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Docket

Features

Case Management Intake Management Tasks & Workflows eSign Email WhatsApp AI Case Chat AI Medical Chronologies AI Demand Drafting File Storage & Sharing Reputation Management
How it works Pricing
How it Works — Docket

How Docket works

From the first call to final settlement, one continuous workflow built for plaintiff firms.

1

Step 1

Intake & Qualification

Capture leads from any source and qualify them automatically.

Web forms, phone intake, and referrals flow into one queue
Scoring rules surface high-value cases
Convert qualified leads to cases with one click

Intake Metrics

Leads85 this month
Signups41 this month
2

Step 2

Case Workspace

Everything about the case, in one organized workspace.

Parties, insurance, and coverage details structured cleanly
Timeline tracks every event, treatment, and update
Team tasks and next actions always visible

Case Search

Johnson v. MitchellPre-Litigation
Chen v. ABC CorpDiscovery
Davis v. SmithSettlement
3

Step 3

Records to Chronology

Turn medical records into organized chronologies with AI.

Upload records and bills in any format
AI extracts treatments, providers, and charges
Generate medical chronologies automatically

Providers · $24,970

Dr. Maria ChenComplete
City Hospital ERComplete
Physical Therapy PlusOngoing
4

Step 4

Demand Drafting

Generate demand letters with AI, review, and send.

AI drafts demands based on case facts and chronology
Edit and customize with your firm's voice
Send demands directly from the platform
Demand letter preview
5

Step 5

Negotiations

Track offers, counteroffers, and settlement progress.

Log every offer and response with dates
See gap analysis between demand and offer
Settlement history at a glance
Latest Offer$65,000
Latest Demand$100,000
Demand met65%
6

Step 6

Trial Prep & Phases

When cases go to litigation, stay organized.

Track litigation phases and deadlines
Document discovery and depositions
Trial prep checklists and calendaring
Litigation phase tracker

Ready to see it in action?

Book a guided demo and we'll walk your firm through it. No contracts.