Send the prospect a roadmap before the next lawyer calls back. Turn the client into a matter with one intake link, then move documents, drafts, messages, supported case events, calendar dates, time, and billing through the same click-through workflow.
10 clicks or less from intake to filing-ready, no tedious form filling
Focus on strategy and the exceptions. Leave the routine workflow grind to DocketBuddy.
MORE CASES
Send a firm-branded roadmap in seconds - at $99/month per practice area, one retained client can cover a year of the self-serve plan.
FASTER CASES
For the 80% that follows the same steps every time, intake, portal, docs, messages, dates, time, and billing stay 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
One shot to sound like the firm that's already on top of their case
Incoming call
New prospect
+1 (404) 555-0148
Roadmaps, intake, portal, documents, messages, case events, calendar, time, billing, and conflicts. Attorney review stays in the loop. Your 30th case costs the same as your 3rd, in your practice and in your software $99/month per practice area. Every feature included for that practice, two additional seats included. No feature tiers, no upsells; usage services pay-per-use, never required.
Attorney review stays in the loop while the routine workflow moves. Security details →
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. What used to take a stack of tools and 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 a solo 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.
CLIENT INTAKE PORTAL
Your client uploads financial records, pay stubs, and tax returns directly through the portal, so everything is organized before the first meeting with no document chasing by email.
DISCHARGE ANALYSIS
A case-specific discharge eligibility assessment that flags exceptions and potentially non-dischargeable debts for attorney review before anything is shared or relied on.
COURT FORM GENERATION
Voluntary Petition, Schedules A/B through J, and Statement of Financial Affairs pre-populated from client intake data, generated with a review-required watermark, and held for attorney verification before you take them into your filing workflow.
COURT CALENDAR EXPORT
Supported case dates export as a standard .ics file: 341 meeting date, deadline dates, and hearing dates where available. Compatible with Google Calendar, Apple Calendar, and Outlook.
AI OUTPUT VERSIONING
Every AI-generated analysis is versioned, archived, and timestamped, so there's a full audit trail if questions ever arise.
CHAPTER 7 & 13 · BOTH INCLUDED
Full Ch. 7 and Ch. 13 support, including Forms 122A-1, 122C-1, and 122C-2, a plan calculator with secured claim treatment, cramdown and lien strip flagging, and payment tracking. Some competitors charge separately for Ch. 13; we include it.
AI DOCUMENT AUTO-FILL
DocketBuddy reads uploaded paystubs, bank statements, tax returns, and employment letters, and maps the data into your means test fields. Every pre-filled field shows the document it came from so you can review, verify, and sign.
AUTOMATED CLIENT FOLLOW-UPS
Post-intake check-ins, 341 meeting reminders, and credit counseling course nudges can run from the matter workflow, helping reduce the document-chasing that usually eats the day.
CLIENT MESSAGING
Two-way secure messaging through the client portal, with an unread badge on every client card and SMS alerts on key events (document requests, course invites, hearing reminders, discharge notification).
CLIENT PAYMENT COLLECTION
Connect your Stripe account and send invoices with a secure payment link; money goes directly to you. Payment plans with 2 to 24 installments, weekly or monthly, and automatic SMS reminders before each due date.
IOLTA TRUST ACCOUNTING
Retainer tracking, trust ledger, and three-way reconciliation. IOLTA trust accounting is included in every plan with no separate software needed.
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 area. Unlimited matters. No per-case fees or per-seat software charges.
Pricing
All-inclusive
Unlimited Ch. 7 and Ch. 13 cases · No feature tiers · No per-case fees · No per-seat software charges
Start free · No credit cardNo sales call · Unlimited matters · No credit card to start
What's included in every plan:
About
DocketBuddy is shaped by conversations with practicing bankruptcy and immigration attorneys, and built for the solo practitioner who has no paralegal, no enterprise budget, and no time to waste.
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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