DocketPro

The all-in-one practice management platform for modern law firms

Practice Management
  • ▸Matter management with custom numbering, matter types, practice areas, and colour coding
  • ▸Client & contact database with individuals and companies, conflict checking, and KYC/AML tracking
  • ▸Link multiple contacts to a single matter (opposing parties, counsel, witnesses, agents)
  • ▸Court location database with pre-loaded emails, phone numbers, and filing info for Ontario courts
  • ▸Custom fields and matter templates for HTA/Criminal, LTB, Small Claims, Immigration, and Family Law
  • ▸Matter lifecycle tracking — open, on hold, suspended, closed — with disposition recording
  • ▸Limitation date tracking and next court date reminders
  • ▸Native LTB order search and rep extraction for Landlord & Tenant matters
  • ▸Bulk import from Clio, MyCase, PracticePanther, and CSV
Custom Intake & Conversion Analytics
  • ▸Custom intake links with branded public forms for each practice area
  • ▸Custom question builder — add, reorder, and require fields per intake form
  • ▸Automatic prospect creation and pipeline assignment on submission
  • ▸Conversion analytics tracking views, submissions, and hire rate per intake link
  • ▸Submission count and last-used timestamps per link for marketing ROI
  • ▸Conflict checking runs automatically before any intake becomes a client
  • ▸Secure token-based public links — no login required for prospects
  • ▸Email notifications to firm on every new intake submission
Client Portal & Collaboration
  • ▸Secure client portal with role-based access for clients and team members
  • ▸Client registration via invitation links with token-based secure access
  • ▸Share selected documents, invoices, activities, and communications with clients
  • ▸Direct client messaging through the portal
  • ▸Public intake forms with custom questions and conflict checking
  • ▸Prospect pipeline board (New, Contacted, Consulted, Hired) with assignment
  • ▸Team member invitations with granular per-module permissions
  • ▸Activity and audit logging of all client-visible sharing actions
Calendar & Scheduling
  • ▸Firm-wide and personal calendar views with team member switching
  • ▸Two-way Google Calendar and Microsoft Outlook sync
  • ▸Court date scheduling with pre-populated court location details
  • ▸Event reminders with configurable email and in-app notifications
  • ▸Share events with team members and track RSVP responses
  • ▸Calendar subscription feeds (iCal) for external viewing
  • ▸Real-time conflict resolution against external calendars during booking
  • ▸Native appointment booking system with public booking links
  • ▸Direct calendar booking with Stripe integration — paid consultations at booking time
  • ▸Per-booking-link calendar and payment customization for each team member
  • ▸Event sharing with external counsel, clients, and team via secure links
  • ▸Booking confirmations, reschedules, and cancellations via connected calendar provider
  • ▸Online payment or 'collect at appointment' for paid bookings without Stripe
  • ▸Stripe Connect for 100% pass-through payments directly to the booking owner
Billing & Financials
  • ▸Time tracking with billable hours and hourly rates per matter
  • ▸Activities, calendar events, and emails all billable to clients
  • ▸Trust account management with transactions, reconciliations, and receipts
  • ▸Operating accounts with deposits, withdrawals, and transfers
  • ▸Invoice generation with sequential numbering, HST, discounts, and previous balances
  • ▸Master/consolidated invoices combining multiple invoices
  • ▸Trust request invoices for retainer deposits
  • ▸Online payment links and QR codes via Stripe
  • ▸Stripe Connect for direct, 100% pass-through payments to individual users
  • ▸Write-offs, voids, refunds, and reversals with full audit trails
  • ▸Client credit balances and overpayment tracking
  • ▸HST exempt handling per client and per line item
Documents & E-Signatures
  • ▸Document management with folders, versioning, and tags
  • ▸AI legal document generation with approved Ontario and Federal templates
  • ▸E-signature workflow with multi-recipient routing and signing order
  • ▸In-app document lock after full signature completion (prevents re-signing or editing within DocketPro)
  • ▸Signature audit trails and IP/agent capture
  • ▸OneDrive and NextCloud folder mapping per matter
  • ▸Public upload links for clients to securely submit documents
  • ▸PDF generation, merging, and R2 storage for all invoices and generated docs
  • ▸Retainer upload and conflict-check gating before matter creation
Communications & Notifications
  • ▸Outlook and Gmail email sync with matter assignment
  • ▸Billable email tracking with conversation threading
  • ▸Twilio/OpenPhone (Quo) SMS and call integration with per-team-member numbers
  • ▸In-app notification system with unread badges
  • ▸Toast and banner notifications for event invites, coverage claims, and broadcasts
  • ▸Email confirmation for bookings, cancellations, and reschedules via connected calendar provider
  • ▸Custom message and email templates
  • ▸Call Centre module with dedicated seats for team members
Coverage Portal
  • ▸Coverage Portal connecting firms with vetted agents for court appearances and filings
  • ▸Agent profiles with practice areas, jurisdictions, years of experience, and geographical coverage
  • ▸Post and broadcast coverage requests to the agent network
  • ▸Claim, accept, and assign workflow with real-time notifications
  • ▸Agent ratings and performance feedback system
  • ▸Coverage document upload (notes, filed documents, attendance records)
  • ▸Coverage messaging between requesting firm and assigned agent
  • ▸Coverage event calendar integration with firm and agent schedules
Co-Counsel & Agent Collaboration Portal
  • ▸Need Coverage portal — request court appearance, filing, and agent coverage from the network
  • ▸Co-counsel collaboration on shared matters with secure, role-based access
  • ▸Agent network directory with practice areas, jurisdictions, and geographical coverage
  • ▸Post coverage requests and broadcast to vetted agents in the network
  • ▸Claim, accept, and assign workflow with real-time notifications to all parties
  • ▸Secure messaging between firm, co-counsel, and assigned agent within the portal
  • ▸Shared coverage documents — notes, filed documents, and attendance records
  • ▸Agent ratings and performance feedback after each engagement
  • ▸Coverage events sync to both firm and agent calendars for scheduling
  • ▸Audit trail of all collaboration actions, claims, and assignments
Reports & Analytics
  • ▸Revenue report — payments received over time with breakdowns by period
  • ▸Accounts Receivable report — outstanding balances by client and invoice
  • ▸Matter Balance report — unbilled, billed, and collected totals per matter
  • ▸Invoice Payments report — payment history and allocation detail per invoice
  • ▸Client Activity report — billable time, activities, and costs per client
  • ▸Contact Information report — client and matter contact details for export
  • ▸Trust reports — trust account balances, transactions, and reconciliations
  • ▸Reconciliation history — past trust reconciliations with itemized records
  • ▸Expenses report — firm and matter expense tracking with totals
  • ▸HST/GST report — tax collected, paid, and remittable
  • ▸Team Performance report — productivity and billed time per team member
  • ▸Firm Activity report — firm-wide activity feed and matter progress overview
  • ▸Statement of Activities — income and expense summary for the period
  • ▸Financial dashboard — YTD revenue, outstanding AR, trust balance, and realization rate
AI Legal Assistant & Automation
  • ▸MOXXY AI legal assistant with matter-aware context
  • ▸AI matter summarization and document generation
  • ▸Firm-wide and per-user AI access controls with subscription gating
  • ▸Granular AI usage logging and credit monitoring
  • ▸Workflow builder with triggers, conditions, delays, and branching
  • ▸Automated reminders for tasks, events, and invoices
  • ▸Automatic email reply sync to existing matters
  • ▸AI-powered LTB representative extraction from order documents
Integrations & Compliance
  • ▸Google Workspace (Calendar, Gmail, Drive, Sheets, Docs)
  • ▸Microsoft 365 (Outlook, Calendar, OneDrive, Teams)
  • ▸Stripe for payments and subscriptions
  • ▸Native e-signatures built in — no external account needed
  • ▸SignAway e-signature integration as a backup option (included at no charge)
  • ▸CPD.LEGAL for continuing professional development syncing
  • ▸Twilio / OpenPhone for communications
  • ▸Cloudflare R2 for secure file storage
  • ▸Compliance document tracking (insurance renewals, confidentiality, record retention, LSO trust rules)
  • ▸CPD record management with hour breakdowns
Security & Data Protection
Row-Level Security (RLS) isolates every firm's data — no firm can ever see another firm's records
Per-entity permission rules for create, read, update, and delete operations
Super-admin audit logs with R2 storage path verification for all file events
Session activity tracking with automatic 4-hour idle timeout logout
Secure token-based public routes for intake, signing, invoices, uploads, and bookings
Encrypted secrets vault for all API keys and OAuth credentials
Stripe Connect with direct pass-through — DocketPro never holds client funds
All file uploads routed through Cloudflare R2 with consistent per-user directory structures
Conflict checking required before client/matter creation
KYC, AML, source of funds, and risk assessment tracking fields
E-signature documents locked within DocketPro after completion to prevent re-signing or edits
Comprehensive audit trail for user invitations, permission changes, and access events
Document-level sharing controls — nothing is client-visible unless explicitly shared
Suspended account handling for non-payment and policy violations
OAuth-based calendar and email connections — no stored passwords
Backed-up nightly with staggered per-user R2 backups and weekly full database snapshots

Built for lawyers, by lawyers. DocketPro is trusted by firms across Canada.

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