From the first call to a completed case.

Cited AI for the matter workflow: intake, documents, forms, deadlines, client updates, and case analysis.

$99/mo for individual sign-up. Schedule a walkthrough for additional modules or users.

A prospect calls. The clock starts.

A prospect calls. The clock starts.

One shot to sound like the firm that's already on top of their case.

Incoming call

New prospect

+1 (404) 555-0148

Ringing, pick up

Time tracking, billing, conflicts, and client messaging. All built in.

Built on verified sources

No mystery math.

Every threshold, deadline, and calculation in DocketBuddy traces back to a primary legal source: statute, regulation, or official table, with a date showing when it was last confirmed.

Statutes, not memory

Dollar thresholds, day counts, and calculations come from primary sources. U.S. Code, UST tables, and official state guidelines. Not best guesses.

Every figure is dated

Each threshold and calculation carries a last-checked date. You see when it was verified, not just the number.

Labeled when pending

Values awaiting attorney verification are marked clearly. No silent guesses dressed as facts.

Your practice is not broken. Your workflow is fragmented.

Most solo and small-firm attorneys already use plenty of software. The problem isn't the tools, it's that none of them work like a legal workflow.

EmailGmail / OutlookCalendarGoogle / OutlookGoogle DriveDocuments & filesLawPayPaymentsBestCaseFiling softwareCourt PortalPACER / CM-ECFIntake FormTypeform / JotformSpreadsheetCase trackerClient TextsPersonal phonePDF TemplatesWord / AdobeQuickBooksAccountingCalendlyScheduling
DocketBuddy
Practice workflow platform
Client Intake
Branded roadmaps, intake links, prospect conversion
Documents
Collect, organize, and track every client file
Deadlines
Source-linked deadline engine, computed automatically
Forms & Schedules
Pre-populated from intake, attorney-reviewed before filing
Docket Monitor
PACER / CourtListener sync, filings surfaced instantly
Client Portal
Messaging, document requests, status, one place
Billing & Trust
Flat fees, payment plans, IOLTA-ready trust accounting
Means Test
Live UST median data, Ch.7 / Ch.13 posture analysis
Source on every figure. Key thresholds, deadlines, and calculations link to their primary source
Last-checked dates. Every figure carries a scheduled review date
Honest about pending. Figures awaiting verification are labeled as such

One price. Every matter, one price. No per-seat fees.

A BANKRUPTCY ATTORNEY'S DAY

From first call to filed petition, without the overhead

Five moments in a typical day. What used to take a stack of tools and hours of manual work.

1

A lead calls at 8 AM

Capture intake, run the means test, and close them with a shareable client roadmap, retainer signed before lunch.

2

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.

3

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.

4

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.

5

End the month knowing where you stand

Flat-fee billing, IOLTA reconciliation, and a pipeline of open leads, revenue clarity without a spreadsheet.

What's included

$99/mo for one module

Every matter, one price. No per-user fees. See pricing →

Every matter, one price, no per-user fees
Practice-area intake and case pipeline
Client portal with document upload
Two-way secure client messaging with SMS alerts
Automated deadline reminders (SMS + email)
AI document drafts, attorney review required
IOLTA trust accounting + three-way reconciliation
DocuSign e-sign for engagement letters and court forms
Flat-fee billing via Stripe
Time tracking and invoicing
Email and chat support

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 · No per-user fees · No credit card to start

Questions about how we handle client data? See our security practices →