Features
Everything around the Case.
The complete BetterDocket feature list.
Prospect documents
Collect what you need before you accept the matter.
Focused document requests
Documents-only portal
Accept when ready
Visibility
Your client stops calling to ask where things stand.
Case phase tracker
The same view both ways
One-click status updates
Status update templates
Updates feed
Requests
Stop chasing paperwork.
Document requests
Ask one client, some, or everyone
Automatic daily reminders
“I don’t have this”
Upload on their behalf
Documents
Case files organized like a real filing cabinet.
Drag-and-drop upload
Folders
Tags
Inline preview
Rename anything
Trash, not deletion
Drafts
Collaborate on the document, not over email.
Draft documents
Numbered versions
Send a version for review
Approve or request changes
“Can we talk about this?”
New version supersedes the review
Communication
One thread per matter.
Case-tied messaging
Per-client read receipts
Email and in-app notifications
Reliable delivery
Your firm’s branding
Dates
Scheduling awareness without a calendar integration.
Key dates
Client availability blocks
One calendar
Upcoming dates surface to the firm
Your day
Know what needs you, before you open a case.
Today
Lead card
Stale update detection
Firm-wide task queue
Per-case task board
Attention at a glance
Setup
Set the workflow once.
Workstream templates
See the diff before you publish
Version history
Templates seed at case creation
Phase-triggered follow-ups
People
Everyone who belongs on the matter, and nobody who does not.
Automatic portal invites
Multiple clients per case
Resend an invite
Your firm team, on the portal
Case assignments and leads
Restricted cases
Time & billing
Turn completed work into a clear client invoice.
Manual time and timers
Native USD invoices
Due dates and reminders
External payments
Immutable issued records
No money movement
How it runs
Works the way a small firm actually works.
Web, desktop, and mobile
Works offline
Live updates
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