Know who owns what
Assign Cases, set leads, and give every task an owner and a due date. The Client sees the team; the team sees the queue.
BetterDocket for small law firms
One shared view of every matter, for the whole team.
In a firm of two to ten people, the expensive failures are handoffs: the client who called the attorney because the paralegal's email never got a reply, the request nobody realized was still open, the hearing only one person knew had moved. BetterDocket gives the team one queue, one portal per Client, and a clear owner on every piece of work.
The problem
Where a small firm's time actually goes.
Nobody is sure who owns it
A client message arrives, three people see it, and each assumes someone else will answer. Or two people answer differently. The client notices, and the attorney ends up fielding the call anyway.
Status lives in people's heads
The paralegal knows which disclosures are still out. The associate knows the hearing moved. The receptionist knows the client is upset. Until someone asks the right person, the firm does not know what the firm knows.
Per-seat pricing punishes growth
Adding a part-time clerk or a second paralegal should not cost another license. Practice-management suites make headcount a billing event, so small firms leave staff off the system and the gaps come back.
A week in BetterDocket
Assign it once. Everyone sees the same thing.
Every step is something the product does today, for every member, on every device.
Assign the Case
Add the attorney and the paralegal to the matter, set a lead, and filter the portfolio by who is on what. Mark a sensitive matter restricted and only its assignees and Firm owners can open it, enforced in the database rather than hidden in the interface.
See howWork from one queue
Today ranks the Cases each member is assigned to by what needs attention and why. The firm-wide task queue lists every open task across every Case in urgency order, and each Case has its own board: to do, in progress, done, with an owner and a due date.
See howSend requests and updates under the Firm's name
Document Requests and Status Updates go out with the Firm's name, logo, and contact details. The Client sees the team on the portal, with photos and client-facing titles, and knows who to reach.
See howKnow who has read what
Per-client read receipts show whether the Client saw the update. Notifications reach the members assigned to the Case, each deep-linking to the exact screen, and each member picks their own roundup schedule: hourly, daily, or weekly, grouped by Case.
Set the workflow once
Workstream templates own the phases and tasks for each kind of matter. Edit a template, see a row-by-row diff before you publish, and restore any prior version. Each new Case takes its own snapshot, so editing a template never reaches into open matters.
See howLet staff run billing without opening every Case
Owners and admins manage invoicing by default. Give a staff member the invoicing capability and they get a narrow Firm-wide billing view, including invoices for restricted Cases, without gaining access to those Cases.
See howGrow the team without a bill
Invite a teammate from the dashboard, or ask the copilot to draft the invitation for an owner to approve. There is no per-seat charge; the Firm pays one base fee plus one rate per open Case.
Built for your firm
Clear work. Clear ownership.
Work consistently
Versioned templates seed the same phases, tasks, and update wording on every matter of a kind, no matter who opens it.
Never wonder if they saw it
Read receipts per Client, notifications per member, and stale-update detection when a Client has gone quiet too long.
Limit sensitive Cases
Restricted access stays narrow and is enforced in the database. Billing staff can still invoice a restricted Case without reading it.
Actual product
Both sides of the same Case.
Your side: the Case
Phases, tasks, documents, drafts, messages, time, and who is assigned, all in one place.
Their side: the portal
The same phases the team sees, in plain English, with the latest update and open requests.
Deliberately focused
What BetterDocket does not do for a firm.
BetterDocket organizes the administrative work around a matter. The legal work, and the tools you already use for it, stay where they are.
- It does not do trust accounting, collect payments, or replace your accounting software. Invoices are issued here; money moves elsewhere.
- It does not file with any court, run conflict checks, or integrate with a docket.
- It does not do e-discovery, document assembly, or legal analysis of any kind.
- It is not enterprise administration. Roles are owner, admin, and staff, plus a narrow invoicing capability and restricted Cases. That is deliberately all.
Keep reading
Related guides
How small firms decide which matters need attention today
Stop reconstructing priorities from inboxes. An attention queue built from four signals — unread, pending, stale, upcoming — tells you where to look.
Read the guideEmail vs. portal vs. texting for law firm client communication
Texting is fast but unmanageable; email is universal but untrackable; a portal is where case communication should live. How the three actually divide.
Read the guideHow to keep legal clients updated without spending hours on the phone
Post one visible status update per milestone in a place clients can check themselves — a portal — instead of returning each call. Here is the playbook.
Read the guideQuestions.
How are team members priced?
There is no per-seat charge. The Firm pays $10 per month plus $1 per open Case per month, prorated by day, with unlimited members and every feature included.
Can I keep certain matters away from some staff?
Yes. Mark a Case restricted and only its assignees and Firm owners can open it. Notifications for restricted Cases go only to explicit assignees. A member with the invoicing capability can bill a restricted Case without reading it.
How do we avoid two people answering the same client?
Messages are attached to the Case, every member assigned to it sees the same thread, and each Case has a lead. Tasks carry an owner. Read receipts and notifications show what has already been handled.
Do templates change matters we already opened?
No. Each Case takes its own snapshot of the template when it is accepted. Editing or restoring a template only affects Cases opened afterwards, and you can see a row-by-row diff before publishing.
What do clients see about our team?
The Firm's name, logo, and contact details on every email, and on the portal the members you have made client-facing, with photos and titles. Internal notes, folders, and drafts in progress never appear.
Put the whole team on the same page.
One queue, one owner per task, one portal per client. No per-seat fees.
14 days. No card.