Docktix 2026 Q3 Roadmap: What's Coming for PI Firms This Quarter

Every quarter we publish a public roadmap so firms know what's coming before it ships. Here's what's landing in Q3 2026.

Agent Builder: Multi-Step Workflows

The Agent Builder is moving from single-task agents to multi-step workflows. You'll be able to chain qualification → intake → eSign → case-create into one configurable flow without code.

Settlement Intelligence: Outcome Modeling

The Settlement & Negotiation Intelligence module is getting jurisdiction-aware outcome modeling. Based on case facts and historical recoveries, it surfaces expected settlement ranges for negotiation prep.

Mass-Tort Cohort Management

For firms running mass-tort campaigns, the new Cohort Management view lets you track thousands of plaintiffs grouped by criteria — treatment stage, statute, fact-sheet completion — and trigger workflows in bulk.

• Custom KPI templates by practice area
• Two-way QuickBooks Online sync improvements
• Expanded Outlook calendar conflict detection
• Native Spanish-language intake flows

Have a request that isn't on this list? Reply to your account manager — every quarterly roadmap is shaped by customer requests.