About TheFormTool
TheFormTool is a document automation software from TheFormTool that helps create and manage professional documents efficiently. It provides customizable templates, data collection tools, and integration capabilities so users can automate repetitive tasks and reduce manual entry errors. TheFormTool simplifies the document creation process by allowing users to input data once and generate multiple documents automatically. It supports various file formats and can work with existing documents, making it a versatile choice for businesses. Key capabilities: customizable templates data collection tools integration with existing systems multiple file format support automated document generation Best for: businesses and professionals that need to simplify document creation and management processes.
TheFormTool is a document automation and forms software designed for professionals who require precision, speed, and security in Microsoft Word for Windows. Its core strength lies in its offline, cloud-free operation, ensuring sensitive data remains under user control, which makes it particularly appealing to law firms, paralegals, financial analysts, HR departments, and other knowledge-intensive roles. The software integrates seamlessly into Word via an intuitive ribbon interface, allowing users to automate existing documents without rebuilding them from scratch. Key features include Doxserá for simultaneous multi-document creation and Doxserá DB for integration with external data sources such as SQL databases, Excel, and Outlook contacts, enabling mass customization and workflow efficiency. The base PRO version offers over 120 professional features, including conditional logic, date handling, math functions, and field-specific rules, which significantly reduce errors and save time, with reported productivity gains up to 400%. The offline architecture ensures reliability and performance even in high-stakes, document-intensive tasks, while Aurora webData™ provides optional web-based data capture that feeds securely into the on-premise system.
Pros & Cons
- The free option allows regular use for automating Probate, Estate Planning, and Divorce forms, saving time on repetitive legal document preparation.
- Creating tables is easy, and the software is simple and straightforward to use.
- It makes filling in the blanks for pleadings and documents very easy.
- It is easy to set up and convert existing pleading forms into usable templates.
- The software offers powerful features at a low price point.
- There is a small delay when inserting fields into a form template.
- The free option only automates one document at a time and requires insertion at the bottom of the form.
- Documents do not automatically petrify when printing, which can cause data fields to be printed if forgotten.
- Templates are hard to set up, and saving changes can be problematic.
- Fields in reports sometimes do not align correctly with entry boxes, causing incorrect text population.
Features
Key features
The software is completely embedded within Microsoft Word for Windows, eliminating the need to learn a new system.
Works entirely offline without the need for the cloud, ensuring no client or firm data ever leaves user control.
Allows users to automatically create multiple intelligent documents from a single set of captured data.
Enables easy retrieval and use of data from external sources like SQL, Access, and Excel for document customization.
Customers report saving an average of 71% of time spent on repetitive documents.
Offers a secure web-enabled platform for remote data collection from clients or customers.
Additional features
Core functionality for quickly and accurately assembling complex documents from templates.
Provides tools for gathering necessary information for document creation.
Includes features for automating choices and logic within documents.
General capability to automate the filling and creation of forms.
Works completely offline, ensuring data security without reliance on the cloud.
Fully integrated into Microsoft Word for Windows for familiar use.
The basic program (PRO) offers a large number of capabilities.
Includes all major mathematical functions for calculations within forms.
Allows purchasing only the licenses needed for specific users or offices.
Reduces document error rates, which can be as high as 60%, to zero.
Allows distributing expert knowledge by creating a central library of the very best forms.
Customers report saving an average of 71% of time on repetitive documents.
Eliminates the risk of using out-of-date forms by maintaining one perfect version for the entire office.
Helps redirect labor expense spent on repetitive document creation (estimated at 25% of total labor).
Eliminates common errors like "wrong name" mistakes and simplifies staff jobs.
Creates several intelligent documents at once from the same data.
Enables a document to automatically draw in external text and graphics to create itself.
Allows easy retrieval of data from SQL, Access, Excel, or Outlook Contacts for mass customization.
Pricing
One-time purchase
Countries & Languages
Available in
Interface languages
Billing currencies
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About TheFormTool
TheFormTool is a document automation software from TheFormTool that helps create and manage professional documents efficiently. It provides customizable templates, data collection tools, and integration capabilities so users can automate repetitive tasks and reduce manual entry errors. TheFormTool simplifies the document creation process by allowing users to input data once and generate multiple documents automatically. It supports various file formats and can work with existing documents, making it a versatile choice for businesses. Key capabilities: customizable templates data collection tools integration with existing systems multiple file format support automated document generation Best for: businesses and professionals that need to simplify document creation and management processes.
TheFormTool Details
TheFormTool's In-App Market Place
Does TheFormTool have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
No
Pricing Options
Plans
One-time purchase
Accepted Payment Currencies
USD ($), GBP (£), EUR (€), AUD (A$), CAD (C$), JPY (¥), CNY (¥), INR (₹), RUB (₽), MXN ($)
Pros & Cons
- The free option allows regular use for automating Probate, Estate Planning, and Divorce forms, saving time on repetitive legal document preparation.
- Creating tables is easy, and the software is simple and straightforward to use.
- It makes filling in the blanks for pleadings and documents very easy.
- It is easy to set up and convert existing pleading forms into usable templates.
- The software offers powerful features at a low price point.
- There is a small delay when inserting fields into a form template.
- The free option only automates one document at a time and requires insertion at the bottom of the form.
- Documents do not automatically petrify when printing, which can cause data fields to be printed if forgotten.
- Templates are hard to set up, and saving changes can be problematic.
- Fields in reports sometimes do not align correctly with entry boxes, causing incorrect text population.
TheFormTool's Support Options
Email Address
info@theformtool.comContact
866 311 6000TheFormTool's Alternatives
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