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

User Reviews

5★
37
4★
20
3★
7
2★
2
1★
1

Jennifer Martinez

Solo Attorney • Estate Planning
★★★★★

"TheFormTool makes document automation accessible to everyone. No coding required, works perfectly with Word, and the price is unbeatable for small firms. I automated all my estate planning forms in a weekend."

David Thompson

Partner • Small Business Law
★★★★☆

"Great value for money. TheFormTool does exactly what it promises - simple document automation within Word. It's not as powerful as enterprise solutions, but for basic to moderate automation needs, it's perfect."

Frequently Asked Questions

What is TheFormTool?

TheFormTool is a document assembly software that works as an add-in for Microsoft Word, allowing users to create intelligent, automated forms and documents using simple commands without programming knowledge.

How much does TheFormTool cost?

TheFormTool costs $89 per user per year for the basic version. TheFormTool PRO is $299 per user (one-time purchase), and Doxserá (advanced version) is $399 per user (one-time purchase).

Does TheFormTool work on Mac?

Yes, TheFormTool works on both Windows and Mac versions of Microsoft Word. It requires Word 2007 or later on Windows, and Word 2011 or later on Mac.

What's the difference between TheFormTool and Doxserá?

Doxserá is the advanced version that includes all TheFormTool features plus document sets, advanced logic, database connectivity, and more powerful automation capabilities for complex document assembly needs.