Product tour · Bankruptcy

DocketBuddy in six clicks.

Self-guided. Click any step, or use ← / → arrows. Captions describe shipped behavior on the Bankruptcy module today.

Add Client modal with practice area set to Bankruptcy and three intake methods: Send intake link, Enter manually, and Import from CSV.

Step 1 of 4: Add a client

Three ways to open a new matter: send the client a guided intake link by email or SMS, enter basic details manually for immediate case tracking, or import an existing caseload from CSV. Bankruptcy intake is live today.

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What you’re looking at

  • 1Practice area set to Bankruptcy — intake flow and AI analysis are configured for Chapter 7 / Chapter 13 cases.
  • 2Send intake link — client receives a magic link by email or SMS; their answers and uploads populate the case automatically.
  • 3Import from CSV — download the template, fill in your existing caseload, and upload to migrate in bulk.