Contract Automation for Dealmakers: From LOI to Closing Docs For dealmakers, time is always of the essence. Whether you’re orchestrating a merger, negotiating an acquisition, or shepherding a joint venture through due diligence, every document—from the first Letter of Intent (LOI) to the final closing packet—demands precision, consistency, and speed. That’s where contract automation…
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…
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.
The majority of our customers are happiest using a combination of menus and keystrokes, but “power users”, especially the very fastest, prefer hotkeys to do as much as possible while concentrating solely on the keyboard. Our friends at Affinity Consulting are a perfect example; with more than 20 years’ experience, they’re comfortable doing as much…
How to Help Brilliant People Shine in Your Firm’s Office Working in any office, there are hundreds of interruptions to distract you every day. The average worker is sidetracked every 3 minutes from the task at hand and checks emails 30 times an hour. That’s a lot of distraction. Then there’s the time spent looking…
Microsoft Word is a huge program seemingly offering something for everyone and every circumstance. It has grown so large, in fact, that we believe it is becoming musclebound, less able to perform basic functions even as its features list grows. Six months ago we began collecting reports of infrequent and seemingly random failures affecting a…
Collecting and storing data is valuable. Using it is priceless. Companies—firms like yours and ours—spend enormous sums to play their parts in the exponential growth of stored data, and we all do a terrific job of it. We collect information at every opportunity, with every click. We spend nearly equal amounts every year tucking it…
Introducing Video Demonstrations of Lessons in the Expert Guide Many of TheFormTool’s users are already familiar with the online version of The Learning Curve, a tutorial for learning to become truly proficient with our software. The Learning Curve is divided into four sections—In the Beginning, Basics, Intermediate, and Advanced—and we strongly urge any user who intends…
We’ve added a downloadable Excel spreadsheet to the Community Treasure Chest section in the online Service Center. It is suitable as a Source for Doxserá DB, lists the 3,142 counties in the U.S. by state and shows the 2013 Census estimate of their populations. Click on the main menu’s Support>Help>Service Center at the top of…
A Wisconsin small firm owner who uses more than 300 intelligent forms in her business suggested we add an option for a user to select the automatic creation of PDFs when Petrifying a Set of forms. Emily was familiar with Word’s own ability to Save a document in PDF, but liked the idea of saving…