TheFormTool Overview

TheFormTool transforms document creation by integrating seamlessly with Microsoft Word, offering unmatched flexibility and security. Its standout feature is ease of use, enabling businesses to automate document assembly without leaving the familiar Word environment. This software is designed to reduce errors and enhance compliance, making it a strategic tool for legal, financial, and other document-intensive industries. Users benefit from increased efficiency and satisfaction, as TheFormTool streamlines complex document workflows. Its value/price ratio is particularly compelling, providing a cost-effective solution for organizations looking to optimize document handling processes.

Use Cases

Customers recommend Sales Document Management, Helpdesk Management, Rating And Review Management, as the business use cases that they have been most satisfied with while using TheFormTool.

Other use cases:

  • Measuring Customer Satisfaction
  • Competitive Intelligence
  • Products & Pricelist Management
  • Training & Onboarding
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using TheFormTool.

Other priorities:

  • Improve Efficiency
  • Manage Risk
See all business priorities See less business priorities

TheFormTool Use-Cases and Business Priorities: Customer Satisfaction Data

TheFormTool works with different mediums / channels such as Phone Calls.

TheFormTool's features include Templates, and Personalization. and TheFormTool support capabilities include 24/7 Support, Phone Support, Email Support, etc. also TheFormTool analytics capabilities include Custom Reports, and Analytics.

Reviews

"I can't say enough good things about the formtool products, formtool, doxsera and doxsera db. I am a practicing attorney of 43 years. These products have made an enormous difference in my practice in terms of efficiency, and time and money savings. ...And our staff loves its ease of use. And customer service is always there for you." - Arnie

TheFormTool, belong to a category of solutions that help Authoring and Publishing. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Theformtool offers user-friendly and powerful software solutions for document assembly and automation in Word for Windows. Products include PRO, Doxsera, and Aurora.

Popular Business Setting

for TheFormTool

Top Industries

  • Legal Services

Popular in

  • Small Business

TheFormTool is popular in Legal Services, and is widely used by Small Business,

Comprehensive Insights on TheFormTool Use Cases

How can TheFormTool optimize your Sales Document Management Workflow?

What Are the key features of TheFormTool for Helpdesk Management?

How efficiently Does TheFormTool manage your Rating And Review Management?

4+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well TheFormTool solved their Authoring and Publishing needs. Cuspera uses 218 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Authoring and Publishing needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
TheFormTool testimonial

Arnie

I can't say enough good things about the formtool products, formtool, doxsera and doxsera db. I am a practicing attorney of 43 years. These products have made an enormous difference in my practice in terms of efficiency, and time and money savings. And our staff loves its ease of use. And customer ...service is always there for you.

Testimonial By Arnie
TheFormTool testimonial

Peter C

After using Doxserá for many years, I encountered a "run time" error that left me baffled. However, TheFormTool's service desk helped me solve the problem with a minimum of hassle. Thank you so much! Testimonial By Peter C
TheFormTool testimonial

Tom A

I am a true sole practitioner. No paralegal, no secretary, no bookkeeper - literally just me. I rely very heavily on office automation, and I couldn't practice this way without Dox DB. I use it for pleadings, contracts, fee agreements, correspondence, and more. I continue to learn and grow my profi...ciency with Dox DB. I can’t imagine working without it. Thank you Doxserá DB!

Testimonial By Tom A
CUSTOMERS TESTIMONIALS
TheFormTool testimonial

Arnie

I can't say enough good things about the formtool products, formtool, doxsera and doxsera db. I am a practicing attorney of 43 years. These products have made an enormous difference in my practice in terms of efficiency, and time and money savings. And our staff loves its ease of use. And customer ...service is always there for you.

Testimonial By Arnie
TheFormTool testimonial

Peter C

After using Doxserá for many years, I encountered a "run time" error that left me baffled. However, TheFormTool's service desk helped me solve the problem with a minimum of hassle. Thank you so much! Testimonial By Peter C
TheFormTool testimonial

Tom A

I am a true sole practitioner. No paralegal, no secretary, no bookkeeper - literally just me. I rely very heavily on office automation, and I couldn't practice this way without Dox DB. I use it for pleadings, contracts, fee agreements, correspondence, and more. I continue to learn and grow my profi...ciency with Dox DB. I can’t imagine working without it. Thank you Doxserá DB!

Testimonial By Tom A

Case Studies

Legal Services

CASE STUDY Western New York Law Center

Doxserá by TheFormTool helped Western New York Law Center improve legal document creation. The center used Doxserá to handle over 1,822 consumer cases last year. Volunteers and attorneys used the sof...tware to save time and reduce errors. Training new users took just ten minutes. Doxserá increased productivity by 3-4 times compared to manual work. The center now helps residents start businesses using these tools.

Legal Services

CASE STUDY Stewart McKelvey

Doxserá DB helped Stewart McKelvey automate legal document creation for complex acquisitions. The law firm used the tool to pull data from Excel and generate nearly 2,000 documents with no errors. Th...e process saved weeks of work and reduced costs for clients. Stewart McKelvey rolled out the technology firm-wide to improve service and client satisfaction. The firm saw a strong economic impact and gained a competitive edge.

Video

Complete a four-hour document in just 24 seconds: with no errors

Video Thumbnail
lightning

Peers used TheFormTool for sales document management and helpdesk management

TheFormTool Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

2.98/5 ★

Read Reviews (1)
Custom Reports

4.19/5 ★

Read Reviews (35)
Analytics

3.96/5 ★

Read Reviews (13)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

2.98/5 ★

Read Reviews (1)
Custom Reports

4.19/5 ★

Read Reviews (35)
Analytics

3.96/5 ★

Read Reviews (13)

Software Failure Risk Guidance

?

for TheFormTool

Overall Risk Meter

Low Medium High

Top Failure Risks for TheFormTool

TheFormTool, LLC News

Product

TheFormTool PRO is a Member Benefit for Florida Bar Attorneys - Business Wire

TheFormTool PRO is now available as a member benefit for Florida Bar attorneys, providing them with valuable tools for document automation.

TheFormTool, LLC Profile

Company Name

TheFormTool, LLC

HQ Location

612 Woodland Square Loop SE, Suite 300, Lacey, Washington 98503, US

Employees

11-50

Social

Financials

SEED