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…
DetailsTo 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…
DetailsWhy 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…
DetailsThe #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…
DetailsWe 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…
DetailsA 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…
DetailsWhatever 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…
DetailsHere 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…
DetailsA 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…
DetailsTo 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…
Details