Services
Start, run, and grow the firm, from one place.
The business side of a law practice, done for you by the team that builds BetterDocket. One conversation, a written scope and a flat fee, and nothing in your name you have not reviewed.
Starting the firm
The entity, the website, the technology, and the coverage, in place before the first client call.
Firm formation
You decide the entity. We prepare and file the paperwork: state filing, EIN, registrations, an agreement template, and accounts.
See what is includedWebsite
A fast, clear site with practice-area pages, bios, and an intake path, built on a foundation that search engines and AI assistants can read.
See what is includedDomain, email, and technology
Domain, professional email, a phone number clients can reach, document storage, backups, and the security basics, set up and documented.
See what is includedMalpractice insurance
Plain-English guidance on professional liability coverage, with quotes and binding through a licensed broker partner. Coming soon.
See what it will includeRunning the firm
Books that close, a trust account that reconciles, taxes by a CPA, and payroll done right.
Bookkeeping
Operating books closed every month by people who understand how a law firm earns and spends, with reports you can read in five minutes.
See what is includedTrust accounting
Client ledgers, monthly three-way reconciliation, and records kept the way your state bar expects, so a trust audit is a non-event.
See what is includedCPA and tax
Tax preparation and planning for the firm and its owners by a CPA who knows how law practices work, from the S-corp question to quarterly estimates.
See what is includedPayroll and benefits
Payroll set up and running, owners paid correctly, and a retirement plan and health coverage sized for a firm of your size.
See what is includedGrowing the firm
Be found by the next client, and know which work is worth taking.
Local SEO
Show up when someone in your city searches for what you do: Google Business Profile, local content, reviews, and the technical fixes behind them.
See what is includedAI search (AIO and GEO)
Make your firm the one AI assistants mention when someone asks who to call, through structured facts, citable pages, and consistent listings.
See what is includedFinancial systems and reporting
The accounting and billing stack set up and connected, then the monthly numbers a partner actually wants: profitability, realization, collections, and cash.
See what is includedHow it works
One conversation, then a plan.
Tell us about the firm
A short consultation on your state, practice, timeline, and what already exists. If you are starting from nothing, we come back with the full list in order.
Get a written scope and a number
Each service is quoted as a flat fee, or a flat monthly fee for ongoing work, with third-party costs listed separately. Nothing starts until you approve it.
We do the work, you review
Everything client-facing or signed in your name is reviewed by you first. You see the status of each item as it moves, and one person is your point of contact across every service.
Run the firm on one platform
Intake, documents, dates, invoices, and the books hand off into BetterDocket if you use it. The software is a separate subscription and never a requirement.
Speak with an expert
Talk with us to get started.
A short consultation, then a written scope and a number. No retainer, no long-term contract, and nothing starts until you approve it.
BetterDocket is not a law firm, a CPA firm, or an insurance agency, and nothing on this page is legal, tax, or insurance advice. Where a service requires a licensed professional, that work is performed by a licensed professional in your state, either on our team or through a partner we vet. Every engagement is scoped and quoted after a consultation.
Questions.
Do I have to use BetterDocket's software to use the services?
No. Every service stands on its own. Firms that use both get the handoffs: intake that opens a Prospect Case, invoices that flow into the books, renewals that land on the calendar.
Who does the work?
The BetterDocket team delivers most of this work directly: the technology, web, and search work by the engineers who build the product, and the bookkeeping, tax, and payroll work by the CPA on our team. When a service requires a license we do not hold, or our team is at capacity, we bring in a vetted partner and stay your single point of contact.
Is BetterDocket a law firm, CPA firm, or insurance agency?
No. Where a service requires a licensed professional, a licensed professional in your state performs that work, on our team or through a partner we vet, and is responsible for it under their license.
How are services priced?
Scoped and quoted after a consultation. One-time work is a flat fee. Ongoing work, such as bookkeeping or SEO, is a flat monthly fee with no long-term contract.
Can I start with one thing?
Yes. Most firms do. A website, a formation package, or getting the trust account reconciled are common first engagements, and the rest is there when you need it.