01
Client acquisition
A firm website, public answers, technical SEO, and a direct path to consultation.
DOCKETBUDDY FOR NEW SOLOS
DocketBuddy setup for new solo firms
Website, client acquisition, intake, case management, billing, and practice-specific intelligence, configured with you.
Real client data is encrypted and excluded from AI training. Privacy
Opening file · New practice
Your firm launch dossier
Launch state
Ready for the first inquiry
Firm site
Guided intake
Client preparation
Matter workspace
ROI baseline
The first client path
1A high-intent visitor finds a useful answer
2Your intake asks the right practice-specific questions
3Ready checks the documents and handles corrections
4You begin with a clear file and one next decision
Website, intake, and case management connected
What is included on opening day
02
Inquiry and consultation
Guided intake, consultation booking, and a client roadmap replace the generic contact form.
03
Client preparation
Ready checks what the client sends, requests exact corrections, follows up, and stops when the file needs your judgment.
04
Case management
PracticeOS keeps facts, files, dates, billing, next work, and your review decisions on one connected client record.
05
Revenue and operations
Track which client paths created business, which opportunities resumed, and which administrative work was removed.
First-client campaigns
DocketBuddy Opportunity Campaigns turn a specific, documented opening into attorney-approved outreach and a short client path. Your site and intake are already waiting when someone responds.
Explore Opportunity CampaignsExample campaign file
A first-client path built around one real opportunity
Find the opening
Research search demand, public legal events, local questions, or another documented signal relevant to your practice.
Approve the campaign
You review the audience, sources, claims, outreach language, service capacity, and professional-responsibility boundary.
Give the response somewhere useful to go
A branded page explains the issue, asks only the necessary questions, and moves the right person toward a consultation.
Connect the result to the practice
See the response, consultation, retained matter, and collected result beside the campaign that created it.
Campaign scope is reviewed before launch. No list is contacted and no message is sent merely because a public signal exists.
WORKFLOW RESULTS
Measure the result of each workflow
DocketBuddy connects client acquisition, revenue, and time saved to the workflow that produced the result.
Business won
Inquiries that become consultations and cases
Connect page visits, completed intake, consultation requests, and retained work.
Inquiry → consultation → matter
Revenue protected
Stalled work and open billing opportunities
Keep incomplete intake, unanswered requests, open billing opportunities, and cases without a next action visible.
Opportunity → action → collected result
Capacity returned
Administrative work handled without attorney time
Track document checks, client follow-ups, correction cycles, and routine case work handled by the system.
Work performed → time avoided → exception reviewed
New Solo Firm Guide
Practical guidance for firm formation, first clients, connected technology, safe automation, and measurable AI economics.
Browse the complete New Solo libraryBuild an AI-native law firm
Start with the client path, source, automated job, attorney boundary, and matter record.
Use the opening checklist
Connect professional requirements, money, intake, matters, security, and the first rehearsal.
Choose the technology stack
Buy the handoffs the first client needs, not seven disconnected product categories.
Automate with a boundary
See which administrative jobs can move and exactly where attorney judgment takes over.
New Solo setup service
The New Solo program is a launch service around the same DocketBuddy products. We configure the practice, rehearse it, and stay with you through the first real handoff.
Before the doors open
Build the firm around the practice you chose
We set the domain, site, client path, consultation handoff, matter workspace, and first operating rules with you.
Before a real client
Rehearse the whole path with a synthetic matter
Walk from inquiry to intake, document correction, matter review, billing, and client communication without using client data.
Opening week
Launch a first-client campaign with a measurable destination
Choose a search, local education, or researched opportunity lane. Every response enters a path you can inspect and improve.
First live matter
Run the first client together
We stay close enough to catch the awkward handoffs and turn your preferred way of working into the default for the next matter.
FIRM HOSTED
Website and DocketBuddy setup for a new firm
We configure the website, client paths, inquiry tracking, and practice system.
Underneath it, DocketBuddy connects the practice from first inquiry through matter work, billing, and measured follow-on opportunities.
Firm Hosted activation
$1,999
One-time activation. PracticeOS continues at $99 a month.
Plan my Firm Hosted launchIncluded with Firm Hosted
Robust firm site and living web presence
Client engagement and consultation paths
Campaign research, outreach, and measurement
Ready document checks and client follow-up
Connected matter workspace and billing
Revenue intelligence across the firm record
New Solo partnership
A small first group of newly launched solo firms is being invited directly. New Solo partnership terms are shared privately with each invited firm.