Case Stress Test

See the source behind each case issue

Start with one closed or redacted file. DocketBuddy checks case documents, intake, deadlines, and case facts for missing proof, contradictions, and practice-specific questions. Each finding keeps the supporting source and next attorney decision together.

PracticeOS includes the DocketBuddy software suite at $99/monthUnlimited matters. Ready automation covers up to 100 new client files each month. Site launch work and managed services are scoped separately.

Explore a sample case Run one closed file

Synthetic samples use no client data. We do not sell client data. Real client data is encrypted at rest and in transit and excluded from AI training. Privacy

One file to startSupporting sources retainedIncluded with PracticeOS

Response deadlineTaylor Morgan · Sample case

1 attorney decision open

August 19, 2026Client intake answer

Client source

August 16, 2026Uploaded county notice · Page 2

Document source

Which date controls the case?Both sources remain available for review

Attorney

Conflict prepared for reviewSources retained

Sample files by practice

Each fictional case shows one concrete issue, the record behind it, and the attorney-controlled next step. Choose the file closest to your work.

Bankruptcy

The file may contradict itself. You can see exactly where.

Bank statement: Bank statement · Apr 12 · $1,000 transfer to M. Avery

The source-linked issue leads to an exact client follow-up, with the attorney making the disclosure decision.

Run a closed file free See the sample

Immigration

The RFE packet answers only part of what USCIS requested.

RFE demand: USCIS notice · Six months of current pay records plus a complete, signed Form I-864

A demand-to-proof matrix keeps two supported, one partial, and one missing response item visible before filing.

Run a closed file free See the sample

Family Law

A five-figure transfer needs a story before mediation.

Bank statement: Joint checking · Mar 11 · $12,000 transfer to an individual account

The documented transaction becomes a specific proof request, while the attorney controls any dissipation analysis.

Run a closed file free See the sample

Social Security Disability

The hearing theory and the opinion evidence do not line up yet.

ERE evidence: Ex. 1F · Alternates sitting and standing; no treating-source RFC form completed

The RFC conflict and missing source stay explicit while the attorney controls the benefits analysis.

Run a closed file free See the sample

Probate

The accounting is off by $1,250 – and the file shows why it matters

Estate statement: Combined estate accounts · Reported ending balance $90,150

Closing status remains blocked until cash reconciles and allowed claims resolve.

Run a closed file free See the sample

Estate Planning

The beneficiary form could override the plan the clients described.

Beneficiary record: Joint brokerage account · Current POD beneficiary: Maya Shah

The conflict becomes an attorney-controlled implementation task before any beneficiary designation changes.

Run a closed file free See the sample

Workers' Comp

The carrier’s wage basis excludes an $80 weekly input from the workpaper.

13-week wage packet: Cash wages plus employer-paid health premium · Workpaper AWW $1,000

The wage difference and missing payment become reviewable issues for the attorney’s entitlement analysis.

Run a closed file free See the sample

Personal Injury

The crash report names a witness. The liability packet does not contain the statement.

Crash report: Independent witness identified in the recorded rear-impact sequence

The missing proof blocks demand readiness and leaves fault, valuation, and settlement analysis with the attorney.

Run a closed file free See the sample

See the exact source

Open the statement, notice, record, or workpaper that raised the question.

Understand the mismatch

Compare the source with intake, the packet, the calculation, or the current case record.

Control the next move

Confirm the fact, request the missing proof, and decide the legal treatment yourself.

See every check DocketBuddy can run

Case Stress Test

See what someone else may question – and the proof that answers it

DocketBuddy includes 36 practice-specific checks for risk, missing proof, local practice, and post-submission work. Each check shows what a trustee, agency, opposing counsel, adjuster, ALJ, court, or beneficiary may question, then connects that issue to its source, the missing proof, and a specific client request.

Practice management records the case. Case Stress Test finds the problems someone else may use as leverage, puts the next action in your hands, and stays quiet when the file gives it no reason to speak.

Actual product recording: a client document packet uploaded, organized, and checked in the bankruptcy workspace

Practice-specific checks

Issue types checked

Places issues can appear

What gets questioned

What will someone else question?

Facts from intake, uploads, deadlines, notes, and active matters determine when a stress test appears.

Issue card

One problem, four next moves

Each issue shows why it appeared, the supporting source, the missing proof, and the next attorney action, then lets the firm copy the client request or open the issue.

Attorney control

Proof, client request, and decision stay together

Sources, review questions, and attorney-only decisions remain visible before anything is shared with the client.

Data the file can cite

The stress tests stay grounded in current legal data

Behind the checks is a maintained legal-data library with citations and a permanent change history. Legal Radar reports every tracked change to your practice's values with its source, and District Filing Intelligence reads federal court records for filing volume, chapter mix, and market trend in your district.

Legal Radar

Tracked registry changes, each with the primary-source citation, on your dashboard and in the weekly digest

District Filing Intelligence

Filing volume, chapter mix, and year-over-year trend from federal court records, with coverage caveats stated on every view

See your district's data →

What each practice checks

The questions match the practice

Each practice starts with the pressure points attorneys already watch for, then connects them to a source-linked finding, a clear client request, and an attorney decision record.

Bankruptcy

trustee questions, exemption exposure, transfers, cash advances, student-loan AP value, Chapter 13 drift

Immigration

RFE source sufficiency, I-864 proof, receipt/status posture, deadline windows, local interview prep

Family law

financial disclosure gaps, high-asset/control issues, DV safety routing, fee/scope pressure, post-judgment changes

SSDI

RFC proof, onset/SGA/DLI posture, medical-record gaps, ALJ hearing theory, claimant credibility issues

Probate

fiduciary duties, accounting objections, beneficiary conflict, asset inventory gaps, closing readiness

Injury and comp

SOL and lien posture, treatment gaps, policy-limits demand proof, AWW/settlement support, disbursement risk

When a check appears

DocketBuddy stays quiet until a matter needs attention

Every question starts with a fact, document, deadline, or note from the matter. It explains why it appeared, names who may raise the issue, shows the supporting source, and keeps client communication blocked until the attorney approves it.

1. Matter signal

A fact starts the check

A stress test appears only when a practice-specific fact, uploaded document, deadline, attorney note, or review status is tied to the open matter.

2. Why it appeared

Show why it appeared

The first screen shows the matched fact, supporting source, missing proof, likely reviewer, and when the question will return.

3. Where it appears

Put it where work is happening

The question appears in intake, document review, deadlines, the matter page, or the attorney review queue instead of a separate catalog.

4. Attorney approval

Keep every legal judgment yours

Client messages, legal conclusions, strategy, fee changes, and outcome language stay blocked until the attorney approves the source and content.

5. Work product

Leave a record the file can stand on

A completed review keeps the question, source checked, proof requested from the client, and attorney decision together in the matter.

Checks appear only when needed

The right review appears with the matter

Each review appears from a relevant matter fact, missing source, uploaded document, deadline, attorney note, or review priority. The first screen explains who may question the issue, why it appeared, what to do next, and what must remain attorney-only.

Intake capture

Catch a risky fact before the consultation

When intake reveals a risky fact, missing proof, or unexpected complexity, DocketBuddy turns it into a specific attorney review question instead of another vague note.

Document upload review

Find the contradiction at the source

Uploaded notices, records, statements, or financial documents open a review only when they create a real conflict, proof gap, or question.

Deadline warning

Connect the deadline to the file

RFE dates, hearing dates, limitation language, appeal windows, and objection periods appear with their supporting source and an attorney review step.

Matter panel

The open file explains what may be attacked

Inside a live matter, the first read leads with the finding, then shows the supporting record, the evidence gap, and the recommended attorney review.

Needs attorney review

Rank the problems that change the file

Urgent, high-value, local-practice, post-submission, and red-flag items are ranked by source support, deadline urgency, and the next attorney action.

Dashboard queue

See which matters need review now

The dashboard shows active matters that deserve attention and stays quiet when there is no relevant fact, source conflict, deadline, or attorney-review reason.

Reviews appear when a relevant fact, new source, deadline, or attorney decision makes them useful. Ordinary matter work stays clear the rest of the time.

Case-file checks

The package is complete when it sees the case the way a reviewer will

Consistency

Facts conflict across intake, forms, uploads, prior filings, notes, or evidence.

Proof burden

Claims, elements, eligibility points, or requested benefits lack supporting proof.

Timeline integrity

Dates have gaps, overlaps, missing month/year precision, or impossible sequences.

Bad facts

Scrutiny-worthy facts are hidden, weakly explained, or unsupported.

Deadlines and posture

Response windows, objection periods, appeals, hearings, or filings create timing risk.

Eligibility thresholds

Gatekeeping facts need attorney confirmation before the matter proceeds.

Credibility

The story is vague, contradicted, over-polished, or unsupported by corroboration.

Evidence sufficiency

The packet is coherent but thin against what a reviewer would expect.

Scope and fee risk

The matter is becoming more complex than quoted or needs a paid diagnostic.

Theory of case

The attorney sees the cleanest story, what supports it, what undermines it, and what remains unproven.

Every check ends in the same place: a review question the attorney can answer, the source that answers it, and the client request that closes the gap.

Case selection

Is this case worth taking?

Screen the facts that drive margin, difficulty, and fit before the matter becomes another open file.

Output: Attorney review memo

Revenue expansion

Is there more value in the file?

Surface adjacent claims, higher-value tracks, or premium work that routine intake can miss.

Output: Value-expansion checklist

Risk detection

What could blow this up?

Flag bad facts, missing disclosures, deadline pressure, and evidence problems while there is still time to act.

Output: Red-flag queue

Evidence sufficiency

Do we have enough proof?

Map each claim or agency request to the proof on hand, the gap, and the next document request.

Find the paid legal work hiding inside a routine matter and turn it into an attorney-reviewed quote path.

What you get

Upgrade trigger · Quote suggestion · Client explanation

Directly connects Case Stress Test to attorney revenue without asking the buyer to understand the whole architecture.

33Firm economics

Attorney-review ready

Matter health and stuck-case rescue queue

Surface files that are stale, blocked by client response, drifting past internal targets, or missing the next action after filing.

What you get

Stale-matter queue · Next-best action · Client follow-up task

Easy dashboard value for every practice: fewer stale files and fewer surprise client calls.