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DocketBuddy Opportunity Campaigns
Find the right demand
Define the legal opportunity, identify the audience, approve the outreach, and measure which prospects become matters.
Explore CampaignsGrowth + matter management for independent law firms
Find the client. Win the client. Move the matter.
From intake to attorney review
Four answers become a client roadmap
The client gets clear next steps while the firm receives an organized attorney view
Actual product · sample matters
DocketBuddy combines targeted opportunity campaigns, polished firm Sites with client roadmaps, and guided intake that turns each new client into attorney-ready work.
Start with the part your firm needs now. Add the rest without rebuilding the client journey.
Campaigns · Sites · Ready · Practice
Attorney approval before legal work leaves the firmTLS + AES-256 encryptionSupporting sources and jurisdiction shown when usedClient data never trains AI
CLIENT GROWTH
Turn the right attention into a prepared client
Campaigns find qualified demand. Sites and Ready turn that demand into guided intake, documents, and a useful next step.
MATTER MANAGEMENT
Keep the client journey attached to the matter
Practice carries the same record through deadlines, communications, billing, work product, and practice-specific legal intelligence.
One connected client journey
Start where the firm feels the friction
DocketBuddy is not four disconnected tools. Each product can stand on its own, and each hands the same client journey to the next stage when you are ready.
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DocketBuddy Sites
Convert attention into consultations
Give prospects a polished first impression, guided intake, a useful roadmap, and a measurable path to contact the firm.
Explore Sites03
DocketBuddy Ready
Turn new clients into prepared matters
Collect the right facts and documents, identify what is missing, and keep specific client follow-up moving before review.
Explore Ready04
DocketBuddy Practice
Carry the record through casework
Move the same client record through deadlines, communications, billing, work product, and practice-specific legal intelligence.
Explore PracticeStart with the part your firm needs now. Add the rest without rebuilding the client journey.
Compare starting pointsPractice-specific workspace
Start with the work your firm handles most often
Choose the closest practice workflow. The trial opens with the matching intake, matter plan, review tools, and coverage boundaries already in place.
General / Mixed Practice
A neutral workspace for intake, client roadmaps, documents, deadlines, and matter operations
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.
Not sure which workspace or package fits?
Choose what you want to see
Four ways the product changes the work
Each story is recorded in the actual DocketBuddy workspace with demo data
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
A BANKRUPTCY ATTORNEY'S DAY
From first call to filed petition, without the overhead
Five moments in a typical day, without switching between separate tools or spending hours on manual work
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A lead calls at 8 AM
Capture intake, run the means test, and close them with a shareable client roadmap, retainer signed before lunch.
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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.
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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.
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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.
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End the month knowing where you stand
Flat-fee billing, IOLTA reconciliation, and a pipeline of open leads, revenue clarity without a spreadsheet.
1
A lead calls at 8 AM
Capture intake, run the means test, and close them with a shareable client roadmap, retainer signed before lunch.
2
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.
3
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.
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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.
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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
DocketBuddy Public Guides
Clear starting points for people navigating a legal process
Our separate public library offers source-linked guides and practical tools at no cost and without an account. It provides general information, not legal advice.
Browse all Public GuidesBankruptcy
Should I file bankruptcy?
Questions that commonly shape a Chapter 7 or Chapter 13 conversation.
Read guideImmigration
What is a USCIS RFE?
Why the complete notice matters and how to organize the requested evidence.
Read guideDisability
What can I do after an SSDI denial?
Appeal stages, notices, records, and questions worth preserving.
Read guideWorkplace injury
What should I preserve after an injury at work?
Notice, medical records, restrictions, wage information, and official sources.
Read guideStart with your practice
Try the workspace with the kind of matter you already handle
✓Practice-specific intake, matter plan, and client portal
✓Document organization, source-linked fields, and attorney-reviewable drafts
✓Tasks, deadlines, messages, and client follow-up
✓Billing, time, trust accounting, and e-signatures
✓Case Stress Test and specialist workbench tools
✓Unlimited matters in one practice package
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