Practice management for solo attorneys

Every practice area included for $99 a month

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DocketBuddyfor attorneys
PricingSee a sample caseSecurity and sources
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Bankruptcy practice management for solo attorneys

Get the bankruptcy file ready before the petition

DocketBuddy runs intake, document collection, the means test with its sources, 341 preparation, docket updates, Chapter 13 tracking, client messages, and billing in one case. Keep using Best Case or NextChapter to file.

Start freeSee a sample bankruptcy case →

30-day trial, no credit card. The sample needs no account.

Synthetic samples use no client data. We do not sell client data. Client data is encrypted at rest and in transit. See how each feature handles client data. Privacy

Means Test
Alex Johnson
Attorney Review Required
Household size3 persons
Current monthly income$7,900
Georgia median (3-person)$8,457
Difference$557 below median
✓ Below the state median
No presumption of abuse · Part I complete
Transfer to Form 122A-1Generate →
Attorney verification required before use in any filing.

Means test pre-populated from client intake and uploaded documents, with every auto-filled field showing its source before you review, verify, and transfer to the official form.

DocketBuddy is $99/month with every practice area included · 30-day trial, no credit card Pricing →

Everything before the petition, in one sourced file

Intake answers, uploaded documents, means test inputs, and the questions that need your judgment stay together in one case.

Open the sample bankruptcy brief →See district filing materials →See a sample file review →

Build the file

Client documents become reviewable fields

Intake and uploads map into petition and means-test work with the source kept beside each proposed value

Catch the exception

Risk appears before filing

Transfer, exemption, trustee, discharge, and missing-proof issues show up for attorney review

Keep it moving

Post-filing work stays with the case

341 prep, docket events, Chapter 13 follow-through, client communication, and billing stay connected

What you get with DocketBuddy

01 · Pricing

One price that covers the practice

$99 a month covers bankruptcy and every other practice area, unlimited matters, and 2 additional seats. There are no per-case fees and no AI add-on charges.

02 · Sources

Every figure shows its source

The means test uses the U.S. Trustee median and expense tables, and district filing materials link to the local rules they summarize. When a figure is not verified for a state, DocketBuddy says so instead of guessing.

Georgia median family income, household of 3

$101,479a year

Source: U.S. Trustee Program median income tableMedians effective for cases filed on or after April 1, 2026
Review coverage and sources →

03 · Client documents

Clients send what you asked for

DocketBuddy checks each upload against the request, tells the client exactly what is still missing, and sends conflicting facts to you.

Fictional example

Requested
July bank statement
Received
June, account ending 4821
Next request
“Please send July. We have June.”
See how document collection works →
Keep your petition softwareKeep using Best Case or NextChapter to file. DocketBuddy prepares the file before the petition.

Free tools

Work through one question before you open a client file

Each tool shows its arithmetic or record check and says what still needs attorney review. No account needed, and what you enter stays in your browser.

  • Bankruptcy 730-Day Exemption Domicile Timeline CalculatorCalculate the federal move-rule date markers and residence chronology before attorney review of venue and exemption domicileOpen tool →
  • 11 U.S.C. § 522(f) Lien Avoidance CalculatorApply the statutory impairment arithmetic to the entered property value, liens, exemption, and ownership shareOpen tool →
  • Bankruptcy Tax Discharge 3-2-240 Date CalculatorCalculate the three-year, two-year, and 240-day federal baseline markers from entered tax datesOpen tool →
  • Chapter 7 Trustee Document Request ChecklistOrganize the national 341 baseline and the express items in an entered trustee request without guessing local requirementsOpen tool →
See all free bankruptcy tools →

Watch a Chapter 7 case move from client documents to attorney-reviewed filing work

Share this demo →

Practice workflow

DocketBuddyBankruptcy
3 active cases
All Clients+ New Client
Alex JohnsonActive
Chapter 7 · Georgia
341 Meeting: Nov 18, 2026
Docket linked
Maria SantosActive
Chapter 13 · Florida
Plan $847/mo · Confirmation Hearing
Robert ChenDischarged ✓
Chapter 7 · Georgia
Discharged May 1, 2026
Docket linked

Every active case in one view, with status, deadlines, and docket sync visible at a glance.

Means Test
Alex Johnson
Attorney Review Required
Household size3 persons
Current monthly income$7,900
Georgia median (3-person)$8,457
Difference$557 below median
✓ Below the state median
No presumption of abuse · Part I complete
Transfer to Form 122A-1Generate →
Attorney verification required before use in any filing.

Means test pre-populated from client intake and uploaded documents, with every auto-filled field showing its source before you review, verify, and transfer to the official form.

Docket (via CourtListener)
Alex Johnson · Ch. 7 Georgia
Synthetic sample as of June 2, 2026Sync Latest
Voluntary Petition for Chapter 7 filed
May 15 · Doc #1
341 Meeting scheduled. Jun 15, 2026 · 10:00 AM
May 16 · Doc #2
Creditor Matrix filed: 14 creditors
May 22 · Doc #5
⚠ Proof of Claim
Proof of Claim: Sample Card Services · $4,821.47
May 28 · Doc #8
Notice of Appearance. Trustee: James R. Williams
Jun 2 · Doc #10

Linked dockets sync via CourtListener, with new entries surfacing in the workspace for attorney review.

What it does

10-STEP BANKRUPTCY WORKFLOW

Keep the whole case moving in one place

Each case shows where the routine work stands: roadmap, intake, portal, docs, autofill, drafts, messages, court events, calendar, and billing. Click the next step and keep moving.

PROSPECT ROADMAPS

Chapter 7 and Chapter 13 roadmaps

Send a plain-language roadmap from the lead record and keep the follow-up with the inquiry.

MEANS TEST PRE-POPULATION

Uploaded documents become fields to verify

Your client completes intake and uploads paystubs, bank statements, tax returns, and employment letters. DocketBuddy maps supported values into the means test with source evidence for attorney review.

STUDENT LOAN WORKBENCH

Review federal and private student-loan discharge paths in one workspace

Import client facts and loan records, organize hardship and good-faith evidence, separate federal and private strategy, and generate an attorney report or DOJ attestation worksheet for review.

See the fictional client roadmap →

Scope and limits

Attorney control stays built into the workflow.

DocketBuddy organizes the file, flags questions, and prepares work for your review. Your firm decides the legal treatment and reviews legal work before it is sent or filed. After intake, clients automatically get a welcome email, a document checklist, and a note on what to expect at the 341 meeting, and you get an email in the week before each 341 meeting.

Where DocketBuddy stops matters

Automate the routineSurface the evidenceKeep judgment with the attorney

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.

Explore coverage evidence →See security and privacy →

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 and preserve their source context.

Uncertainty stays visible

Missing, stale, or conflicting proof remains a clear item for attorney review instead of disappearing inside generated work product.

Client data stays protected

✓Encrypted in transit and at rest
✓Each firm sees only its own records, enforced in our application code
✓Client data never sold or licensed
✓Published privacy, export, and deletion controls

Questions? hello@docketbuddy.org

Full security details →

30-day free trial

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We do not sell client data. Client data is encrypted at rest and in transit. See how each feature handles client data. Privacy

DocketBuddyfor attorneys

Practice management for solo attorneys in bankruptcy, family law, immigration, disability, estate, and injury practices.

Practices

BankruptcyImmigrationFamily LawSocial Security DisabilityProbateEstate PlanningWorkers' CompPersonal InjuryGeneral / Mixed Practice

Resources

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