2025 January
RESOLVE TO BECOME MORE EFFICIENT
The new year is here, and that means it's time to set some resolutions. 2025 is the year to help your firm thrive by increasing your workplace efficiency, and TXdocs is here to help! There are so many great time-saving features built into our software that many of our subscribers don't know about. From client intake to document assembly and eFiling, TXdocs is specifically designed to save you time.
Test your knowledge: are you familiar and comfortable with these 3 features? If not, we've created some brief videos to get you up to speed.
Online Intake
TXdocs' Online Intake system allows you to easily collect and integrate case intake information and complete inventories by sending information requests to your client via a secure website.
This tool is useful for case intake information as well as inventories, saving you time and reducing errors by allowing your client to enter the information directly. We have many preset questionnaires you can send to your client, or you can customize any questionnaire to best suit your needs. For a 2-minute overview of TXdocs' Online Intake system click here or below.
TXdocs Editor
This word processor is built into TXdocs Anywhere and functions like Microsoft Word, but is enhanced with TXdocs-specific features and functionality. Our editor saves you time by allowing you to assemble, edit, and eFile documents right inside TXdocs, without downloading anything.
Also, if you correct a misspelling in the TXdocs Editor made during the document assembly process, that correction will be applied wherever that information appears in the document. Even better, these corrections will also be applied to the case file, so the spellings will be correct in future assemblies.
For more information about the TXdocs Editor click here or below to watch a 90-second video.
Integrated eFiling
TXdocs allows you to eFile from within our program using your existing eFiling credentials. When eFiling in TXdocs, your case details will be pre-filled and all documents will automatically be converted to text-searchable PDFs.
TXdocs' eFiling system includes a status window that allows you to see all your filings, their current statuses, and the associated documents. TXdocs also downloads your eFiling and eService history, providing an extra backup of your files. Our system also includes an inbox for your eServices. Best of all, we don't charge third-party eFiling fees for any of this - it's all included in your TXdocs Standard or TXdocsPlus subscription.
To watch a brief video about our Integrated eFiling system click here or below.
To watch a brief video about our Integrated eFiling system click here or below.
If you still have questions about any of TXdocs' time-saving features, keep in mind that all TXdocs subscriptions and trials include unlimited support. We encourage you to schedule a free training with a member of our service or support team, who will tailor the session(s) to your individual needs and time constraints. To schedule a training session please click here or below.
UPCOMING WEBINAR: DRAFTING DOCUMENTS LIKE IT'S 2025
We hope you can join us Thursday, January 30th at 12:00pm for a free webinar titled "Drafting documents like it's 2025". This course will show attendees how to use TXdocs and its built-in word processor (TXdocs Editor) to draft legal documents that are ready to be eFiled.
This webinar will be presented by Dries Driessen, TXdocs' Chief Operating Officer. In this course Mr. Driessen will demonstrate several time-saving features of the TXdocs Editor, including: 1) editing of fields, 2) downloading/printing, 3) style configuration, 4) digital signatures, 5) creating/using text snippets, and more.
TXdocs has applied to the State Bar of Texas MCLE Committee to receive 1.0 hours of ethics CLE credit for this course; such approval is still pending. To register to attend this webinar please click here or below.
This webinar will be presented by Dries Driessen, TXdocs' Chief Operating Officer. In this course Mr. Driessen will demonstrate several time-saving features of the TXdocs Editor, including: 1) editing of fields, 2) downloading/printing, 3) style configuration, 4) digital signatures, 5) creating/using text snippets, and more.
TXdocs has applied to the State Bar of Texas MCLE Committee to receive 1.0 hours of ethics CLE credit for this course; such approval is still pending. To register to attend this webinar please click here or below.
2025 LEGISLATIVE UPDATES
As the state welcomes the start of the legislative session on January 14th, our content team is ready to stay on top of any legislation necessitating changes to our forms. As always, we will make sure that any such changes are made in advance of the applicable effective dates. At TXdocs we pride ourselves on quickly adapting to changing laws and environments, so you can rest assured that our forms are always fully-compliant with governing law.
TXDOCS HOLIDAY PARTY
The TXdocs team and our loved ones gathered on December 7, 2024 for a night of food, games, and good conversation during our annual holiday party. We look forward to this night every year, where we can enjoy each other's company as we reflect on the past year and look forward to the next.
FEATURE HIGHLIGHT - HEIRSHIP TREE
TXdocs' heirship tree tool gathers and displays the potential heirs for intestate cases or other situations in which you need to determine heirs and their interest in the estate. Saving your heirship tree on the Tools tab allows you to store this data for later use when assembling certain probate documents such as the Application, Affidavit of Heirship, and Waivers for Heirs. You can also conveniently print the heirship tree to give to judges and ad items.
We recently added the ability to export your completed heirship tree as an image so it can be professionally printed to your desired size. We also recently upgraded our heirship tree tool to allow you to account for great-great-grand niblings. What is a "nibling" you may ask? This gender-neutral term refers to a child of one's sibling, serving as a replacement for "niece" and "nephew".
The heirship tree can be found in the Practice Tools menu under Probate Tools. For more information on our heirship tree tool click here or below.
We recently added the ability to export your completed heirship tree as an image so it can be professionally printed to your desired size. We also recently upgraded our heirship tree tool to allow you to account for great-great-grand niblings. What is a "nibling" you may ask? This gender-neutral term refers to a child of one's sibling, serving as a replacement for "niece" and "nephew".
The heirship tree can be found in the Practice Tools menu under Probate Tools. For more information on our heirship tree tool click here or below.
WEBINAR RECORDING - INTRODUCING MODERN WILLS
If you missed our webinar on December 5th - hosted by Board Certified Attorney Joel Norris - you can watch a recording here or below. In this webinar you'll learn how to use the new Norris Modern Wills to simplify the estate planning process.
FORMZ UPDATE
In 2024, we received 377 unique requests for content improvements and new forms. We issued ten releases last year, with a total of 220 FormZ requests fulfilled. Most notably, we revamped the Wills volume to respond to many requests for a clear, concise, easy-to-use and complete volume for basic estate planning.
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 and software updates included in our prior releases click here or on the button below.
Have a suggestion for us? We'd love to hear from you! Please contact us on our website, email us, or give us a call at (210) 253-9506.
Have a suggestion for us? We'd love to hear from you! Please contact us on our website, email us, or give us a call at (210) 253-9506.
TIPS AND TRICKS
How can I quickly access the forms I assemble most often?
While selecting forms to assemble, the Favorites filter (identifiable by the star icon) provides a way to quickly find and select forms you assemble often. TXdocs tracks which forms you use most often and adds them to the list, but you can also manually add and remove forms in this list. You can filter for the forms on your Favorites list when searching for forms on the Document Assembly tab.
Can TXdocs merge my files before eFiling?
Yes! Most counties require documents to be filed as separate PDF files, but there are some who require all files to be merged into a single PDF. To do this in TXdocs, on the tab where you select the documents to eFile, click the link labeled "I'd like to merge multiple documents into 1".
DID YOU KNOW?
Texas is home to over 111,000 attorneys. The state also has one of the fastest-growing lawyer populations, seeing 21% growth over the past decade.
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