2025 June
SOFTWARE & CONTENT UPDATES
Our release on May 30th was full of tons of great content and software updates! A few highlights include:
- NEW: Support for the postjudgment interest rate as published by the Texas Office of Consumer Credit Commissioner. This monthly rate will be updated systematically in TXdocs and will be populated automatically when assembling a form that uses the rate;
- Formatting improvements to help your assembled documents appear more professional, improve readability, and reduce the need for manual edits, including:
- Consistent display of "smart" quotes and apostrophes, as recommended by modern typography guides; and
- Signature lines in estate planning documents (applies to Norris Modern Wills and Estates, Advanced Estate Planning, and Trusts) extend to the margin you have set in Format Wizard;
- 218 content-related upgrades, including many new forms in Longino Family Law, Norris Modern Probate, and Norris Modern Wills and Estates;
- NEW look of the contacts manager, making it easier and more intuitive to add and edit clients and cases. We've ensured that the selected client or case is the active client/case for each subsequently opened window;
- In Format Wizard, we added an explanation when the footer fields are not available for forms that have a built-in footer;
- Improved handling of auto-numbering in documents to ensure maximum compatibility of our forms with TXdocs Editor, Word, and WordPerfect; and
- Probate Heirship Tree improvements:
- Added a "+" icon to the Heirship Tree allowing users to add from a selected heir; and
- Improved the ability to enter approximate dates for heirs — a simple click now toggles the ability to enter an approximate date when the exact date is unknown.
FEATURE HIGHLIGHT: TEXAS CODES
Our Texas Codes feature gives you access to over 30 Texas Codes with just two clicks.
No matter what you're in the middle of, you can instantly pop up any of the 30+ Texas Codes and publications right within TXdocs. There is also a powerful search feature included that allows you to search for keywords in your selected code.
The "Texas Codes" button can be found on the "Tools" tab. Below is a list of the Codes available in TXdocs:
No matter what you're in the middle of, you can instantly pop up any of the 30+ Texas Codes and publications right within TXdocs. There is also a powerful search feature included that allows you to search for keywords in your selected code.
The "Texas Codes" button can be found on the "Tools" tab. Below is a list of the Codes available in TXdocs:
To learn more about Texas Codes and all of the other great tools available in TXdocs click here or below.
UPCOMING WEBINAR - JUNE 26
"MASTER YOUR BILLING"
We hope you can join us on Thursday, June 26th at 12:00 PM for a FREE webinar entitled "Master Your Billing: Accurate Billing/Financial Tracking with TXdocs."
Get a comprehensive guide to using TXdocs billing efficiently. You will learn how to create and manage time slips, generate individual and periodic bills, and customize bill appearances to suit your needs.
In addition, this course will cover practical applications of various billing reports, empowering you to monitor the financial health of your practice with ease.
This course has been approved by the MCLE and State Bar College for 1.0 hour of ethics credit. To register to attend please click here or below.
In addition, this course will cover practical applications of various billing reports, empowering you to monitor the financial health of your practice with ease.
This course has been approved by the MCLE and State Bar College for 1.0 hour of ethics credit. To register to attend please click here or below.
ESTATE PLANNING & PROBATE CLEs
SAN ANTONIO, TX
Attending the Intermediate Estate Planning or Advanced Estate Planning & Probate CLEs June 3rd through 6th? Stop by our booth at the Hyatt Regency Hill Country Resort in San Antonio! Representatives of TXdocs will be there and would love to say "hi" and answer any questions you may have.
NEW CPS FORMS ADDED
TXdocs has expanded its chapter in Family Law for suits involving DFPS with the addition of new motions and orders based on forms developed by Professor Diane Sumoski, Director of the SMU Child Advocacy Clinic at the Dedman School of Law. These forms are designed to help attorneys appointed as attorney ad litem advocate more effectively for children in CPS and related proceedings. New additions include:
- Motion and Order for Second Opinion of Psychological Evaluation
- Motion and Order for Second Opinion on Propriety of Psychotropic Medication
- Motion and Order for Sibling Therapy
More forms and resources in this area of law are on the way! Our sincere thanks to Professor Sumoski for making this valuable resource available to the TXdocs community.
DATABASE UPGRADE
We recently completed a large database upgrade, ensuring your clients' data will continue to be safe and backed up automatically. This upgrade ensures great performance of the TXdocs software and gives our subscribers more storage capacity for their data.
REIMBURSEMENTS VS. RECONSTITUTIONS
Do you know the difference between reimbursements and reconstitutions? Need a refresher? Click here or below to watch an explanation from former Judge Tristan Longino, taken from our recent Family Law webinar titled "Secrets From The Bench — Judge Longino's Guide to Family Law Asset Division." You can watch recordings of all prior webinars and other informational videos anytime on our website.
LUNCH & LEARN SERIES
We recently wrapped up our 3-part Lunch & Learn series! Each 40-minute session is packed with tips to help you work smarter and get the most out of TXdocs.
Missed it? Click the buttons below to watch now, or you can access TXdocs' video library anytime in our learning center.
MARRIAGE DISSOLUTION CLEs
GALVESTON, TX
Shawna and Ross Amick represented TXdocs at the Marriage Dissolution 101 and Marriage Dissolution Institute 2o25 CLEs in Galveston April 24-25. They loved getting to talk to so many happy subscribers and answer everyone's questions!
FORMZ UPDATE
We've been hard at work fulfilling as many subscriber requests as possible, and our latest release included 22 FormZ fulfillments! So far in 2025 we've fulfilled a total of 72 FormZ requests.
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.
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
Is there a way to set TXdocs to automatically round up time entries?
Yes! In TXdocsPlus, the "round up timer" field is a billing feature that ensures time entries are rounded up to the nearest specified increment — such as tenths (0.1), hundredths (0.01), or quarters (0.25) of an hour.
Does TXdocs have a form to send a thank you to witnesses?
Yes! Our probate volume has a form to send a thank you letter to witnesses. Tip: these letters can be a great way to generate leads.
DID YOU KNOW?
The word "lawyer" has been around since the 14th century, originating from the Old English term "law-wright." Legal professionals have been around for centuries, advocating and advising in complex disputes long before modern law was established.
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