Why DocketBuddy
Built for solo attorneys,
not adapted for them
General practice management tools are built for large firms and scaled down. DocketBuddy is built from scratch around the workflows that actually define each practice package. It is live today for bankruptcy, immigration, family law, Social Security disability, probate, estate planning, workers' comp, and personal injury. It's for solo practitioners who don't have a paralegal, an enterprise budget, or time to waste.
The buying question
You are not choosing software for a large firm. You are buying back attorney time.
Why not a general case-management tool?
Those systems track matters. DocketBuddy carries the practice-specific routine work: intake, deadlines, forms, client follow-up, work product, and review checkpoints.
Why not templates and ChatGPT?
Templates still leave you re-keying facts. DocketBuddy keeps the client, documents, workflow, and generated output in one attorney-controlled record.
Why not hire more help?
For many solos, the repeatable tasks arrive before a full-time hire makes sense. The flat plan gives you workflow leverage without a payroll decision.
Case Stress Test
Stress-test every case before someone else does.
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
What will someone else question?
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
One problem, four next moves
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
Proof, client ask, and decision receipt stay together
Source gates, release posture, review questions, and attorney-only decisions are visible before anything becomes client-facing work.
Offer ladder
One simple entry offer, then a clear reason to expand.
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
One pattern keeps 36 stress tests from becoming 36 things to remember.
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
The attorney should not hunt for scrutiny. The file should offer it.
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
The package is complete when it sees the case the way a reviewer will.
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
Is this case worth taking?
Screen the facts that drive margin, difficulty, and fit before the matter becomes another open file.
Output: Attorney review memo
Revenue expansion
Is there more value in the file?
Surface adjacent claims, higher-value tracks, or premium work that routine intake can miss.
Output: Value-expansion checklist
Risk detection
What could blow this up?
Flag bad facts, missing disclosures, deadline pressure, and evidence problems while there is still time to act.
Output: Red-flag queue
Evidence sufficiency
Do we have enough proof?
Map each claim or agency request to the proof on hand, the gap, and the next document request.
Output: Evidence matrix
Local practice
What does this venue expect?
Capture trustee, court, judge, board, or field-office preferences as attorney-owned workflow guidance.
Output: Local-practice note
Post-submission
What happens after filing?
Keep the case alive after the package goes out: objections, RFEs, follow-ups, hearings, liens, and modifications.
Output: After-filing action plan
Expansion path
Core stays simple. The 36 stress tests become the premium layer when the file starts changing firm economics.
I-864 financial evidence RFE review
Upload the RFE, get the deadline, itemized requests, sponsor flags, client request packet, and attorney-review draft.
Stress-test output
Deadline · Itemized USCIS requests · Sponsor review flags
Common, deadline-driven, and easy to explain to solo family-based immigration firms.
Trust funding and asset alignment review
Show which assets still need retitling, beneficiary review, or funding follow-up.
Stress-test output
Funding task list · Beneficiary mismatch flags · Retitling checklist
Turns simple planning work into post-signing implementation revenue.
Probate accounting exception resolver
Find accounting defects, missing receipts, creditor issues, beneficiary objections, and closing-package gaps before court review.
Stress-test output
Exception list · Receipt gap table · Creditor claim review
Clear pain for probate solos; court/accounting mistakes create expensive rework.
Medical records to hearing theory
Convert records into RFC support, listing gaps, bad facts, and hearing brief outline.
Stress-test output
RFC support table · Listing gap report · Bad-fact list
Capped-fee practices win by reducing prep time and finding proof gaps early.
AWW and settlement prep review
Find wage-rate issues and assemble settlement prep in state-specific workflows.
Stress-test output
AWW input checklist · Settlement prep memo · Lien checklist
A math-and-settlement wedge that can change case value quickly.
Policy-limits demand and treatment-gap review
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.
Financial disclosure deficiency matrix
Turn income, assets, debts, account statements, tax records, and support facts into a missing-document and affidavit-readiness matrix.
Stress-test output
Disclosure gap matrix · Affidavit readiness score · Client request packet
A practical intake-to-disclosure wedge for family-law solos.
Student-loan AP candidate screen
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.
Fee and scope control packet
Spot matters likely to become underpriced, over-scoped, high-conflict, or poor-fit before the engagement letter locks the firm in.
Stress-test output
Fee-risk memo · Scope limit notes · Engagement checklist
Speaks directly to solo margin protection without adding another practice-specific workbench.
Source-backed proof binder
Tie every draft, checklist, and attorney-review packet back to the source document, fact, or client answer that supports it.
Stress-test output
Source table · Proof map · Document citations
Trust layer for serious firms: not just AI output, but source-backed work product the attorney can verify.
Upgrade and add-on trigger packet
Find the paid legal work hiding inside a routine matter and turn it into an attorney-reviewed quote path.
Stress-test output
Upgrade trigger · Quote suggestion · Client explanation
Directly connects Case Stress Test to attorney revenue without asking the buyer to understand the whole architecture.
Matter health and stuck-case rescue queue
Surface files that are stale, blocked by client response, drifting past internal targets, or missing the next action after filing.
Stress-test output
Stale-matter queue · Next-best action · Client follow-up task
Easy dashboard value for every practice: fewer stale files and fewer surprise client calls.
Compare by practice
The strongest comparison is the workflow your clients actually create
Jump to the practice you sell today, then start a free workspace or open the live demo from that lane.
Bankruptcy
Prospect roadmaps, intake, documents, means test prep, PACER events, calendar, and billing.
Immigration
Intake, forms, USCIS/EOIR status, RFE response work, visa bulletin tracking, and client updates.
Family Law
Financial intake, support calculations, asset division, parenting/custody workflows, and draft agreements.
Social Security Disability
Evidence, appeal deadlines, five-step evaluation, RFC/grid analysis, and ALJ hearing preparation.
Probate
Estate + Probate package
Administration timelines, creditor deadlines, asset inventory, beneficiaries, accounting, and distributions.
Probate and Estate Planning are included together in one subscription.
Estate Planning
Estate + Probate package
Planning intake, asset capture, document drafts, execution rules, signing checklist, and follow-up.
Estate Planning and Probate are included together in one subscription.
Workers' Comp
WC + PI package
Notice deadlines, wage/medical proof, carrier/state-board workflow, hearings, and settlement support.
Workers' Comp and Personal Injury are included together in one subscription.
Personal Injury
WC + PI package
SOL tracking, treatment timeline, medical records, liens, demand work, adjuster log, and disbursement.
Personal Injury and Workers' Comp are included together in one subscription.
Subscription packages
Some product pages share one paid package
Estate + Probate
Estate Planning and Probate have separate landing pages because the workflows are different, but one Estate + Probate subscription unlocks both.
Workers' Comp + Personal Injury
Workers' Comp and Personal Injury have separate product pages, but one WC + PI subscription unlocks both injury workflows.
Sample work product
See the kind of client-facing analysis DocketBuddy produces
Tangible output matters. Review a bankruptcy sample roadmap/report before you open a workspace.
Bankruptcy
Keep your filing tool, replace the stack around it
You keep your filing tool either way. The question is everything you bolt on around it, and right now that's a separate tool for each job, none of which talk to each other.
Competitor pricing as of July 2026 where verified. NextChapter and Jubilee list pricing behind sales portals (see current pricing).
| Feature | DocketBuddy | NextChapter | Best Case | Jubilee |
|---|---|---|---|---|
| Petition prep & e-filing | Your filing tool, unchanged. DocketBuddy adds one-click packet prep (Form 101, Schedules A/B/C/D/E/F/I/J, SOFA, 106 Sum/Dec, B108, 122A-1, creditor matrix). Attorney reviews and files. | ✓ | ✓ | ✓ |
| Client intake | Included | — | — | — |
| Prospect intake (white-label) | Firm-branded page; plain-language summary in seconds | — | — | — |
| Client portal | Included | — | — | — |
| Court-notice & docket monitoring (PACER) | Included for bankruptcy | — | — | — |
| Deadline & hearing tracking | Included | — | — | — |
| Client messaging (email / text) | Included | — | — | — |
| Supported document & docket analysis | Included where supported | — | — | — |
| Bankruptcy Case Stress Test | Trustee Review: student-loan AP candidate screen live; transfer/exemption/non-dischargeability review live; Chapter 13 post-filing queue scaffolded | — | — | — |
| Conflict check with audit log | Fuzzy-matches existing clients + stored opposing parties, both directions; every run written to the activity log | — | — | — |
| Search & navigation (⌘K / Ctrl+K) | Jump to any client, form, or setting from anywhere in the app | — | — | — |
| Firm website (/firm/{your-slug}) | Firm website: $249 one-time launch, hosting included. | — | — | — |
| Consultation booking | Native booking with Google Calendar sync, or paste your Calendly link | — | — | — |
| Starting price (as of July 2026) | Core starts at $99/mo per practice package · 20% off annual | see current pricing | $150/mo software + $99/seat | see current pricing |
Competitor pricing as of July 2026 where verified. NextChapter and Jubilee list pricing behind sales portals (see current pricing).
Immigration
Status workflows and H-1B analysis, not just forms
Forms-only tools cover intake and filing. DocketBuddy organizes USCIS/EOIR status workflows where credentials are connected, analyzes H-1B specialty occupation with O*NET citations, and automates the routine work that eats your week.
Competitor pricing as of July 2026. USCIS monitoring reliability noted in verified user reviews on Capterra and G2.
| Feature | DocketBuddy | Docketwise | LollyLaw | INSZoom |
|---|---|---|---|---|
| USCIS forms library | 20+ USCIS and EOIR forms with field-level mapping | 100+ forms | 125+ forms | 100+ forms |
| USCIS status workflows | Available where credentials/API are connected | Included | ✓ | ✓ |
| RFE notice parsing + countdown timer | Included | Not included | Not included | Not included |
| RFE and NOID response drafts (AI-drafted, attorney review) | Included | — | — | — |
| Immigration Case Stress Test | Agency Review: I-864 RFE workbench live; H-1B risk packets live; O-1 / EB-1 / NIW evidence matrix scaffolded; post-filing queue live | — | — | — |
| Priority date / visa bulletin tracking | Included + CSPA age-out calculator | ✓ | ✓ | ✓ |
| H-1B specialty occupation analysis | O*NET + CFR citations | Not included | Not included | Not included |
| H-1B PAF compliance tracking | Included per client | Not included | Not included | Not included |
| VAWA self-petition support | Included with confidentiality handling | Partial | Partial | ✓ |
| Asylum + removal defense | Included. EOIR-42A/42B, I-589 | Partial | Partial | ✓ |
| EOIR court tracking + calendar events | EOIR court surfaces + Google event creation where connected | Not included | Not included | ✓ |
| IOLTA trust accounting | Included | Not included | ✓ | Not included |
| Conflict check with audit log | Fuzzy-matches existing clients + stored opposing parties, both directions; every run written to the activity log | — | — | — |
| Search & navigation (⌘K / Ctrl+K) | Jump to any client, form, or setting from anywhere in the app | — | — | — |
| Firm website (/firm/{your-slug}) | Firm website: $249 one-time launch, hosting included. | — | — | — |
| Starting price (as of July 2026) | Core starts at $99/mo per practice package · 20% off annual | $69–$109/user/mo | Custom / quote-based | Custom / quote-based (enterprise) |
Competitor pricing as of July 2026. USCIS monitoring reliability noted in verified user reviews on Capterra and G2.
Family Law
Calculates support, drafts the agreements, flags DV on every intake
General practice suites provide case management but not the calculation and drafting tools family law requires. DocketBuddy focuses the repeatable family-law workflow: intake, financials, support calculations, draft agreements, deadlines, and client updates.
Smokeball FamilyPro financial tools available as a paid add-on. Competitor pricing as of July 2026.
| Feature | DocketBuddy | Clio | MyCase | Smokeball |
|---|---|---|---|---|
| State-specific child support calculator | ✓ | ✗ | ✗ | Add-on |
| Alimony / spousal support estimator | ✓ | ✗ | ✗ | Add-on |
| Asset division + marital/separate classification | ✓ | ✗ | ✗ | Add-on |
| Financial affidavit + supported document extraction | ✓ | ✗ | ✗ | ✗ |
| Financial disclosure package (state forms + summary) | One action: mapped disclosure forms (GA, FL, NY, CA) filled from intake + affidavit data, honest availability labels elsewhere, readiness summary included | — | — | — |
| Financial analysis and red-flag review | Supported workflows | ✗ | ✗ | ✗ |
| Family-law Case Stress Test | Opposing Counsel Review: financial disclosure matrix live; high-asset marital estate command center scaffolded; DV / fee-risk screen live; post-judgment queue planned | — | — | — |
| Settlement offer tracking | ✓ | ✗ | ✗ | ✗ |
| Attorney-review MSA draft workflow | AI-drafted, state-specific terminology, attorney review | ✗ | ✗ | ✗ |
| Attorney-review parenting plan draft | AI-drafted, attorney review | ✗ | ✗ | ✗ |
| DV intake flagging | ✓ | ✗ | ✗ | ✗ |
| Custody schedule builder | ✓ | ✗ | ✗ | ✗ |
| QDRO intake, draft support + referral | Attorney-review draft + referral | ✗ | ✗ | ✗ |
| Court forms across 13 states (47 total) | GA, FL, TX, NY, CA, NC, VA, IL, WA, NJ, PA, OH, MI | ✗ | ✗ | Partial |
| IOLTA trust accounting | ✓ | ✓ | ✓ | ✓ |
| Conflict check with audit log | Fuzzy-matches existing clients + stored opposing parties, both directions; every run written to the activity log | — | — | — |
| Search & navigation (⌘K / Ctrl+K) | Jump to any client, form, or setting from anywhere in the app | — | — | — |
| Firm website (/firm/{your-slug}) | Firm website: $249 one-time launch, hosting included. | — | — | — |
| Starting price (as of July 2026) | Core starts at $99/mo per practice package · 20% off annual | $49–$149/user/mo | $49/user/mo | Custom / quote-based |
Smokeball FamilyPro financial tools available as a paid add-on. Competitor pricing as of July 2026.
Social Security Disability
Built around SSA's sequential evaluation, RFC through ALJ hearing
Enterprise litigation platforms track deadlines but aren't built around SSA's administrative process. DocketBuddy organizes SSDI intake, DLI, SGA thresholds, sequential evaluation, RFC, medical evidence, MSS requests, appeal deadlines, fees, and ALJ hearing prep.
Competitor features and pricing based on publicly available information as of July 2026.
| Feature | DocketBuddy | Filevine | Clio | MyCase |
|---|---|---|---|---|
| SSA five-stage pipeline tracking | ✓ | Partial | Partial | Partial |
| Sequential evaluation (5-step) tracker | ✓ | ✗ | ✗ | ✗ |
| RFC documentation organizer | ✓ | ✗ | ✗ | ✗ |
| SSDI Case Stress Test | ALJ / Hearing Review: medical records to RFC/hearing theory live; onset / SGA / DLI case-selection screen scaffolded | — | — | — |
| ALJ hearing prep checklist | ✓ | ✗ | ✗ | ✗ |
| ALJ pre-hearing brief | AI-drafted, attorney review | ✗ | ✗ | ✗ |
| Hearing brief package (ALJ / Appeals Council) | AI-drafted, attorney review | — | — | — |
| VE hypothetical builder | ✓ | ✗ | ✗ | ✗ |
| VE cross-examination outline | AI-drafted, attorney review | ✗ | ✗ | ✗ |
| Appeal deadline workflow + reminders | Attorney-verified deadlines | Manual | Manual | Manual |
| IOLTA trust accounting | ✓ | Add-on | Add-on | ✓ |
| Flat-fee disability billing | ✓ | ✓ | ✓ | ✓ |
| Conflict check with audit log | Fuzzy-matches existing clients + stored opposing parties, both directions; every run written to the activity log | — | — | — |
| Search & navigation (⌘K / Ctrl+K) | Jump to any client, form, or setting from anywhere in the app | — | — | — |
| Firm website (/firm/{your-slug}) | Firm website: $249 one-time launch, hosting included. | — | — | — |
| Starting price (as of July 2026) | Core starts at $99/mo per practice package · 20% off annual | Custom / quote-based (enterprise) | $49–$149/user/mo | $49/user/mo |
Competitor features and pricing based on publicly available information as of July 2026.
Probate
Asset tracking, beneficiaries, accounting, and court deadlines for probate administration
Document assembly tools build documents but skip administration. General practice suites track tasks but not beneficiaries, inventories, distributions, or probate-specific deadline workflows. DocketBuddy treats probate as its own workflow.
Competitor pricing and features as of July 2026. Verify independently before purchasing.
| Feature | DocketBuddy Core starts at $99/mo per practice package | WealthCounsel $300+/mo | Clio $49–$149/user/mo | MyCase $49+/mo/user |
|---|---|---|---|---|
| Estate intake & case details | ✓ | ✓ | ✓ | ✓ |
| Asset inventory & distribution calc | ✓ | ✗ | ✗ | ✗ |
| Court deadline workflows | Sourced + manual attorney review | ✗ | ✓ | ✓ |
| Beneficiary management | ✓ | ✗ | ✗ | ✗ |
| Attorney-review probate drafts | AI-drafted, attorney review | ✗ | ✗ | ✗ |
| Court accounting package (AI-drafted, attorney review) | Final Accounting + Creditor Notice generated as one court-ready closing set with a readiness plan | — | — | — |
| Probate Case Stress Test | Court / Beneficiary Objection Review: accounting exception resolver live; fiduciary conflict and beneficiary dispute packet scaffolded; closing readiness live | — | — | — |
| Client portal | ✓ | ✗ | ✓ | ✓ |
| SMS reminders to clients | ✓ | ✗ | ✗ | ✗ |
| Unlimited matters on self-serve plan | ✓ | Plan-dependent | Plan-dependent | Plan-dependent |
| Conflict check with audit log | Fuzzy-matches existing clients + stored opposing parties, both directions; every run written to the activity log | — | — | — |
| Search & navigation (⌘K / Ctrl+K) | Jump to any client, form, or setting from anywhere in the app | — | — | — |
| Firm website (/firm/{your-slug}) | Firm website: $249 one-time launch, hosting included. | — | — | — |
Competitor pricing and features as of July 2026. Verify independently before purchasing.
Estate Planning
Planning intake, documents, signing workflow, and follow-up (not probate administration)
Estate planning buyers need intake, asset capture, wills, trusts, POA, healthcare directives, execution rules, signing checklists, and funding reminders. DocketBuddy separates that proactive workflow from probate.
Estate planning and probate share back-office tooling; buyer-facing workflows are separated. AI-drafted planning documents are attorney work-product and require attorney review before execution.
| Feature | DocketBuddy Core starts at $99/mo per practice package | WealthCounsel $300+/mo | Clio $49–$149/user/mo | MyCase $49+/mo/user |
|---|---|---|---|---|
| Planning intake & asset capture | ✓ | ✓ | ✓ | ✓ |
| Last Will and Testament | AI-drafted, attorney review | ✓ | ✗ | ✗ |
| Revocable Living Trust + Pour-Over Will | AI-drafted, attorney review | ✓ | ✗ | ✗ |
| Durable Financial POA | AI-drafted, attorney review | ✓ | ✗ | ✗ |
| Healthcare Directive & Healthcare POA | AI-drafted, attorney review | ✓ | ✗ | ✗ |
| Annual plan review package (AI-drafted, attorney review) | Review letter with life-changes checklist + refreshed drafts from the existing plan set | — | — | — |
| Signing workflow + funding reminders | ✓ | ✗ | ✗ | ✗ |
| Estate-planning Case Stress Test | Funding / Beneficiary Misalignment Review: trust funding and asset alignment scaffolded; Medicaid / long-term-care screen planned; annual review expansion scaffolded | — | — | — |
| Client portal | ✓ | ✗ | ✓ | ✓ |
| Conflict check with audit log | Fuzzy-matches existing clients + stored opposing parties, both directions; every run written to the activity log | — | — | — |
| Search & navigation (⌘K / Ctrl+K) | Jump to any client, form, or setting from anywhere in the app | — | — | — |
| Firm website (/firm/{your-slug}) | Firm website: $249 one-time launch, hosting included. | — | — | — |
Estate planning and probate share back-office tooling; buyer-facing workflows are separated. AI-drafted planning documents are attorney work-product and require attorney review before execution.
Workers' Comp
Notice deadlines, wage proof, medical records, hearings, and settlement support
Workers comp is not a PI demand-letter workflow. DocketBuddy treats comp as a deadline, proof, carrier, hearing, and settlement process.
Workers comp and personal injury currently share some internal tooling, but buyer-facing workflows and pages are separated.
| Feature | DocketBuddy | Filevine | Clio | MyCase |
|---|---|---|---|---|
| Sourced SOL / notice workflow by state | Attorney-review workflow | Not included | Not included | Not included |
| Medical record tracker | ✓ | Not included | Not included | Not included |
| Adjuster communication log | ✓ | Not included | Not included | Not included |
| Demand and counteroffer tracking | AI-drafted demand outline, attorney review | Not included | Not included | Not included |
| AI demand package (AI-drafted, attorney review) | Damages, medicals, liens, timeline pulled from panels | — | — | — |
| Injury and comp Case Stress Test | Adjuster Review: policy-limits demand and treatment-gap review live; SOL/lien/disbursement queue live; AWW and settlement prep scaffolded | — | — | — |
| Wage loss calculator | ✓ | Not included | Not included | Not included |
| Client portal with document upload | ✓ | Not included | ✓ | ✓ |
| IOLTA trust accounting | ✓ | Not included | ✓ | ✓ |
| Unlimited matters on self-serve plan | ✓ | Plan-dependent | Plan-dependent | Plan-dependent |
| Conflict check with audit log | Fuzzy-matches existing clients + stored opposing parties, both directions; every run written to the activity log | — | — | — |
| Search & navigation (⌘K / Ctrl+K) | Jump to any client, form, or setting from anywhere in the app | — | — | — |
| Firm website (/firm/{your-slug}) | Firm website: $249 one-time launch, hosting included. | — | — | — |
| Starting price (as of July 2026) | Core starts at $99/mo per practice package · 20% off annual | Custom / quote-based (enterprise) | $49–$149/user/mo | $49/user/mo |
Workers comp and personal injury currently share some internal tooling, but buyer-facing workflows and pages are separated.
Personal Injury
SOL tracking, adjuster logs, and demand drafting
General practice tools don't track SOL deadlines by state, log adjuster communications, organize medical records, manage liens, or draft demand letter outlines. DocketBuddy treats PI as its own workflow.
Competitor features and pricing based on publicly available information as of July 2026.
| Feature | DocketBuddy | Filevine | Clio | MyCase |
|---|---|---|---|---|
| Sourced SOL / notice workflow by state | Attorney-review workflow | Not included | Not included | Not included |
| Medical record tracker | ✓ | Not included | Not included | Not included |
| Adjuster communication log | ✓ | Not included | Not included | Not included |
| Demand and counteroffer tracking | AI-drafted demand outline, attorney review | Not included | Not included | Not included |
| AI demand package (AI-drafted, attorney review) | Damages, medicals, liens, timeline pulled from panels | — | — | — |
| Injury and comp Case Stress Test | Adjuster Review: policy-limits demand and treatment-gap review live; SOL/lien/disbursement queue live; AWW and settlement prep scaffolded | — | — | — |
| Wage loss calculator | ✓ | Not included | Not included | Not included |
| Client portal with document upload | ✓ | Not included | ✓ | ✓ |
| IOLTA trust accounting | ✓ | Not included | ✓ | ✓ |
| Unlimited matters on self-serve plan | ✓ | Plan-dependent | Plan-dependent | Plan-dependent |
| Conflict check with audit log | Fuzzy-matches existing clients + stored opposing parties, both directions; every run written to the activity log | — | — | — |
| Search & navigation (⌘K / Ctrl+K) | Jump to any client, form, or setting from anywhere in the app | — | — | — |
| Firm website (/firm/{your-slug}) | Firm website: $249 one-time launch, hosting included. | — | — | — |
| Starting price (as of July 2026) | Core starts at $99/mo per practice package · 20% off annual | Custom / quote-based (enterprise) | $49–$149/user/mo | $49/user/mo |
Competitor features and pricing based on publicly available information as of July 2026.
The right tool for your practice package
Each practice gets purpose-built workflows, not a general tool adapted for it.
Core starts at $99/mo per practice package
Client data encrypted at rest and in transit on security-reviewed cloud infrastructure. See our security practices →