Client acquisition
DocketBuddy Sites connects the firm website to intake. Opportunity Campaigns reaches a defined audience. Each inquiry, source, and response continues into the case system.
Product overview
DocketBuddy in 60 seconds
DocketBuddy brings in clients, prepares their files, runs their cases, and operates the firm from the same client record.
Everything below is included with PracticeOS unless a cost is stated
The complete product
What DocketBuddy does
Client and case work
Attorney workpapers
Each public workpaper starts with one live date, amount, notice, or record question. The entered facts stay in the browser and the result names the private file check that follows.
Private file Preflight
Preflight checks an authorized firm record set for missing files, unreadable pages, extraction-task coverage, and comparable values that disagree. The report keeps page anchors and attorney decisions together.
PDF Workbench
Six browser-local tools check a redacted PDF, combine files, extract selected pages, build an index, move visible information into a worksheet, and add Bates numbers without uploading the file.
Client file preparation
DocketBuddy Ready collects intake and documents, checks each upload, identifies gaps, and prepares specific follow-up requests. Replacements stay attached to the original request.
Case management
PracticeOS carries the client record through cases, documents, forms, tasks, dates, messages, e-signatures, and case history without re-entry.
Billing and firm operations
Record time and expenses, send invoices, accept payments, maintain trust records, assign work, and see what needs attention across the firm.
Intelligence and practice coverage
Integrated intelligence
DocketBuddy checks the client and case record for missing proof, conflicting facts, red flags, open questions, stalled work, and revenue opportunities. The relevant review appears inside the work.
Case Stress Test
Review a closed, redacted, or active case with the supporting source, evidence gap, and next attorney decision kept together. DocketBuddy prepares the issue; the attorney decides what controls.
Practice-specific workflows
Bankruptcy, family law, immigration, Social Security disability, estate planning and probate, personal injury, and workers’ compensation use the same system with workflows and intelligence adjusted to the work.
Legal coverage and sources
For supported legal rules, DocketBuddy links the official source, keeps the verification date visible, and runs daily checks on governed data.
Adoption, trust, and pricing
Data and migration
Import existing clients and case records, connect supported services, export your data, and move into DocketBuddy without rebuilding the firm all at once.
Data privacy and security
Client, case, and personal data are not sold or used to train AI models. Access, retention, and deletion follow the published security and privacy terms.
Free entry points
Explore realistic sample cases, use a browser-local attorney workpaper, review the Preflight record plans, or run one closed or redacted file through Case Stress Test before starting a subscription.
Simple commercial model
PracticeOS is $99/month for one practice package, unlimited matters, and 2 additional staff seats. It includes the DocketBuddy software suite, with Ready automation for up to 100 new client files each month. Every DocketBuddy Site has a $249 launch fee. Managed campaigns, media, third-party costs, custom work, additional practice packages, and larger teams are scoped separately. The trial is 30 days and no credit card is required.
DocketBuddy