Develop the strategy
We assess your practice, territory, capacity, public-record landscape, and existing firm data to design a private campaign thesis.
DocketBuddy Opportunity Campaigns
We develop the acquisition strategy, identify and screen prospective matter populations, prepare personalized outreach, qualify responses, and carry each record into DocketBuddy through engagement and case execution.
Campaign operating flow
One accountable record from research to revenue
Strategy
DocketBuddy + firmPrivate campaign thesis
Discovery
DocketBuddyCandidate evidence and screen
Approval
AttorneyAudience and message review
Activation
Firm sendsPersonalized letter + QR intake
Conversion
DocketBuddyProspect → engagement → matter
Measurement
Firm visibilityCohort → collected revenue
The intelligence is part of the product
DocketBuddy does not publish its target logic, thresholds, or opportunity library. Each campaign is scoped privately to the firm, practice, jurisdiction, capacity, and available evidence.
That strategic layer is paired with governed research, attorney approval, personalized campaign production, intake, follow-up, and matter operations.
From thesis to closed matter
This is a governed campaign, not a purchased list or one-time mail merge, and it can keep working after the first response arrives.
We assess your practice, territory, capacity, public-record landscape, and existing firm data to design a private campaign thesis.
DocketBuddy builds a source-aware candidate population, applies the approved screen, removes duplicates, and creates an attorney review queue.
We generate attorney-approved outreach, personalized QR destinations, branded intake, roadmaps, and campaign-level attribution.
Responses enter your DocketBuddy Prospects pipeline with intake context, follow-up state, and a clean path into engagement and case work.
The same record can continue through matter workflows while the firm sees response, qualification, engagement, and revenue attribution.
Everything around the send
Your firm approves the strategy, audience, and message before sending the outreach. DocketBuddy handles the research, personalization, response path, qualification, follow-up, and workflow around it.
What the firm receives
The exact campaign is private. The operating standard is not.
A scoped strategy for your practice, jurisdiction, capacity, and commercial goals.
Source-aware candidate research, deduplication, exclusions, confidence, and an attorney review queue.
Personalized attorney-approved letters, QR destinations, audience files, and mail-merge-ready output.
A firm-branded landing page, intentionally short intake, and a useful prospect roadmap.
Automatic Prospect creation, attribution, follow-up state, consultation handoff, and engagement tracking.
A line of sight from campaign cohort to retained matter, work completed, invoicing, and collected revenue.
Premium territory option
When available, a firm may reserve a defined Opportunity Campaign lane for a specific practice, territory, and period. Exclusive terms are capacity-limited and priced to the scope and commitment.
Initial protection generally applies to a named historical cohort for a fixed launch window. Ongoing newly identified cases, renewal, and broader territory protection are scoped separately.
Every exclusive proposal defines:
Availability is confirmed only in a signed proposal. DocketBuddy does not grant blanket geographic or practice-area exclusivity.
Scenario model
Enter the measured campaign population and your own illustrative gross fee per retained matter. The table shows what 1%, 3%, and 5% retained-client rates would mean.
DocketBuddy measures scans, intake starts, completed intakes, firm-recorded review-worthiness, consultations, retained matters, attributed revenue, and matter outcomes as separate funnel stages.
Private campaign assessment
We’ll assess the territory, data lanes, firm capacity, and strategic fit, then reply within one business day with the next useful step.
Strategy stays private: Specific opportunity logic is discussed only in a scoped firm conversation.
No privileged files here: We’ll provide a secure path if documents are needed later.
Capacity matters: We scope campaigns to what your firm can responsibly review and serve.