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…
Is Office 365 really “in the cloud?” Short answer: Microsoft Word, Excel, and Access are not inherently cloud-based. They are desktop applications that run locally on your machine. Our software uses only their local functionality — nothing in our setup sends your data to Microsoft or stores it in the cloud. Longer answer: Local execution:…
This week, OpenAI CEO Sam Altman put a spotlight on a critical issue According to Altman, “People talk about the most personal sh** in their lives to ChatGPT,” he said. “And right now, if you talk to a therapist or a lawyer or a doctor about those problems, there’s legal privilege for it… And we…
How to Protect Your Valuable Forms We have customer firms with seven-figure investments in their form libraries, so protecting those intellectual property assets have become a priority. Our recommendations, in order and available to all firms no matter their size, are these. Create a Gold Master by making a perfect copy of each original form…
Pricing Transparency is Essential for Customers Our article on pricing transparency apparently struck a nerve with readers We were working to verify a new customer’s comments that he recently left HD over a large annual price increase and a three-year contract that called for 12% increases each year. We assigned the research task to our…
Why Offline Document Assembly is Safer in a World of Rising Cyber Threats It’s not paranoia if they’re really out to get you From global law firms to boutique consultancies, professionals are waking up to a hard truth: no matter how sophisticated your online defenses are, if your software touches the internet, it’s a potential…
In the legal world, efficiency and accuracy are key. Any tool that can save time and reduce human deadline or repetition errors is invaluable. Enter document assembly. This system automates the creation of legal documents, turning a time-consuming task into a swift, streamlined process while reducing or eliminating deadline stress. But what exactly is document…
A Lack of Pricing Transparency Why are prices actually hidden from potential customers? We hope you’ve noticed that we’ve always been completely transparent on our product pricing, disclosing on every product page it’s price, as well as posting the price of all of our software on the Home page. We call that effort and the dozens of…
‘Twas the night before deadlines, when all through the firm ‘Twas the night before deadlines, when all through the firm, Not a paralegal was stirring, no late paperwork churn.The contracts were hung by the office with care, In hopes that TheFormTool PRO soon would be there;The attorneys nestled all snug in their beds,While visions of…
Most of us have seen thousands of articles on Artificial Intelligence. As always aspiring “experts” in document assembly and automation, we’ve been required to read far too many of them. Fair is fair, so we thought it would be interesting to ask the leading large language model AI what it thinks of the firms in…