Docketwise Reviews

“overpriced and misleading

Pros

Absolutely nothing worked out well for me. I won't be doing business with this company again. The software barely works and it does not integrate with Clio the way they advertise.

Cons

Customer support was terrible and the billing practices felt misleading. It is also far too expensive for what is basically just a glorified PDF form filler.

“Packed with geat features

Pros

Docketwise makes case preparation much easier for both attorneys and clients. It comes packed with features that really improve the overall experience without feeling overwhelming. A lot of software includes extra tools that take forever to learn but it has a quick learning curve and feels essential for immigration practice. They also keep their forms updated regularly and offer questionnaires in other languages which adds a lot of value. Overall it's an excellent investment for an immigration practitioner.

Cons

I'd still like to see is the ability to create custom intakes in other languages. The standard intake forms are already available in multiple languages for immigration matters which is very helpful for clients who do not speak English but having that same flexibility for custom intakes would make it even better.

“provides pretty handy notes

Pros

Being able to send forms to clients for them to prefill has been really helpful. I can also jump back in and make changes whenever I need to which saves time. Another feature I really love is leaving notes for myself so I can return later and remember exactly what I was working on.

Cons

One thing that would make this tool even better is having a built-in texting feature inside the application. If they add that, it would be a 10/10 for me.

“Helps staying on top of every case

Pros

This has been the most helpful tool for keeping all of my clients' cases on track. It allows my team and me to stay organized, manage everything in one place and keep up with our priorities without things slipping through the cracks.

Cons

when USCIS releases a new edition of a form, the printed version may still show the older edition while the online version reflects the updated one. That can be a little confusing although it has only happened to me a few times.

“fast visa filing support

Pros

Being able to e-file the forms we use for our clients has really helped organize the visa application process.

Cons

There are times when chat customer support takes a while to respond although it only happens occasionally and not all the time.

“indispensable for immigration cases

Pros

I rely on this tool heavily to manage my caseload efficiently. Overall it has become an essential part of how I keep everything organized and moving forward.

Cons

I haven't run into any downsides with the service.

“excellent for immigration cases

Pros

Compared with the other systems I have used for immigration cases, Docketwise has been by far the best. It's very user friendly, packed with features and the customer support team is outstanding. They even provide free training which has been incredibly helpful. After having such a difficult and expensive experience with FileVine, switching to this tool was a huge improvement.

Cons

A translate button would make it even better and the reminder system could definitely be stronger. The templates also take some work to set up but even with that they are still very useful to have.

“I simply love it

Pros

It covers everything I need for case management and does it at a very cost-efficient price. I absolutely love it.

Cons

If you use this app alongside another platform such as MyCase, it ends up creating a separate system which is not the best.

“poor support and no refund

Pros

Honestly there wasn't anything positive to mention. They didn't provide any training or guidance on how to use the software.

Cons

Pretty much everything was disappointing. They take their fees and then seem to have no concern for customer service. Billing is done annually and they refused to offer even a prorated refund.

“Helps organize client details fast

Pros

Keeping each client's information precise and well organized is really convenient and being able to pull it up with just one click makes the whole process much more efficient.

Cons

One thing that feels limiting is the lack of daily case tracking. You can get that feature by paying for an upgrade but it seems reasonable that every user should be able to view daily case updates since that would clearly add value to the service as an immigration platform.

“Really simplifies workflow

Pros

The platform guides you through entering information in a very simple, step by step manner which makes the whole process easy to complete.

Cons

The address history section could be more tailored to each form. It would help if the title clearly showed how many years are required depending on the application and the same applies to employment history. Also, when clients are given access to complete part of the information, they sometimes cannot add dates or edit the street name.

“Has a clean interface

Pros

Filling out forms takes much less effort now and the interface is clean and easy to work in.

Cons

At times I think certain features could use more user-specific customization instead of expecting users to adjust to the system. Also it would be better if the platform were more flexible and adaptive especially for things like digital signatures.

“Great for billing and client control

Pros

Billing and client management have been really helpful and being able to send charges automatically has saved me a lot of headaches. Overall it is a very efficient system.

Cons

Up to this point I have liked everything I have used so far.

“Perfect for immigration forms

Pros

The interface is quite user-friendly. I managed to understand how to utilize most features after just a brief sales demonstration. My follow-up session with a "Customer Success Manager" mainly revolved around confirming the limitations of what I could do with the software. My clients have found it easy to interact with the immigration forms I've shared, which was my main reason for switching to Docketwise. However, I'm quite frustrated by the lengthy wait for e-filing the new USCIS naturalization form. This form was released a month ago, yet it's still not available on Docketwise. Given that I handle numerous naturalization applications, manually transferring client data from Docketwise to the USCIS portal is a big hassle.

Cons

I find the invoicing features to be surprisingly inadequate, especially considering that Docketwise is owned by LawPay, which is a well-known legal payment service. My previous practice management software allowed me to generate draft invoices for all clients with billable time or expenses with just a single click. This made end-of-month billing incredibly convenient; I simply reviewed and approved the drafts. However, with Docketwise, tracking billable expenses requires creating an invoice and manually adding the expenses to it. For billing time, I have to run a report to see which clients have billable time and then create individual invoices for each client, while trying to remember not to duplicate invoices for clients for whom I've already generated one to track expenses during the month. Additionally, the lack of ability to send an invoice to multiple contacts at once and to save customized hourly rates for each client are features that definitely need improvement.

“Easily accessible from both PC and Mac

Pros

The software offers a thorough and effective way to create immigration forms and manage cases. It's also very convenient that I can access it on either a PC or Mac. Plus, the quick responses I receive to my technical inquiries are exceptional.

Cons

It would be beneficial if matters and contacts could be labeled as cases. I'm not quite there yet, but I suspect I will eventually come to appreciate the utility of the current setup.

“Didn't meet our expectations

Pros

Docketwise enables notarios and paralegals to purchase licenses, which promotes unauthorized practice of law and the problematic behaviors that accompany it. This situation is incredibly disappointing. The customer service is lacking, which is unfortunate because the software itself is excellent. I would process all my billing through Docketwise if I didn't have ethical concerns about the company's practices. Unfortunately, there isn't an easy way to download all client data, so I've been stuck on a month-to-month subscription for three months now. The recent incident, which they insist was "DEFINITELY NOT A DATA BREACH," was the last straw. Client data was sent to individuals who had no business receiving attorney-client privileged information under any circumstances. Considering their eagerness to profit, even by allowing non-lawyers to use their software to impersonate lawyers, this marks the end of our relationship.

Cons

I've combined everything into the Pros section, as there's no need to separate them.

“Integrate easily with other tools

Pros

It easily integrates with both LawPay and Zapier, improving its performance. This integration is particularly beneficial as it streamlines my payment processing and workflow automation, making my overall experience much more efficient and effective.

Cons

I wonder how we can merge families to have a single portal for access and case view since I currently need two accounts for both the petitioner and the beneficiary.

“Creating forms is easy with Docketwise

Pros

Docketwise is simple to use and keeps immigration forms updated promptly. Plus, new features that facilitate my work are regularly added to the service. The client questionnaire, available in multiple languages, actively engages clients and reduces the time needed to prepare forms.

Cons

It takes some getting used to filling out a questionnaire style, especially since I was accustomed to directly completing forms. I think Docketwise could benefit from having more "synchronization" fields on its forms.

“Simple interface

Pros

It's incredibly simple to use. The forms are regularly updated. I particularly enjoy the interface, which allows me to contact clients to complete the questionnaire.

Cons

If I encounter any issues, I reach out to customer service.

“Missing IOLTA reporting

Pros

I haven't explored enough features to give a comprehensive review.

Cons

As a consultant working with law firms nationwide on operational matters, I learned from Docketwise that the required IOLTA account reports are not available when trying to set them up. This meant I had to create Excel spreadsheets for my client to use in documenting and reconciling the IOLTA account, which is required in most states. We informed Docketwise and shared the rules for several states, and I hope they will add this feature soon. Until then, I can't recommend this software.

“Good but has some glitches

Pros

The process of transforming a questionnaire into the final PDF form is efficient, clear, and generally accurate.

Cons

I've noticed some strange address glitches when revisiting a completed questionnaire; sometimes, the street portion disappears. We've experienced this problem for a while, and there has not been any explanation or solution other than re-entering the information manually.

“Still exploring it!!

Pros

I truly value the remarkable ease with which I can create a client profile within the software. The process is so easy that it hardly requires any effort on my part.

Cons

It offers many more features than I expected, and I am still exploring the various functionalities available.

“Has multiple language options

Pros

The language options and the way we can share links with beneficiaries are great features.

Cons

There are bugs, a lack of numeration for matters, and issues with the browser situation.

“Better than many

Pros

The software interface and the method of gathering information from clients through online questionnaires are quite effective.

Cons

The e-filing forms are still in beta mode, and I think there is room for improvement with the reports.

“Docketwise is exceptionally well-designed

Pros

Docketwise is a plug-and-play solution that is smooth to use and exceptionally well designed. Their customer service is outstanding. The product has evolved over the years, introducing innovations and features that significantly ease my life as a busy immigration lawyer compared to when I first began using Docketwise.

Cons

Honestly, I can't think of anything negative to say; overall, it's superb.

“No learning curve is involved

Pros

It's simple to learn and use. It's great for consolidating information and autofilling forms. The customer support is both excellent and convenient.

Cons

I've realized that there are a few questions that seem to be missing from the questionnaire, which has become somewhat noticeable over time.

“Reliable software

Pros

I appreciate the ability to generate questionnaires for client intake, along with a client portal that ensures secure information and document exchange.

Cons

It takes time to adapt to the system, but I think that varies from one individual to another.

“Exceptional product

Pros

I admire being able to input receipt numbers once cases are filed and see updates on the same page. I also like the tracker that effortlessly indicates the current step in each case. The questionnaires streamline the completion of multiple forms efficiently.

Cons

There are some glitches when printing individual forms compared to printing all forms, but overall, there are not many issues.

“Customer service is hands down the best

Pros

Docketwise is very easy to use. Having someone available to assist me along the way, and being easy to reach, is the best feature. Both clients and staff are very satisfied.

Cons

I only wish the text feature would improve a bit, and I would like the capability to file online applications with the Department of State and USCIS.

“I give it an A+ grade

Pros

From my perspective, this software is excellent, well-crafted, easy to navigate, and provides easy access to information. Its updates are consistently current, often well before the USCIS due dates. The integrations with other software, particularly MyCase, are superb. Honestly, since I started using it, I have no plans to switch.

Cons

I have no negative feedback about the software at this moment; I'm really satisfied and recommend that all my colleagues give it a try, as their experience will likely be wonderful.

“Amazing software

Pros

Completing a document is an smooth process, as the platform is designed with user convenience in mind.

Cons

The task management is not very organized; everything seems mixed up, and anyone can delete items.

“Keeps getting better over time

Pros

Accessing case information is very simple and user-friendly, which gives me great confidence in my work. I can quickly find all the relevant details I need without any difficulty, ensuring that I'm well-informed about each case.

Cons

I keep an eye on all the improvements, which seem to be occurring more frequently.

“simply Awsome

Pros

The software's simplicity, client integration, and flexibility are impressive.

Cons

The synchronization feature needs to be disabled to make changes during the final review of documents. It would also be nice if the county could auto-populate once a ZIP code is entered.

“Offers multiple search functions

Pros

Docketwise offers a variety of search functions that enhance its usability, allowing me to quickly locate specific information or documents with ease. In addition to these search feature, there are also multiple options for data input when it comes to drafting forms.

Cons

There were some functions that were previously unavailable, but they have since been addressed.

“helpful support team

Pros

Having everything in one place has been really helpful and Stellan from customer service has been outstanding as they are very responsive and genuinely helpful whenever needed.

Cons

I feel like the portal could be organized better. Right now, uploaded files all end up in one section instead of being separated by employee which makes things less clear.

“save us hours

Pros

Being able to generate forms with auto-fill has been a huge time-saver for our team. It cuts down on repetitive work and makes the whole process much faster.

Cons

One thing I'd really like to see is a built-in payment system within itself, instead of relying on a separate third-party integration. Also it would be much better if we could charge clients and process payments directly through this tool alone.

“Tool is pretty easy to setup

Pros

Getting around the platform is really easy, there's no added cost when setting up extra user profiles and the customer support team has been helpful overall.

Cons

The data migration process was somewhat messy because of integration problems and there were times when technical support didn't seem fully prepared to handle those issues.

“fast imports and clear organization

Pros

The interface is very easy to work with, importing relevant information is incredibly fast and everything is laid out in a very organized way.

Cons

Honestly I am happy with the software overall as it is very well designed for what it's meant to do.

“time-saving client intake

Pros

It cuts down the time I spend working and helps my clients send over the information I need much faster.

Cons

No complaints as I am happy with everything about this software.

“A huge time-saver for forms

Pros

Whenever it fills in the blanks correctly, it's really helpful and saves time.

Cons

It doesn't complete every required field though and that can lead to mistakes or leave documents incomplete.

“Has the best immigration features

Pros

It saves a lot of time, is simple to use and was clearly built by an immigration attorney who knows exactly which features actually matter.

Cons

Nothing negative to point out as there are just so many useful features that I still haven't had enough time to explore all of them.

“accurate forms

Pros

Getting questionnaires out to clients is very easy and pulling that information into the forms is just as simple. The system is user friendly overall and has been very accurate.

Cons

The timer still feels a bit off especially when starting and stopping it. Because of that the case time tracking is not always as precise as it should be.

“Powerful and versatile platform

Pros

Its breadth of features, flexibility and overall functionality really stand out.

Cons

It does come with a bit of a learning curve and the navigation can feel confusing at times.

“great value!!

Pros

Docketwise is very user friendly and the questionnaires and forms are simple to locate. Smart Forms really helps the attorney manage cases efficiently and the product offers excellent value for the price.

Cons

Since I have only been using it for under six months, I can mainly say it has been very reliable and user friendly so far. I haven't explored every feature yet but as my practice grows, I plan to keep using it more fully.

“Makes everything manageable

Pros

It has really brought our whole practice into one place and made the workflow much more manageable for both our office team and our clients.

Cons

I'd really love to see a photo upload option on the client matter so it's easier to remember each client.

“Updates constantly!

Pros

There's a short learning period at the beginning but once you get past that, the product becomes very simple to work with. The customer support has been excellent as well as any time a bug or issue comes up, they respond quickly and get it resolved fast. The forms are updated often and new features are added regularly. It also runs flawlessly on my iPad Pro which I use as my main device.

Cons

Well I haven't run into any issues with this product and would recommend it without any hesitation.

“No learning curve is required

Pros

This platform is quite user friendly and using it has been just as easy to manage.

Cons

I honestly haven't come across any features that cause trouble.