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Practice management for solo attorneys

Every practice area included for $99 a month

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Client intake and documents for bankruptcy firms

Get the client file ready for review

Collect intake answers, check what the client sent, and prepare a specific request for what is missing. Review conflicting facts alongside the original documents before you prepare the petition.

Try a sample client fileStart free trial

30-day trial, no credit card. Then $99 a month with every practice area.

Sample bankruptcy fileTaylor Morgan · fictional client
2 items need attention
What happens nextWho acts
Checked
Pay stubs receivedMatched to the employer named at intake
Done
Requested
July bank statement“Please send July. We have June.”
Client
Needs you
Two home addresses on fileIntake and the latest pay stub disagree. Both stay attached for your review.
Attorney
Fictional sample · no real client dataTry the sample file →

01 · Client documents

Make the next document request specific

Check uploads against the document request, prepare a follow-up for missing pages or periods, and keep unresolved facts in the attorney’s review queue. Your firm controls which requests and reminders are sent.

How document collection works
Fictional file example

RequestedJuly bank statement

ReceivedJune, account ending 4821

Next request“Please send July. We have June.”

Alongside your tools

Use it alongside the tools you have

Bankruptcy filing software

Keep filing in Best Case or NextChapter

DocketBuddy gets the case file ready. You enter the reviewed figures in your filing software.

Your calendar

Deadlines in Google, Outlook, or Apple Calendar

Subscribe to your DocketBuddy calendar feed, and deadlines appear next to your other appointments.

Your client list

Bring current clients in from a spreadsheet

Import a CSV from the Add Client screen.

02 · Pricing

One price that covers the practice

$99 a month covers every practice area, unlimited matters, and 2 additional seats. There are no per-case fees and no AI add-on charges. Add a practice from your settings at no charge.

On the Free plan, you can send document requests to up to 15 new clients a month and see what each client sent and what is still missing. Adding clients, drafts, messages, billing, and time entries need the paid plan. Additional seats are $25/month each, or $20/month billed annually.

See pricing

DocketBuddy

$99a month

or $79 a month billed annually

  • Every practice area
  • Unlimited matters
  • Covers you plus 2 more people (staff or another attorney)
  • No per-case fees
  • Month to month, no contract

03 · Sources

See the sources behind the figures

Medians, exemptions, support guidelines, and deadlines link to the official source they came from. When a rule is not verified for a state, DocketBuddy says so instead of guessing.

Review coverage and sources

Georgia · household of 3

Median family income for the means test

$101,479a year

Source: U.S. Trustee Program median income tableMedians effective for cases filed on or after April 1, 2026

Built for your practice

The same client record, with tools for your practice

Bankruptcy

Get the client file ready before it goes into your petition software

  • Means test using the U.S. Trustee median tables, with the source linked
  • Exemption and schedule worksheets for attorney review
  • Court docket updates through CourtListener
  • Flags student loan matters worth a closer look
  • Client invitations, reminders and document requests in English and Spanish
Bankruptcy for attorneys

Family law

Financial disclosures and support figures that show the rule used

  • Financial disclosure packages for Georgia, Florida, New York, and California
  • Child support worksheets that mark sourced and estimated states
  • Safety flags at intake
Family law for attorneys

Immigration

Evidence, hearings, and priority dates in one place

  • EOIR hearing tracking
  • Visa bulletin and priority date tracking
  • RFE evidence matched to each request
Immigration for attorneys

Social Security disability

Every appeal stage, with its dates and evidence

  • Appeal stages tracked with denial dates and deadline reminders
  • Medical evidence requests and hearing preparation
  • Fee tracking against the SSA fee cap
Disability for attorneys

Estate planning and probate

From planning intake to the final accounting

  • Estate plan review and document drafts for attorney review
  • Probate accounting that reconciles inventory, receipts, and distributions
  • Execution requirements with their sources
Estate planning for attorneys Probate for attorneys

The plan

What $99 includes

  • Every practice area, with unlimited matters
  • 2 additional seats for staff or another attorney
  • Intake forms and a client portal
  • Client document collection and checks for up to 100 new clients a month
  • Deadlines, court dates, and docket updates through CourtListener
  • Practice calculators and forms that show their sources
  • Time, billing, client payments, payment plans, and trust accounting
  • E-signatures and conflict checks
  • Email and text messages with clients, with texts only after they agree
  • A calendar feed for Google, Outlook, and Apple Calendar

Questions

Before you start

DocketBuddy

Try it on your next client

30-day trial, no credit card. If you decide not to continue, the Free plan keeps your clients and documents, and you can still send document requests to up to 15 new clients a month.

Start freeTry a sample client file