Legal Practice Management

Your whole practice, in one place.

DocketPro keeps every contact, matter, deadline and dollar together — with trust accounting, intakes, unlimited e-signatures and a branded client portal built in.

44 seconds on how DocketPro fits a Canadian practice (plays at 1.25×).

One workspace

One workspace. Every detail.

Matters
Contacts
Calendar
Documents
Notes
Tasks
Time Tracking
Activities
Coverage
Intakes
CRM+
Reports
DocketPro dashboard with active clients, open matters and trust balance

Matters

Every matter, accounted for.

Open and closed matters, responsible person, unbilled work and trust balance on one line. Share a matter with co-counsel and choose exactly which sections they see.

DocketPro matters list showing clients, status and trust balances
Share Matter dialog choosing which sections another firm can access

LSO By-Law 9 trust accounting

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 reconciliation screen matching bank statement to cleared transactions

Intake to retainer

From first enquiry to signed retainer.

Custom intake forms

Capture prospects, track every lead from first contact to conversion.

Unlimited e-signatures

Native signing on any device — no third-party seat to pay for.

Branded client portal

Clients, coverage and co-counsel always see where things stand.

CRM+ tools including intakes, pipeline, lead scoring and campaigns
Client-facing booking page with available dates and times

Workflow automation

Automate your practice with visual workflows.

Build powerful automations without writing a single line of code. Design custom workflows visually — or let AI generate them for you — to automate repetitive tasks from intake to invoice.

  • Drag-and-drop visual workflow builder
  • AI-generated workflows from plain language
  • Automate tasks, emails, documents & invoices

Start your free trial

Practice management, purpose-built for Canadian legal professionals.

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  • Migration help included
  • Cancel anytime
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