We know that as lawyers and support staff you already know this, but you should never exchange confidential information and documents via email. These programs are not secure and pose a huge threat to client confidentiality. But don't worry - TXdocs has you covered.
TXdocs recently released a new document exchange platform as part of our Online Intake program. This allows you to upload and download documents to be sent to or received from your clients directly in the TXdocs software. You can find this platform by clicking "Manage Existing Services" from the Online Intake main window.
We've put together a 3-minute introductory video about our new secure Document Exchange which you can watch
here or via the button below.
We've also added a feature to our Online Intake program which allows you to easily preview each intake form and questionnaire.
In addition to these Online Intake improvements, we've added the ability for Outlook email addresses to use our email integration feature. If you're not familiar with our email integration feature in TXdocsPlus, this tool enables a connection between TXdocs and your personal email, allowing you to drag and drop emails directly into the applicable client case.
As always, if you have questions about any of these new and improved features please
email us or call (210) 253-9506.