Customer Success Team

Customer Success Team

Welcome to Do Process Software! Our team is dedicated to supporting you as you get started using our products and services and over the lifetime of your practice.

We understand the types of 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.

Do Process offers an abundance of training materials at your disposal – training videos, FAQ's and quick reference guides can be found on our Customer Support Centre. We are also here to facilitate the customization of your document to meet your specific needs.

You can get to know us better by reading our bios below (listed in order of province served) or by reaching out to us!

Jackie Lombardo at Do Process

Jackie Lombardo

Customer Success Manager, Alberta (South)

Jackie Lombardo is a Customer Success Manager with Do Process 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

Kristen Bosecke at Do Process

Kristen Bosecke

Customer Success Manager, Alberta (North)

Kristen Bosecke is a Customer Success Manager supporting Northern Alberta. In this role, Kristen provides her customers with personalized training and support for The Conveyancer®.

Prior to joining Do Process, Kristen spent over a decade working in the Alberta real estate industry. Drawing upon her extensive knowledge and experience in real estate law offices, Kristen is an expert on using The Conveyancer to quickly and accurately produce all needed documents. She also understands how The Conveyancer can best adapt to each individual's unique way of completing files to work more efficiently and effectively.

Kristen always puts her customers first and customizes training and support based on their individual needs to ensure they get the many time saving benefits of using The Conveyancer.

To contact Kristen, please call 587.336.5493 or toll free at 1.866.367.7648 ext. 2114 or email

Sherry Fallon at Do Process

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

Fran Brooks at Do Process

Fran Brooks

Customer Success Manager, British Columbia

Fran Brooks is a Customer Success Manager for Do Process Software supporting our  ProSuite™ and Brief Conveycustomers in British Columbia.

Fran brings more than 19 years of experience in developing and supporting conveyancing software for legal firms. Her expertise is in conveyancing, along with experience in family, estate, and bankruptcy law and includes working for both law firms and a notary public.

You can confidently rely on Fran to help you maximize the benefits of
Do Process Software applications to successfully complete your real estate transactions in an efficient and timely manner.

To contact Fran, please call 604.346.9622 or toll free 1.866.367.7648 ext. 2292 or email at

Candy Pollock

Jennifer Whiting

Customer Success Manager, British Columbia

Jennifer Whiting is a Customer Success Manager for Do Process Software supporting our  ProSuite™ and Brief Conveycustomers 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 Do Process applications.
To contact Jennifer, please call 778.229.2418 or toll free 1.866.367.7648 ext. 2679 or email her at

Natasha Walls

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 Do Process, 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

James Tremblay at Do Process

James Tremblay

Account Manager, New Brunswick & Northern Ontario

James Tremblay is the New Brunswick & Northern Ontario Account Manager for Do Process Software. James’ role takes into account business development, as well as the training for all Do Process products, including The Conveyancer®,
Fast Company®, Estate-a-Base®, and Will Builder®.

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

Purnima Kaul at Do Process

Purnima Kaul

Customer Success Manager, Ontario

Purnima Kaul is a Customer Success Manager for  Do Process Software, supporting Ontario. In this role Purnima is responsible for Account Management and training of the complete suite of Do Process software including 
The Conveyancer®, Fast Company®, Estate-a-Base®, and Will Builder®.

Purnima joined Do Process Software with a proven track record in Real Estate law. As a Senior Law Clerk with over ten years of experience in large Real Estate Law firms, Purnima established herself as a top level expert.  

With Purnima’s extensive experience, customers can confidently rely on her to help them maximize the benefits of Do Process 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

Jasmine Chohan at Do Process

Jasmine Chohan

Customer Success Manager, Ontario

Jasmine Chohan is a Customer Success Manager for Do Process supporting Ontario. In this role, Jasmine is responsible for customer support and training on The Conveyancer®.

Jasmine has in-depth knowledge and experience from her years working in a real estate law office. 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 Do Process software.

To contact Jasmine, please call 289.325.4123 or toll free 1.866.367.7648 ext. 2688 or email her at  


Dan McAran at Do Process

Dan McAran

Customer Success Manager, Ontario
Fast Company, Estate-a-Base & Will Builder

Dan McAran is a Customer Success Manager with Do Process. In this role, Dan is responsible for training and support related to Fast Company®, Estate-a-Base®, and Will Builder®.

Dan’s extensive qualifications include his Certified General Accountant designation, MBA and MSc degrees, and he is currently in the final stages of earning his PHD accreditation. He has over 17 years in product development at
Do Process and over 20 years experience in computer technology.

Dan is known for building long term relationships with clients because of his dedication and personalized attention to all his Do Process customers. His in-depth subject matter expertise is highly valued by customers and they rely on him to help them maximize the benefits of using Do Process Software applications.

To contact Dan please call 416.322.6111 ext 2526 or toll free at 1.866.367.7648 ext 2526 or email

Sara Heidt at Do Process

Sara Heidt

Account Manager, Saskatchewan

Sara Heidt is an Account Manager for Do Process 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 Do Process 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

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