PracticeOS connects client intake, documents, petition fields, means-test inputs, 341 dates, docket activity, Chapter 13 work, communication, and billing in one case.
Sample needs no account · trial needs no credit card
Synthetic samples use no client data. We do not sell client data. Client data is encrypted at rest and in transit. Review each feature’s AI data-handling limits. Privacy
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.
PracticeOS includes the DocketBuddy software suite at $99/month · Ready automation for 100 new files each month · 30-day trial · No credit card Pricing →
See Ready for Bankruptcy →Intake, petition fields, means-test inputs, source proof, and exception review stay with the case
Build the file
Intake and uploads map into petition and means-test work with the source kept beside each proposed value
Catch the exception
Transfer, exemption, trustee, discharge, and missing-proof issues surface for attorney review
Keep it moving
341 prep, docket events, Chapter 13 follow-through, client communication, and billing stay connected
Free browser workpapers
Each workpaper uses only the facts entered in that browser, shows the supported arithmetic or record check, and names what still needs attorney review.
Watch a Chapter 7 case move from client documents to attorney-reviewed filing work
Every active case in one view, with status, deadlines, and docket sync visible at a glance.
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.
Linked dockets sync via CourtListener, with new entries surfacing in the workspace for attorney review.
What it does
10-STEP BANKRUPTCY WORKFLOW
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
Send a plain-language roadmap from the lead record and keep the follow-up with the inquiry.
MEANS TEST PRE-POPULATION
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
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, surfaces questions, and prepares reviewable work. Your firm decides the legal treatment and approves anything sent or filed.
Where DocketBuddy stops matters
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 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.
Questions? hello@docketbuddy.org
Full security details →We do not sell client data. Client data is encrypted at rest and in transit. Review each feature’s AI data-handling limits. Privacy