2026 April

• Added staff initials to Recently Assembled documents to improve visibility of who assembled each document and to facilitate easier filtering.
• Added a menu option in the Help menu to open the Release Notes.
• Improved Word export (DOC/DOCX) to properly support table headers with a black background.
• Added a Completion Percentage indicator to all sent questionnaires in Online Intake to quickly track client progress.
• Improved the Case Status report in billing:
  • Fixed the case type filter.
  • Added a checkbox to include the rate schedule and the primary attorney’s rate.
• Form preview now displays clean, readable text by removing internal formatting tokens.
• Added a Date of Birth field to Staff setup for automatic use in affidavits and unsworn declarations, reducing manual entry.
• Improved Word document conversion when using Apple Pages, resulting in more consistent formatting.

For more information on all of our software and content updates click here or below.

Our Deadline Calculator tool has recently been upgraded to include deadlines found in the Texas Estates Code. 

Not familiar with TXdocs’ Deadline Calculator? This popular tool (found under the Tools menu in TXdocs) pulls deadlines from the Texas Rules of Civil Procedure, the Texas Civil Practice and Remedies Code, and now the Texas Estates Code to automatically calculate the deadlines to be included in your forms. A little birdie told us that deadlines from the Texas Family Code will also be added soon!

This calculator automatically pulls from the holiday schedules of each applicable county to ensure the correct deadline is reached. There is also a generic option whereby users can input a trigger date and select how many days before or after the trigger date they want to calculate, taking weekends and holidays into account. 

TXdocsPlus subscribers also have access to our Deadline Manager tool, which is designed to be used in conjunction with the Deadline Calculator to provide an overview of all upcoming deadlines.

TRCP RULE 166A CHANGES: SUMMARY JUDGMENT

On March 1, 2026, major updates to Rule 166a of the Texas Rules of Civil Procedure (summary judgment) went into effect.

Here’s what you need to know:
• Responses are now due 21 days after filing
• Replies are due 7 days after the response
• Documents are required to reflect the distinction between traditional and no-evidence motions

If you handle summary judgment practice in Texas, now’s the time to double-check your forms. TXdocs subscribers: you’re already covered. Our Deadline Calculator, Family Law library, and Civil Litigation library have been fully updated to comply with the revised rule.

For more information on this rule change and the corresponding updates to TXdocs forms, check out our latest blog post.

On March 26, we hosted a webinar titled "TXdocs Power Tips: 10 Ways to Draft, Manage, and File Faster." Attendees learned advanced tips on how to efficiently use TXdocs to enhance daily operations in a law firm—from intake, to document assembly, to eFiling.

To watch a recording of this webinar, click here or below. To access the accompanying PDF click here.

The TXdocs certification course and exam have been approved for 1 hour of ethics CLE credit! Anyone who completes the curriculum and passes the exam can claim this credit. This course and exam were designed to teach you everything you need to know about TXdocs' document automation system, and passing the exam demonstrates proficiency with the program.

The course curriculum can be accessed here or below, and the certification exam can be found on the Learning Center tab of TXdocs. Once the exam is passed (with a score of at least 80%), a certification will be emailed to the test taker and their name will be added to the list of certification recipients. 

Mark is involved at every stage of a release, from creating the change list, designing and outlining updates, and overseeing implementation from start to finish.

Mark says that he likes puzzles, and working at TXdocs means he gets to solve puzzles that actually make a difference in people's lives. Whether it's building a new feature that saves someone valuable time or jumping on a support call to help a subscriber work through a problem, he says that his work is "genuinely fulfilling".

When Mark began at TXdocs in February 2020 he was a member of the content team, testing forms while finishing his Computer Science degree at UTSA. Once he graduated he started his transition over to software development.

Mark grew up in San Antonio and is the youngest of 6 kids. He says "outside of work, you'll find me on the golf course on weekends or playing sand volleyball on Tuesday nights."

Representatives of TXdocs will be at the Child Protection Law CLE April 9th through 10th in Georgetown. Stop by our booth to say "hi," ask any questions you have about TXdocs, or offer suggestions of how we can better enhance your law practice. 

As a refresher, "FormZ" (pronounced "form-zee") is what TXdocs calls our proprietary software to track subscriber requests for new forms, fixes, or improvements. For a complete list of the content updates included in our latest releases, click here or below.