Turn intake and uploads into sourced petition fields, means-test inputs, and prefiling exception review, then keep 341, docket, Chapter 13, client follow-up, and billing work on the same matter.
14 days free · No credit card required · Unlimited bankruptcy matters during the trial
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.
Practice $99/mo · 14 days free · Unlimited matters Pricing →
Bankruptcy practice
For solo and small bankruptcy firms that need more matters moving without losing control of the petition, means test, source proof, or exception review
Open the sample bankruptcy brief →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
2-Minute Demo
Watch a Chapter 7 matter move from client documents to attorney-reviewed filing work
Share this demo → · clean URL for cold-email replies
See it in action
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 matter 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 Chapter 7/13 roadmap while the prospect is still engaged. It turns the consultation into a concrete next step and keeps follow-up visible.
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.
PACER CASE MONITORING
Linked bankruptcy cases stay visible in your dashboard, with docket updates and deadline cues surfacing in the workspace so you aren't starting every status check from scratch.
Scope and limits
DocketBuddy doesn't give legal advice, make filing recommendations, or communicate directly with your clients about case strategy.
Every output is a starting point for attorney review, and every document requires your signature before use.
Your professional judgment isn't automated, it's protected.
Proof under the workflow
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 so the file never invents a single source of truth
Uncertainty stays visible
Missing, stale, or conflicting proof remains a review gate instead of disappearing inside generated work product
Trust layer
Questions? hello@docketbuddy.org
Full security details →No sales call · Unlimited matters · No credit card to start