Add Real Christmas Cheer: Precision, Productivity, and the Tools Lawyers Deserve December tends to make lawyers reflective. Court calendars quiet down, inboxes slow just enough to allow thinking, and the year’s accumulated frustrations come into view: the documents that took too long, the numbering that fell apart at the worst time, the tools that promised…
Legal Privilege, Cloud AI and the Ethics Gap in Document Automation
Legal Privilege, Cloud AI and the Ethics Gap in Document Automation Generative AI tools like ChatGPT are increasingly being used by legal professionals for drafting, brainstorming, and research. An increasing number of document automation vendors in the legal industry are integrating generative AI or cloud-based services into their offerings. But these tools are not confidential—and…
AI, Privacy, and Legal Ethics: Lessons from 23andMe and the Copyright Wars—Revised
AI, Privacy, and Legal Ethics: Lessons from 23andMe and the Copyright Wars Introduction – What 23andMe and Copyright Battles Teach Us About Security What do a genetic testing company and multimillion-dollar copyright lawsuits have to do with your law practice? Everything. Once you give data to someone else, you may lose ownership. You certainly lose…
Security Considerations in Document Automation, #2
This is the second of five articles in the Series Security Considerations in Document Automation Trust is your firm’s most valuable asset. Clients depend on you to protect their information—and to get every detail right. In today’s digital world, both security and accuracy are essential to maintaining that trust. This series explores how smarter document…
HotDocs vs. Doxserá: A Lawyer’s Guide to Choosing the Right Tool
HotDocs vs. Doxserá: A Lawyer’s Guide to Choosing the Right Tool When it comes to document automation for legal professionals, two names often rise to the top: HotDocs and Doxserá. Both are powerful, both are respected—but they take very different approaches to solving the same problem: how to generate accurate, repeatable documents faster and more…
Our Pro Bono Program and the Oklahoma Guardianship Season
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.…
The Five Reasons Paul B. Switched from HotDocs to Doxserá
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…
What Happened When We Asked ChatGBT, “What are Doxserá’s advantages over its competitors?”
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…
When 71% equals 344%
. Our customers report that creating finished documents using our software takes 71% less time. What does that mean in practical terms? Productivity. Given that the average office spends 60% of its total labor expense on document creation, it means a huge opportunity to re-deploy resources more productively. It’s enlightening to run the math: multiply…
My Mac and Me
The newest version of Parallels is impressive; it allows the Windows system to transparently use Mac’s ancillary features, such as printers, Internet connectivity, audio and video. The real magic is the ease by which nearly all the Mac “homeyness” is made available.