PracticeOS connects medical records, the five-step evaluation, RFC analysis, appeal deadlines, source requests, fee status, and hearing work in one case.
Sample needs no account · trial needs no credit card
Start a 30-day trial →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. Review each feature’s AI data-handling limits. Privacy
PracticeOS includes the DocketBuddy software suite at $99/month · Ready automation for 100 new files each month · 30-day trial · No credit card Pricing →
See Ready for Social Security Disability →For SSDI practices that need the five-step analysis, RFC support, proof gaps, appeal deadlines, and hearing preparation to stay tied to the underlying record
Cite the record
Medical findings, work history, and functional limits remain traceable during review
Expose the gap
The case shows what is documented, what is thin, and what development comes next
Control the appeal
Appeal windows, client follow-up, and brief preparation run from the same case record
Free browser workpapers
Each workpaper uses only the facts entered in that browser, shows the supported arithmetic or record check, and names what still needs attorney review.
SSA pipeline tracked stage by stage. Appeal-window context opens from the denial date, with reminders surfaced before the deadline becomes the emergency.
Physical and mental RFC documented in one place. B-criteria tracked, exertional limits organized, source conflicts surfaced before the ALJ does.
Pre-hearing checklist organized from case data. Hearing-brief prep starts from the same medical evidence, RFC, and sequential-evaluation record.
What it does
SSA CASE PIPELINE
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.
65-DAY DEADLINE TRACKING
Appeal deadline context is tracked from the denial date. Reminder workflows can be configured for appeal windows and ALJ hearings, with deadlines surfaced for attorney review.
SEQUENTIAL EVALUATION TRACKER
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
Document physical exertional levels, sit/stand/walk limits, and additional limitations, and track the four B-criteria for mental RFC. Treating source RFC vs. SSA RFC conflicts are surfaced before the hearing, not after.
ALJ HEARING PREP
Pre-hearing checklist organized from case data. Brief-prep surfaces pull together medical records, RFC documentation, and sequential evaluation findings for attorney review before anything is submitted.
VE HYPOTHETICAL BUILDER
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
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, with the analysis written for your review and a plain-language version for the client conversation
HEARING BRIEF
Medical evidence, RFC findings, and sequential evaluation results assemble into a full pre-hearing brief for your review before it goes anywhere
NEWEST CAPABILITY
Generate an ALJ pre-hearing brief or Appeals Council brief straight from the case record, versioned so every draft stays available as the hearing date gets closer.
Scope and limits
Every evidence-readiness check, hearing brief, RFC flag, and VE question is labeled Attorney Work Product, tied to the case record, and prepared for your review. Readiness measures file completeness so you can focus your judgment on case strategy.
Deadline workflows keep appeal dates, source records, and verification points together. Step 3 work keeps the medical evidence and open attorney decisions visible beside the relevant listing analysis.
Where DocketBuddy stops matters
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.
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.
Questions? hello@docketbuddy.org
Full security details →We do not sell client data. Client data is encrypted at rest and in transit. Review each feature’s AI data-handling limits. Privacy