BetterDocket

Product

A lighter way to keep clients informed and matters moving.

BetterDocket brings client visibility, messages, document requests, time, invoicing, and attention signals together. Your team spends less time repeating and chasing—and more time on legal work. It is not full practice management, trust accounting, payment collection, or AI legal analysis.

Latest firm update

Posted today

Open document request

Medical records

Client availability

Tue 10a-12p

Firm workspace

Rivera v. Trent

On track

Next client step

Upload medical records by Friday

Ready update

We received your records and are reviewing them next.

3 received
2 open docs
Matter scoped
Client portal

Your case

Rivera v. Trent

Discovery

From your firm

We received your medical records. Reviewing next.

Repair estimateOpen
Share availabilityNeeded
Insurance declarationReceived
Client portal preview with case phase, firm update, document requests, and availability next step.

Fewer interruptions

Keep clients informed without another callback.

Phase, status, and the latest firm update stay at the top of the portal, so clients can answer routine questions without interrupting your team.

  • Per-case phase with a clean visual progress strip.
  • Status and on-track signals that match how you already work.
  • Key dates surfaced for both firm and client.
Client portal · Rivera v. TrentUpdated today

Phase

Discovery

On track
Intake
Investigation
Discovery
Negotiation
Resolution

Next step

Upload medical records by Friday

Sent by Maya at the firm

Key date

May 29

Discovery response review

Less repetition

Post the update once. Let every client find it.

Use a short template or write once; the update lands in the matter and stays easy for every client to find.

  • Reusable templates for common case milestones.
  • Messages stay tied to the matter, not buried in inbox.
  • Clients see the latest update first, without scrolling.
Updates · one-clickMatter thread
From your firmToday

We received the medical records. Reviewing them next.

From your firmMon

Filed your discovery responses with opposing counsel.

From your firmMay 6

Spoke with the adjuster. We have a settlement offer to review.

Send another update…
Filed updateClient notifiedPortal refreshed

Less chasing

Collect what the matter needs in one place.

Request documents and availability through the matter, keep open requests visible, and let client uploads land where your team expects them.

  • Open vs. received requests are obvious to both sides.
  • Uploads are RLS-scoped to the matter and the firm.
  • Availability blocks plug straight into the case timeline.
Documents & availabilityCase scoped

Open requests

2 open
  • Medical recordsFri
  • Repair estimateOpen
  • Signed releaseDrafted
  • Driver licenseDone

Client availability

3 windows
  • Tue, May 2010a–12p
  • Wed, May 21After 3p
  • Thu, May 22Anytime
Client uploads and availability stay attached to the same matter.

What's new

The product keeps getting better under you.

There is nothing to upgrade and no version to install. New capabilities show up in your workspace, and we explain what each one means for your clients.

  • Improvements arrive continuously — nothing to migrate, nothing to install.
  • Each change is written in plain language, not release-note shorthand.
  • A dot on your sidebar tells you when there is something new to read.
What’s newRecently delivered

Visibility

A clear Client journey, even when work overlaps

Show Clients one clear Case journey while the Firm manages parallel work.

Communication

Send a document to sign and return

Keep the Firm's document and the Client's completed copy in one request.

Organization

Start with a prospect, open the Case when ready

Collect what a prospective Client needs before the Case starts counting toward Subscription usage.

Your firm sees new capabilities explained in plain language.

Questions

Frequently asked

How does BetterDocket cut down “any news?” calls?

Every case shows its phase, current status, the latest firm update, and next steps in the client portal. When a client wonders where things stand, the answer is already waiting — so the routine check-in call never happens.

How do document requests work?

Your firm requests a document through the matter, with an optional due date. The client sees exactly what is open, uploads directly into the case, and automatic daily reminders do the chasing — open versus received stays obvious to both sides.

What does the firm dashboard show me?

An attention queue: unread client messages, pending document requests, draft reviews clients have answered, status updates going stale, and upcoming client-facing dates — which matters need attention right now, and why.

Do my clients need to install anything?

No. Clients follow an invitation to a private portal in the browser — no app store, nothing to configure. The portal works on phones as well as desktops.

Does BetterDocket replace my practice management software?

No. BetterDocket combines the client communication layer with firm time tracking and native client invoicing. It does not do trust accounting, Client Funds management, online payment collection, accounting, or court filing, so firms may still run it alongside broader practice-management tools.

Spend less time on client follow-up.

Keep clients informed, collect what each matter needs, and protect more time for legal work.

Get startedRequest a demo