Over the course of helping thousands of firms produce millions of documents, we’ve learned some universally valuable insights equally of use to customers and others.

Some of this guidance is for light users of Word, some for experts, but everyone will find real value in each and every handout.

It’s our pleasure to share with you the benefits of our experience completely for free, not even registration is required to download them.

Please enjoy as many of these as you wish, with our compliments.


Stewart McKelvey Doxserá DB Case Study

In its very first use—while still in beta—Doxserá DB® performed flawlessly, creating 2000 complex but perfect documents for the acquisition of hundreds of corporate assets.

It’s done even better since!

A Billion Here, and another billion here…

Cover of the handout "A Billion Here"

How lawyers can shave one billion dollars a week, a full 25{9e5c399d4686ffbee71f542e7a95a67178027d042b67cd6e8c3b22a26beb12ba}, from their costs, improve service to their clients, reduce stress, eliminate errors, and beat back the non-licensed barbarians storming the gates.

How Riggs Davie PLC improves Efficiency of Legal Document Management Using TheFormTool’s Doxserá

Riggs Davie cover

Doxserá is intelligent and user-friendly document automation software which allows users to create multiple intelligent documents in seconds or minutes rather than hours, without errors.

Riggs Davie uses Doxserá “…to produce well thought out documents of high quality in an efficient manner” 

Everything You Need to Know About Word’s Autocorrect and Other Intrusions
Stopping Word's Intrusions


Illustrates steps to take when Word becomes too intrusive, when it seems like you’re working for the program rather than the program is working for you.

Protecting Your Forms

OK, This one really isn’t a handout but it is so very valuable we thought to include it as well. In less than 30 minutes, this video tutorial demonstrates every possible way to protect your forms and documents from accidents. This is practically guaranteed to save you time and stress as it lays out the six best practices for safeguarding your work.
Using TheFormTool in Your Law Practice
No More Copy & Paste
Using TheFormTool in Your Legal Practice


Offers the best ways to organize and save forms, set default files names, copy Styles, and use some of Word’s lesser known tools to improve your productivity.  And, a brief glimpse at how TheFormTool can save you 70{9e5c399d4686ffbee71f542e7a95a67178027d042b67cd6e8c3b22a26beb12ba} of the time spent on repetitive documents.

Survey Results of Productivity and Efficiency in Five Industries

How Productive is Your Industry?

Issues covered within the survey include individual and business productivity, types of barriers to productivity, use of technology and software to help/hinder productivity, and volume of paperwork/documentation the in legal, medical, financial, government and accounting segments.

According To Three Experts, How The Legal Industry Can Improve Efficiency

Three Experts Legal Productivity

An interview with Peggy Gruenke, David Bilinsky, and John Miller on managing time and overcoming individual barriers to efficiency, as well as three tips from each on how best to manage personal productivity.