Firm docket
Inquiry readiness, consultation preparation, and matter follow-through.
Open Firm docketDocket & Pine - Product tour
From new inquiry to a review-ready docket.
Docket & Pine keeps intake context, conflict-review status, consultation preparation, matter tasks, and client follow-through in one calm administrative view.
A composed docket for the work between conversations.
See inquiry readiness, conflict review, consultation preparation, and matter follow-through together.
- Consult packets ready — 9 — Prepared for staff review
- New inquiries — 14 — Synthetic administrative intake
- Conflict checks pending — 6 — Awaiting staff review
- Admin deadlines overdue — 2 — Matter tasks needing an owner
A focused view for every firm handoff.
Explore the intake board, consultation docket, task ledger, and correspondence desk.
Intake & conflict review
Organize inquiry completeness, conflict status, and consultation readiness.
Open Intake & conflict reviewConsultation docket
Coordinate timing, packet readiness, and administrative follow-through.
Open Consultation docketMatter task ledger
Keep deadlines, document steps, and ownership visible.
Open Matter task ledgerClient correspondence
Preview document and message status from a discreet administrative view.
Open Client correspondenceMove each inquiry forward with context intact.
Trace the administrative path from first inquiry through review, consultation, and matter setup.
Qualify
Capture inquiry source, consult reason, and conflict-review signals before staff follow-up.
Advance
Move the lead into consult, matter, document, and portal stages with visible status.
Report
Give owners a clear view of open consults, pending documents, and follow-up risk.
Tour Docket & Pine
An editorial operations desk for intake, consultations, matter tasks, and client communication.