DocketPro

Features

Everything a practice runs on, under one roof.

Standouts

Built for the work nobody else automates.

Ontario LTB Order Search

Search Landlord & Tenant Board orders directly from DocketPro and pull 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-fill 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)
  • Matter Sharing — Share matters with other DocketPro Users

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
  • Native LSO By-Law 9 trust accounting
  • Trust reconciliation reports
  • Form 9A Electronic Trust Transfer Requisitions
  • LawPay / Helcim / 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)
  • Schedule Send emails, documents and Invoices

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 location 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
  • Customized booking links directly into DocketPro Calendar
  • Custom workflow intakes

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

Core practice

Matters that carry their own context

Documents, notes, tasks, activities, time entries and trust movement all live on the matter. Sort by title, number or open date, and see unbilled work and trust balance at a glance.

  • Open and closed matter views with counts
  • Responsible person and status on every row
  • Search by matter, number or client
DocketPro matters list showing clients, status and trust balances

Collaboration

Share a matter without giving up control

Send a matter to another DocketPro firm and pick the sections they can view or edit. Their team sees it under Shared with Me — nothing else.

  • Section-level view or edit access
  • Coverage and co-counsel portals
  • Choose recipients from your contacts
Share Matter dialog choosing which sections another firm can access

Financial

LSO By-Law 9 Trust Accounting built for Ontario law firms

Reconcile your trust account against bank statements to zero-out differences and automatically generate Form 9A Electronic Trust Transfer Requisitions directly from the matter file.

  • Trust and operating transactions (By-Law 9 ledgers)
  • Bank reconciliation with live difference
  • Reconciliation history and reports
Trust reconciliation screen matching bank statement to cleared transactions

CRM+

Every lead, from first contact to conversion

Intake links, a Kanban pipeline, lead scoring, stale-prospect alerts, campaigns and a unified relationship timeline for each prospect.

  • Pipeline forecasting and analytics
  • Lead scoring
  • Email campaigns and reminders
CRM+ tools including intakes, pipeline, lead scoring and campaigns

Bookings

Clients book the right appointment themselves

Publish appointment types with duration, price and timezone. Clients pick a slot and it lands on your calendar.

  • Shareable booking links
  • In-person or video meetings
  • Timezone aware slots
Client-facing booking page with available dates and times

Communications

Team chat, calls and SMS in context

Firm channels, direct messages and external invitees, plus call and SMS history linked back to matters and clients.

  • Firm-wide and private channels
  • Call transcripts and summaries
  • Two-way SMS
Team Chat channels inside DocketPro
Free Tool

Effortless client intake for legal professionals

Collect client information instantly with a shareable intake form. Your clients scan a code, submit their details from any device — you get a structured file ready to work.

  • Mobile-friendly submission form
  • Collect supporting documents and photos
  • No app download required for clients

Scan to start your intake

DocketPro

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