DocketBuddy handles the means test, PACER docket monitoring, Chapter 13 plan tracking, 341 prep, and IOLTA trust accounting — so you practice bankruptcy law instead of managing filings. One flat monthly price.
30-day free trial · No credit card required · Setup takes 5 minutes · Free roadmap tool — no signup
Bank-level encryption · IOLTA-compliant trust accounting · Your data is never used to train AI
Live case dashboard — status, 341 deadlines, docket sync at a glance
Questions about how we handle client data? See our security practices →
See it in action
Client Dashboard
All active cases at a glance. Deadlines and PACER status without opening a single file.
Click any client to explore their case
A BANKRUPTCY ATTORNEY'S DAY
Five moments in a typical day. What used to take a stack of tools and hours of manual work.
Capture intake, run the means test, and close them with a shareable client roadmap — retainer signed before lunch.
Docket activity monitored via CourtListener — 341 notices, proof-of-claim deadlines, and trustee filings surface in your dashboard, not your voicemail.
Schedules A/B, Form 122A, Statement of Financial Affairs pre-populated from intake data. You verify every field before anything is filed.
Creditor matrix exported, client reminders sent, checklist complete. Every touch point on the case record — nothing lost in a text thread.
Flat-fee billing, IOLTA reconciliation, and a pipeline of open leads — revenue clarity without a spreadsheet.
Capture intake, run the means test, and close them with a shareable client roadmap — retainer signed before lunch.
Docket activity monitored via CourtListener — 341 notices, proof-of-claim deadlines, and trustee filings surface in your dashboard, not your voicemail.
Schedules A/B, Form 122A, Statement of Financial Affairs pre-populated from intake data. You verify every field before anything is filed.
Creditor matrix exported, client reminders sent, checklist complete. Every touch point on the case record — nothing lost in a text thread.
Flat-fee billing, IOLTA reconciliation, and a pipeline of open leads — revenue clarity without a spreadsheet.
See it in action
The workflows you spend the most time on — handled automatically.
All active cases in one view. Status, deadlines, and docket sync visible at a glance.
Means test pre-populated from client intake and uploaded documents. Auto-filled fields show their source. Review, verify, transfer to official forms.
Docket monitored automatically via CourtListener. New entries surface before your client calls you.
The problem
The administrative burden of a solo bankruptcy practice isn't the law. It's the paperwork.
The means test built manually from a client's shoebox of documents. The 341 meeting prep done the night before. The docket checked between client calls. The same intake questions asked forty different ways.
DocketBuddy automates the administrative layer. Your judgment stays yours. Your license stays protected.
What it does
MEANS TEST PRE-POPULATION
Your client completes intake online. Income, expenses, and household data flow directly into the means test. You review, verify, and generate your schedules — not the other way around.
PACER CASE MONITORING
Every case in your dashboard. Docket updates surface automatically. Deadlines flagged before they matter. No more manual PACER checks between client calls.
CHAPTER 13 PLAN TRACKING
Plan confirmation dates, monthly payment amounts, trustee information, and plan term tracked per client. Ch.13 plan calculator derives payment automatically from disposable income, secured claims, and attorney fees. Cramdown flagging, lien strip warnings, and district-specific trustee percentage modeling included. Payment history tracked with overdue alerts.
341 MEETING PREPARATION
Automated prep checklist generated from your client's intake data. Trustee questions anticipated based on case profile. You walk in prepared.
CLIENT INTAKE PORTAL
Your client uploads documents directly. Financial records, pay stubs, tax returns — organized before the first meeting. No document chasing by email.
DISCHARGE ANALYSIS
Case-specific discharge eligibility assessment. Exceptions flagged for attorney review. Non-dischargeable debt identified and explained to your client.
COURT FORM GENERATION
Voluntary Petition, Schedules A/B through J, Statement of Financial Affairs — pre-populated from client intake data. Generated with a review-required watermark. Attorney verification required before taking to your filing workflow.
COURT CALENDAR EXPORT
Case dates exported as a standard .ics file — 341 meeting date, deadline dates, hearing dates. Compatible with Google Calendar, Apple Calendar, and Outlook. One click from the client view.
AI OUTPUT VERSIONING
Every AI-generated analysis versioned, archived, and timestamped. Full audit trail for your protection if questions ever arise.
CHAPTER 7 & 13 — BOTH INCLUDED
Full Ch. 7 and Ch. 13 support — Forms 122A-1, 122C-1, and 122C-2, plan calculator with secured claim treatment, cramdown and lien strip flagging, and payment tracking. Some competitors charge separately for Ch. 13 support. We include it.
AI DOCUMENT AUTO-FILL
DocketBuddy reads uploaded paystubs, bank statements, tax returns, and employment letters — and maps the data into your means test fields. Each pre-filled field shows which document it came from. You review, verify, and sign.
AUTOMATED CLIENT FOLLOW-UPS
Three follow-up sequences run without you touching them: post-intake check-ins on days 1, 3, and 7; 341 meeting reminders 7 and 2 days before; credit counseling course nudges on days 3 and 10. You never chase a client again.
CLIENT MESSAGING
Two-way secure messaging through the client portal. Clients send questions and documents; you reply from the dashboard. Unread message badge on every client card. SMS alerts on key events — document requests, course invites, hearing reminders, discharge notification.
CLIENT PAYMENT COLLECTION
Connect your Stripe account and send invoices with a secure payment link. Clients pay online; money goes directly to you. Payment plans with 2–24 installments, weekly or monthly, with automatic SMS reminders before each due date.
IOLTA TRUST ACCOUNTING
Retainer tracking, trust ledger, and three-way reconciliation — IOLTA trust accounting included in every plan. No separate software needed.
Scope and limits
DocketBuddy does not give legal advice. It does not make filing recommendations. It does not communicate directly with your clients about their case strategy.
Every output is a starting point for attorney review. Every document requires your signature before use.
Your professional judgment is not automated — it's protected.
Data and security
Questions? hello@docketbuddy.org
Full security details →Free tools — no account required
Public tools built on official data sources. Share with clients or use during consultations.
Enter state, household size, and gross monthly income to see whether a prospective client clears the Chapter 7 median threshold. Uses the official UST median table.
Generate a preliminary Chapter 7 / Chapter 13 roadmap with means-test estimate from basic client financials — no account required. Good for consultations.
All tools use official government data sources. See all free tools →
Pricing
All-inclusive
Unlimited cases · Unlimited users · Ch. 7 and Ch. 13 · No per-user fees
Start Free Trial30-day free trial · No credit card required · Cancel anytime
What's included in every plan:
About
DocketBuddy is shaped by conversations with practicing bankruptcy and immigration attorneys, and built for the solo practitioner who has no paralegal, no enterprise budget, and no time to waste.
Every calculation, every draft, every generated form is designed to handle the administrative layer — so your professional judgment stays focused on the law.
30 days free. No credit card required
Start Free TrialSetup takes 5 minutes · Cancel anytime · Built on SOC 2-compliant infrastructure (Supabase, Railway)
Questions about how we handle client data? See our security practices →