---
title: "Docketwise Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Docketwise Software - reviews, pricing plans, popular comparisons to other Legal Case Management products and more."
source_url: "https://www.capterra.com/p/172490/Docketwise/"
page_type: "product"
language: "en"
publication_date: "2026-10-21"
---

# 

 Docketwise Software Review 2026: Features, Integrations, Pros & Cons

Last updated on October 21, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Docketwise

## What is Docketwise?

8am DocketWise is the #1 rated immigration software and case management for immigration lawyers. DocketWise modernizes immigration practice with intelligent questionnaires that dynamically generate complete immigration applications based on answers to simple questions. In addition, DocketWise provides a comprehensive suite of case management features including invoicing, calendaring, messaging, task management, case tracking and more. DocketWise is trusted by thousands of law firms.

## What is Docketwise used for?

[Legal Case Management](https://www.capterra.com/legal-case-management-software/)[Law Practice Management](https://www.capterra.com/law-practice-management-software/)[AI Legal Assistant](https://www.capterra.com/ai-legal-assistant-software/)

Top alternative

Featured

Overall rating

Based on 98 user reviews

Reviews sentiment

Positive

97%

Neutral

1%

Negative

2%

Starting price

$90

Per User, Per Month

Free trial  
available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Docketwise?[Manage this product listing](https://www.g2.com/products/docketwise-2026-08-18/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Docketwise

4.8 (99)

VS.

[4.3 (204)](https://www.capterra.com/p/58931/neos/reviews/)

Starting Price

$90

Per User, Per Month

Starting Price

$109

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.7 (99)

Ease Of Use

4.3 (551)

Value For Money

4.8 (96)

Value For Money

4.2 (490)

Customer Service

4.8 (95)

Customer Service

4.4 (535)

## Docketwise alternatives

[4.6 (807)](https://www.capterra.com/p/115613/MyCase/reviews/)

Starting price

$50.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.7 (1,752)](https://www.capterra.com/p/105428/Clio/reviews/)

Starting price

$49.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.4 (301)](https://www.capterra.com/p/140815/Filevine/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

Highest Rated

[4.8 (77)](https://www.capterra.com/p/165422/CloudLex/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/172490/Docketwise/alternatives/)

## FAQs about Docketwise

Overview

### What problems does Docketwise solve?

Docketwise solves repetitive immigration form preparation, scattered client information, and lengthy in-person intake by sending online questionnaires that populate multiple forms. Immigration attorneys, paralegals, and law-firm staff use it to track case stages, collect information in clients’ preferred languages, review completed data, and prepare current USCIS packets faster.

Answer based on 67 reviews

Overview

### Which roles and teams benefit most from Docketwise?

Docketwise is most used by immigration attorneys, attorneys, and legal partners who manage client matters, prepare immigration filings, and track case deadlines. Paralegals and immigration support teams rely on it to collect client information and organize documents, while firm owners, managing attorneys, and office managers oversee workflows and case operations.

Answer based on 99 reviews

Overview

### What company size and industries is Docketwise built for?

Docketwise is built for small immigration law practices, which account for 99% of reviewers, with Law Practice as the leading industry at 72%. It serves immigration attorneys, firms, and paralegals, while Legal Services organizations represent another 22% of its reviewer base. Midsize businesses account for 1%.

Answer based on 99 reviews

Features and Usability

### What are the key features of Docketwise?

Docketwise includes core legal case management features centered on case notes, document management, and task management. Teams can save and share case notes, organize and locate case files, collect client-uploaded documents, and track tasks to keep case managers informed. It also provides client management, deadline management, and billing and invoicing.

Answer based on 13 reviews

Pricing

### How much does it cost and what fees or limitations are included?

Docketwise offers Basic at $90 per user/month, with Pro at $120 and Advanced at $140 per user/month. A free trial is available. Reviewers describe the pricing as affordable and cost-efficient, citing time saved on document preparation and client questionnaires; no additional fees or plan limitations are specified in the provided pricing information.

Answer based on 12 reviews

Integrations

### Which third-party tools and platforms does Docketwise integrate with?

Docketwise integrates with 9 third-party tools, including Clio, 8am LawPay, Gmail, Google Calendar, Legalboards, Mailchimp, Microsoft Outlook, PracticePanther Legal Software, and Zapier. Clio is the most frequently reviewer-confirmed connection, supporting contact and case-information linking between the two legal software platforms.

Answer based on 14 reviews

Getting Started and Support

### How easy is it to onboard and train a team on Docketwise?

Docketwise is generally easy for attorneys, staff, and nontechnical users to learn, particularly for questionnaires and form preparation. Training is available through in-person sessions, live online training, webinars, documentation, and videos. Some teams need more time to adapt existing office workflows, navigate certain areas, and configure team processes.

Answer based on 19 reviews

Getting Started and Support

### What customer support options does Docketwise offer, and how do users rate the experience?

Docketwise provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live representative assistance, and chat. Users commonly describe support as responsive, helpful, and effective at resolving questions and technical issues, with training also valued. Some users report delayed chat replies, limited support during billing disputes, and concerns about renewals or refunds.

Answer based on 42 reviews

Forms

### How well does Docketwise handle immigration forms?

Docketwise simplifies immigration form preparation with client questionnaires, reusable data, editable drafts, and regularly updated USCIS forms. Immigration law firms value client self-service and reduced manual entry, though some users want more form coverage, clearer field controls, added customization, and fewer printing or e-filing delays.

Answer based on 34 reviews

## Features

AI summary

Based on 1,973 Legal Case Management reviews

Capterra data shows that buyers of Legal Case Management software rank the following features as their top priorities:

-   **Case Management** (**67%** of reviewers rated this feature as critical)
-   **Document Management** (**55%**)
-   **Client Management** (**55%**)

Docketwise supports all three of the features reviewers consider most important: **Case Management**, **Document Management**, and **Client Management**. Together, these capabilities help legal teams organize matters, keep documents accessible and in order, and maintain clear client records, allowing teams to manage daily work more efficiently and provide more consistent client service.

Case Management

4.7 (11)

72.73% of 11 reviewers that rated this feature as important or highly important

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Document Management

4.5 (26)

50.00% of 26 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Client Management

4.5 (21)

66.67% of 21 reviewers that rated this feature as important or highly important

Manage contact details and communication with clients

Calendar Management

4.5 (4)

75.00% of 4 reviewers that rated this feature as important or highly important

Track and manage schedules and meetings via an integrated calendar

Access Controls/Permissions

4.5 (21)

52.38% of 21 reviewers that rated this feature as important or highly important

Define levels of authorization for access to specific files or systems

Case Notes

4.9 (21)

57.14% of 21 reviewers that rated this feature as important or highly important

Access and track notes regarding case activities and updates within case files

Docketwise 55 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Accounting Integration: Integrate with a third-party accounting system
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Autonomous Task Execution: Completes tasks independently without constant human intervention
- Billable Items Tracking: Track the list of items required to be billed/invoiced to clients
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Billing Rate Management: Setting up the amount/charge for per hour of work by a company or professional
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process
- Case Notes: Access and track notes regarding case activities and updates within case files
- Client Management: Manage contact details and communication with clients
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Configurable Workflow: Configure existing workflows to meet your organization's needs
- Conflict Management: Search and check for conflicts of interest or statutes of limitations
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Contact Management: Manage, organize, and store contact information
- Contract/License Management: Track, store, and access client contracts or licenses
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Forms: Customize contracts and forms to collect specific information
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Deadline Management: Specify or track the date/time a project, task, etc., is due for completion
- Docket Management: Manage and maintain a detailed record of information and updates associated with each court case
- Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents
- Document Generation: Custom forms to streamline repetitious aspects of a document
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Expense Tracking: Monitor and record expenses such as purchases or charges incurred
- For Legal Practice: Tailored for law firms, legal departments, and legal practitioners
- For Legal Professionals: Specifically designed to address the needs of law firms and legal departments
- Forms Management: Store, manage and track all forms in a centralized location
- Full Text Search: Search for specific words or phrases within a document or database
- Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
- Legal Case Management: Systematic approach to handling legal cases, matters, or projects within a law firm or legal department
- Records Management: Ability to record, store, update, and retrieve information
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
- Task Management: Create, manage and track all task activities and progression
- Task Progress Tracking: Track the status and progress of tasks
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing
- Time Tracking: Measure and track time including hours worked and paid time off (PTO)
- Trust Accounting: Manage bookkeeping for client trust accounts
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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Features

4.6 (99)

4.6

Based on 99 reviews

## Pricing

Value for money

4.8 (96)

Free Trial

[View pricing plan details](https://www.capterra.com/p/172490/Docketwise/pricing/)

Basic

$90.00

Per User,Per Month

It includes:

-   Calendaring
-   Case Tracking
-   Client Portal
-   Cloud Storage and Document Requests
-   Combine Forms Into Questionnaires
-   Comprehensive Form Library
-   Emails and Custom Templates
-   Invoicing and Trust Accounting
-   Lawpay Integration
-   Multilingual Questionnaires
-   Priority Date Tracking
-   Realtime Collaboration
-   Share by Email or Text
-   Tasks and Tasklists
-   Time Tracking
-   Workflows and Automation

Pro

$120.00

Per User,Per Month

It includes:

-   Emails and Custom Templates
-   Custom Attributes
-   Combine Forms Into Questionnaires
-   Cloud Storage and Document Requests
-   Client Portal
-   Case Tracking
-   Calendaring
-   Bulk Text Messaging
-   Efiling
-   Comprehensive Form Library
-   Workflows and Automation
-   Website Integration
-   Time Tracking
-   Tasks and Tasklists
-   Status Tracking
-   Share by Email or Text
-   Realtime Collaboration
-   Quickbooks Integration
-   Priority Date Tracking
-   Multilingual Questionnaires
-   Lead Reminders
-   Lawpay Integration
-   Invoicing and Trust Accounting
-   Human Resources Portal
-   Email Templates

Advanced

$140.00

Per User,Per Month

It includes:

-   Bulk Text Messaging
-   Calendaring
-   Case Tracking
-   Client Portal
-   Cloud Storage and Document Requests
-   Combine Forms Into Questionnaires
-   Comprehensive Form Library
-   Custom Attributes
-   Efiling
-   Emails and Custom Templates
-   Email Templates
-   Enhanced File Size Limits
-   Free Data Migration (Annual Plan
-   Human Resources Portal
-   Invoicing and Trust Accounting
-   Lawpay Integration
-   Lead Reminders
-   Multilingual Questionnaires
-   Multiple Admins
-   Multiple Branches
-   Priority Date Tracking
-   Priority Support
-   Quickbooks Integration
-   Realtime Collaboration
-   Share by Email or Text
-   Status Tracking
-   Tailored Account Setup
-   Tasks and Tasklists
-   Time Tracking
-   User Permission Groups
-   Website Integration
-   Workflows and Automation

Value for money

4.8 (96)

4.8

Based on 96 reviews

## Integrations

[

Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

Clio](https://www.capterra.com/p/105428/Clio/)[

PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/)[

8am LawPay](https://www.capterra.com/p/177253/LawPay/)[

Legalboards](https://www.capterra.com/p/206501/Legalboards/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.8 (95)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.8 (95)

4.8

Based on 95 reviews

## User reviews

Overall rating

4.8

Based on 98 reviews

Filter by rating

Counts reflect reviews available in this feed.

5(84)

4(11)

3(1)

2(0)

1(2)

Mentioned topic

Recent reviews first, then most helpful

RE

Reviewer

Case Manager

Used the software for: Less than 1 year

### "Great help "

5.0

October 8, 2026

Pros

I really appreciate how easy it is to create and customize questionnaires without having to manually enter all the information. The ability to leave notes and comments for clients when I need clarification on their answers is extremely helpful and improves communication throughout the process. The app also helps streamline case preparation by making workflows faster and more efficient, allowing clients to complete tasks more independently. Overall, it significantly increases productivity and helps make the immigration process more organized, autonomous, and effective.

Cons

One area that could be improved is the client search functionality. I often find it difficult to locate a client record when the name was entered incorrectly or differently than expected. It would be very helpful to have additional search options, such as searching by phone number, email address, Alien Number (A-Number), or even by a related family member's information. These enhancements would make it much easier to quickly find records and improve overall efficiency when managing cases.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Verified Reviewer

Paralegal

Used the software for: 3-5 years

### "All in one platform"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

September 3, 2026

I like using Docketwise because it allows me to upload files, send messages to clients and fill in forms easily, all on a single platform. Also, and very important is to track my client's cases online, so I'm aware of what is going on with the case. I know there are more features I haven’t explored yet, but I’m learning as I progress.

Pros

What I like most about Docketwise is that it’s easy to use and easy to insert client details. It’s also easy to upload files to each client’s profile, and most importantly, I can track a case online. Over the years I’ve been using it, they’ve added new features to the system. There are more features to explore so I will learn to use them and facilitate my work. I think it’s worth the money.

Cons

Well, I’ve found that sometimes when I’m filling in a form, not all the information is carried over, so I’ve had to fill it in again in another application. I’d also like to change the font in the messages I send to customers, but I can’t.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Legal Assistant

Used the software for: 1-3 years

### "Helpful and Efficient"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 20, 2026

Overall, Docketwise has been very helpful in managing immigration cases and client information. I use it regularly to prepare forms, upload documents, review case details, and keep track of client matters. The platform saves time and helps our office stay organized. Although there are occasional technical issues and some features could be more intuitive, it is a valuable case-management tool for an immigration law firm.

Pros

Docketwise keeps client information, immigration forms, documents, deadlines, and case notes organized in one convenient place. It also makes preparing forms and communicating with clients much more efficient.

Cons

The system occasionally creates or identifies duplicate client profiles, and the merging feature can be confusing because both profiles do not always appear as options. Some features also take time to learn.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Managing Attorney

Used the software for: Less than 1 year

### "Horrible company"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

1/10

January 8, 2026

Horrible. The sales process was unprofessional and they misled me into buying two licenses when we only needed one. They auto renewed my account without any warning on Christmas Eve and while their customer service office was closed. When I was finally able to get someone on the phone, they refused a refund because the payment had already been processed.

Pros

Nothing. I will never do business with this company again. The software barely functions and doesn’t integrate with Clio as advertised.

Cons

Customer service is horrible and billing practices are misleading. Way too expensive for a glorified pdf form filler.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Saja R.

Principal

Used the software for: 1-3 years

### "Great interface combined with high functionality"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 19, 2019

Docketwise is the fourth immigration software I've used in my career. None come close. It's everything I'd wished for in an immigration forms software. Law offices would be well-served to at least give it a try. I've already enthusiastically recommended Docketwise to several colleagues.

Pros

The first word that came to mind, minutes into my first demo of Docketwise, was “beautiful.” Anyone who has ever used immigration forms programs will agree that they tend to have dated, clunky, visually uninviting interfaces. Docketwise has been a breath of fresh air. The intuitive user interface flows seamlessly from page to page. The next thought that came to mind during my demo was whether Docketwise’s \[SENSITIVE CONTENT HIDDEN\], who was showing me the software, was an immigration attorney (he is). Not only was he knowledgeable about immigration law but the software was clearly built by an immigration attorney. One cannot overstate the importance of using software designed by an immigration attorney for immigration attorneys. Docketwise also has excellent customer support. I’ve called \[SENSITIVE CONTENT HIDDEN\] several times with questions, which he has promptly answered. Docketwise is also receptive to customer feedback and continuously introduces exciting new features. Most recently, it added both an invoice feature, which syncs with LawPay, as well as a customized intake feature. I’d long awaited a customized intake feature in immigration software to ask clients for data that doesn’t exist on the forms, for example their source of referral. Most programs don’t offer this feature. Those that do, charge a cost-prohibitive fee. While Docketwise syncs with other case management programs, they’re not strictly necessary; after these new features were introduced Docketwise is now my all-on-one case

Cons

I can't think of any downsides for Docketwise at the moment. If any come to mind later, I'm confident Docketwise's team will address them.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Partner

Used the software for: Less than 1 year

### "Highly Recommended"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 13, 2022

Saves times with automation feature. Information is populated into forms which saves times. Forms can be saved and emailed to clients for review. Clients can completed questionnaire online.

Pros

Saves times, easy to use, developed by immigration attorney who know EXACTLY what features were important.

Cons

not a negative aspect, however, so many great features I have not had time to explore them all!!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Attorney

Used the software for: Less than 1 year

### "Terrible Service "

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

1/10

May 5, 2025

Awful. I contacted them since I was looking for an alternative for my legal office. They charge me a year of service and did not received a call from them for training. I called to cancel and they charged me another year without offering a refund. I could only use it once in a year and couldn’t submit any forms.

Pros

Nothing. They did not offered any training or how to use the software.

Cons

Everything. They just charge their fees and don’t care about costumer service. They charge it annually and refuse to give not even a prorated refund.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AB

Aaron B.

Paralegal

Used the software for: Less than 1 year

### "Docketwise opinion"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 11, 2024

Excellent. Some minors issues, but using it daily and no problems.

Pros

The way it makes easy to fill forms and the interface

Cons

Sometimes some functions might need to be customizable for each user instead of making the users adapt to the system. it would be nice to be able to make it more adaptive. In the case of digital signatures for example.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Legal assistant - Paralegal

Used the software for: 1-3 years

### "Wonderful! become quicker and more accurate when filling your highly important applications."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 22, 2024

Easy to follow through, it has different ways to add information, directly on the contact information, when filling out the form and by linking the contact information directly from Clio database. It's also great to have the translation option for non-English spesking clients.

Pros

Intuitive step by step completion of information.

Cons

The address history fields could be more specific for each form, it could specify the years it needs depending on the application on the title of address history, same as Employment history. When the client has access to fill out a piece of information they can't add the date or change the street's name sometimes.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RE

Reviewer

Owner

Used the software for: Less than 1 year

### "A huge time saver! "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 29, 2019

Pros

This software has helped me to save time and streamline my practice. By sending out the questionnaires to clients, we are able to avoid filling out the forms in person and waiting for clients to try to recall information. They are able to fill it out ahead of time and the software auto-populates the forms, saving time and avoiding errors. I like that the information integrates with Clio and saves us time entering information. The website is user friendly and the customer service is fantastic.

Cons

Spanish is not available for all of the forms, though there is a work around with customizable questionnaires for clients, and the data synching could be a bit smoother.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/172490/Docketwise/reviews/)

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