Case Studies

Case Study: Consumer Credit & Business Formation

We’ve been delighted over the years to have helped Western New York Legal Clinic, a forward-thinking pro bono consumer legal services clinic, grow exponentially from a single copy of TheFormTool PRO into dozens of copies of Doxserá — free under our pro bono program — for its lawyers and volunteers. In the same time it has expanded from one office to two, now helping with thousands of consumer and business matters every year. Early on, WNYLC wisely organized its intake process around Dox’s Questionnaire where its supervising lawyers can quickly but thoroughly review the facts in Dox’s Answer column. That single source for data speeds the process to the maximum while assuring every matter receives the thought it deserves and every document is error-free.

Case Study: Complex Acquisitions

Doxserá® DB has been an amazingly successful product, but no experience will ever beat the thrill of its very first use.

We had just asked a small handful of users of TheFormTool® PRO and Doxserá to quietly test our newest offering, Doxserá® DB. DB differs from its sibling in only one way: it can directly draw data from SQL databases, Access, Excel, and Outlook Contacts.

Users can create forms where many or all of the Fields, Lists, and Conditions can be filled with the entry of a single answer, saving enormous amounts of time and eliminating errors.

In this case study, Stewart McKelvey tells how on the first effort it created 2,000 perfect documents for the acquisition of hundreds of real properties in multiple jurisdictions.

This free, no strings attached, downloadable case study describes for you what happened.

Over the past ten years, TFT’s growth into its leading role supplying document assembly tools to thousands of law firms and to hundreds of other industries in more than 80 countries has provided unique insights into our customers’ challenges and opportunities, their problems and solutions. There are lessons to be learned and sometimes shared.

Here is another in our series of Case Studies, Case Study: Complex Acquisitions, discussing how home runs can benefit everyone involved.

Case Study: Foreclosure

Here is one in our acclaimed series discussing how catastrophes cause change, sometimes for the best.

Fortunately, while the firm calling for help had taken a major hit, its disaster had a golden lining.

Given that the specific form that is the subject of this report has 171 variables in it—171 items to find and change with every use—and that the paralegal and attorney involved had created the same document several hundred times over the years, what happened shouldn’t have been a surprise.

But it was.

This case study describes for you what happened afterwards.