Welcome to DocJacket Updates — where we’ll post what’s new: feature launches, meaningful improvements, and the occasional note on where the product is headed.
We’ve been heads-down shipping, so rather than open this channel with a “hello,” here’s a roundup of the biggest things that landed for transaction coordinators, teams, and self-coordinating agents between May and July 2026.
Connect your AI assistant to your deals
Link Claude, ChatGPT, Cowork, or Gemini to your DocJacket account and work your transactions in plain English. Start read-only — search deals, check key dates, look up open tasks and contacts. Grant more, and your assistant drafts emails, proposed date changes, and tasks that land in a Pending Review tray for one-click approval. You can even say “extract the contract I uploaded this morning” and it finds the document and kicks off extraction for you.
It’s approval-first by design: anything that changes a deal or sends a message is separated from FYI items, and every AI action is logged. Find it under Settings → AI Access.
Smarter contract reading, across many more states
The document reader got a lot sharper. We added a wave of newly supported states — including Ohio, Kansas, Alabama, Idaho, Kentucky, Michigan, and South Carolina — so those purchase contracts now extract and apply a state-specific timeline instead of a “coverage gap” message. Contingency periods count in the correct business or calendar days for each state’s contract.
It also handles the messy real-world cases better: amendments and counteroffers correctly override earlier documents, tricky signers (estates, trusts, probate, or a representative) get flagged for your review, and when a new document disagrees with a value you already set, DocJacket shows a “Conflicting information” card asking which is right instead of quietly overwriting it.
Playbooks and timelines that update themselves
New Playbooks let you bundle a timeline and a document checklist into one reusable deal type and apply the whole setup in a single click — with checklist items that appear only when they apply (by side, financing, contingencies, and more). New deals created from a contract get a matching starter checklist for your state and side automatically, so you’re never starting from blank.
A rebuilt Transactions workspace
The Transactions list and deal workspace were rebuilt from the ground up — faster loading, columns you can size, reorder, hide, and sort with your choices remembered, and a cleaner deal view that keeps documents, key dates, tasks, and contacts a click apart. It’s the home base you live in all day, so we made it quicker and calmer.
Inbox-native email
Deal email now sends from your connected Gmail or Outlook mailbox, so messages land in your Sent folder and replies come back to your inbox — no more “who sent this?” Compose, reply, task reminders, portal links, and status updates all route through the mailbox you already use.
CRM contacts
Contacts are now first-class: keep buyers, sellers, agents, lenders, and vendors in one place, reuse them across deals, and track how someone prefers to be addressed with the new “goes by” nickname field. Add a representative (POA, trustee, or executor) to either side when the signer isn’t the principal.
Get paid with card invoicing
Send a branded invoice and collect payment by card right inside DocJacket. Itemize your fee, share a pay link, and see when it’s paid — no separate tool, no chasing checks.
That’s the roundup. We’ll keep posting here as new things ship — thanks for building your business on DocJacket.