DocketGate

The platform for modern law firms

One platform for
the whole firm.

DocketGate is five products in one system — case management, legal research, agentic eDiscovery, reporting, and voice. From the first call to final disbursement, your firm runs on one login and one client record.

Manage → Research → Discover → Report → Call

No. 2026-CV-04187

Alvarez v. Meridian Logistics

Discovery

Intake

Filed

Discovery

Mediation

Trial

Expert disclosures dueT−30d
Deposition — Dr. WhitfieldT−07d
Mediation conferenceT−60d
SOL verifiedConflict clearTrust · balanced

Built this decade

Software that never makes you wait

Most legal case systems were architected fifteen years ago — and it shows. DocketGate runs on a modern, cloud-native foundation, so it stays fast, dependable, and effortless in ways older tools simply can't match.

Instant, not sluggish

Screens load in a blink and every action responds immediately — no spinners, no lag, even inside a thousand-matter docket.

Secure by design

Firm and client data is isolated, encrypted, and access-controlled at every layer — privacy built into the architecture, not bolted on.

Always up to date

Delivered from the cloud and improved continuously. Nothing to install, patch, or maintain — you are always on the latest version.

A modern foundation

Engineered on today’s technology, not a platform from another era — the reason everything feels quick and stays reliable.

Intake to closing

Your workflow, on rails

Configure case types, phases, task templates, and fee schedules once. Every new matter follows the playbook — intake questionnaires, conflict-of-interest screening, and statute-of-limitations checks included.

  • Custom case types and phase pipelines per practice area
  • Task templates that auto-assign work as phases advance
  • Conflict and SOL checks before a matter is opened
  • Retainer agreements generated from intake data

Intake · IN-2026-0342

01Incident details captured
02Statute of limitations verifiedSOL 2028-03-14
03Conflict check — 4,182 recordsClear
04Retainer generated & sentIn progress
05Convert to matter

Settlement statement

2 defendants
Gross settlement250,000.00
Attorney fee (33.3%)−83,250.00
Case costs recovered−7,412.50
Medical liens (negotiated)−31,000.00
Net to client128,337.50

Ledger · immutable — entries reverse, never delete

Trust & settlements

Money handled the way the bar requires

IOLTA trust accounting with an immutable ledger, settlement statements with multi-defendant fee splits and lien tracking, and a case cost ledger that makes sure every expense comes back at disbursement — plus firm-level books that let you step off QuickBooks when you're ready.

  • Immutable IOLTA ledger with reversing entries
  • Fee splits by percentage or basis points across counsel
  • Lien tracking and negotiated reductions per provider
  • Firm operating books and audit-ready trust reconciliation

Mass tort & MDL

Scale to the whole docket

When a matter isn't one case but hundreds, DocketGate keeps pace — a docket-wide inventory grid, group settlement allocation, exposure and site tracking, and bulk actions built for high-volume litigation.

  • Your entire caseload as one filterable grid
  • Allocate a lump-sum offer across every client at once
  • Generate hundreds of settlement statements in one pass
  • Advance phases and assign work in bulk
Explore the mass tort tools

Docket · Asbestos

487 matters
MatterPhaseSOL
2026-CV-04187DiscoveryT−30d
2026-CV-03744FiledT−07d
2026-CV-03910Settlement
2025-CV-11820Closed
Advance phaseGenerate lettersDraft statements

Deadline automation

90/60/30/07

Automatic reminders at 90, 60, 30, and 7 days before every deadline — plus a unified calendar your whole firm can subscribe to from Outlook or Google.

Clients & documents

Clients in the loop, files under control

A secure client portal shows case milestones, shared documents, and two-way messaging — while internal notes, valuations, and negotiation strategy stay internal. Every document is versioned; every certified mailing is tracked.

  • Client portal with sanitized case status and milestones
  • Versioned documents with secure, expiring links
  • Word merge templates filled from live case data
  • Certified mail with USPS tracking, billed to the case

Client portal · what your client sees

Sanitized

Case status: Discovery phase

Updated 2 days ago

Demand letter (shared)

v3 · PDF · 412 KB

Certified mail to insurer

USPS · Delivered

Message from your attorney

"We received the adjuster's response…"

Internal notes, value screens, and negotiations are never exposed to the portal.

From the profession

Built with working attorneys

"
The intake conflict check alone has paid for itself. We caught two conflicts last quarter that would have been very expensive lessons.

Managing Partner

12-attorney plaintiff firm

"
Our trust account reconciliation went from a monthly ordeal to a non-event. The immutable ledger is exactly what our auditor wants to see.

Firm Administrator

Personal injury practice

"
Clients stopped calling to ask what's happening with their case. The portal answers before they dial.

Senior Associate

Civil litigation boutique

Join the waitlist

Get early access to DocketGate.

Join the waitlist and we’ll reach out as spots open — with onboarding and migration built around your firm.