Client Data Integration for your Adobe PDF, WORD, HotDocs

A few new features to an established WORD add-in can now read pdf form client data into Word, and further send it to HotDocs answer files.

Your existing PDF forms may be easily modifed to send form data to WORD and HotDocs (Wealthdocx/Elderdocx). It is fast, flexible and easy to use. No monthly subscription is required.

Tom Caffrey of Premier Software has been recently working closely with attorney Roy Lasris the owner developer of Pathagoras on simple yet powerful features that can streamline and how law firm process client data. Say good bye to initial and redundant data entry and those annoying typos.

Rather than talking about it we have created a couple very short videos to show you.

  1. Watch how we can read client data from a PDF intake into WORD.
  2. Watch as we assemble a 26 page document set in WORD assisted by the simple yet powerful Pathagoras add-in.
  3. Watch as we read, modify and write HotDocs answer files in WORD again as assisted by Pathagoras.

CLICK THE LINK BELOW or Call for a demo or send us an email and we will send you the link to the videos. Send us your pdf based client intake form and we will use it in our demo.

Call 856.429.3010 or email (support at premiersoftware com)

What effect can a well designed PDF form have on your practice?

Developed With Leading Estate/Elder Care Firms:

  1. Streamline your Client Intake click! for VIDEO
    Make Initial Consults far more productive
  2. Form for Meetings Notes click!  for VIDEO
    Assign Tasks
  3. Client Satisfaction Surve click! for VIDEO
    complete the missing step of your client
    engagement process, gain insight and referrals;
    let us show how to take client feedback and have it
    appear in an Google, AVVO, Facebook review

All PDF-FX forms can do for you is:
 – save time, reduce errors
– look more professional
– improve the experience for you and your client

The Effects (FX) are significant.
There is
no risk.
Try PDF-FX for free.

Your form is ready.
We’ve invested the time so you don’t have to.
Contact us to learn more:
Tel. 856.429.3010