Help center
Answers for the firm portal and the client portal.
Short, practical guides for firm members and the clients they invite. When a guide isn't enough, a person is one email away.
Firm portal
Find BetterDocket guides for firm members covering cases, client invites, status updates, document requests, time, invoices, and settings.
- Set up your firm workspace
- Create a case
- Get a client into their portal
- Read the Today queue
- Post status updates clients can read
Client portal
Guides for clients using a BetterDocket portal: see where your case stands, what to do next, and how to send what your firm needs.
- Claim your portal account
- See where your case stands
- Message your firm
- Send the documents your firm needs
- Review a draft from your firm
Need a person? Email support@betterdocket.com — we reply within one business day.