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Docket & Pine - Firm operations

A composed docket for the work between conversations.

See inquiry readiness, conflict review, consultation preparation, and matter follow-through together.

Law Firm CRM SaaS product screenshot

Docket & Pine operating signals

  • 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

Decisions on the opening view

Intake & conflict review

Organize inquiry completeness, conflict status, and consultation readiness.

Consultation docket

Coordinate timing, packet readiness, and administrative follow-through.

Matter task ledger

Keep deadlines, document steps, and ownership visible.

Client correspondence

Preview document and message status from a discreet administrative view.

Open Docket & Pine

Demo-only boundary

All records and interactions stay in this browser tour and remain disconnected from customer and production systems.