Feature Suite

Every Tool Your Practice Needs,
All in One Place

From AI-powered document generation to trust-compliant billing and built-in team chat, DocketPro brings your entire practice under one roof — and it's available to firms in Canada, the U.S., UK, and Latin America.

Core Tools

The Tools Firms Switch For

Three standout features you won't find bundled together anywhere else.

LTB Order Search & Rep Extraction

Search Landlord & Tenant Board orders directly from DocketPro and automatically extract representative party details — names, roles, and order outcomes — straight into the matter file. No copy-paste, no manual data entry.

  • Search LTB orders by matter, party, or address
  • Auto-extract representative & party information
  • Link orders to matters in one click

AI Retainer Auto-Extraction

Upload a retainer and DocketPro's AI reads it for you — pulling out the key terms, parties, dates, and scope of representation so the matter is set up and ready to bill in seconds.

  • AI reads retainers and engagement letters
  • Extracts parties, dates, and key terms
  • Pre-fills the matter file automatically

Team Chat (Slack-like)

A built-in, firm-wide chat so your team can collaborate on matters in real time without leaving DocketPro. Share files, discuss strategy, and keep every conversation tied to the right matter.

  • Matter-linked conversations and channels
  • File sharing inside the chat
  • No third-party tool required
Full Feature Suite

Explore the Complete Platform

Organized by what your practice actually does day to day.

Case & Matter Management

  • Matter management & custom numbering
  • Custom matter fields & templates
  • Limitation date & court date tracking
  • Ontario court location database
  • Built-in conflict checking
  • Custom visual workflows (drag-and-drop)

Documents & AI

  • AI-generated documents (HTA, LTB, Small Claims, Family, Immigration, Civil, Real Estate, Employment, HRTO, General)
  • AI-generated Case Files, Summaries, Memos & Pleadings
  • LTB order search & rep extraction
  • AI retainer auto-extraction
  • PDF court-form filling
  • Native e-signature (unlimited, no extra cost)
  • Document management & folders
  • NextCloud / OneDrive / Google Drive / Cloudflare R2
  • Custom document templates

Billing, Trust & Accounting

  • Time tracking
  • Hourly / flat / contingency billing
  • PDF & HTML invoices
  • Trust accounting (native, LSO-compliant)
  • Trust reconciliation reports
  • Form 9A trust-transfer records
  • LawPay / Stripe payments
  • Payment links & QR codes

Communications

  • Team Chat (Slack-like, built in)
  • Two-way SMS & Call centre / VoIP
  • AI call summaries & transcripts
  • Email sync (Gmail / Outlook)

Client & Co-Counsel Portals

  • Secure client portal
  • Secure document sharing to clients
  • Public intake links with analytics
  • Prospect pipeline board
  • Booking & appointment links
  • Lead scoring & prioritization
  • Need Coverage / Co-Counsel agent portal
  • Live 2-way communication (Client & Co-Counsel)

Calendar & Court

  • Two-way Google & Outlook calendar sync
  • Ontario court database integration
  • Matter-linked deadlines & reminders

Intake & CRM

  • Streamlined client intake forms
  • Prospect analytics
  • Lead scoring & prioritization
  • Conflict check tool
  • CRM add-on with pipeline board

International & Compliance

  • Multilingual UI (English, French, Spanish)
  • Available to clients in the U.S., UK & Latin America
  • Canadian data residency
  • Built for Canadian law firms
  • Role-based team permissions
  • Audit logging & security anomaly alerts

Ready to Put It All
to Work?

One flat price for Core practice. Every feature included. Available to clients in Canada, the U.S., UK, and Latin America.

DocketPro.ca

The cloud-based case management platform built specifically for legal professionals by legal professionals

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