Client acquisition
Sites and Opportunity Campaigns carry each inquiry into the firm without re-entry.
PracticeOS
Run the whole case from one client record
PracticeOS carries intake, documents, case work, dates, communication, billing, and practice-specific intelligence in one system.
PracticeOS includes the DocketBuddy software suite at $99/monthUnlimited matters. Ready automation covers up to 100 new client files each month. Site launch work and managed services are scoped separately.
$99 a monthUnlimited mattersReady automation for 100 new files each monthUp to 2 additional staff seats
Taylor MorganEstate planning · MAT-1048
1 attorney decision open01
Client file preparedIntake, engagement, and 12 documents connected
Ready02
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
PracticeOSSynthetic sample as of August 14, 2026Source history retained
One connected system
Integrated through the whole case
Focused workpaper
The attorney can work through one live question in the browser without sending the entered facts to DocketBuddy.
Private file Preflight
The selected check opens against authorized records and preserves page-linked findings for review.
File preparation
Ready collects information and documents, identifies gaps, and follows up with exact requests.
Case review
Case intelligence connects missing proof, conflicting facts, and open decisions to their sources.
Practice operations
Cases, forms, dates, communication, billing, and approved firm preferences stay together.
Practice workflows
See the system for your practice
General / Mixed Practice
A neutral workspace for intake, client roadmaps, documents, deadlines, and matter operations
View workflow →Bankruptcy
Prefiling risk, source-backed petition readiness, student-loan opportunities, and post-filing control
View workflow →Immigration
Evidence sufficiency, RFE response control, forms, agency status, and client follow-through
View workflow →Family Law
Financial disclosure control, safety-aware client workflow, discovery, support, and settlement preparation
View workflow →Social Security Disability
Source-cited evidence development, appeal control, RFC theory, proof gaps, and hearing preparation
View workflow →Probate
Court-ready administration with creditor, accounting, fiduciary, distribution, and closing exceptions visible
View workflow →Estate Planning
Planning intake, attorney-reviewed documents, execution, trust funding, and implementation follow-through
View workflow →Workers' Comp
State-specific wage accuracy, treatment and work-status control, hearing readiness, and settlement preparation
View workflow →Personal Injury
Limitations, treatment, liability proof, demand posture, liens, and resolution control on one matter
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 not sold or used to train AI
Firm data is isolated, encrypted in transit and at rest, and excluded from model training. Review security and privacy.