What Is Your Social Security Number? The codes that we commonly refer to as our SSAN, EIN or KTN aren’t numbers as much as each is a textual code. In the case of the SSAN the code itself is composed of three separate numerals that once had real meaning. While Cambridge English Dictionary primarily defines…
Ten Commandments for Effective Document Automation These are the two most important rules for effective for document assembly and automation I. Optimize Each Question to Maximize Benefits When creating forms for ourselves or for others we go to great lengths to reduce the total number of Questions to the absolute minimum while editing each to…
. We’ve named the new Artificial Intelligence helper in the Diagnostic Portal our Diagnostic Assistant. We’re starting to think this technology may have a real future helping people filter huge amounts of information to find the specific bits and pieces they’re looking for. Our Diagnostic Assistant is being used by customers every day, is learning…
$4,000 of Free Service? Yes, and worth every penny to us! Since its founding TheFormTool, LLC has offered 100% free service to all of its customers, even the thousands using only the free version of TheFormTool. Our team’s 10,000 service encounters have produced a 99.97% success rate solving the customer’s issue(s) and providing us with…
A huge percentage of our customers also use various levels of math in their Word documents, everything from simple sales tax, to extremely complex risk analytics, financings of all types, appraisals, secondary market debt purchases, and commercial construction quotations to name just a few. The big takeaway, pun intended, is Excel. With any of our…
Pro Bono and the Guardianship Season It was 11 years ago that Jim Calloway, then as now Director of the Oklahoma Bar Association’s Management Assistance Program and Senior Guru of all things legal management, suggested that the soon-to-be formed TheFormTool, LLC seemed to be ideally structured to actively support consumer-oriented pro bono legal services firms.…
We’re Not Enthusiastic About “Cloud” Programs Nor about anything Google A customer recently asked why our programs don’t automatically store data for customers in “the cloud.” Simple. TheFormTool’s customers can choose to store their forms, documents, data anywhere they want. After all, that’s pretty much the meaning of the possessive modifier, “their.” Each storage method…
Smart or Slick? In our last newsletter we predicted that the effects of Artificial Intelligence (A.I.) chat bots on the legal profession will be substantially less than the current hype. Last week, three researchers at Stanford and U.C. Berkeley reported that the “intelligence” demonstrated by leading large language model services (“artificial intelligence” agents, in this…
How to Best Protect Your Investment in Forms Some time ago we shared suggestions on how to preserve and protect Word’s forms and templates from loss or corruption. The instructions apply to both the intelligent forms produced by our software and the ordinary templates or examples that we all use, often without a real thought…
To make our Diagnostic Portal even more useful and easier to use, we’ve added an interactive map to the Portal’s home page. The map is a logical graphic with paths that describe symptoms and clickable hotspots that allow a user to click to the appropriate solution. For those who prefer a graphical user interface, the…