A clear Client journey, even when work overlaps
Show Clients one clear Case journey while the Firm manages parallel work.
What's new
New capabilities and refinements that keep clients informed and give firms a clearer attention queue — written for the people using BetterDocket.
Latest · September 1, 2026 — A clear Client journey, even when work overlaps
Recently delivered
Visibility
What clients can answer without calling the firm.
Show Clients one clear Case journey while the Firm manages parallel work.
Decide which collaboration tools each Case exposes to Clients.
Every client on a case sees the same case, updated once.
Clients see where the case actually stands, without a phone call.
Communication
What your firm can say once instead of retyping.
Keep the Firm's document and the Client's completed copy in one request.
Send a Firm file through the Client Portal instead of a separate email.
Keep up with important Case activity even when BetterDocket is closed.
New clients get portal access automatically — no setup step for staff.
Send a status update in one click, in your firm's own words.
Organization
What stays with the matter instead of becoming another chase.
Collect what a prospective Client needs before the Case starts counting toward Subscription usage.
Open a new matter with its phases and tasks already in place.
Request a document, and it arrives in the case instead of your inbox.
Every update
Show Clients one clear Case journey while the Firm manages parallel work.
Deleting a closed Case now completes normally and places it in the Deleted view for its 30-day recovery window. Deleted Cases stay hidden elsewhere and remain read-only while awaiting recovery or permanent removal.
The sticky Case header now keeps an opaque background while you scroll, so Case content no longer shows through the navigation.
Product emails now consistently show BetterDocket as the sender instead of a bare notifications address, making portal invitations, reminders, and other notices easier to recognize.
Collect what a prospective Client needs before the Case starts counting toward Subscription usage.
Clients can once again upload files in response to Document Requests from the Client Portal. The fix covers ordinary requested files as well as signed copies returned with an attached Firm document.
Keep the Firm's document and the Client's completed copy in one request.
Send a Firm file through the Client Portal instead of a separate email.
Subscription settings now lead with the simple price: $10/month for the Firm + $4/month per open Case. The monthly price at your current caseload and the bill so far appear separately, with daily proration and storage details available when you need them.
The Client Portal home now has three clear places: Your cases, Needs you, and Recent activity. The same priorities carry into each Case, so unread Messages, Document Requests, Draft Reviews, upcoming Key Dates, and unpaid Invoices appear in one consistent list.
Decide which collaboration tools each Case exposes to Clients.
Keep up with important Case activity even when BetterDocket is closed.
Open a draft as the exact PDF your Client will receive before issuing it. BetterDocket saves the current draft first, so the preview includes your latest dates, recipients, discount, and payment instructions.
BetterDocket now has a dedicated Billing area for Firms and Clients. Build a USD invoice from completed billable time, manual charges, or both; choose exactly who receives it; and issue a permanent PDF without moving the matter into a separate system.
The firm workspace, client portal, and public site now share a flatter, quieter visual system. Open layouts and compact controls keep attention on the case instead of the interface around it.
Every client on a case sees the same case, updated once.
Work a case one section at a time or spread it across a flexible desktop canvas. Put messages beside tasks, keep documents close to their requests, tile windows, and come back to the same arrangement later.
BetterDocket is now one app that runs everywhere: in your browser at firm.betterdocket.com, as a desktop app on your Mac or PC, and on your phone or tablet. Same account, same cases, same look — pick whichever screen is closest.
On small screens the app stops pretending to be a desktop site. You get a bottom tab bar for the places you actually go — Today, Cases, Tasks — a sticky case header with swipeable sections, chat that composes above your thumb, and forms that open as bottom sheets instead of tiny dialogs.
When a teammate checks off a task or a client sends a message, it shows up on your screen within a second — no refresh, no "pull to update." The app keeps every open case in sync across your devices and your whole team.
New firms no longer need the website to get started: create your account, name your firm, and land on your dashboard with a 14-day trial — all inside the app.
Courthouse basements, elevators, airplane mode — the new app doesn't care. Cases you've opened before stay readable with no connection at all: phases, tasks, messages, updates, and key dates all render from your device.
New clients get portal access automatically — no setup step for staff.
Cases now have an end. Close a case from the workspace header or case settings, with an optional closing note that posts as a client-visible update — the client sees the matter wrapped up properly in their portal.
Typos happen. Until now, most of them were permanent — and some were client-visible. This release adds edit and delete across the board:
Restricted cases limit access to explicit assignees and firm admins. We audited every table that stores case content and closed the remaining gaps: activity history, copilot conversations, notification contents, and portal engagement data now enforce the same restriction boundary as the case itself, at the database layer.
Send a status update in one click, in your firm's own words.
Firm users now land in the workspace after login. Today, Portfolio, New Case, Settings, and Firm Copilot open as desktop apps instead of sending you back to separate pages.
Clients see where the case actually stands, without a phone call.
BetterDocket now has a public home, product, and pricing site.
Open a new matter with its phases and tasks already in place.
Clients now get the same structured workspace firms use. The portal has a dedicated navigation rail, per-case sections, and separate pages for messages, documents, updates, key dates, availability, and the firm team.
Prospective firms can now request access from the public site instead of creating their own account.
BetterDocket has a new visual direction across the core firm and client experience. The app now uses a lighter layered canvas, richer work surfaces, sapphire-to-teal action styling, and navy navigation rails that feel more polished without making the product feel heavy.
The public home, product, pricing, and updates pages have been tightened.
Firm owners and admins can now manage billing inside BetterDocket.
The firm portal now keeps case work closer to the surface. Case pages use a sticky top bar for matter identity, phase, sections, counts, and agent access. Phase controls open in focused modals, so status changes happen in context instead of through a separate management flow.
Cases now have clear ownership. Assign firm members, set a lead, and switch the portfolio between your cases, everyone, or a specific teammate.
The right-sliding panels that used to open for actions like Add Task, Reply, Request Document, and Ask agent now appear as centered modals over your work.
Watch for the pip in your sidebar. When something new ships, it lights up — click through to /updates for what changed.
Tasks are now a first-class surface for firm users. The new Tasks view in the sidebar collects every open task across every case in one queue, sorted by what needs attention first.
Every firm case now opens with a pizza-tracker snapshot. Phases run left-to-right; hover any phase for what's pending, what's done, and what needs attention.
Dashboard, portfolio, portal, onboarding, and settings now share a common Surface and SectionHeader system. Spacing, hierarchy, and copy are sharper across the board.
Request a document, and it arrives in the case instead of your inbox.
Keep clients informed, collect what each matter needs, and protect more time for legal work.