Growth + matter management for independent law firms
Find the client. Win the client. Move the matter.
DocketBuddy connects targeted Opportunity Campaigns, a polished firm Site, guided client readiness, and practice-specific matter management around the same client record.
Find your starting point
What would you like to improve?
Choose one outcome. Fixed prices are shown here; custom services are scoped before approval.
Actual product walkthrough
33 Seconds · No Audio
Reading 3 client documents
Classifying files and extracting matter facts
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.
Choose what you want to see
Four ways the product changes the work
Each story is recorded in the actual DocketBuddy workspace with demo data
From raw uploads to an attorney-reviewed file
Turn a client packet into structured case work
Watch source documents classify, extract, route for review, and apply to the matter
Click play to watch the focused workflow
ONE CONNECTED CLIENT JOURNEY
From first attention to active matter, without rebuilding the record
Five moments where the same client context moves forward instead of being re-entered between systems
A campaign response arrives
The opportunity, outreach source, and response stay attached while the prospect begins the next step.
The website turns interest into action
Guided intake and a firm-branded roadmap give the prospect a useful next step while inquiry progress stays visible.
Ready names what is missing
Documents are checked, specific client requests go out, and conflicts return to the attorney for a decision.
The matter opens with its context
Intake answers, source documents, open questions, dates, communications, and billing continue on the same record.
The firm can see what converted
Campaign, inquiry, consultation, retention, matter, and collected-revenue stages remain measurable without a second reporting system.
A campaign response arrives
The opportunity, outreach source, and response stay attached while the prospect begins the next step.
The website turns interest into action
Guided intake and a firm-branded roadmap give the prospect a useful next step while inquiry progress stays visible.
Ready names what is missing
Documents are checked, specific client requests go out, and conflicts return to the attorney for a decision.
The matter opens with its context
Intake answers, source documents, open questions, dates, communications, and billing continue on the same record.
The firm can see what converted
Campaign, inquiry, consultation, retention, matter, and collected-revenue stages remain measurable without a second reporting system.
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
For independent firms
Start with the workflow, then evaluate the software
Use the attorney library to pressure-test an operating question, inspect the supporting workflow, and see related sample work before deciding whether DocketBuddy belongs in your firm.
Browse the Practice LibraryFirm growth
How does a small law firm get more qualified clients?
Build a measurable path from qualified demand through intake, consultation, retained matter, and revenue.
Read the guideClient operations
Build a client portal and case-status workflow
A practical framework for deciding what clients can see, what staff can manage, and what stays with the attorney.
Read the workflowWork product
Inspect a complete sample matter brief
See how facts, source coverage, missing proof, deadlines, and attorney decisions come together before you start a trial.
Open the sampleDocketBuddy Public Guides
Clear starting points for people navigating a legal process
Our separate public library offers source-linked guides and practical tools at no cost and without an account. It provides general information, not legal advice.
Browse all Public GuidesBankruptcy
Should I file bankruptcy?
Questions that commonly shape a Chapter 7 or Chapter 13 conversation.
Read guideImmigration
How long after an RFE response?
What USCIS timing data includes, what status can confirm, and when case inquiry becomes relevant.
Read guideDisability
What can I do after an SSDI denial?
Appeal stages, notices, records, and questions worth preserving.
Read guideWorkplace injury
What should I preserve after an injury at work?
Notice, medical records, restrictions, wage information, and official sources.
Read guideStart 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 →
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