Agentic practice management for law firms
Every matter, from intake to close, with a team on it.
Docket gives your firm AI specialists for intake and conflict checks, research, drafting, service, billing and trust accounting. Anything that goes out or moves money waits for your approval, and you see exactly what it will do first.
- Overview
- Documents 24
- Time
- Trust
- Calendar
- ResearchWorkingReading case law on equitable distribution under Fla. Stat. § 61.075. Six citations in the memo so far.
- Financial reviewWorkingReading 12 bank statements into transactions. Next it compares them to the financial affidavit.
- DraftingWorkingFilling the firm's marital settlement agreement template from the matter.
Oct 28, 9:00 AMCase management conference · on the firm calendar
- Amount
- $5,000.00
- From
- Maria Alvarez, client
- Into
- Alvarez trust ledger
- Balance
- $2,500.00 → $7,500.00
The team
Seven specialists on every matter.
Each specialist has a card. It says what the specialist does and what it asks you to approve.
- No. 1
Intake and conflicts
Sends your intake form, then checks the other parties and their aliases for conflicts.
Asks you to approve
Opening the client and matter.
- No. 2
Research
Finds statutes, rules, forms and case law in the Florida law corpus and CourtListener.
Asks you to approve
Nothing. It saves a cited research memo.
- No. 3
Drafting
Fills your firm's own templates from the matter.
Asks you to approve
Any draft, before it goes out.
- No. 4
Requests and service
Asks clients for documents and serves papers by email.
Asks you to approve
Each request and each service, before it goes out.
- No. 5
Billing
Turns time entries into invoices, paid online through your firm's Stripe account.
Asks you to approve
Each invoice, before it goes out.
- No. 6
Trust accounting
Records deposits, corrections and earned-fee transfers. A balance never goes negative.
Asks you to approve
Each entry, before it is recorded.
- No. 7
Financial review
Reads statements, reports cash flow and anomalies, and checks the financial affidavit.
Asks you to approve
Nothing. It saves a report to the matter.
- Request an invite
How to read a card
Role. What it does. What it asks you to approve.
Every specialist on your matters has one, so you know what it will do and what it waits for you to approve.
Features
What Docket handles.
Every feature you expect from practice management software, plus the ones the best are known for, reimagined on an agentic AI platform. Every feature works with the team and follows the same rule. Anything that goes out or moves money waits for a person.
- 01
Trust accounting
Trust deposits, corrections and earned-fee transfers, each approved before it is recorded. A trust balance never goes negative, and earned fees leave trust only against a finalized invoice, up to what is owed.
- 02
Court dates
Court dates on the firm's calendar with each matter's other events; people can sync only court dates to their own calendar.
- 03
Legal research, the law built in
State laws, court rules and approved forms are built in. The legal research specialist researches them and case law (CourtListener) for the issues you give, with citations, and saves a research memo.
- 04
Client intake
Send a prospective client a link to the intake form, run the conflict check on the other parties and their aliases, and open the client and matter once an attorney approves.
- 05
Financial review
Reads the statements in a matter's folder into transactions, reports monthly cash flow and anomalies, compares them to the financial affidavit, and saves a financial review report.
- 06
Document requests and service
Ask a client for documents and serve papers by email, each approved before it goes out.
- 07
Production to opposing counsel
Produce disclosure documents with a download link that stays open for the days you choose, and withdraw it at any time.
- 08
Client portal
Clients see where their matter stands, send the documents you asked for, and pay invoices online.
- 09
Documents, filed and read for you
Every matter's files in one list: uploads, filed email and the matter's folder in the firm drive. Each new document is categorized and its details read, so search finds documents by what they say.
- 10
Templates that fill themselves
The firm's templates live in its own drive. Use one on a matter and the fields Docket knows fill themselves; the draft lands in the matter's folder, and each edit comes back as a new version.
- 11
One calendar for the firm
The firm's events on each matter, synced to each person's own calendar.
- 12
Email filed to the matter
File a message and its attachments to a matter from the app, or give it a Gmail label.
- 13
Time, invoices and online payment
Time entries and invoices approved before they go out. Clients pay online through the firm's own Stripe account, and AI usage can be billed to the matter it was for.
- 14
Contacts and leads
The people and organizations the firm works with, and the leads it is following up.
- 15
Today
What needs you, what is running and what happened on your matters, on one page.
- 16
Your brand, your address
Your logo, colours and look on every screen, and Docket at your own web address, such as app.yourfirm.com.
- 17
Bring your own AI
Run Docket's specialists on the AI provider your firm already uses, or on the models included.
- 18
People who know your work
When you need help, you reach a person who understands how your business runs.
- 19
Works with any of your tools
Google Workspace or Microsoft 365, sign-in through the firm's own provider, and any of your other tools through standard MCP connections.
- 20
Any data, one brain
Data from any system, in any format, goes into Docket's knowledge base. Its specialists search it and reason over it.
Demo
Free / by invitation
Try Docket with sample matters, documents and staff in your own firm drive.
Request an inviteMonthly
$12 / month + usage
Docket for your firm, month to month.
Contact salesAnnual
$100 / year + usage
Docket for your firm, a year at a time.
Contact sales