Legal operations for independent practices
Your independent practice can use attorney-controlled legal AI without buying a large-firm platform
DocketBuddy combines practice-specific workflow, document automation, and a quiet Case Stress Test that surfaces proof gaps, risks, and opportunities only when the file earns attention
Move routine work in 10 clicks or less, with no sales call and no credit card to start
14-day trial · no credit card · unlimited matters in one practice package
Client packet to usable file
The client packet arrives
Source documents enter the actual matter workspace
From raw uploads to an attorney-reviewed file
Turn a client packet into structured case work
Watch source documents classify, extract, route for review, and apply to the matter
Click play to watch the focused workflow
MORE CASES
Win the prospect while they are still choosing
Send a firm-branded roadmap in seconds, before the next lawyer calls back
FASTER CASES
Move the repeatable work without another spreadsheet
Intake, portal, docs, messages, dates, time, and billing on one guided rail
Already have a caseload? Do not clean it up for us.
Included with an annual subscription. Give us your export, case-file ZIP, or folders; we organize the matters, flag exceptions, and give you a preview to approve.
Practice-first trial
Pick your practice, then open the matching workspace
Independent practices do not need another generic workflow system. Choose the consumer-law lane you practice in and start with the intake, roadmap, forms, deadlines, and work product that match your day.
Bankruptcy
Prefiling risk, source-backed petition readiness, student-loan opportunities, and post-filing control
Immigration
Evidence sufficiency, RFE response control, forms, agency status, and client follow-through
Family Law
Financial disclosure control, safety-aware client workflow, discovery, support, and settlement preparation
Social Security Disability
Source-cited evidence development, appeal control, RFC theory, proof gaps, and hearing preparation
Probate
Estate + Probate package
Court-ready administration with creditor, accounting, fiduciary, distribution, and closing exceptions visible
Probate and Estate Planning are included together in one subscription.
Estate Planning
Estate + Probate package
Planning intake, attorney-reviewed documents, execution, trust funding, and implementation follow-through
Estate Planning and Probate are included together in one subscription.
Workers' Comp
WC + PI package
State-specific wage accuracy, treatment and work-status control, hearing readiness, and settlement preparation
Workers' Comp and Personal Injury are included together in one subscription.
Personal Injury
WC + PI package
Limitations, treatment, liability proof, demand posture, liens, and resolution control on one matter
Personal Injury and Workers' Comp are included together in one subscription.
Subscription packages
Some product pages share one paid package
Estate + Probate
Estate Planning and Probate have separate landing pages because the workflows are different, but one Estate + Probate subscription unlocks both.
Workers' Comp + Personal Injury
Workers' Comp and Personal Injury have separate product pages, but one WC + PI subscription unlocks both injury workflows.
Sample work product
Review the attorney work product before you open a workspace
Eight distinct sample attorney briefs show source posture, proof gaps, practice-specific analysis, next work, and review limitations.
Your practice is not broken, but your workflow may be fragmented
Most independent practices already use plenty of software. The problem isn't the tools, it's that none of them work like a legal workflow.
The newest workflow in each practice
Shipped tools are included; pilot work stays explicitly labeled
A BANKRUPTCY ATTORNEY'S DAY
From first call to filed petition, without the overhead
Five moments in a typical day, without the stack of tools or hours of manual work
A lead calls at 8 AM
Capture intake, run the means test, and close them with a shareable client roadmap, retainer signed before lunch.
Deadlines surface before you think to check
Docket activity monitored via CourtListener: 341 notices, proof-of-claim deadlines, and trustee filings surface in your dashboard, not your voicemail.
Intake pre-populates the forms, you review every field
Schedules A/B, Form 122A, Statement of Financial Affairs pre-populated from intake data. You verify every field before anything is filed.
341 prep handled, client ready
Creditor matrix exported, client reminders sent, checklist complete. Every touch point on the case record, nothing lost in a text thread.
End the month knowing where you stand
Flat-fee billing, IOLTA reconciliation, and a pipeline of open leads, revenue clarity without a spreadsheet.
A lead calls at 8 AM
Capture intake, run the means test, and close them with a shareable client roadmap, retainer signed before lunch.
Deadlines surface before you think to check
Docket activity monitored via CourtListener: 341 notices, proof-of-claim deadlines, and trustee filings surface in your dashboard, not your voicemail.
Intake pre-populates the forms, you review every field
Schedules A/B, Form 122A, Statement of Financial Affairs pre-populated from intake data. You verify every field before anything is filed.
341 prep handled, client ready
Creditor matrix exported, client reminders sent, checklist complete. Every touch point on the case record, nothing lost in a text thread.
End the month knowing where you stand
Flat-fee billing, IOLTA reconciliation, and a pipeline of open leads, revenue clarity without a spreadsheet.
Proof under the workflow
Every recommendation keeps its proof close
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
Start with your practice
Open the real workspace before you evaluate a plan
Choose your practice, bring in a matter, and see whether the workflow earns a place in your firm.
Built for sensitive client data: encrypted at rest and in transit, firm data isolated, never used to train AI models, attorney review required before any filing. Security details →
Start Free Trial →No sales call · Unlimited matters · No credit card to start
Questions about how we handle client data? See our security practices →