We’re constantly adding information, directions and examples to the Service Center in response to customer’s questions and suggestions. We often harvest several videos from our live presentations on the Learning Curve each Wednesday morning and post them under the two dozen subject-specific categories on the Service Center. All the subjects and contents are keyword searchable…
“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…
Last week’s webinar, Visualizing Document Automation: Five Steps for Success, played to rave reviews from our largest-ever live audience. Now the video has been selected for a college course on office productivity. Can the Academy Awards be far behind? If you couldn’t make it to the live presentation, here’s your chance to catch up with those…
Get Your Free Document Automation Software Whether your business is booming or times are tight, entrepreneurs are always looking for ways to save precious time and money in all areas of the organization. While there are some obvious methods of cutting overheads such as renting cheap office space and shopping around for insurance and legal…
We’ve added: Seven new math functions that analyze sequences of dates and numbers in derived answers such as might be generated in a subList. The new functions are DerivedCount, DerivedFirstDate, DerivedLastDate, DerivedMax, DerivedMin, DerivedMultiply, and DerivedSum. ListMax, ListMin, ListMultiply, and ListSum functions properly result in zero when the list is empty. A derived answer in…
We are about ready to roll out new versions of TheFormTool PRO (v2.7) and Doxserá (v2.1) that include a half-dozen powerful new functions for users with sophisticated needs. The central focus of both updates features enhancements to Derived Answers that allow form authors to perform math, including Count, FirstDate, LastDate, Max, Min, Multiply, and Sum calculations…
Within the legal industry, there have been many debates concerning the ways in which lawyers, paralegals and attorneys can develop a more efficient working progress. With copious amounts of paperwork required on a day to day basis, and the importance of meeting client expectations; we asked three legal experts to share their opinions on productive…
Here’s a fun report from one of the colleges now teaching TheFormTool as part of legal studies, whether for paralegals and assistants, as here, or for attorneys-to-be in law school. You can learn more about the class and program at Coastline Community College. I taught TheFormToolPRO to the students last night (LAW170, Coastline Community College…
Dan Terner of Wellington, Florida has very graciously allowed us to reprint his post carried in the ABA SOLOSEZ listserve yesterday. Has anyone else tried using TheFormTool Pro in conjunction with Clio’s documentation template automation system? I haven’t wanted to spend money on separate documentation automation software (like ProDocs, or Pathagoras, etc) because I’m already…