Build custom workflows for your matters with automations for each step.

You can now title your notes and search for a note by its content..

Reflect payments to third parties, like USCIS filing fees, from your Trust Accounts.

View a feed of all of your firm members' activities in real time.

Flag and add your own comments to questions in Smart Forms.

Collaborate with your clients securely via their own Client Portal.

Save data into your Docketwise account directly from USCIS forms.

Stay connected to colleagues with instant messaging right inside of your Docketwise account.

Bring your Word documents to life with Automated Templates. Upload any .docx file with Merge Tags to Docketwise. Then export the document with your client's data automatically inserted into the correct places

We've expanded your notification options. Now you can choose whether to cc the admin on your account when your invitations to Smart Forms are updated. You can also be notified when a client makes a payment or uploads a document and when a matter, task, form, event or note is assigned to you.

Convert Smart Forms into printed questionnaires. This is great for clients that prefer to write their answers by hand or for keeping a record of their responses in your files.

Every question in every Smart Form is now available in Spanish.

Easily comply with USCIS requirements by autofilling N/A into empty fields.

Admins can limit permissions of non-admins, such as viewing or editing invoices.

Keep track of your firm's events with a calendar built right into Docketwise.

Create Intakes from any combination of questions and even write your own custom questions. Custom Intakes are printable and multilingual.

Integrate Docketwise with LawPay to enable your clients to pay invoices by credit card online.

Email your clients from Docketwise. Create custom templates for frequently repeated emails, such as welcome messages or status updates.

Save any combination of forms as a single questionnaire.

Easily create beautiful invoices to share with your clients and keep track of your trust accounting.

Invite your clients to any Smart Form or Intake via SMS / Text Message.