Intake
Clients answer intake questions and upload documents from any device.
DocketBuddy
Run the whole case from one client record
DocketBuddy carries intake, documents, case work, dates, communication, billing, and the tools for your practice area in one system.
DocketBuddy is $99/month with every practice area includedEvery practice area and unlimited matters. Document collection covers up to 100 new clients each month.
$99 a monthEvery practice areaUnlimited mattersDocument collection for up to 100 new clients a monthUp to 2 additional seats
Taylor MorganEstate planning · MAT-1048
1 attorney decision open01
Client file preparedIntake, engagement, and 12 documents connected
Documents02
Response dates disagreeBoth source dates retained for attorney review
Attorney03
Next critical date visibleAugust 16, 2026 · owner Maya Chen
Dates04
Work and billing continueOpen tasks, messages, time, and invoice history
BillingSynthetic sample as of August 14, 2026Source history retained
One connected system
One record from intake to invoice
Client documents
DocketBuddy checks each upload and asks the client for exactly what is still missing.
Case review
Missing proof, conflicting facts, and open decisions stay tied to their sources for your review.
Dates and practice work
Deadlines, court dates, forms, and the tools for your practice area stay with the case.
Messages and billing
Client messages, time, invoices, payments, and trust accounting stay on the same record.
Practice workflows
See the system for your practice
General / Mixed Practice
Intake, documents, and dates for a mixed practice
View workflow →Bankruptcy
Get the client file ready before it goes into your petition software
View workflow →Immigration
Evidence, hearings, and priority dates in one place
View workflow →Family Law
Financial disclosures and support figures that show the rule used
View workflow →Social Security Disability
Every appeal stage, with its dates and evidence
View workflow →Probate
Administration through the final accounting
View workflow →Estate Planning
Planning intake, document drafts, and execution
View workflow →Workers' Comp
Treatment, work status, and hearing preparation for injured workers
View workflow →Personal Injury
Limitations dates, treatment, and settlement in one record
View workflow →Coverage
See the source behind supported legal rules
DocketBuddy publishes the official source, supported jurisdiction, and verification date for its governed legal coverage. Review current coverage.
Security
Client and case data are never sold
Each firm's data is kept separate and encrypted in transit and at rest. The security page lists every service that processes client data and what it receives. Review security and privacy.