Intake and scope
Start with a usable matter record
Capture the client, source, engagement status, controlling notice, response date, and next step before the file disappears into email
Neutral operations workspace available nationwide
General Practice operations for matters that do not fit one specialty
Bring intake, documents, client requests, dates, messages, billing, and next work into one neutral workspace, then move the matter into a specialty package only when it earns specialty treatment
14-day trial · Unlimited matters · No credit card
Taylor Morgan
New consumer matter
Next work
Neutral matter intake and scope
A recorded matter date needs an owner, source, and next task
Automation receipt
Matter record organized
2 proof gaps open
Exact client request ready
You approve every legal output
Encrypted client data
No automatic filing or sending
No credit card to start
One calm operating layer
The repeatable work is still repeatable
General Practice keeps the administrative rail useful without dressing generic output up as practice-specific law
Documents and proof
Ask for the exact missing item
Keep uploads, proof gaps, client requests, and attorney review on one matter instead of rebuilding the checklist for every case
Dates and follow-through
Keep the next commitment visible
Record response dates, client follow-ups, firm tasks, messages, and the owner of the next action without inventing a specialty deadline
Neutral by design
General Practice organizes intake, documents, dates, requests, communications, and next work without implying specialty legal intelligence. Move a matter into a supported specialty package when it needs practice-specific analysis.
See specialty coverageDocketBuddy Ready
$29/monthFix the client-chasing problem without replacing your whole stack
DocketBuddy Ready turns guided intake and client uploads into exact correction requests and an attorney-ready file. Start with one practice and up to 15 new live workflows each month, then move into the full Practice system in place when the rest of your stack becomes the bottleneck.
Public sample first, no card, no live client data
Guided intake
Matter facts shape every question
Uploads checked
Missing periods and document defects become exact requests
Clean attorney handoff
Only conflicts and judgment calls come back to you
DocketBuddy Site
$250 launch + $39/monthA law firm website that begins the client workflow
Managed hosting, guided intake, client roadmaps, funnel analytics, site controls, and technical SEO publication. Upgrade into Practice without rebuilding the site
Managed site
Hosting, SSL, domain setup, and site controls
Intake starts there
Guided intake and client roadmaps begin before the consultation
Funnel visible
See visits, starts, completions, and conversion by source
Technical SEO
Structured publication and page health handled with the site
Start with the matters on your desk now
Keep the workspace neutral, keep the next work visible, and add specialty depth only where the matter needs it
Start free