New online tool simplifies creation of forms
Technology has been a great equalizer for small law firms and
other professional services businesses. There are an
ever-increasing array of tools to help you with your practice
management, marketing and casework. In fact, figuring out how to
incorporate technology effectively into your practice is really an
imperative in 2013. The American Bar Association is even adopting new
model rules that are "coming soon to a state near you."
Integrating new technology into your practice needs to be
balanced against the need to do client work and marketing.
With technology, it is easy to go overboard reinventing yourself.
So I always appreciate it when I get a good technology
recommendation from someone I trust. Rather than trying everything
out and getting nothing else done, I rely on my network to point me
in the right direction when it comes to technology.
One of my latest additions to my technology bag of tricks is
called Formstack. Formstack is a very inexpensive
web-based service that enables you to create an endless variety of
form documents. These are forms you can use to collect data from
your clients, your employees, or just about anyone on just about
any topic. You can use it as a client intake tool. Using Formstack,
you can create a client satisfaction survey. You can set up a form
to screen potential cases.
Formstack is simple to use, easy to learn and very flexible. It
also integrates well with Constant Contact, PayPal and a number of
other online tools which you may already be using.
I recently used Formstack to create a marketing audit that I use to do an initial
marketing assessment. I also used Formstack to create a sign-up
form for an interdisciplinary group coaching program.
One of the nice things about Formstack is that you can create
the form and then "embed" the page on your website, so that it has
the same look and feel of your website and it uses your website's
There are many marketing applications for Formstack. With little
effort, you can create your own audit tool to get your foot in the
door and begin a conversation with a prospective client.
Of course like any technology, there will be a learning curve.
Do not expect to be able to use the tool without investing some
time and effort. But Formstack is one of the easier tools to learn
and a tool that I hope to use for at least six months or until the
next great form creation tool is invented (whichever comes
Tip courtesy of Stephen Seckler, president, Seckler Legal
Consulting and Coaching.
Published May 2, 2013
To learn more about the Law Practice Management
Section, which is complimentary for all MBA members,
contact LPM Section Chair Thomas J. Barbar or Vice
Chair Cynthia E.