There’s something very special about family founded products. When I first met Bob Christensen the passion and excitement he conveyed about the Doxserá® product family was contagious. The enthusiasm is obviously catching, as in just five years TheFormTool, LLC has become the second largest firm in the world in terms of customers in the document assembly space.

There’s a special place in my heart for document automation and assembly tools. When used properly they can be one of the easiest ways to increase both efficiency and profitability.

While there are many form libraries and options out there, what makes The Form Tool’s suite of products different is it’s combination of powerfully ‘Intelligent” document assembly and its ease of use, which is not the case with many traditional form builders. The firm’s five products cover every need, from the solo practitioner to the most sophisticated firms in the world.

 

First, they give the basic version away for free.

The free version of TheFormTool is a limited-feature version which includes options to create and automate very simple forms documents. With it, you can turn everyday word documents into intelligent templates. New users can create their first document in less than ten minutes! The free version is a great starting place to give you a sense of whether document assembly could be a good fit for your practice.

The product operates as an add-in, to Microsoft Word (for Windows, only) so creating a document is as easy as drafting a letter. Simply answer questions such as client name, address, and date and the program will enter the information where you want the data to populate.

Next up in the product line is the TheFormTool PRO, a tool for what they like to call the Word Warriors™ among us, which I love! A great fit for law firms with 25 users or less, PRO automates one document at a time. Their more sophisticated solutions, Doxserá ® and Doxserá ® DB, automate entire packages of forms or documents. DB can leverage the data you already have by accessing your SQL, Access, or Excel databases or Outlook contact records.

Aurora Web Data™ is a game changer

Their newest product, scheduled for release in December, 2017, Aurora allows for secure data entry over the Internet. With Aurora, lawyers can steer potential or existing clients to completely customized and personalized web pages to answer the questions needed to assemble and automate both the forms and the processes for the matter at hand, whether it is an intake form or an interrogatory, the information needed for a real estate transaction or will and estate plan.

Training

The Form Tool, LLC provides five different training channels for the differing ways we all learn. The firm prides itself on its emphasis on ease of use, where customers don’t need IT support, installers or consultants in order to profit from its software.

Conclusion

I’ve met solo and small law firm owners who use The Form Tool to increase efficiency and profit margins on flat fee cases, while dramatically reducing errors and proofreading time on every document. If you are looking for a lightweight, easy to use, Word add-In that can instantly change the amount of time you spend on routine documents and forms, check it out.

Visit The Form Tool, LLC at www.theformtool.com to learn more about their five products and to help yourself to the free version or the $1.00 30-day test drive!

Chelsey Lambert

Chelsey Lambert

Chelsey Lambert is a Legal Technology Specialist, published Author and CLE Speaker. As a former Practice Management Advisor for the Chicago Bar Association, and Vice President of Marketing for a leading case management provider she has seen our industry from many angles. Today, she works with vendors to bring their products or emerging technologies into the marketplace. And, teaches legal technology courses to lawyers all over the country sharing different ways technology can benefit their law firm. As Founder of Lex Tech Review and Lex Tech Media Group she welcomes the opportunity to chat!

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