Practice operations for independent law firms
Move more mattersWith less client chasing
DocketBuddy turns intake, client documents, and case records into a reviewable attorney brief, then keeps follow-up and routine work moving from the same matter.
Run one matter alongside the system you already use, with no migration or sales call required
14-day trial · no credit card · unlimited matters in one practice package
Client packet to usable file
The client packet arrives
Source documents enter the actual matter workspace
RESPOND WHILE INTEREST IS HIGH
Give a good prospect a useful next step
Send a firm-branded roadmap and keep the same record when the prospect becomes a client
KEEP THE FILE MOVING
Know what is missing before the file reaches review
Keep intake, documents, requests, dates, messages, time, and billing on one matter
Keep your current system
Run one real client before you decide
Guided intake, upload checks, and specific client follow-up while your current practice system stays in place. Your first live client workflow is free, with no card required.
Practice-specific workspace
Start with the work your firm handles most often
Choose the closest practice workflow. The trial opens with the matching intake, matter plan, review tools, and coverage boundaries already in place.
General / Mixed Practice
A neutral workspace for intake, client roadmaps, documents, deadlines, and matter operations
Bankruptcy
Prefiling risk, source-backed petition readiness, student-loan opportunities, and post-filing control
Immigration
Evidence sufficiency, RFE response control, forms, agency status, and client follow-through
Family Law
Financial disclosure control, safety-aware client workflow, discovery, support, and settlement preparation
Social Security Disability
Source-cited evidence development, appeal control, RFC theory, proof gaps, and hearing preparation
Probate
Estate + Probate package
Court-ready administration with creditor, accounting, fiduciary, distribution, and closing exceptions visible
Probate and Estate Planning are included together in one subscription.
Estate Planning
Estate + Probate package
Planning intake, attorney-reviewed documents, execution, trust funding, and implementation follow-through
Estate Planning and Probate are included together in one subscription.
Workers' Comp
WC + PI package
State-specific wage accuracy, treatment and work-status control, hearing readiness, and settlement preparation
Workers' Comp and Personal Injury are included together in one subscription.
Personal Injury
WC + PI package
Limitations, treatment, liability proof, demand posture, liens, and resolution control on one matter
Personal Injury and Workers' Comp are included together in one subscription.
DocketBuddy Site
$250 launch + $39/monthA law firm website that begins the client workflow
Managed hosting, guided intake, client roadmaps, funnel analytics, site controls, and technical SEO publication. Upgrade into Practice without rebuilding the site
Managed site
Hosting, SSL, domain setup, and site controls
Intake starts there
Guided intake and client roadmaps begin before the consultation
Funnel visible
See visits, starts, completions, and conversion by source
Technical SEO
Structured publication and page health handled with the site
A BANKRUPTCY ATTORNEY'S DAY
From first call to filed petition, without the overhead
Five moments in a typical day, without the stack of tools or hours of manual work
A lead calls at 8 AM
Capture intake, run the means test, and close them with a shareable client roadmap, retainer signed before lunch.
Deadlines surface before you think to check
Docket activity monitored via CourtListener: 341 notices, proof-of-claim deadlines, and trustee filings surface in your dashboard, not your voicemail.
Intake pre-populates the forms, you review every field
Schedules A/B, Form 122A, Statement of Financial Affairs pre-populated from intake data. You verify every field before anything is filed.
341 prep handled, client ready
Creditor matrix exported, client reminders sent, checklist complete. Every touch point on the case record, nothing lost in a text thread.
End the month knowing where you stand
Flat-fee billing, IOLTA reconciliation, and a pipeline of open leads, revenue clarity without a spreadsheet.
A lead calls at 8 AM
Capture intake, run the means test, and close them with a shareable client roadmap, retainer signed before lunch.
Deadlines surface before you think to check
Docket activity monitored via CourtListener: 341 notices, proof-of-claim deadlines, and trustee filings surface in your dashboard, not your voicemail.
Intake pre-populates the forms, you review every field
Schedules A/B, Form 122A, Statement of Financial Affairs pre-populated from intake data. You verify every field before anything is filed.
341 prep handled, client ready
Creditor matrix exported, client reminders sent, checklist complete. Every touch point on the case record, nothing lost in a text thread.
End the month knowing where you stand
Flat-fee billing, IOLTA reconciliation, and a pipeline of open leads, revenue clarity without a spreadsheet.
Proof under the workflow
Every recommendation keeps its proof close
DocketBuddy separates governing authority from matter evidence, shows where each important fact came from, and keeps attorney review between the analysis and anything sent or filed
Authority posture in view
When a workflow applies a legal rule, its citation, source status, and jurisdiction stay close enough to verify before relying
Matter evidence stays separate
Uploaded documents, client answers, and attorney-entered facts keep distinct labels so the file never invents a single source of truth
Uncertainty stays visible
Missing, stale, or conflicting proof remains a review gate instead of disappearing inside generated work product
Start with your practice
Try the workspace with the kind of matter you already handle
Built for sensitive client data: encrypted at rest and in transit, firm data isolated, never used to train AI models, attorney review required before any filing. Security details →
Start free trial →No sales call · Unlimited matters · No credit card to start