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Case Management — Docket
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Case Management

Every case detail, one platform. From intake to settlement.

A personal injury case throws off thousands of data points — medical records, insurance policies, deadlines, expert reports. Most firms scatter it all across spreadsheets, inboxes, and shared drives. Docket keeps every detail on a single case page with sixteen purpose-built tabs, so your team always knows exactly where to look.

Included in your subscription. Standalone case management tools charge $100–200/user/month.
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Williams v. ABC Trucking

SOL Deadline09/08/2027
StageDiscovery
AttorneyR. Kim
JurisdictionHarris County, TX

16

Specialized tabs per case

100%

Of case data in one place

50%

Less time spent on admin work

One case, every detail

Everything about the case, one command center

Plaintiff info, accident details, case value, and the assigned team sit at the top of every case page. The sidebar keeps critical facts visible as you work through any tab — no clicking back and forth to remember the basics.

At-a-glance case summary with every key fact
Sidebar SOL countdown, team, and financials always visible
Custom fields for practice-area-specific data
PlaintiffMarcus Williams
Accident Date09/08/2025
SOL Deadline09/08/2027
Case Type18-Wheeler

Tabs for every workflow

Built for the way a PI case actually moves

Sixteen purpose-built tabs cover every part of a case — medical providers, defendants, insurance, liens, experts, discovery, and settlement — each designed for its own workflow instead of a generic form you have to customize.

Medical tab: providers, visits, and record requests
Defendants tab: parties, insurance, and adjuster contacts
Expenses tab: case costs with receipt tracking
MedicalDefendantsExpenses
Metro Spine & Orthopedics$28,400
Peak Physical Therapy$9,600
City General Hospital$4,800

Deadline intelligence

Missing a deadline shouldn't be possible

Docket calculates every statute of limitations automatically from the accident date and jurisdiction, then escalates alerts as the deadline approaches — so a missed date never comes down to someone forgetting.

Automatic SOL calculation based on accident date
Escalating alerts at 180, 90, 30, and 7 days out
Firm-wide deadline calendar, color-coded by urgency

Statute of Limitations

214 days remaining

Discovery responses dueMar 28
Deposition of Dr. ChenApr 2

Everything you get

All included in your Docket Manage subscription. No add-ons. No per-use fees.

Complete case timeline from accident through resolution
Medical provider management with treatment history
Custom case stages that match your firm's workflow
Defendant and insurance tracking with coverage limits
Built-in statute of limitations tracking with alerts
Case value tracking with demand and settlement history
Lien tracking and reduction calculations
Full audit trail of every case action for compliance
Discovery management with deadline tracking
Client communication log with text, email, and calls

Key capabilities

16 Specialized Tabs

Every part of a PI case gets its own purpose-built tab — defendants, medical, liens, experts, discovery, and more.

SOL Tracking

Automatic statute of limitations calculation with escalating alerts. Never risk malpractice from a missed deadline.

Medical Management

Track every provider, visit, and record request. See treatment timelines and total medical specials at a glance.

Insurance & Defendants

Manage multiple defendants, their carriers, coverage limits, and adjuster contacts in one place.

Case Activity Feed

Every action on a case is logged — uploads, status changes, notes, communications. Full audit trail.

Settlement Tracking

Track demands sent, offers received, and negotiation history. Model settlement distributions with lien deductions.

Frequently asked questions

Is Docket only for personal injury firms?

Yes. Docket Manage is purpose-built for plaintiff personal injury law firms — case stages, medical tracking, and demand generation are all designed for PI workflows specifically.

Can I migrate cases from another system?

Yes. Our migration team handles the transfer, importing contacts, documents, notes, and key dates so your team can keep working while the switch happens in the background.

Does Docket work for multi-practice firms?

Whether your firm handles auto accidents, premises liability, or medical malpractice, each practice area can have its own case stages, task templates, and workflows.

How does Docket track statutes of limitations?

Docket calculates deadlines automatically from the accident date and jurisdiction rules, then delivers escalating alerts as the date approaches.

How many users can access a case?

There's no limit on team members with access. Attorneys, paralegals, and support staff get configurable permission levels, with sensitive cases restrictable to specific people.