Practice management  ·  Solo & small firms

The two things legal software never got right, finally built in.

Court-ready bundles assembled from your matter in one click. Trust accounting that refuses to let a violation happen. Around them, everything a practice runs on, in one platform, at one price.

FOUNDING-FIRM PRICING · PUBLISHED BEFORE YOU COMMIT · NO TIERS
Statue of Law between marble columns, Library of Congress
BUILT FOR THE PROFESSION'S OLDEST OBLIGATIONS
app.docketstone.com/bundles/trial-bundle
Trial Bundle — Hearing Sep 14v3 · 214 PAGES · READY
Contents changed since last build — rebuild to produce v4
Cover & hyperlinked indexi–ii
Pleadings — Original Petition1
Pleadings — Defendant's Answer12
Exhibits — A · Services Contract19
Exhibits — B · Email Chain41
Exhibits — C · Deposition Excerpts58
⛔ Disbursement blocked

$4,000.00 would overdraw matter 2026-0114 — client funds held: $3,000.00. The entry was refused, not flagged after the fact.

trust_ledger · rule-based · logged to audit chain
§ 01 — The wedge

No US practice management platform has court bundling. This one does.

Everyone else makes the bundle someone else's problem: a fourth subscription, an afternoon in Acrobat, a paralegal with a page counter and a prayer. Docketstone assembles court-ready bundles from the documents already on your matter.

  • Continuous pagination stamped across every page, independent of each document's own numbering
  • Hyperlinked index and nested bookmarks, generated with the bundle, never assembled by hand
  • Version control: the bundle knows when its contents changed and rebuilds to a new version with a verifiable history
  • The unbundler: split any received PDF back into named, classified, filed documents by page range
PAGINATEDINDEXEDHYPERLINKEDBOOKMARKEDVERSIONED
Index AUTO-GENERATED
Cover1
Pleadings3
Original Petition3
Defendant's Answer12
Exhibits19
A — Services Contract19
B — Email Chain41
SHA-256 RECORDED · BUILD HISTORY v1 → v3 · EVERY LINE CLICKS THROUGH
Trust Ledger — Matter 2026-0114 IOLTA
Retainer received+$5,000.00
Filing fees — District Clerk #1042−$2,000.00
⛔ BLOCKED: disbursement of $4,000.00 would overdraw matter 2026-0114 (trust balance $3,000.00)
Payment of invoice INV-2026-0087−$1,200.00
THREE-WAY ✓ BANK = LEDGER = CLIENT BALANCES · CHAIN VERIFIED
§ 02 — Why firms stay

Compliance is the product. Not a report about it.

Trust accounting errors are the leading source of bar discipline, and every incumbent handles them the same way: a report that tells you about the violation after it happened. Docketstone is built to make the violation impossible to record.

  • Overdraw blocking — a disbursement that would take any client's matter below zero is refused at write time
  • Append-only ledger — corrections are linked reversing entries that honor the same guardrails; nothing is ever edited
  • Three-way reconciliation — bank, ledger, and per-client balances proven equal, outstanding items computed, never typed in
  • The one-click audit packet — ledgers, reconciliations, and a cryptographic integrity attestation in a single PDF, ready for the bar examiner
§ 03 — A principle, not a feature

Deterministic where it counts. AI only at the edges.

Trust math, conflict logic, deadlines, and pagination are rule-based, auditable, and explainable. You can always see why the system produced a number or a date. In a profession being sanctioned over hallucinated citations, that discipline is the point.

AI may draft. AI may summarize.
AI touches the ledger — never. AI touches the docket — never.
Marble courtroom entry with columns, Howard M. Metzenbaum U.S. Courthouse
The standard

Software should meet the profession where it practices.

Courtrooms run on pagination, deadlines, and accounts that balance to the cent. So does Docketstone.

§ 04 — The floor, included

Everything a practice runs on. One price, no tier traps.

The incumbents gate core capability behind $179-per-user tiers. Our position is simpler: if a capability is core to running a practice, every plan has it.

Matters & clientsCorporate-family aliases, responsible attorney on every record
Conflict checkingExact, fuzzy, and phonetic matching with a permanent audit record
Client intakePublic portal to conflict-screened matter in two clicks, not a separate SKU
Time & billingRates captured at entry, a matter's unbilled time swept to an invoice in one action
Trust accountingIOLTA ledgers, overdraw blocking, reconciliation, audit packet
DocumentsVersioned, privilege-classified, integrity-hashed at upload
Court bundlingPaginated, indexed, hyperlinked, versioned — plus the unbundler
E-signatureESIGN-compliant with certificate pages and full event trails
DeadlinesStatutes of limitation always critical, daily digests until done
ReportingRealization, collection, A/R aging, trust activity — exportable, explained
Ethical wallsEnforced screening with logged, alerted breach attempts
Audit logAppend-only and hash-chained: provably unaltered since writing
§ 05 — Side by side

What "all-in-one" actually means.

CapabilityDocketstoneClioMyCaseSmokeball
Court bundling, native
Overdraw blocked at entry
One-click bar audit packet
Tamper-evident audit trail
Intake includedADD-ONADD-ONTIERED
Published pricing
Support identical on every plan
Full export, published schemaPARTIALPARTIALPARTIAL

Comparison reflects publicly documented capabilities and pricing pages as of mid-2026. Verify against current vendor documentation.

§ 06 — In writing

Promises the incumbents won't make.

PROMISE / 01

Migration performed, not offered.

We move your data, validate every trust balance against your prior system, and hand you a reconciliation report proving nothing moved. Parallel operation until you cut over. Your transition is our work, not your risk.

PROMISE / 02

You can always leave.

Complete export in a documented open format: matters, ledgers, custom fields, audit history, everything. A platform you can leave is a platform you can trust arriving at. The schema is published →

PROMISE / 03

Support is not a tier.

Named onboarding contact, published response times, identical support on every plan. Staff seats priced as staff seats, so your paralegal doesn't cost attorney rates.

Antique books on a shelf

Bundling gets you in the door. Trust compliance is why you stay.

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EARLY ACCESS FOR FOUNDING FIRMS · SOLO TO ~30 ATTORNEYS