Estate property roadmap openedThe visitor selected a specific planning need
SITEWhere is the client now?
DocketBuddy for independent law firms
Keep the client record moving
DocketBuddy carries the client record from first contact through intake, documents, deadlines, communication, billing, and attorney review.
PracticeOS is $99/month for one practice package, unlimited matters, and two additional staff seats.
What the firm can act onNext owner
Consultation request receivedThe prospect asked for an estate-planning conversation
LENA ORTIZInquiry connected to its campaign and website path
SYSTEMStage 01 / acquire / fictional sampleSee client acquisition →
Start from a live matter
Begin with the question already in front of you
Build a browser workpaper
Enter the dates, amounts, or record facts needed for one focused question. Anonymous entries stay in that browser. Open attorney workpapers
Open the named Preflight
The selected record check survives sign-in, while the anonymous workpaper facts stay local. Upload only after firm authorization. Review Preflight records
Send exact gaps through Ready
Reviewed missing records become matter-specific requests and replacement checks instead of another broad document chase. See DocketBuddy Ready
Continue inside PracticeOS
The firm carries the reviewed record, attorney decisions, matter work, dates, communication, and billing forward. See PracticeOS
Client journey
Integrated through the whole case
Client acquisitionSpecific legal need identified Work through the questionThe live date, amount, notice, or record is organized Check the private fileThe named file question is checked against authorized records Prepare the client fileMissing document corrected Manage the caseConflicting facts prepared for review Run your practiceThe case continues without re-entry
Websites and campaigns help clients find the firm and carry each inquiry into case management.
Attorney Workpapers calculate the supported browser-local facts needed for one focused file question.
Preflight starts from the private record set. Anonymous Workpaper facts remain in the browser while attorney decisions and page-level support stay explicit.
Ready collects information and documents, identifies gaps, and follows up automatically.
Case intelligence finds missing proof, conflicting facts, and red flags for attorney review.
PracticeOS carries the record through case work, forms, dates, communication, billing, and practice-specific intelligence.
Coverage
Source-linked legal coverage for your practice
DocketBuddy identifies the official sources used for supported rule branches and keeps unsupported conclusions held for review. Review current coverage.
Security
Client and case data are not sold or used to train AI
DocketBuddy