Intake and scope
Start with a usable case record
Capture the client, source, engagement status, controlling notice, response date, and next step before the file disappears into email.
General practice workspace available nationwide
Keep every case moving in one workspace
Connect intake, documents, client requests, dates, messages, billing, and next work on one case record.
PracticeOS includes the DocketBuddy software suite at $99/monthReady automation for 100 new files each month30-day trial · no credit card
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
Taylor Morgan
New client case
Next work
Case intake and next steps
A recorded case date needs an owner, source, and next task.
What DocketBuddy organized
Case record organized
2 proof gaps open
Specific client request ready
Legal advice and filings stay attorney-controlled
Encrypted client data
Client sending opens after attorney verification
30-day PracticeOS trial
A consistent case record across the practice
Documents and proof
Ask for the exact missing item
Keep uploads, proof gaps, client requests, and attorney review on one case instead of rebuilding the checklist each time.
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 so nothing depends on memory or a crowded inbox.
Specialty coverage when the case needs it
Give every matter a consistent operating foundation. Add a supported specialty package when you want practice-specific analysis on the same client record.
See specialty coverage