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TheFormTool

TheFormTool Rating:
3.8/5

Features

  • Customer Experience & Support - 8/10
    8/10
  • Pricing & Value - 9/10
    9/10
  • Security - 8/10
    8/10
  • Innovation & Future-Proofing - 5/10
    5/10
7.5/10
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Details

Rating Breakdown

Our Rating: 3.8/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

About TheFormTool

TheFormTool is a Microsoft Word-based document assembly application. It automates the process of creating forms like wills, leases, engagement letters, and intake interviews. It is also able to perform relatively complex mathematical calculations and will automatically correct syntax errors, such as subject-verb disagreements.

Who TheFormTool is For

Unlike many programs that charge per user or impose recurring charges each month or year, TheFormTool’s PRO version costs $89 for a lifetime license. That makes it a good fit for a solo attorney who wants to explore document assembly at a relatively low cost and who deals with a lot of data-heavy forms. However, TheFormTool only works on Microsoft Word running on a Windows desktop—there’s no Mac version and no cloud access.

TheFormTool Features

Website
www.theformtool.com
Services Offered
  • Document Automation
Starting Price
Free for a very limited feature set; paid plans begin at $89 for a lifetime license.
Free Trial
Apps
  • Windows
Software Integrations
Open API
An open API means that the program has an application programming interface that will allow it to directly integrate with other software programs such your firm's timekeeping, accounting, or custom relationship management software.
Document Management Features
Version Control
This means the software provides information on document revisions and makes sure you are using the most recent version of a template.
Encryption
Built-In E-Signing
Optical Character Recognition (OCR)
Metadata Scrubbing
Document Automation Features
Document automation (also called document assembly) software uses your document templates and information from a form or other source, like your law practice management software or CMS, to assemble documents for you.
Document Templates
The document management program creates resuable templates.
Court Forms
Guided Interviews
The program can create a guided interview and then use the client's answers to automatically create a document.
Conditional Logic
If the software uses conditional logic, this means that you can choose to have certain text in your assembled document included only under certain conditions
Tables
This means the software can generate tables of any size and place them in your assembled document.
Calculations
If this field is checked, it means the software can perform calculations based on numerical or text input.

Additional Details about TheFormTool

Review page. TheFormTool automatically creates a review page showing all of the input variables for your document. This allows a user to see all the changes at a glance rather than hunting through the entire document. This can be useful for attorneys making a multitude of changes across a lengthy contract, for example.

Master list library. There are a number of items lawyers use frequently across documents, such as a signature block. TheFormTool stores those pieces of information in one place so they can be easily deployed in any form.

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