Solo Tip Tuesday: Document Assembly for the Rest of Us with TheFormTool

by Reba Nance on May 29, 2012

Studies show the average law firm spends upwards of 30 percent of its time creating documents, most of which are repetitive. This area should be low-hanging fruit for improving productivity. The problem has been that most solutions are expensive, complex, and time consuming to install, learn, and program.

TheFormTool has changed all that. There is an extremely powerful free version, and an $89 “full” version that incorporates sophisticated math, pronouns, and more. It installs in less than a minute. (Open the zip file, click on TheFormTool document, review the four steps, close Word, open Word, look for TheFormTool in Word’s menu bar. You’re done.) The website has a very short video that shows you how to take your own forms and convert them in literally minutes. If you’re not sure you want to shell out $89, try the free version first. I’m convinced you’ll see how easy it is to use and you’ll want the more powerful full version. I’m told you can install the full version right on top of the free version with no problem.

TheFormTool handles pronoun/verb/gender/singular/plural agreement, conditions and choices, dates and offsets, lists and Boolean logic. TheFormTool PRO 2.0 added 24 math functions, including payments. They have an update scheduled this week, which will add complex conditional linking and the ability to compare text and math answers when deciding whether to include specific language.

The website and community forum are customer-focused and the service desk is committed to responding within two hours. In fact, when I suggested an improvement to the installation process, the service team promised to include my idea in the next update.

You can see this tip and others, on topics ranging from Outlook and Word help to App reviews and online tools, all here.

Longtime readers of the Colorado Bar Association’s C-Brief, its weekly eNewsletter, know each week there is a tip from Law Practice Management Director Reba Nance. Those tips are moving beyond the newsletter and now have a permanent home within the Practice Management section of CBA’s website. We’ll share some of the best tips each week here as Solo Tip Tuesday.

{ 1 comment }

Barb Cashman May 29, 2012 at 5:22 pm

Cool tool Reba! I just downloaded the freebie and will try it out for a document to prepare for a client meeting tomorrow morning.

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