AI PRACTICE MANAGEMENT · BANKRUPTCY LIVE

Convert clients. Automate paperwork. Build your practice.

DocketBuddy is the intake, client, and docket-intelligence layer for solo and small-firm attorneys — one place for the work your filing tool doesn't do. Monitors docket activity via CourtListener, classifies every filing, and surfaces what needs your attention.

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· 30-day free trial· No credit card required· How we handle client data
DOCKETBUDDY · COURT RECORD

BANKRUPTCY · CASE 24-31052

In re Alex Rivera — Chapter 7

N.D. Cal. · Judge M. Hammond · via CourtListener · synced 4 min ago

DISCHARGED
Doc #DateDescriptionFlag
14Jun 03Order Discharging Debtor (Chapter 7)KEY EVENT
13May 28Trustee Report of No Distribution
12May 14Notice of 341 Meeting Concluded341 HELD
11May 02Statement of Financial Affairs (Form 107) Filed
10Apr 28Schedules A/B – Property of the Debtor
9Apr 21Means Test Calculation (Form 122A-2)
8Apr 14Notice of Presumed Abuse — USTREVIEW
7Apr 02Voluntary Petition (Chapter 7)FILED
14 entries · 0 unread · Next sync in 56 minCourtListener / RECAP ●

Six practice areas · Bankruptcy live · Immigration in early access · Family Law, SSDI, Estate, Personal Injury coming soon

See it in action

One platform. Six practice areas.

Click any practice to see the dashboard tailored to that area of law.

12 hrsLost weekly to admin. AI handles it in minutes.
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DocketBuddy
Bankruptcy
DA
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Active Clients
Maria Santos
Ch.7 · Filed 3/15 · PACER linked
341 Apr 20
Robert Chen
Ch.13 · Plan confirmed · $847/mo
Plan Active
Jennifer Williams
Ch.7 · Discharge pending
Pending

PACER Monitor — Maria Santos

24/7
Monitored
Cases linked3 active
New entriesNone today
Last synced2 min ago
SMS alertsEnabled
In re Santos No. 26-bk-1234 — Order Granting Motion filed
In re Chen No. 26-bk-0891 — Monthly payment received
In re Williams No. 26-bk-2107 — Discharge order expected Apr 30
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DocketBuddy
Family Law
DA
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Active Clients
David & Sarah Miller
Contested · Discovery phase · Filed 2/14
Discovery
James Thompson
Uncontested · MSA pending signature
MSA Pending
Amanda Rodriguez
Protective order active
DV Flagged

Financial Disclosure — Miller

45 min
vs 3.5 hrs
Marital assets$711,400
Separate property$89,200
Total debts$372,000
Net estate$428,600
Chase checking $14,200 extracted from bank statement
401(k) $142,000 extracted from Fidelity statement
Real property $485,000 — AVM estimate pulled from address
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DocketBuddy
Immigration
DA
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Active Clients
Priya Patel
H-1B Extension · RFE received 5/1
RFE: 31 days
Carlos Mendez
Green Card · I-485 pending interview
Interview
Wei Zhang
H-1B New petition · LCA filed
In Progress

RFE Response — Priya Patel

31
Days Left
RFE typeSpecialty occupation
ReceivedMay 1, 2026
DeadlineJun 1, 2026
Days remaining31 days
Cover letter draft generated — SOC 15-1252 analysis included
Evidence checklist: 4 categories, client portal request sent
Client upload pending: employment verification letter
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DocketBuddy
Social Security Disability
DA
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Active Clients
Thomas Brown
ALJ Hearing · 5/20/2026 · SSDI
Hearing Soon
Patricia Davis
Initial application · SSI · Filed 3/1
Active
Michael Johnson
Denial 3/15 · Reconsideration due 5/14
Appeal: 60d

ALJ Hearing Prep — Thomas Brown

67%
Approval Score
Approval score67%
Age factor55+ → +20 pts
RFCSedentary → +15 pts
Brief generated12 min
VE hypothetical: sedentary, unskilled — no transferable skills
Medical evidence from 12 providers summarized
Subpoena outstanding: St. Joseph Medical (records due 5/10)
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DocketBuddy
Estate Planning & Probate
DA
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Active Clients
Wilson Estate
$2.1M · 3 beneficiaries · Active admin
Active
Chen Estate
$480K · 2 beneficiaries · Inventory
Inventory
Martinez Estate
$890K · 4 beneficiaries · Distribution
Distributing

Asset Inventory — Wilson Estate

$2.1M
Estate Value
Real property$850,000
Financial accts$420,000
Personal prop$830,000
Total estate$2,100,000
Fidelity brokerage $420K extracted from uploaded statement
Creditor notice letters sent to 4 known creditors
Court inventory filing due in 7 days — reminder scheduled
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DocketBuddy
Personal Injury
DA
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Active Clients
Kevin Anderson
Workers' Comp · Back injury · Active
Active
Lisa Park
Auto accident · Demand sent · State Farm
Demand Out
Marcus Williams
Slip & Fall · SOL WARNING
SOL: 23d

SOL Countdown — Marcus Williams

23
Days Left
Incident dateMay 15, 2024
SOL period2 years (GA)
DeadlineMay 15, 2026
Days remaining23 days
Filing deadline critical — partner notified automatically
Demand letter generated from case facts — review ready
Medical records from 2 providers received and attached

Docket updates appear the moment they file. SMS alerts go out automatically — no manual checks needed.

Bankruptcy

Live now

Bankruptcy

PACER monitoring · Means test · Ch.13 tracking — the full BK workflow, not just intake

→PACER docket monitoring via CourtListener
→Means test pre-population (Forms 122A-1, 122C-2) + AI discharge-risk
→Ch.13 plan tracking, IOLTA trust accounting, DocuSign e-sign
Start free trial →

Immigration

Early access

Immigration

USCIS monitoring · RFE drafting · H1B analysis — the intelligence layer your practice management tool is missing

→USCIS case monitoring every 30 minutes
→H1B specialty occupation analysis via O*NET with CFR citations
→RFE response drafting + visa bulletin priority date tracking
Request early access →

Family Law

Coming soon

Family Law

Child support · Asset division · DV flagging — financial disclosure intake with every state's guidelines sourced

→Child support calculations — 38 states sourced, 13 estimated
→Financial disclosure intake + AI document extraction
→DV intake flagging on every intake, community vs. equitable classification
Join the waitlist →

Social Security Disability

Coming soon

Social Security Disability

65-day appeal windows auto-calculated · RFC documented · ALJ prep built in — never miss a denial deadline

→SSA pipeline — all five appeal stages tracked with denial dates
→Sequential evaluation (5-step) + RFC documentation
→ALJ hearing prep + AI brief outline, SMS alerts at 14 and 7 days
Join the waitlist →

Estate Planning & Probate

Coming soon

Estate Planning & Probate

Asset inventory · Beneficiary tracking · Distribution analysis — from intake through close

→Asset inventory and beneficiary tracking
→Attorney-entered deadlines with SMS reminders
→AI document drafts (5 types) + IOLTA trust accounting
Join the waitlist →

Personal Injury

Coming soon

Personal Injury

SOL tracking · Demand letter drafting · Lien management — all 50 states, built-in countdown

→SOL tracking — all 50 states, live countdown on every card
→Wage loss calculator + adjuster communication log
→Demand letter drafting + two-way client messaging with SMS
Join the waitlist →

A BANKRUPTCY ATTORNEY'S DAY

From first call to filed petition — without the overhead

Five moments in a typical day. What used to take a stack of tools and hours of manual work.

1

A lead calls at 8 AM

Capture intake, run the means test, and close them with a shareable client roadmap — retainer signed before lunch.

2

Deadlines surface before you think to check

Docket activity monitored via CourtListener — 341 notices, proof-of-claim deadlines, and trustee filings surface in your dashboard, not your voicemail.

3

Intake pre-populates the forms — you review every field

Schedules A/B, Form 122A, Statement of Financial Affairs pre-populated from intake data. You verify every field before anything is filed.

4

341 prep handled. Client ready.

Creditor matrix exported, client reminders sent, checklist complete. Every touch point on the case record — nothing lost in a text thread.

5

End the month knowing where you stand

Flat-fee billing, IOLTA reconciliation, and a pipeline of open leads — revenue clarity without a spreadsheet.

What's included

$99/mo to start · $199/mo for all six.

Unlimited cases. Unlimited users. No per-user fees. See pricing →

✓Unlimited cases, unlimited users
✓Practice-area intake and case pipeline
✓Client portal with document upload
✓Two-way secure client messaging with SMS alerts
✓Automated deadline reminders (SMS + email)
✓AI document drafts — attorney review required
✓IOLTA trust accounting + three-way reconciliation
✓DocuSign e-sign for engagement letters and court forms
✓Flat-fee billing via Stripe
✓Time tracking and invoicing
✓Email and chat support

Built for sensitive client data — encrypted at rest and in transit, firm data isolated, never used to train AI models, attorney review required before any filing. Security details →

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Questions about how we handle client data? See our security practices →