DocketBuddy combines practice-specific workflow, document automation, and a quiet Case Stress Test that surfaces proof gaps, risks, and opportunities only when the file earns attention
Start self-serve at $99/month with no per-case fees and no sales call
14-day trial · no credit card · unlimited matters in one practice package
Client packet to usable file
The client packet arrives
Source documents enter the actual matter workspace
From raw uploads to an attorney-reviewed file
Watch source documents classify, extract, route for review, and apply to the matter
Click play to watch the focused workflow
MORE CASES
Send a firm-branded roadmap in seconds, before the next lawyer calls back
FASTER CASES
Intake, portal, docs, messages, dates, time, and billing 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
Attorney review stays in the loop while the routine workflow moves. Security details →
Case Stress Test
While the workflow stays fast, practice-aware stress tests watch each matter for what a trustee, agency, opposing counsel, adjuster, ALJ, court, or beneficiary may question, then turn it into a source-backed attorney review at the moment you are already working.
Quiet until earned
A review appears only when the file shows a matched fact, source gap, deadline, or scope risk. No signal, no noise
Reviewer lens
Each review names who may question the issue, the proof that answers it, and the client request that closes the gap
Data with citations
Registry radar and district filing intelligence sit underneath, every value carrying its primary source
HOW WE COMPARE
Compared on how each tool is built, sold, and priced. Feature sets keep changing, these do not.
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, without the stack of tools or 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 an independent 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.
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
Independent Practice
Unlimited Ch. 7 and Ch. 13 matters · No per-case fees · Practice workbench and current Case Stress Test intelligence included
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 independent practices that need enterprise-grade capability without enterprise overhead.
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
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