SOL tracking, treatment timelines, medical records, lien tracking, demand drafting, adjuster logs, and settlement disbursement workflows stay organized in one click-through injury workflow.
Personal Injury is included with Workers' Comp in one WC + PI package.
10 clicks or less from intake to filing-ready, no tedious form filling
No sales call · Unlimited matters · No credit card to start
Try the live demo →Attorney review stays in the loop while the routine workflow moves. Security details →
Personal Injury and Workers' Comp are included together in one subscription.
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 injury ladder turns treatment records into demand-package value drivers while surfacing causation gaps, preexisting-condition risk, liens, releases, and disbursement blockers.
Build sequence
Find demand-package upside, causation gaps, preexisting-condition problems, liens, and treatment patterns before sending the demand.
Stress-test output
Demand outline · Treatment-gap flags · Lien review list
Demand packages are competitive, but solo-priced risk review plus package prep is a sharper wedge.
Track statute pressure, liens, release review, settlement funds, and client disbursement tasks after liability is resolved.
Stress-test output
SOL alert · Lien negotiation queue · Release checklist
Post-demand work is where generic case management becomes noisy and costly.
See it in action
SOL tracking, treatment timelines, liens, demand letters, adjuster communication, and disbursement, organized from intake through settlement.
Every provider visit logged, with gaps in care flagged before the adjuster finds them.
Liens tracked and net-to-client calculated; MSA flag fires when Medicare involvement is detected.
Gross to net calculated automatically, with 2.5× specials shown as a starting-point suggestion, clearly labeled.
The problem
Personal injury and workers comp cases run on deadlines and documentation. The SOL is absolute. The treatment timeline is the case. The lien balance determines what the client actually receives.
Most attorneys track SOL deadlines in spreadsheets, build treatment timelines from memory, and calculate lien balances by hand at the end. The demand letter is assembled from scratch every time.
DocketBuddy organizes SOL tracking, treatment timelines, medical records, lien management, and demand letter drafting. The settlement disbursement worksheet runs from gross to net as case values are entered. The adjuster log builds from every contact the team records.
The legal judgment is yours, the case management layer isn't.
What it does
CLAIM DEADLINE TRACKING
Date-of-injury deadlines tracked for supported personal injury and workers comp workflows. SMS alerts fire at 90, 60, 30, 14, and 7 days. Attorney verifies each deadline before relying on it.
TREATMENT TIMELINE
Treatment timeline built from intake and uploads. Every provider visit logged with date, provider, and note. Gaps in treatment are surfaced before they become adjuster arguments.
MEDICAL RECORDS TRACKING
Track every medical provider from not-requested through summarized. Record request dates, receipt dates, and review status. Gaps in the medical record flagged before the case goes to demand.
LIEN MANAGEMENT
Medicare, Medicaid, and health insurance subrogation liens tracked per case. Net-to-client calculated from gross recovery minus fees and liens. MMSEA notice status tracked. MSA flag fires when Medicare involvement is detected.
AI DEMAND LETTER DRAFTING
Demand letter drafted from case data: liability narrative, treatment summary, itemized medical specials, and wage loss documentation. Attorney sets the demand figure and reviews before sending. Never filed automatically.
ADJUSTER COMMUNICATION LOG
Every adjuster contact logged with date, method, contact name, and note. Verbal and written offers tracked chronologically. Response deadlines surfaced. The negotiation record builds as the team works the file.
WAGE LOSS CALCULATION
Wage loss calculated from employer documentation already in the case record. Pre-injury wage, total-out weeks, and partial disability weeks calculated separately. Attorney-verified before use in demand or filing.
SETTLEMENT DISBURSEMENT WORKSHEET
Disbursement worksheet: gross settlement minus attorney fee, liens, and costs equals net to client. 2.5× specials shown as a starting-point planning suggestion, clearly labeled as a suggestion, not a settlement prediction or case valuation.
FOLLOW-UP SEQUENCES
Automated follow-up sequences for consumer lead intake. Every touchpoint logged. Sequences are consumer-lead outreach only, not attorney-to-represented-client communication.
TREATMENT TIMELINE
Every provider visit logged from intake and uploads, with gaps in care flagged before the adjuster finds them
WAGE LOSS + LIENS
Wage loss calculations and lien balances both feed the same demand letter and settlement worksheet, so nothing gets left out of the number
DEMAND PACKAGES
Every redraft is saved before the next one overwrites it, so the negotiation history stays with the case
NEWEST CAPABILITY
Draft a demand letter pulled from the treatment timeline, wage loss calculation, and lien balances, with the attorney setting the demand figure before anything goes out.
Scope and limits
Settlement disbursement worksheets are planning tools. The 2.5× specials figure is a starting-point suggestion: not a settlement prediction, verdict estimate, or case valuation. It should not be communicated to clients without independent attorney judgment.
Follow-up sequences are consumer lead follow-ups only. They are not attorney-to-client communication sequences for represented clients.
AI-drafted demand letters require attorney review before sending. The attorney sets the demand figure. The letter is never sent automatically.
Payment and fee collection, attorney-to-client follow-up automation, IME scheduling, subpoena generation, and recorded-statement management are not included.
Trust layer
Questions? hello@docketbuddy.org
Full security details →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.
Live now
Personal Injury is live now
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What's included in Core:
Personal Injury workflows are live now.
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