Intake and scope
Start with a usable case record
Record the client, where the matter stands, the next key date, and the next step before the file disappears into email.
General practice management for solo attorneys
Keep every case moving in one workspace
Connect intake, documents, client requests, dates, messages, billing, and next work on one case record.
DocketBuddy is $99/month with every practice area includedDocument collection for up to 100 new clients each month30-day trial, no credit card
Synthetic samples use no client data. We do not sell client data. Client data is encrypted at rest and in transit. See how each feature handles client data. 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 documents still needed
Specific client request ready
Legal advice and filings stay attorney-controlled
Encrypted client data
Client data never sold or licensed
Export or delete your data
Give every case the same reliable foundation
Documents
Ask for the exact missing item
Keep uploads, missing documents, client requests, and your 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
Every practice area is included in the DocketBuddy plan. Turn one on from your settings when a matter needs specialty tools.
See specialty coverageTry it on your next client
If you decide not to continue after the trial, the Free plan keeps your work.
Start free