August 2026: Software
TXdocs released an update with new forms and features to bring even more value to your subscription.
Select a section below to view a complete list of software updates:
- IMPROVED: Totals from the child support delinquency calculator - including medical and dental support - now carry over automatically into the Motion to Enforce, eliminating re-entry.
- IMPROVED: A round of refinements to the Proposed Division for reimbursements and reconstitutions, including more consistent formatting and smoother editing.
- NEW: Added a helpful tooltip for adding new heirs in the Heirship Tree.
- FIXED: Importing a case into the Heirship Tree now reliably sets up the case folder.
- IMPROVED: Court exhibit reports now include the case and client numbers when they’re available.
- FIXED: Implemented display fixes on family law and real estate inventory forms.
- NEW: Billing reminder emails - reminder emails can now be sent to clients with an outstanding balance directly from the firmwide reports. Flexible filters control who is included, a built-in template editor customizes the message, each email can be previewed before sending, and a PDF of the client's latest bill can be attached automatically.
- NEW: Batch client emails - the same letter, such as an attorney vacation notice, can now be generated and sent to an entire group of clients in one pass, using the same filters already available for billing.
- NEW: A warning now appears when a time entry is saved without a rate, so nothing slips through unbilled.
- IMPROVED: Payment receipts now support customizable text and can be tailored to the firm.
- IMPROVED: Trust deposit request messages are easier to work with and now save cleanly with the correct amounts filled in.
- IMPROVED: The minimum trust balance message was updated to match our newer, easier message format.
- FIXED: Labels are no longer cut off on the Statement with Subtotal format.
- FIXED: Rates now display with a dollar sign on standard statements.
- FIXED: Corrected the alignment of initials on deposit slip reports.
- FIXED: Resolved an issue that could block adding contacts with the same name.
- IMPROVED: Clearer prompts when closing a PDF during assembly.