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…
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…
A customer asks whether there is an easy way to copy data from Excel to TheFormTool PRO’s Questionnaire. Of course we suggested Doxserá DB as the complete solution, but we recognize that Dox DB may be too much for only occasional use. Here’s a manual approach for a once-in-a-while need. Set up the Questionnaire so…
The Fastest Training Our program downloads include several training aids suited for every learning style, and the Knowledge Base has hundreds more. A fair number of our customers read the one-page instructional Cheat Sheet for their program and are off to the races. Others rely on the 20-page summary or even go the distance by…
. The lowest-hanging fruit People often ask about our software’s most-used features. It’s an interesting and extensive list, but the top three are: Pronouns/Plurals — The average form has dozens of embedded pronouns and singular/plural decisions. These are high-error items that eat a ton of time for not much reward. That TheFormTool can manage them…
Law.com reported recently on large reductions in the ranks of legal secretaries at the Reed Smith and Fox Rothschild law firms. What received less attention was the significant upgrade of roles filled by the supporting team members who remain, and the roles played by technology that allow the firms to increase responsibilities and compensation. Wells…
. How You Can Actively Manage Spam in Gmail Google has a tendency to randomly assign emails to its spam filters, from which they’ll never be delivered. On the other hand, it has a tendency to pass through tons of emails that it ought to block. If this is a problem for you, here’s how…
. Our customers report that creating finished documents using our software takes 71% less time. What does that mean in practical terms? Productivity. Given that the average office spends 60% of its total labor expense on document creation, it means a huge opportunity to re-deploy resources more productively. It’s enlightening to run the math: multiply…