Our Services
Helping you get the most out of your Docketwise investment
Ready to get more from Docketwise? Let’s talk about how we can help streamline your workflows, clean up your data, and fully utilize Docketwise to fit your firm’s needs. Whether you’re just getting started or ready to optimize, we offer hands-on, tailored support to help your immigration practice run smarter and more efficiently.
🗃️ Data Cleanup
Make Docketwise clean, accurate, and reliable.
We’ll review and organize your existing matters, contacts, and documents—fixing duplicates, removing clutter, and creating consistency across your data so your team can work with confidence.
✔️ Eliminate duplicates
✔️ Standardize matter types and tags
✔️ Archive closed matters
✔️ Establish naming conventions
📊 Reports & Dashboard
Turn your data into actionable insights.
We’ll help you build and customize reports that track what matters most—case statuses, revenue, deadlines, intake trends, and more—so your team can make informed decisions, fast.
✔️ Custom reports built in Docketwise
✔️ Intake, caseload, and revenue tracking
✔️ KPI dashboards for firm leaders
✔️ Export-ready for clients and stakeholders
🔁 Workflow Automation
Save time and reduce errors with smart workflows.
We’ll help you map and build efficient, automated workflows for common case types and intake scenarios, reducing manual work, improving consistency, and helping your team move faster.
✔️ Automated reminders and status changes
✔️ Task lists for each case type
✔️ Streamlined intake forms and emails
✔️ Logic-based triggers and conditions
🧠 SmartForm Optimization
Make every intake smarter, faster, and easier.
We build SmartForms that guide clients through the right questions, automatically link to case types, and integrate seamlessly with your workflows.
✔️ Custom SmartForm creation
✔️ Conditional logic and branching
✔️ Client-friendly formatting
✔️ Optimization for mobile and accessibility
🔌 Docketwise Integration
Connect Docketwise to the tools your firm already uses.
We’ll help you integrate Docketwise with systems like LawPay, QuickBooks, Google Workspace, and more, creating a seamless ecosystem that supports your operations.
✔️ LawPay, QuickBooks, Google Drive
✔️ CRM and calendar integrations
✔️ Document management systems
✔️ API-based or Zapier-powered connections
🎓 Docketwise Training
Empower your team with practical, hands-on learning.
From attorneys to paralegals to administrative staff, we deliver training that’s tailored to your workflows and team roles—so everyone can use Docketwise with confidence.
✔️ Role-based live training
✔️ Training guides and video tutorials
✔️ Onboarding new hires
✔️ Refresher sessions & ongoing support
🔧 Business Process Optimization
Go beyond software — optimize how your firm works.
We bring 20+ years of experience in IT and business process design to help you rethink how work flows through your firm. Our goal is to make your systems support your people, not the other way around.
✔️ Practice-wide process reviews
✔️ Cross-department collaboration mapping
✔️ Recommendations for structure and scale
✔️ Value-add service for any-sized firm
🛠️ Custom Consulting & Support
Need something outside the box? We’re ready.
Whether you need help solving a unique Docketwise challenge, designing a new business process, or building a custom integration — we’ll meet you where you are and build solutions that work for you.
✔️ One-off Docketwise problem solving
✔️ Strategic IT consulting
✔️ Firm-wide system design or reconfiguration
✔️ Long-term support and retainer options
Let’s Work Together
Not sure where to start? We offer free consultations to discuss where your firm is now and what’s possible with Docketwise.
Contact us
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