For advisory, accounting and legal firms
The case file moves itself.
Docket brings every client record and every procedure file into one place — and carries them: it requests the paperwork that's missing, reads what arrives and fills in the official form with it. Your team stops chasing paper.
The day-to-day
What you already do, without pushing it
You chase clients for every document.
Docket sends them a link, receives whatever they upload and only pings you when everything is in. No account or password needed.
You copy the same data from one PDF to another.
Docket reads the document, extracts the data and writes it into the official form. You confirm — you don't transcribe.
Deadlines surface once they've already passed.
Docket watches what expires — documents, permits, powers of attorney — and requests the renewal before it lapses.
Everyone keeps their own list in their head.
One inbox sorts your whole firm's pending work by urgency. What's done disappears on its own.
Features
One place where the file moves forward
Clients and AML checks
The client record your firm defines: your fields, your categories, your expiry dates. With links between clients — the director and their company — and your client base imported from a spreadsheet.
Case routes
How each file is handled, written once: what data is needed, where to look for it before bothering the client, and which official form to fill in at the end.
The procedure moves itself
It checks, requests, waits and fills in on its own. It only stops — and lets you know — when a step needs a person.
Document reading
Define what to extract from each document type and Docket reads it on arrival, with the data already placed on the client's record.
A single inbox
Documents to review, expiries and stalled matters, in one list sorted by urgency. Nothing to mark as read: it closes by doing the work.
The firm's archive
Every client's paperwork files itself, by client and by procedure. And your team talks right next to the file, not in another app.
Already working this way
Your team stops chasing paper
«Registering a freelancer used to be two weeks of emails. Now the form goes out by itself and the file fills in when the client replies.»
Marta G.
Partner at a tax advisory · Bilbao
«The inbox changed our mornings: we no longer go through folders to know what's next. The first line says it.»
Jorge R.
Administrative manager · Valencia
«We set up the client record our way and expiries warn us on their own. The day a power of attorney lapses no longer catches us out.»
Lucía M.
Office manager · Seville
Frequently asked questions
What everyone asks
Contact
Tell us how your firm works
We'll show you Docket with your own procedures, not a generic demo. Write to us and we'll reply the same day.