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…
Why I changed from HotDocs to Doxserá 1. The pandemic! I made a decision that the two lawyers in our firm would work from home and our legal assistant would work in our office. We would not see clients face-to-face and we would only see each other by video. It was a good call because…
The #1 request from our customers in recent years has been to be able to access Clio Contacts automatically, in real time. We’re delighted to report that we’ve crafted a system that does exactly that, it updates Clio Contacts to your choice of an Excel spreadsheet or Outlook Contacts. Doxserá DB is our software that…
We were impressed with the accuracy and speed, the clarity and conciseness of the chatbot’s response, here in full (emphasis added for reading ease): “Doxserá offers several advantages over its competitors, including: Ease of use: Doxserá is designed to be user-friendly and intuitive, allowing users to quickly and easily create and customize their documents without…
A customer asked recently if we could automate adding and managing signatures to a document. Because our programs are embedded in Word, external signatures can be acquired and even certified through third party vendors. Our favorite is DocuSign, an affordable and convenient service to securely and quickly collect digital signatures from others. Similar services are…