Practice management for solo attorneys

Every practice area included for $99 a month

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Keep the claim, medical evidence, and appeal work together

DocketBuddy keeps medical provider requests, the five-step evaluation, RFC findings, appeal deadlines, fee status, and hearing work in one case.

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30-day trial, no credit card. The sample needs no account.

See a sample disability case →View sample attorney brief →

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

DocketBuddySocial Security Disability
2 active cases
James Patterson
ALJ Hearing ScheduledSSDI · Georgia
Evidence readiness68/100 · Developing
Three items still missing before attorney review
Step 3 listing12.04 · Attorney review
ALJ Hearing: Jun 28, 2026
Historical sample date
⚠ 65-Day Appeal Window
Reconsideration denied May 1, 2026
Deadline: Jul 5, 2026Historical sample date
Fictional reminder history

DocketBuddy is $99/month with every practice area included · 30-day trial, no credit card Pricing →

SSDI evidence, deadlines, and hearing preparation

For disability attorneys who need the five-step analysis, RFC support, missing evidence, appeal deadlines, and hearing preparation tied to the underlying record.

Open the sample SSDI brief →Read the evidence-deadline workflow →See a sample file review →

Cite the record

Evidence stays attached to the issue

Medical findings, work history, and functional limits remain traceable during review

Expose the gap

Missing RFC work shows up early

The readiness check lists what is recorded, what is missing, and what comes next

Control the appeal

Deadline and hearing work stay connected

Appeal windows, client follow-up, and brief preparation run from the same case record

What you get with DocketBuddy

01 · Pricing

One price that covers the practice

$99 a month covers Social Security disability and every other practice area, unlimited matters, and 2 additional seats. There are no per-case fees and no AI add-on charges.

02 · Sources

Every figure shows its source

The representative fee cap is read from its statute and Federal Register notice, and each appeal deadline shows the mailing allowance it adds. When a rule is not verified, DocketBuddy says so instead of guessing.

SSA fee cap for representatives

$9,200

Source: 42 U.S.C. § 406(a)(2)(A)Effective November 30, 2024Federal Register notice SSA-2024-0009
Review coverage and sources →

03 · Client documents

Clients send what you asked for

DocketBuddy checks each upload against the request, tells the client exactly what is still missing, and sends conflicting facts to you.

Fictional example

Requested
W-2s for the last five years
Received
2021 through 2023
Next request
“Please send your 2024 and 2025 W-2s. We have 2021 through 2023.”
See how document collection works →

Free tools

Work through one question before you open a client file

Each tool shows its arithmetic or record check and says what still needs attorney review. No account needed, and what you enter stays in your browser.

  • SSDI Work Credit Calculator for Date Last Insured ReviewConvert supported covered earnings into year-specific work credits and identify the record gaps that prevent a date-last-insured conclusionOpen tool →
  • 2026 SSDI Trial Work Period Month CalculatorCompare entered 2026 work months with the reviewed trial-work threshold and organize the record needed for later EPE reviewOpen tool →
  • SSDI Entitlement & Medicare Date MarkersCalculate ordinary waiting-period markers from verified onset and entitlement datesOpen tool →
See all free social security disability tools →

SSDI case work from intake through appeal

SSA Pipeline
Stage 3 of 5
✓
Initial
✓
Recon
●
ALJ
AC
Federal
⚠ Sample appeal record
Reconsideration denied May 1Historical sample date
Fictional reminder history

SSA pipeline tracked stage by stage, with the appeal window shown from the denial date.

RFCJames Patterson
Review Required
Physical RFC · Sedentary
Sit6 hrs/day
Stand / Walk2 hrs/day
Lift (occasional)10 lbs
Mental RFC · B-Criteria
Understand / ApplyModerate
Interact w/ OthersMarked ⚠
Concentrate / PersistModerate
Adapt / ManageModerate
Treating source RFC conflicts with SSA RFC

Physical and mental RFC documented in one place. B-criteria tracked, exertional limits organized, and conflicting RFC opinions marked for review.

Hearing Prep
Sample hearing · Jun 28, 2026
Pre-Hearing Checklist · 7 of 9
✓RFC from Dr. Martinez
✓Work history (SSA-3369)
✓Medical records: all providers
✓Listing analysis documented
✓Sequential eval: all 5 steps
✓VE hypotheticals prepared
✓Witness list submitted
○Hearing brief
○Opening statement
Prepare hearing briefDraft →
Attorney review required before use.

A standard pre-hearing checklist, plus a hearing brief draft that starts from the same medical evidence, RFC, and five-step record.

What it does

SSA CASE PIPELINE

Every stage tracked, initial through federal court

Track every client from initial application through reconsideration, ALJ hearing, Appeals Council, and federal court, with denial dates driving the appeal-window view for attorney verification before deadlines pass.

APPEAL DEADLINE TRACKING

Appeal windows calculated from the notice date

Each deadline shows the mailing allowance used. Clients who agree to texts get automatic reminders before hearings and appeal deadlines.

SEQUENTIAL EVALUATION TRACKER

Five-step sequential evaluation, documented and organized

All five steps of SSA's sequential evaluation (SGA test, severity, listing analysis, past work, and other work), documented and organized by step. Step 5 VE/grids analysis tracked separately.

RFC DOCUMENTATION

Physical and mental RFC organized before the hearing

Document physical exertional levels, sit/stand/walk limits, and additional limitations, and track the four B-criteria for mental RFC. Mark a treating source RFC that conflicts with the SSA RFC so it stays visible through hearing prep.

ALJ HEARING PREP

Hearing checklist and brief draft

A standard pre-hearing checklist you check off, plus a hearing brief draft built from the case record for your review.

VE HYPOTHETICAL BUILDER

Build VE hypotheticals and cross-exam prep

Construct residual functional capacity hypotheticals for vocational expert testimony. Track VE responses and keep cross-examination prep tied to the hypothetical limitations, not pulled from memory under pressure.

SSA PIPELINE

Five-stage SSA tracking

Every client tracked from initial application through reconsideration, ALJ, Appeals Council, and federal court, with appeal windows derived from each stage's own deadline rules

RFC DOCUMENTATION

Physical and mental RFC, organized by criterion

Exertional limits, mental functional areas, and treating opinions stay together for your review.

HEARING BRIEF

Draft the ALJ pre-hearing brief from your case record

Medical evidence, RFC findings, and five-step results start the draft, and you review it before it goes anywhere.

Newest

NEWEST CAPABILITY

Hearing brief drafts, included

Generate an ALJ pre-hearing brief draft from the case record. Recent versions stay saved as the hearing gets closer.

Before you plan around medical records: DocketBuddy does not currently offer a BAA or claim a HIPAA-compliant environment. Medical records must not be uploaded until a supported agreement is in place. See how client data is handled

Scope and limits

Readiness checks, hearing brief drafts, RFC flags, and VE questions stay tied to the case record for your review. Readiness measures file completeness so you can focus your judgment on case strategy.

Deadline workflows keep appeal dates and verification points together. Step 3 notes hold the listing, your finding, and open questions alongside the rest of the five-step record.

Where DocketBuddy stops matters

Automate the routineSurface the evidenceKeep judgment with the attorney

DocketBuddy separates governing authority from matter evidence, shows where each important fact came from, and keeps attorney review between the analysis and anything sent or filed.

Explore coverage evidence →See security and privacy →

Authority posture in view

When a workflow applies a legal rule, its citation, source status, and jurisdiction stay close enough to verify before relying.

Matter evidence stays separate

Uploaded documents, client answers, and attorney-entered facts keep distinct labels and preserve their source context.

Uncertainty stays visible

Missing, stale, or conflicting proof remains a clear item for attorney review instead of disappearing inside generated work product.

Client data stays protected

✓TLS in transit; AES-256 at the database layer
✓Each firm sees only its own records
✓IOLTA trust accounting workflows (configure per your state bar requirements)
✓Case activity history for supported actions

Questions? hello@docketbuddy.org

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We do not sell client data. Client data is encrypted at rest and in transit. See how each feature handles client data. Privacy

DocketBuddyfor attorneys

Practice management for solo attorneys in bankruptcy, family law, immigration, disability, estate, and injury practices.

Practices

BankruptcyImmigrationFamily LawSocial Security DisabilityProbateEstate PlanningWorkers' CompPersonal InjuryGeneral / Mixed Practice

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