DocketGate Case Management
The full case management lifecycle, without the duct tape
Firms usually run on a case system, a spreadsheet for settlements, a shared drive for documents, and someone's memory for deadlines. DocketGate replaces all four.
Case management
Run every matter on rails
Matter & docket tracking
Open, search, and manage cases with status, phase pipeline, docket number, judge, venue, jurisdiction, and trial date.
Configurable workflows
Define your own case types, phases, task templates, and fee schedules — the software adapts to your practice, not the other way around.
Tasks & assignments
Case tasks with assignees, due dates, and priorities. Everyone knows what is theirs and when it is due.
Global search
Find any case by title or docket number, any contact by name, organization, email, or phone — instantly.
Intake & compliance
Sign the right clients, safely
Guided intake wizard
Capture leads with incident details and custom questionnaires, then convert qualified intakes into matters with retainer generation.
Statute of limitations verification
SOL dates computed and verified at intake, so a limitations problem never surprises you after signing.
Conflict-of-interest checks
Automatic conflict screening against your entire contact and case history before a new matter is opened.
Role-based permissions
Admin, attorney, staff, and read-only roles with module-level granularity. Staff see what they need — nothing more.
Financial
Money handled the way the bar requires
IOLTA trust accounting
An immutable client trust ledger with reversing entries — a clean, auditable record of every dollar in and out.
Settlement statements
Multi-defendant settlements with fee splits, basis-point allocations, lien resolution, and cost recovery in one statement.
Case cost ledger
Expert fees, court costs, and expenses posted to the case as they happen — recovered at settlement, not forgotten.
Fee schedules
Standard and matter-specific fee arrangements configured once and applied consistently across the firm.
Documents & communication
Files under control, clients in the loop
Versioned document management
Folder hierarchies with full version history and secure, expiring download links.
Document merge templates
Generate retainers, letters, and pleadings from Word templates merged with live case data.
Secure client portal
Clients follow case milestones, receive shared documents, and message the firm — with internal work product kept internal.
Certified mail with tracking
Send certified mail with USPS tracking, delivery confirmation, and postage costs posted straight to the case ledger.
Deadlines & reporting
Never miss a date. Always have the numbers.
Automated deadline reminders
Reminders at 90, 60, 30, and 7 days before every deadline, delivered by email and in-app notification.
Unified firm calendar
Deadlines, appointments, and court holidays in one view — exportable to Outlook and Google via ICS feed.
Custom reports
Filterable, sortable report views over your case data with one-click CSV export.
Email notifications
Task assignments, status changes, and daily deadline sweeps land in the right inbox automatically.
Mass tort & MDL
Built for high-volume dockets
Docket-wide inventory
Your entire caseload as one working grid — phase, assigned attorney, statute date, next deadline, and recovery to date — filtered to exactly the matters you need.
Group settlements
Take a single lump-sum offer and allocate it across every affected client on one worksheet — then produce each client's settlement statement together.
Exposure & site tracking
Record exposure by employer, site, and product, and instantly see every other client connected to the same site.
Bulk actions
Advance phases, assign work, update key dates, and generate letters across hundreds of matters in a single step.
Firm accounting
The books, beyond the trust ledger
Trust reconciliation
Reconcile your trust account to the bank statement and prove every client's balance — audit-ready, month after month.
Firm operating ledger
Track firm income and expenses against your own categories, so the whole practice's books live in one place.
Check printing & register
Print trust and operating checks on your own stock, with a numbered register and attorney approvals built in.
Vendors & 1099s
Keep vendor tax details on file and total each vendor's yearly payments when 1099 season arrives.
Signing & the client relationship
From signature to referral
Remote retainer signing
Send a secure signing link and let clients sign the retainer from any device — no printing, no scanning, no office visit.
Client document requests
Ask a client for a document and they upload it straight into the case file from their portal.
Refer-a-friend
Turn satisfied clients into your best referral source with a refer-a-friend form built into the portal.
Communication consent
Record each client's consent for calls and texts, so your outreach stays on the right side of the rules.
Join the waitlist
See every feature on your own matters.
Join the waitlist and we’ll tailor early access to the features and workflows your firm runs today.