What does DocketBuddy Preflight check?
DocketBuddy Preflight checks a private set of matter files against one named question before the next attorney step. It identifies the required records, reads supported facts from the uploaded pages, shows missing or conflicting material, and leaves the attorney with a source-linked review record.
- Evidence
- maintained answer
- Reviewed
- Aug 22, 2026
- Review note
- The browser-local fact boundary, sign-in handoff, private Preflight scope, and linked product path were checked against the current DocketBuddy build.
Fictional sample data shown; no client information
The check is named before upload
A Preflight is selected for a specific job, such as checking a date sequence, confirming document coverage, comparing values across records, or preparing the exact requirements for DocketBuddy Ready. The file is not sent into an open-ended review.
- Named file question
- Required-record list
- Page-linked facts
- Missing and conflicting material
- Attorney review and decision record
What the firm receives
The result keeps each finding beside the page and excerpt that support it. Open questions remain visible for the attorney, and the reviewed record can continue into DocketBuddy Ready or the PracticeOS matter workspace.
A private firm workspace
Preflight begins after sign-in and stores the run inside the authorized firm account. Upload, review, export, and deletion stay attached to that firm-scoped record.
Questions
Does every Preflight run the same generic document review?
No. Each Preflight is defined around a named file question, its required records, and the checks relevant to that job.
Does Preflight make the attorney decision?
No. It prepares the source-linked file review and records open questions so the attorney can make and document the decision.