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DocketBuddyfor firms
Overview
PracticesPricingWhy DocketBuddy
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DocketBuddy Ready for independent law firms

Ask for the right document

See which record is missing and prepare a precise client request. Conflicting facts stay with the attorney for review.

Fictional file example

Requested: July bank statement

Received: June, account ending 4821

Next request: “Please send July. We have June.”

Ready: 15 new client cases each month free. More capacity is $29/month.

Try Ready on a sampleStart Ready free
02
DocketBuddy ReadyTaylor Morgan · new client documents
2 items block attorney review

Files checked

0 files
3 recordsSources attached
What the firm can act onNext owner
Needs client
Engagement agreement missing signature page
TAYLOR MORGAN
Request sent
July statement requested – original upload retained
READY RECHECK
Needs attorney
Two response dates conflictIntake says August 19; the county notice says August 16
MAYA CHEN
Stage 02 / prepare / fictional sampleSee DocketBuddy Ready →
Where is the client now?

Start from a live matter

Begin with the question already in front of you

01

Work through a file question

Enter the dates, amounts, or record facts needed for one focused question. Anonymous entries stay in that browser. Open attorney workpapers

02

Check the supporting records

Compare the selected file set for a specific event. Review source passages, missing proof and questions for the attorney. Review Preflight records

03

Request the missing record

Reviewed missing records become matter-specific requests and replacement checks instead of another broad document chase. See DocketBuddy Ready

04

Continue the case work

The firm carries the reviewed record, attorney decisions, matter work, dates, communication, and billing forward. See PracticeOS

Client journey

Integrated through the whole case

Client acquisition
Specific legal need identified

Websites and campaigns help clients find the firm and carry each inquiry into case management.

DocketBuddy Sites →Opportunity Campaigns →
Work through the question
The live date, amount, notice, or record is organized

Attorney Workpapers calculate the supported browser-local facts needed for one focused file question.

Attorney Workpapers →
Check the private file
The named file question is checked against authorized records

Preflight starts from the private record set. Anonymous Workpaper facts remain in the browser while attorney decisions and page-level support stay explicit.

DocketBuddy Preflight →
Prepare the client file
Missing document corrected

Ready collects information and documents, identifies gaps, and follows up automatically.

DocketBuddy Ready →
Manage the case
Conflicting facts prepared for review

Case intelligence finds missing proof, conflicting facts, and red flags for attorney review.

Case Stress Test →
Run your practice
The case continues without re-entry

PracticeOS carries the record through case work, forms, dates, communication, billing, and practice-specific intelligence.

PracticeOS →

Coverage

Source-linked legal coverage for your practice

DocketBuddy identifies the official sources used for supported rule branches and keeps unsupported conclusions held for review. Review current coverage.

Security

See how each feature handles your data

Review security and privacy.

DocketBuddy

See how it works

Explore a sample caseStart free trial
DocketBuddyfor firms

Client acquisition, document preparation, case intelligence, and practice operations for independent law firms.

Products

DocketBuddy SitesOpportunity CampaignsAttorney WorkpapersDocketBuddy PreflightDocketBuddy ReadyPracticeOS

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