2024 May
TXDOCS EDITOR
April's release included a lot of really great form and software updates. First, we officially released our highly-anticipated Online Editor tool in Anywhere. While still in beta testing, this integrated word processing tool allows you to assemble and edit a document within TXdocs, without ever needing to download.
You can set this as your default word processor by going to "Settings", then selecting "Word Processor", then "TXdocs Editor". To learn more about TXdocs Editor you can watch our video here or below. Be sure to attend our free webinar to learn everything you need to know about this great new tool (more details below).
Because TXdocs Editor is still in beta testing, we would love to hear any feedback you have after trying it out!
FORM ENHANCEMENTS
Certification Regarding Use of AI
A new form - "Certificate Regarding Use of Artificial Intelligence" - is now available in both the Family Law and Civil Litigation volumes of TXdocs, and can be assembled to include with pleadings.
Filing in Bexar County? Bexar County requires this form in their Presiding Court. Motions in Family Law now include the option to automatically add the required certificate with the approved language.
Grandchild Trust
We've added a complete chapter for Generation Skipping Trusts. This type of trust may be a great solution for your clients who want to take advantage of the exception to the GST Tax rules.
Certificate of Conference
The required Certificate of Conference for Tarrant County has been added to all motions in the Civil Litigation volume. TXdocs also has the county-specific form for Bexar, Dallas, and Harris Counties when you select a Certificate of Conference to be included in your form. If your county requires a specific certificate and we haven't added it yet please let us know!
To learn more about all of our most recent content updates click here or below.
UPCOMING WEBINARS
We hope you'll join us for two upcoming free webinars we're hosting:
May 30 - Effective Time Tracking and Billing with TXdocs. This course aims to teach attorneys and their staff how to effectively track and bill their time using TXdocsPlus. We will cover creating time slips and statements, and the settings you can use to tailor TXdocs to your practice. We will also discuss reporting on billing, how to send statements by email, and how to work with IOLTA accounts. For more information on this course and to register to attend click here or below. TXdocs has applied to the State Bar of Texas Committee on MCLE for 1.00 ethics CLE credit hour.
June 20 - Introducing the TXdocs Editor. This course aims to teach attorneys and their staff how to use the new TXdocs Editor. This great new word processing tool is fully-integrated within TXdocs, eliminating the need to ever download a document. Draft, edit, and eFile all within TXdocs!
For more information on this course and to register to attend click here or below. TXdocs has applied to the State Bar of Texas Committee on MCLE for 1.00 ethics CLE credit hour.
For more information on this course and to register to attend click here or below. TXdocs has applied to the State Bar of Texas Committee on MCLE for 1.00 ethics CLE credit hour.
HAVE YOU HEARD?
The "Hours Billed" report in the Billing Manager section of TXdocsPlus has been overhauled! We've added extra filter options to make your billing reports more useful, and have added the option to show totals per case type. This allows you to sort the hours billed by department or branch using the case type. FYI - we're also working on adding the totals per case type to other reports such as the income report and aged receivables report.
To learn more about all of our recent software updates click here or below.
TEAM MEMBER SPOTLIGHT
Jennifer Avina
SENIOR PARALEGAL AND CONTENT DEVELOPER
SENIOR PARALEGAL AND CONTENT DEVELOPER
Jennifer is a crucial member of TXdocs' content development team. She is responsible for coding new and improved forms and speaking with subscribers about content-related questions and suggestions.
Jennifer was a forms coder at ProDoc for 17 years but left the company once it was acquired by Thomson Reuters. After leaving, she decided to complete the paralegal course at The University of Texas at San Antonio.
While working at an insurance defense firm, Jennifer saw a TXdocs presentation and knew she wanted to join the TXdocs team.
Jennifer says she likes working at TXdocs because "our priority is the subscribers! Here, it's not just about the numbers; it's about people. I love watching a form go from inception to implementation to helping to fulfill FormZ requests."
Jennifer keeps busy with her two children - one in middle school and the other a freshman in college. She also enjoys spending time with family and friends, reading, listening to music, cooking, and gardening. She is a member of the San Antonio Paralegal Association and volunteers at the San Antonio Botanical Garden.
Jennifer says she likes working at TXdocs because "our priority is the subscribers! Here, it's not just about the numbers; it's about people. I love watching a form go from inception to implementation to helping to fulfill FormZ requests."
Jennifer keeps busy with her two children - one in middle school and the other a freshman in college. She also enjoys spending time with family and friends, reading, listening to music, cooking, and gardening. She is a member of the San Antonio Paralegal Association and volunteers at the San Antonio Botanical Garden.
FORMZ UPDATE
Our most recent release included 39 FormZ fulfillments. Two of the most notable include:
1. In Guardianship, we added new forms for reimbursement of the guardian's expenses;
1. In Guardianship, we added new forms for reimbursement of the guardian's expenses;
2. In Family Law, it's now optional to include the Notice of Court Proceeding as part of the motion (for those courts who want this Notice as a separate file).
As a refresher, "FormZ" (pronounced "form-zee") is what TXdocs calls our proprietary software to track subscriber requests for new forms, fixes, or improvements.
COME SEE US AT RUSTY DUNCAN
TXdocs representatives will be at the 37th Annual Rusty Duncan Advanced Criminal Law Course June 13th-15th at the Hyatt Regency Riverwalk in San Antonio. We'd love for you to stop by our booth to say "hi" and let us know of any feedback or questions you have!
SUBSCRIBER QUOTE OF THE MONTH
We've gotten some amazing feedback from our subscribers over the years and we want to start sharing some of it. We'll start with this quote from longtime TXdocs subscriber, John H. Lester of Cypress:
"WELL DONE!!!!!!!!!!!
One of the best decisions I ever made as a lawyer was subscribing to TXdocs. Not just because you've created a great product that meets the practical needs of lawyers, but also because your team works hard to develop personal relationships with your clients and solve their problems. Well done!"
Thanks for the kind words, Mr. Lester!
WELCOME, ANGIE AND SHYLA!
In our last newsletter we mentioned that our intern, Angelica Vargas, was named as the Distinguished Graduate of the Paralegal Studies Department at San Antonio College. Since then, Angie has agreed to come on full-time as a member of our content development team.
We also added Shyla Schoolcraft to our subscriber services team. Many of you will get the chance to speak to Shyla as she'll be the main person answering our phones.
Welcome, Angie and Shyla! We're thrilled and fortunate to have you both.
We also added Shyla Schoolcraft to our subscriber services team. Many of you will get the chance to speak to Shyla as she'll be the main person answering our phones.
Welcome, Angie and Shyla! We're thrilled and fortunate to have you both.
TIPS AND TRICKS
Can I change my default formatting selections?
YES! There are hundreds of ways you can customize how your assembled documents look using the Format Wizard tool. This tool - found on the Document Assembly tab - allows you to set formatting preferences for (1) all document types, (2) pleadings & orders, (3) agreements & contracts, (4) letters, and (5) individual forms.
Where can I find my county's local forms?
Where can I find my county's local forms?
While selecting forms to assemble, you can final local forms for your county on the "Local forms" tab. You're able to jump to your county by typing the first few letters of the county name, and then you can click the "+" to see and select your county's forms.
DID YOU KNOW?
Happy Law Day! Law Day, held annually on May 1, is a national day set aside to celebrate the rule of law. According to the ABA, "Law Day provides an opportunity to understand how law and the legal process protect our liberty, strive to achieve justice, and contribute to the freedoms that all Americans share."
Read all the way to the end? Click here for a virtual high five from the TXdocs crew at our recent pickleball outing!
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