The repeatable 80% of consumer-law work, guided click by click.

Send the prospect a roadmap before the next lawyer calls back. Turn the client into a matter with one intake link, then move documents, drafts, messages, supported case events, calendar dates, time, and billing through the same click-through workflow.

Focus on strategy and the exceptions. Leave the routine workflow grind to DocketBuddy.

MORE CASES

Win the prospect while they are still choosing.

Send a firm-branded personalized roadmap in seconds. At $99/month, one retained client can cover a year of the self-serve plan.

FASTER CASES

Move the repeatable work without another spreadsheet.

For the 80% that follows the same steps every time, intake, portal, docs, messages, dates, time, and billing stay on one guided rail.

"I called several bankruptcy attorneys when I filed. If one of them had sent me this roadmap, it would've been my last call." Anonymous bankruptcy filer

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

Roadmaps, intake, portal, documents, messages, case events, calendar, time, billing, and conflicts. Attorney review stays in the loop. Your 30th case costs you the same as your 3rd — in your practice and in your software. $99/month. Unlimited cases in one practice area. Every feature included for that practice. No add-ons, no per-case fees, no per-seat software charges for staff access configured through guided setup.

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 surfaces, computed where supported
Forms & Schedules
Pre-populated from intake, attorney-reviewed before filing
Docket Monitor
PACER / CourtListener sync, filings surfaced on sync
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
Conversion first. Roadmaps and intake links move prospects before the next callback
One repeatable rail. Docs, messages, deadlines, calendar, time, and billing stay tied to the matter
Attorney review stays. Drafts, calculations, and filing-ready work stay review-required

One self-serve price per practice area. Unlimited matters. No per-case fees or per-seat software charges.

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.

Proof under the workflow

The routine work still shows its work.

When DocketBuddy surfaces a threshold, deadline, or calculation, it keeps the source and last-checked date close by so your team can verify quickly and keep the matter moving.

Sources on the screen

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.

Pending means pending

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

What's included

You charge a flat fee. So do we.

$99/month. Unlimited cases in one practice area. Every feature included for that practice. No add-ons, no per-case fees, no per-seat software charges for staff access configured through guided setup. See pricing →

Your 30th case costs you the same as your 3rd — in your practice and in your software. Annual billing saves 20%.

Unlimited cases in one practice area
Firm-branded prospect roadmaps and intake links
No add-ons, per-case fees, or per-seat software charges
Practice-area intake and case pipeline
Client portal with document upload
Two-way secure client messaging with SMS alerts
Deadline reminders (SMS + email where enabled)
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 →

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No sales call · Unlimited matters · No credit card to start

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