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Product guide

DocketBuddy Preflight

DocketBuddy Preflight checks private matter files against one named question, then organizes page-linked facts, missing records, conflicts, and attorney decisions before the next step.

Evidence
current product guide
Reviewed
Aug 22, 2026
Review note
The described scope, product boundary, and evaluation path were checked against the current DocketBuddy build.
DocketBuddy Preflight product workflow in DocketBuddy

Fictional sample data shown; no client information

Current capability record

DocketBuddy Preflight is designed for repeated small-firm use with a visible record of what is ready, what is missing, and what belongs to the attorney. These jobs are represented in the current public product and sample paths.

  • Named check selected before upload
  • Firm-scoped private file set
  • Required-record and document-quality review
  • Page-linked facts, gaps, and conflicts
  • Attorney decision, export, and deletion record

Attorney control and scope

Preflight prepares a source-linked review record for the attorney. The attorney confirms legal effect, resolves professional judgment, and decides whether the file continues into Ready or PracticeOS.

How to evaluate it

Use a fictional or closed matter first. Confirm that the input, source state, open exception, attorney boundary, and resulting record remain visible. Then verify the firm's practice, jurisdiction, review standards, communications, and staff responsibilities before moving live client work.

Questions

What problem does DocketBuddy Preflight solve?

DocketBuddy Preflight checks private matter files against one named question, then organizes page-linked facts, missing records, conflicts, and attorney decisions before the next step.

What still requires attorney review?

Preflight prepares a source-linked review record for the attorney. The attorney confirms legal effect, resolves professional judgment, and decides whether the file continues into Ready or PracticeOS.

Explore DocketBuddy Preflight

Related resources

What DocketBuddy Preflight checksEstate Planning Beneficiary Review
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