Set up your firm workspace
Create an account with your work email, confirm it, sign in, and create the firm workspace. The 14-day trial starts without a credit card.
Help center
Firm portal help.
How firm members run cases in BetterDocket — inviting clients, posting status updates, requesting documents, and keeping the attention queue clear.
Create a case
Add each client's name and email, name the case, and pick a template. BetterDocket builds the case shell and queues portal invites automatically.
Get a client into their portal
Portal invites send automatically when you create a case. Access links by email match — resend or troubleshoot from Case Settings and Portal status.
Read the Today queue
Today ranks cases by client-visible urgency — unread messages, overdue requests, stale updates — so you work a queue instead of an inbox.
Post status updates clients can read
Post a plain-English note to the case's client-visible timeline, or send a saved template in one click. Posting resets the 14-day staleness clock.
Request documents without the chase
Create a client-visible request with a due date. BetterDocket emails the client, reminds them daily until it's answered, and files the upload in the case.
Track progress with phases
Phases are plain-English workstreams on a case. Manage firm work and the phase shown to clients from the Overview tracker.
Build case templates
Define a reusable set of phases and tasks, publish a version, and new cases start with the workflow in place. Existing cases keep their snapshot.
Send a draft for client review
Version a working document privately, send a version for review, and get an approval, requested changes, or a marked-up copy back — all tied to the case.
Manage firm members and access
Invite teammates as members or admins, label legal roles, assign cases and leads, and restrict sensitive cases to explicit assignees.
Understand your Subscription
$10/month for your firm + $4/month per open case. See your current monthly price and the daily-prorated bill in one place.
Track and report firm time
Log time, run one personal timer, correct entries, review Case and firm reports, export CSV, and manage Time preferences.
Work offline in the firm app
Cases you've opened stay readable offline, and messages, status updates, task moves, and read receipts queue in the Outbox and send on reconnect.
Create and manage Client invoices
Set rates, build a draft from time or manual lines, issue a PDF, record external payments, and correct mistakes without rewriting history.
Can't find an answer? Email support@betterdocket.com — a person replies within one business day.