TheFormTool Review
Category: Document Assembly
Founded: 2003
Headquarters: Bend, OR
TheFormTool is a simple yet powerful document assembly software that works seamlessly within Microsoft Word. With its affordable pricing and minimal learning curve, TheFormTool makes document automation accessible to legal professionals who want to automate forms without complex programming.
Overview
TheFormTool brings document automation directly into Microsoft Word, allowing users to create intelligent forms using familiar tools. Unlike complex document assembly platforms, TheFormTool focuses on simplicity and ease of use, making it perfect for solo practitioners and small firms who need basic to intermediate automation capabilities without the overhead of enterprise solutions.
Key Features
- Word Integration: Works as an add-in within Microsoft Word
- Simple Syntax: Easy-to-learn commands for automation
- Conditional Logic: If/then statements for dynamic documents
- Lists and Tables: Automated repeating data structures
- Math Functions: Calculations within documents
- Answer Files: Save and reuse client data
- Form Builder: Create fillable questionnaires
- Template Sharing: Distribute forms across teams
Use Cases
- Solo attorneys automating routine forms
- Small firms standardizing client documents
- Real estate professionals creating contracts
- HR departments generating employment documents
- Non-profits automating grant applications
Pros
- Extremely affordable pricing
- Works within familiar Microsoft Word
- Minimal learning curve
- No monthly subscriptions available
- Excellent customer support
- Regular updates and improvements
Cons
- Limited to Microsoft Word
- Less powerful than enterprise solutions
- No cloud-based option
- Limited database connectivity
Integration Capabilities
TheFormTool integrates primarily with Microsoft ecosystem:
- Microsoft Word (2007 and later)
- Microsoft Excel for data import
- Answer file system for data reuse
- Basic CSV data import
- Copy/paste integration with other systems
Security & Compliance
TheFormTool provides desktop-based security:
- Local installation (no cloud storage)
- Works with existing Word security
- No data leaves your computer
- Password protection for answer files
- Complies with law firm IT policies
- No internet connection required