, making your job easier. She is always excited to help customers streamline their processes to work more efficiently and effectively. To contact Sara, call 306.807.5476 or toll free 1.866.367.7648 x2680 or reach her by email at sara@doprocess.com.
Sara