Features
One place where the file moves forward
Docket runs the file behind every procedure. These are its pieces, in the order a firm uses them: first the client, then the procedure, and underneath everything that pushes it.
Clients and anti-money-laundering checks
The client record isn't imposed on you: each firm defines its fields, its categories and what's required, with separate records for individuals and companies. Compliance stops being a folder on the side.
- Your own fields with expiry dates and warning days: ID documents, powers of attorney, tax clearance certificates.
- Links between clients with their role: the director and their company, the representative and their principal.
- Import your client base from a spreadsheet, with a report of what was created and what was touched.
Case routes
Each type of procedure is written once, as a tree of steps read top to bottom: define what data is needed, check what you already have, ask the client for what's missing, fill in the document and send it for review.
- Five step types anyone in the firm understands — no diagrams, no flowcharts.
- Each piece of data says where to look before bothering the client: their record, their documents, or always ask.
- Going back is part of the plan: a returned review repeats the right stretch.
The procedure moves itself
When you open a file on a route, Docket carries it: it takes each step, decides where it goes next and moves on. It only stops when someone has to be waited for — the client, an authority, a signature — and wakes up on its own when that happens.
- Every step is logged on the file: what was done, when, and where it went next.
- States that make sense: moving, waiting for the client, needs your action.
- If something fails — an email that won't send, an expired link — the matter says so, with the reason.
Document reading
A per-firm catalogue of document types: which fields to extract from a passport, a payslip, a deed. When the document arrives, Docket reads it against that script and places the data on the client's record.
- It returns exactly the fields you defined, not whatever it fancies.
- Multi-sided documents: the front alone doesn't complete the requirement.
- Everything goes through your review: you confirm what was read on a screen built for it.
Client forms
When something is missing, Docket emails the client a personal link. They open it in the browser, answer and upload their documents — no account, no password, no phone call.
- The link is single-use and expires: they answer, and nobody else.
- What they declare lands on their record as confirmed and the matter carries on by itself.
- Renewals work the same way: one link asks for everything that's expiring at once.
Official forms
Upload the official PDF once and place each piece of data on it. When the route reaches the fill-in step, the form comes out with the client's data written where it belongs.
- You place each piece of data over its box on the PDF, with the mouse.
- The generated document is saved in the client's folder.
- Renaming a field on the route renames its boxes: no half-filled forms left behind.
Inbox and alerts
One place to look. Pending work is computed live — documents to confirm, things expiring, stalled matters — and disappears on its own the moment the work is done.
- Sorted by urgency: the top of the list is the start of the day.
- The bell is a peephole: how much there is and what's most urgent, without keeping copies.
- The activity log records what happens, whichever way it happens — including what a client does without a session.
The firm's archive
The archive organises itself: every document lands in its client's and its file's folder, without anyone moving it. Next to it, the team's chat and the permissions you decide for each person.
- Search and filters by client, matter and category, without diving through folders.
- One-to-one or group conversations, in real time.
- Per-area permissions — who sees, who edits, who deletes — with their activity log.
Next step
Choose how you want the firm to run
Basic to keep it tidy; Pro so the procedure also moves on its own. Both with your whole team included.