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…
Whatever the perspective, whether as a professional, a consumer, an economist,there is insufficient value to continue the practice of hourly billing The reasons to avoid it are legion and persuasive, but for this audience the most telling argument is that working for an hourly wage prevents the accumulation of wealth while it encourages an excessive…
Here are a few of the unusual uses customers in more than 80 countries are making with our software. The ones we remember instantly: A court-appointed child psychologist in U.K. doing child protection evaluations. She credits TFT with saving her practice… and now hundreds of children A tiny hospital emergency room in New England…
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…
To celebrate the sons of one of our team members leading their team to a 2nd Place finish at the 2022 State Cross Country Championships we were tempted to yell, “Set ‘em up for all, barkeep!” for the thousands of adult attendees. However, more conservative thinkers suggested a more constructive approach: We should share…
What are Backups Worth? Too often backups are set only to safeguard documents and other front-of-mind items while critical off stage files are neglected. Remember to backup TheFormTool folder, where your Answers, Master Lists, Folios, and Sets are stored. Oftentimes the Answer folder itself is worth more than its weight in bitcoins, with thousands of…
The single most-requested feature over the years has been Conditional Questions, where the interview changes the questions it asks based on the answers already received. The simplest examples are status (corporation, LLC, partnership, proprietor), goal (diagnosis, merger, estate plan, loan), and location (jurisdiction, tax, climate), but there are literally thousands of others. The objective is…