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TheFormTool
Document assembly, Data collection, Digital Decisioning and forms automation for Microsoft Word
TheFormTool
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Search:
  • Home
  • Products
    • Compare Programs
    • About Our Software
      • TheFormTool PRO
      • Doxserá
      • Doxserá DB
      • DB User
      • Aurora
    • About Forms
      • Elder Law
      • Business Law – Formation and Operations
    • Specs, License & Guarantee
      • Tech Specs and User License
      • Warranty and Guarantee
    • Downloads & Updates
      • Downloads for Aurora
      • Downloads for Doxserá DB & DB User
      • Downloads for Doxserá
      • Downloads for TheFormTool
    • What’s New?
  • Shop Now
  • Support
    • Diagnostic Portal
    • Knowledge Base Table of Contents
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    • Consulting, Training, Library Development Experts
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    • Self-Training
      • Training
      • The Learning Curve Online Manual
      • Online Manuals
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    • Case Studies
    • Tech Support
    • Help
      • Diagnostic Portal
      • Knowledge Base Index
      • Tech Support
      • FAQs
    • Downloads & Updates
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      • Doxserá Downloads
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The Podium

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How Customers Make Money Creating Documents for Others

EconomicsBy The Team at TheFormTool05/01/2024

Making Money Creating Documents for Others A growing number of our customers are generating revenues and significant income by using their libraries of forms to create on-demand private label documents for others. An example is an insurance firm that requires some of its documents to both bear its branding but also that they must be…

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Our first price increases in nearly five years

GeneralBy The Team at TheFormTool04/29/2024

We’ve announced our first price increases in nearly five years Two products will increase and six will remain the same On May 15th annual subscriptions to Doxserá will increase to $169, a little more than one-half the inflation since its last price increase nearly five years ago. Subscriptions to DB User will increase to $199,…

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Inflation: Why Does It Hurt So Much If It’s Better?

EconomicsBy The Team at TheFormTool04/21/2024

The Forecast It was in January, 2021 that we first forecast that inflation would need to total 35% over time to fully offset the amount of new paper currency printed to pay for the increase in federal spending that had accelerated the year before. Since then prices of typical baskets of goods have increased about…

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What Is Your Social Security Number?

GeneralBy The Team at TheFormTool04/05/2024

What Is Your Social Security Number? The codes that we commonly refer to as our SSAN, EIN or KTN aren’t numbers as much as each is a textual code. In the case of the SSAN the code itself is composed of three separate numerals that once had real meaning. While Cambridge English Dictionary primarily defines…

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The Ten Commandments of Document Assembly & Automation

ProductivityBy The Team at TheFormTool03/09/2024

Ten Commandments for Effective Document Automation These are the two most important rules for effective for document assembly and automation I. Optimize Each Question to Maximize Benefits When creating forms for ourselves or for others we go to great lengths to reduce the total number of Questions to the absolute minimum while editing each to…

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Naming Our Newest Technology

Futurist, General, ProductivityBy The Team at TheFormTool03/05/2024

. We’ve named the new Artificial Intelligence helper in the Diagnostic Portal our Diagnostic Assistant. We’re starting to think this technology may have a real future helping people filter huge amounts of information to find the specific bits and pieces they’re looking for. Our Diagnostic Assistant is being used by customers every day, is learning…

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What’s $4000 of Free Service Worth?

Economics, General, ProductivityBy The Team at TheFormTool01/24/2024

$4,000 of Free Service? Yes, and worth every penny to us! Since its founding TheFormTool, LLC has offered 100% free service to all of its customers, even the thousands using only the free version of TheFormTool. Our team’s 10,000 service encounters have produced a 99.97% success rate solving the customer’s issue(s) and providing us with…

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All Your Math in One Place

Newsletter, ProductivityBy The Team at TheFormTool12/26/2023

A huge percentage of our customers also use various levels of math in their Word documents, everything from simple sales tax, to extremely complex risk analytics, financings of all types, appraisals, secondary market debt purchases, and commercial construction quotations to name just a few. The big takeaway, pun intended, is Excel. With any of our…

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Our Pro Bono Program and the Oklahoma Guardianship Season

Doxserá, News, NewsletterBy The Team at TheFormTool10/18/2023

Pro Bono and the Guardianship Season It was 11 years ago that Jim Calloway, then as now Director of the Oklahoma Bar Association’s Management Assistance Program and Senior Guru of all things legal management, suggested that the soon-to-be formed TheFormTool, LLC seemed to be ideally structured to actively support consumer-oriented pro bono legal services firms.…

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We’re Not Enthusiastic About “Cloud” Programs

GeneralBy The Team at TheFormTool08/30/2023

We’re Not Enthusiastic About “Cloud” Programs Nor about anything Google A customer recently asked why our programs don’t automatically store data for customers in “the cloud.” Simple. TheFormTool’s customers can choose to store their forms, documents, data anywhere they want. After all, that’s pretty much the meaning of the possessive modifier, “their.” Each storage method…

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Recent Posts
  • Legal Privilege, Cloud AI and the Ethics Gap in Document Automation
  • What About Office 365, Is it Really “In the Cloud?”
  • This week, OpenAI CEO Sam Altman put a spotlight on a critical issue
  • AI, Privacy, and Legal Ethics: Lessons from 23andMe and the Copyright Wars—Revised
  • Security Considerations in Document Automation, #5
Recent posts
  • Legal Privilege, Cloud AI and the Ethics Gap in Document Automation
  • What About Office 365, Is it Really “In the Cloud?”
  • This week, OpenAI CEO Sam Altman put a spotlight on a critical issue
  • AI, Privacy, and Legal Ethics: Lessons from 23andMe and the Copyright Wars—Revised
  • Security Considerations in Document Automation, #5
  • Security Considerations in Document Automation, #4
  • Security Considerations in Document Automation, #3
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