Every workflow a matter needs. Automated.

A full look at how Docketwright routes new matters from first request through final close — without manual follow-up at every step.

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3
Core workflow pillars: conflict, engagement, deadlines
5+
Practice-management integrations available
100%
US-based data processing — no offshore storage

Capabilities

Six capabilities. One integrated platform.

Conflict Detection

Cross-reference against your full client-matter database — current clients, former clients, adverse parties, related entities — on every new matter request, before the engagement letter goes out.

Engagement Routing

Template selection, partner assignment, client delivery, and countersignature tracking — all logged to the matter record. The matter stays at Engagement stage until the letter is signed.

Deadline Tracking

Court filing windows, statutory response periods, and firm SLAs encoded once per practice area. Escalation paths fire automatically — associate, supervising partner, managing partner — when deadlines approach without acknowledgment.

Matter Dashboard

Every active matter — stage, client, practice area, assigned attorney, next action, days open — in one filterable view. Legal ops oversight without pulling a single report.

Audit Log

Immutable timestamped record of every conflict check run, every engagement letter sent, every deadline acknowledged — actor-attributed and exportable. The documentation layer for professional responsibility review and malpractice defense.

Firm Notifications

Role-scoped alerts: partners receive conflict flags with prior matter context, associates receive deadline warnings with acknowledgment prompts, legal ops directors receive escalation summaries across the full matter pipeline.

The process

How a matter moves through Docketwright

1

New matter request received

A partner, paralegal, or intake form submits a new matter request. Docketwright captures client name, matter type, and responsible attorney — creating a matter record immediately.

2

Conflict screen runs automatically

Within seconds of matter creation, the conflict engine cross-references your full client-matter database. Any relationship chains or adverse party matches are surfaced and routed to the responsible partner for clearance or escalation.

3

Engagement letter generated and routed

Upon conflict clearance, Docketwright selects the appropriate engagement letter template, assigns the responsible partner, delivers to the client, and tracks countersignature status — logging every step in the matter record.

4

Matter assigned with deadlines set

Once the engagement letter is countersigned, the matter moves to active status. Practice-area-specific deadline rules apply automatically — court filing windows, response periods, and firm SLAs are loaded from your encoded rule library.

5

Progress tracked to close

Legal ops has live visibility into every active matter — stage, next action, assigned attorney, and days open. Escalation workflows fire automatically when deadlines approach without acknowledgment. Closed matters are archived with a complete audit log.

Live visibility

The matter dashboard

Every active matter in one view. Stage, client, next action, and days open — without opening a single file.

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Ready to see it on your matters?

We pilot with mid-size DC-area firms. Request access and we'll schedule a workflow walkthrough.

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