Send the prospect a roadmap before the next lawyer calls back. Turn the client into a matter with one intake link, then move documents, drafts, messages, supported case events, calendar dates, time, and billing through the same click-through workflow.
10 clicks or less from intake to filing-ready, no tedious form filling
14-day trial · $99/month after trial · unlimited matters in one practice package
MORE CASES
Send a firm-branded roadmap in seconds - at $99/month per practice package, one retained client can cover a year of the self-serve plan.
FASTER CASES
For the 80% that follows the same steps every time, intake, portal, docs, messages, dates, time, and billing stay on one guided rail
"I called several bankruptcy attorneys when I filed. If one of them had sent me this roadmap, it would've been my last call." Anonymous bankruptcy filer
Product walkthrough
One shot to sound like the firm that's already on top of their case
Incoming call
New prospect
+1 (404) 555-0148
Roadmaps, intake, portal, documents, messages, case events, calendar, time, billing, and conflicts. Attorney review stays in the loop. Start with Core. Upgrade only when a workbench or intelligence packet starts changing firm economics $99/month for DocketBuddy Core in one practice package: intake, client portal, roadmaps, documents, deadlines, and routine attorney-review workflow. Workbenches and Intelligence are optional premium expansions; usage services are pay-per-use and never required.
Attorney review stays in the loop while the routine workflow moves. Security details →
Case Stress Test
DocketBuddy can stay fast for repeatable matter work while adding 36 practice-aware stress tests for the moments that decide value, risk, proof, local practice, and post-submission action. The point is not to make attorneys browse another catalogue. It is to show what a trustee, agency, opposing counsel, adjuster, ALJ, court, or beneficiary may question, then turn that issue into a source-backed attorney review question, proof gap, and client request.
The commercial ladder stays simple: sell the $99 automation as the front door, then expand when the file reveals contradictions, missing proof, bad facts, deadline risk, eligibility questions, credibility issues, or scope creep. Practice management records the case. Case Stress Test finds the problems someone else may use as leverage and keeps the next action attorney-controlled.
36
Practice stress tests
10
Case-critical lenses
$99
Workflow entry price
Reviewer lens
Signals from intake, uploads, deadlines, notes, and active matters decide when a stress test appears, so attorneys see the issue instead of another practice-management menu.
Issue card
Each issue shows why it surfaced, the source basis, the missing proof, and the attorney-safe next action, then lets the firm copy the client request or open the packet.
Attorney-safe handoff
Source gates, release posture, review questions, and attorney-only decisions are visible before anything becomes client-facing work.
Offer ladder
1. Start
$99 intake, document, date, and source-fact automation.
2. Stress test
Right-time review that names what may be questioned, why it surfaced, what proof is missing, and what the attorney should decide next.
3. Expand
Paid diagnostic, scope upgrade, risk review, proof package, or follow-up loop.
Scrutiny trigger
Case Stress Test should feel quiet until the matter needs it. Every prompt has to prove the right to appear, name the likely reviewer, explain the source posture, land where the attorney is already working, and preserve the client-release boundary before it suggests a value path.
1. Matter signal
The file has to earn the prompt
A stress test wakes only from a practice-specific fact pattern, uploaded source, deadline, attorney note, or queue signal tied to the matter in front of the firm.
2. Signal proof
Show why it appeared
The first screen names the matched signal, source basis, proof posture, likely reviewer, and reappear rule so the attorney can trust the interruption.
3. Surface slot
Put it where work is happening
Each prompt belongs in intake, upload review, a deadline strip, the matter panel, the attorney queue, or the dashboard queue instead of a separate catalogue.
4. Attorney gate
Keep judgment attorney-controlled
Client release, legal conclusions, strategy calls, fee changes, and outcome language stay blocked until the attorney approves the source and route.
5. Value path
Turn the moment into expansion
When the signal is real, the review can support a paid diagnostic, scope upgrade, proof package, risk review, local playbook, or post-submission control loop.
Just-in-time surfacing
Each review appears only from matched matter facts, source gaps, uploaded documents, timing cues, attorney notes, or queue priority. The first screen tells the firm who may question the issue, why it appeared, which candidates stayed quiet, what to do now, what value can be safely measured, and what must stay source-gated or attorney-only.
Intake capture
Catch scrutiny before the consult hardens
When intake answers reveal a risky fact, missing proof, or scope problem, the stress test turns it into an attorney review question instead of another vague note.
Document upload review
Find the contradiction at the source
Uploaded notices, records, statements, or financial documents wake the review only when they create a real conflict, proof gap, or reviewer question.
Deadline strip
Tie timing risk to case posture
RFE dates, hearing dates, SOL language, appeal windows, and objection periods surface as source-first scrutiny checks with attorney guardrails.
Matter panel
The open file explains what may be attacked
Inside a live matter, the first strip answers who may question the issue, why it surfaced, what proof is missing, and what must stay attorney-only.
Attorney review queue
Rank the problems that change the file
Urgent, high-value, local-practice, post-submission, and red-flag items are ranked by source posture, deadline urgency, and attorney next action.
Dashboard queue
Cross-matter scrutiny, not catalogue browsing
The dashboard shows active matters that deserve review now and stays quiet when there is no matched fact, source conflict, timing cue, or attorney-review reason.
Quiet-state rule: if the file has no matched signal, no source event, no timing cue, and no attorney-review reason, DocketBuddy stays with the ordinary 10-click workflow.
Case-critical review lenses
Consistency
Facts conflict across intake, forms, uploads, prior filings, notes, or evidence.
Proof burden
Claims, elements, eligibility points, or requested benefits lack supporting proof.
Timeline integrity
Dates have gaps, overlaps, missing month/year precision, or impossible sequences.
Bad facts
Scrutiny-worthy facts are hidden, weakly explained, or unsupported.
Deadlines and posture
Response windows, objection periods, appeals, hearings, or filings create timing risk.
Eligibility thresholds
Gatekeeping facts need attorney confirmation before the matter proceeds.
Credibility
The story is vague, contradicted, over-polished, or unsupported by corroboration.
Evidence sufficiency
The packet is coherent but thin against what a reviewer would expect.
Scope and fee risk
The matter is becoming more complex than quoted or needs a paid diagnostic.
Theory of case
The attorney sees the cleanest story, what supports it, what undermines it, and what remains unproven.
These support paid diagnostics, scope upgrades, local playbooks, risk reviews, proof packages, post-submission control, and client request packets without turning the product into a menu attorneys have to remember.
Case selection
Screen the facts that drive margin, difficulty, and fit before the matter becomes another open file.
Output: Attorney review memo
Revenue expansion
Surface adjacent claims, higher-value tracks, or premium work that routine intake can miss.
Output: Value-expansion checklist
Risk detection
Flag bad facts, missing disclosures, deadline pressure, and evidence problems while there is still time to act.
Output: Red-flag queue
Evidence sufficiency
Map each claim or agency request to the proof on hand, the gap, and the next document request.
Output: Evidence matrix
Local practice
Capture trustee, court, judge, board, or field-office preferences as attorney-owned workflow guidance.
Output: Local-practice note
Post-submission
Keep the case alive after the package goes out: objections, RFEs, follow-ups, hearings, liens, and modifications.
Output: After-filing action plan
Lead wedge
The bankruptcy ladder protects the fast filing workflow by surfacing student-loan AP candidates, transfer/exemption risks, and Chapter 13 post-filing action before they become rework.
Build sequence
Find bankruptcy clients who may justify student-loan discharge review and produce hardship-factor evidence gaps.
Stress-test output
AP candidate memo · Hardship-factor map · Evidence gaps
Turns an ordinary bankruptcy into a high-value add-on when facts support attorney review.
Flag transfers, large withdrawals, exemption exposure, luxury/cash-advance issues, and bad-faith filing risks before filing.
Stress-test output
Red-flag queue · Source evidence · Attorney review notes
Protects high-volume filing speed by catching the facts that can break the petition.
Track claims, plan changes, trustee requests, payment issues, certifications, reaffirmations, and post-confirmation modifications.
Stress-test output
Plan health snapshot · Modification triggers · Trustee request queue
Attorneys live with Chapter 13 files for years; the margin is in post-filing control.
Capture trustee preferences, Chapter 13 plan-treatment quirks, meeting prep, and document expectations as reusable attorney guidance.
Stress-test output
Trustee prep note · Local-rule checklist · Plan-treatment flags
Turns local trustee knowledge into a defensible workflow advantage for high-volume bankruptcy firms.
See it in action
Client Dashboard
All active cases at a glance. Deadlines and PACER status without opening a single file.
Click any client to explore their case
A BANKRUPTCY ATTORNEY'S DAY
Five moments in a typical day. What used to take a stack of tools and hours of manual work.
Capture intake, run the means test, and close them with a shareable client roadmap, retainer signed before lunch.
Docket activity monitored via CourtListener: 341 notices, proof-of-claim deadlines, and trustee filings surface in your dashboard, not your voicemail.
Schedules A/B, Form 122A, Statement of Financial Affairs pre-populated from intake data. You verify every field before anything is filed.
Creditor matrix exported, client reminders sent, checklist complete. Every touch point on the case record, nothing lost in a text thread.
Flat-fee billing, IOLTA reconciliation, and a pipeline of open leads, revenue clarity without a spreadsheet.
Capture intake, run the means test, and close them with a shareable client roadmap, retainer signed before lunch.
Docket activity monitored via CourtListener: 341 notices, proof-of-claim deadlines, and trustee filings surface in your dashboard, not your voicemail.
Schedules A/B, Form 122A, Statement of Financial Affairs pre-populated from intake data. You verify every field before anything is filed.
Creditor matrix exported, client reminders sent, checklist complete. Every touch point on the case record, nothing lost in a text thread.
Flat-fee billing, IOLTA reconciliation, and a pipeline of open leads, revenue clarity without a spreadsheet.
See it in action
The repeatable workflows you spend the most time on, organized into guided next steps.
Every active case in one view, with status, deadlines, and docket sync visible at a glance.
Means test pre-populated from client intake and uploaded documents, with every auto-filled field showing its source before you review, verify, and transfer to the official form.
Linked dockets sync via CourtListener, with new entries surfacing in the workspace for attorney review.
The problem
The administrative burden of a solo bankruptcy practice isn't the law, it's the repeatable grind around the law.
The prospect who needs a roadmap now, the intake link, the portal invite, the document request, the means-test fields, the 341 prep message, the docket entry, the calendar date, the time entry, the invoice.
DocketBuddy makes that routine workflow click-through while your strategy, judgment, and signature stay yours.
What it does
10-STEP BANKRUPTCY WORKFLOW
Each matter shows where the routine work stands: roadmap, intake, portal, docs, autofill, drafts, messages, court events, calendar, and billing. Click the next step and keep moving.
PROSPECT ROADMAPS
Send a plain-language Chapter 7/13 roadmap while the prospect is still calling around. It turns the consult into a concrete next step before the firm down the street calls back.
MEANS TEST PRE-POPULATION
Your client completes intake and uploads paystubs, bank statements, tax returns, and employment letters. DocketBuddy maps supported values into the means test with source evidence for attorney review.
PACER CASE MONITORING
Linked bankruptcy cases stay visible in your dashboard, with docket updates and deadline cues surfacing in the workspace so you aren't starting every status check from scratch.
CHAPTER 13 PLAN TRACKING
Plan confirmation dates, monthly payment amounts, trustee information, and plan term tracked per client. Ch.13 plan calculator derives payment from disposable income, secured claims, and attorney fees for attorney review. Cramdown flagging, lien strip warnings, trustee percentage modeling, and payment history stay in the matter.
341 MEETING PREPARATION
An automated prep checklist generated from your client's intake data, with trustee questions anticipated from the case profile so you walk in prepared.
CLIENT INTAKE PORTAL
Your client uploads financial records, pay stubs, and tax returns directly through the portal, so everything is organized before the first meeting with no document chasing by email.
DISCHARGE ANALYSIS
A case-specific discharge eligibility assessment that flags exceptions and potentially non-dischargeable debts for attorney review before anything is shared or relied on.
COURT FORM GENERATION
Voluntary Petition, Schedules A/B through J, and Statement of Financial Affairs pre-populated from client intake data, generated with a review-required watermark, and held for attorney verification before you take them into your filing workflow.
COURT CALENDAR EXPORT
Supported case dates export as a standard .ics file: 341 meeting date, deadline dates, and hearing dates where available. Compatible with Google Calendar, Apple Calendar, and Outlook.
AI OUTPUT VERSIONING
Every AI-generated analysis is versioned, archived, and timestamped, so there's a full audit trail if questions ever arise.
CHAPTER 7 & 13 · BOTH INCLUDED
Full Ch. 7 and Ch. 13 support, including Forms 122A-1, 122C-1, and 122C-2, a plan calculator with secured claim treatment, cramdown and lien strip flagging, and payment tracking. Some competitors charge separately for Ch. 13; we include it.
AI DOCUMENT AUTO-FILL
DocketBuddy reads uploaded paystubs, bank statements, tax returns, and employment letters, and maps the data into your means test fields. Every pre-filled field shows the document it came from so you can review, verify, and sign.
AUTOMATED CLIENT FOLLOW-UPS
Post-intake check-ins, 341 meeting reminders, and credit counseling course nudges can run from the matter workflow, helping reduce the document-chasing that usually eats the day.
CLIENT MESSAGING
Two-way secure messaging through the client portal, with an unread badge on every client card and SMS alerts on key events (document requests, course invites, hearing reminders, discharge notification).
CLIENT PAYMENT COLLECTION
Connect your Stripe account and send invoices with a secure payment link; money goes directly to you. Payment plans with 2 to 24 installments, weekly or monthly, and automatic SMS reminders before each due date.
IOLTA TRUST ACCOUNTING
Retainer tracking, trust ledger, and three-way reconciliation. IOLTA trust accounting is included in every plan with no separate software needed.
DOCUMENT SORTING
Paystubs, bank statements, and tax returns classify automatically on upload
TRANSACTION REVIEW
§523 and §547 windows computed automatically from registry-verified day counts, you decide
FILING PACKET
12 forms plus the creditor matrix, readiness counted per form
PILOT WAITLIST
Upload federal aid data and work through the discharge factor checklist and DOJ attestation worksheet today. Likelihood scoring turns on once registry calibration finishes, and pilot firms hear first.
Scope and limits
DocketBuddy doesn't give legal advice, make filing recommendations, or communicate directly with your clients about case strategy.
Every output is a starting point for attorney review, and every document requires your signature before use.
Your professional judgment isn't automated, it's protected.
Proof under the workflow
When DocketBuddy surfaces a threshold, deadline, or calculation, it keeps the source and last-checked date close by so your team can verify quickly and keep the matter moving.
Sources on the screen
Dollar thresholds, day counts, and calculations come from primary sources. U.S. Code, UST tables, and official state guidelines. Not best guesses.
Every figure is dated
Each threshold and calculation carries a last-checked date. You see when it was verified, not just the number.
Pending means pending
Values awaiting attorney verification are marked clearly. No silent guesses dressed as facts.
Trust layer
Questions? hello@docketbuddy.org
Full security details →Free tools, no account required
Public tools built on official data sources. Share with clients or use during consultations.
Enter state, household size, and gross monthly income to see whether a prospective client clears the Chapter 7 median threshold. Uses the official UST median table.
Generate a preliminary Chapter 7 / Chapter 13 roadmap with means-test estimate from basic client financials, no account required. Good for consultations.
All tools use official government data sources. See all free tools →
Most solo and small-firm attorneys already use plenty of software. The problem isn't the tools, it's that none of them work like a legal workflow.
One self-serve price per practice package. Unlimited matters. No per-case fees or per-seat software charges.
Pricing
Core package
Unlimited Ch. 7 and Ch. 13 Core matters · No per-case fees · Workbench and Intelligence available by guided setup
Start free · No credit cardNo sales call · Unlimited matters · No credit card to start
What's included in Core:
About
DocketBuddy is shaped by conversations with practicing bankruptcy and immigration attorneys, and built for the solo practitioner who has no paralegal, no enterprise budget, and no time to waste.
Every calculation, every draft, every generated form is designed to handle the administrative layer, so your professional judgment stays focused on the law.
14 days free, no credit card required
Start free · No credit cardNo sales call · Unlimited matters · No credit card to start
Need the security details? View security practices →