It’s hard to believe that it’s almost six years since the financial crisis of 2008. The aftermath of this phenomenon is still being felt by business of every size across the globe. While there are promising signs of markets returning to positive growth, the scars left by this crisis have meant that businesses are more rigorous…
Get Your Free Document Automation Software “Every day is a bank account, and time is our currency. No one is rich, no one is poor, we’ve got 24 hours each.” Christopher Rice [1] We all know how precious time is, and for businesses, effective time management can be the difference between success and failure. Many…
Perfection normally takes lots of practice and a fair amount of discovery through error. This video will allow you to skip both steps. This is one to share with your colleagues and training staff. It will pay for the minutes invested in the very first day. You can see The Expert’s Questionnaire and dozens more…
As TheFormTool PRO and Doxserá approach their different birthdays, we thought a major facelift is in order. We listen to our customers, and every day we hear their appreciation for simplicity and user friendliness. They appreciate the enormous power of the software but are equally impressed with ease of use. Early on we made a…
Through our Service Center we’re privileged to deal with thousands of users throughout the world. Sometimes they share their stories, and every once in a while we pass them on. “B” is a document processor. She spends her workday completing litigation documents, one case after another in a seemingly endless procession of matters her lawyer-employer…
We continue to be awed by the inspiring stories from users of our software about the time, effort, and errors saved, the stress reduced, and, once or twice, the businesses rescued by their mastery of TheFormTool or Doxserá. Yesterday’s comment from a global wealth management firm that using Doxserá coupled with 100% best practices had…
The quote that has stuck with me from the managing partner of a San Francisco law firm from two years ago is, “My clients don’t pay me $475 an hour to move semi-colons and commas around the page.” As a consumer of legal services, I agree! My recent article in ALA Currents, How To Save…
Our webinar Not for the Faint of Heart for experienced and expert users of TheFormTool PRO and Doxserá was an outstanding success. It will probably be the first in a series of “How-to” demonstrations for the rocket scientists among us, users who want to be artists of document assembly, and the merely curious who wonder…
“If you do tomorrow the same way what you did yesterday…” the new kid on the block is going to clean your clock. Here are four rules for authors who engage in any level of document assembly and automation. They will make you a hero to those who sign the paychecks. Even if your firm…
Let’s face it, most documents have an IQ in the low single digits approaching absolute zero. “Intelligent” and “document” seem a conflicted combination, a case of never the twain shall meet if ever there was one. But just because it ever was need not mean forever more. Our software is designed to mimic the experience…