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TheFormTool Form Building & Doxserá DB Services
Recommended by TheFormTool, LLC. Certified Creator of Intelligent Documents (CCID). Your Word forms, rebuilt to fill themselves.
Erminio Van M., CCID · recommended on TheFormTool, LLC’s Expert Help page
- CCID
TheFormTool certified, 2016
- expert help
Listed on TheFormTool’s Expert Help page
- Doxserá DB
Specialist: Excel, Access, SQL, Outlook
Services
Everything from a single form to a firm-wide library, built on TheFormTool, Doxserá and Doxserá DB.
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001
Form building and conversion
We convert your existing Word or PDF forms, or build new ones, into TheFormTool intelligent forms. A whole library is built on one consistent set of answer labels, so answers carry from form to form.
- Questionnaires that drive the whole document
- Conditional paragraphs, lists and math
- Pronoun and plural agreement
- Shared answer labels across the library
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002
Free form analysis
Send your forms and get a written findings report. A fixed-fee quote follows. There is no charge for the analysis, whether or not you hire us.
- Number of questions per form
- Labels shared across forms
- Defects that cause wrong words or missing text in filled documents
- Questions to settle with the attorney or form owner
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003
Doxserá DB data integration
We connect your forms to Excel workbooks, Access databases, SQL Server or Outlook Contacts. Client and matter tables are designed so choosing a client fills names, addresses and dates automatically.
- Client and matter tables: key columns, pronoun columns, relationships
- Dropdowns filtered by an earlier answer
- Data Tables and Data Functions
- MultiDoc batches: hundreds of documents in one fill
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004
Repair, consolidation and maintenance
We fix templates that misbehave and keep your library current as the law and your firm change.
- Wrong word, plural or pronoun in filled documents
- Dropped text and saved answers that don’t reuse
- Duplicate labels merged across a form set
- Updates as statutes, rates or firm language change
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005
Training
Training for the people who fill your forms and for the people who will maintain them, with written notes so your firm can keep its own forms up to date.
- Form users: filling, saving and loading answers
- Future authors: editing and extending forms
- Written notes for both
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006
Product selection and setup
Help choosing the right TheFormTool product for your office, then getting it installed and shared correctly across every seat.
- TheFormTool PRO, Doxserá, Doxserá DB, DB User seats or Aurora webData
- Install and licensing
- Shared network folders for answers and master lists
How it works
- 01
Free consultation call
A short call about your forms, your office and what you need. No charge, no obligation.
- 02
Send your forms
Email them to us. They are handled confidentially.
- 03
Receive a free findings report
Question counts, shared labels, and the defects we found.
- 04
Get a fixed-fee quote
Based on question and page counts.
- 05
Forms are built in batches
Each one is test-filled with fictitious data before delivery.
- 06
Delivery with training
Training and written notes for your users and authors.
Who it’s for
Offices that produce the same Word documents over and over, whether you already license TheFormTool or are still evaluating it.
- Law firms: estate planning, trusts, real estate, business and litigation
- Title and mortgage offices
- Insurance offices
- Any office producing repetitive Word documents
FAQ
Do I need my own TheFormTool license?
Yes. Licenses are bought directly from TheFormTool, and we can help you choose the right tier.
What formats can you start from?
Word documents, Word templates, PDFs, or forms built in other document-assembly tools.
Can forms pull from our database?
Yes, with Doxserá DB: Excel, Access, SQL Server and Outlook Contacts. It reads data when the form fills and doesn’t write back to your database.
Will our documents stay confidential?
Yes. Templates and client data are used only for your project and are never shared or published.
How is the work priced?
A fixed fee per project, quoted after the free analysis. No hourly surprises.
Request your free form analysis
Tell us about your forms: roughly how many, what format they are in now, and which TheFormTool product you use, if any.
Files over 5 MB? Email them to info@corpexch.io. Templates are kept confidential.
Prefer to reach out directly?
TheFormTool, Doxserá, Doxserá DB and Aurora webData are trademarks of TheFormTool, LLC. Corpus Exchange is an independent consultant and is not owned by or affiliated with TheFormTool, LLC.