Comprehensive Feature List

Customizable Practice Management Software for Growing Law Firms

17 feature categories. 148+ capabilities. 22 prepared claim type templates spanning plaintiff, defense, transactional, and specialty practice areas.

$59.99 per user / month — Flat rate. All features included. No add-on fees.

01 Case & Claim Management

Full lifecycle management of legal cases from intake through settlement and disbursal, with configurable claim types, custom fields, and multi-layered security. Built on proven best practices and refined through years of production use in real law firm environments.

Feature	Description
Create, Update & Track Claims	Comprehensive claim records with all associated data — contacts, staff, notes, ad-hoc fields, and search indexing. Every claim is tracked from first contact through resolution.
Configurable Claim Types	Define custom claim types with unique field configurations, intake forms, menu structures, and expected events. Start with any of 22 prepared templates — spanning PI, Auto, Medical Malpractice, Mass Tort, Family Law, Estate Planning, Maritime, Workers’ Comp, Criminal, Immigration, and more — or build your own.
Claim Status Workflow	Track claim lifecycle through statuses: Active w/Contract, Chase Call, No Decision, Referral Pending, Closed, Rejected, Referred, and more. Every status change is tracked for reporting and accountability.
Settlement & Disbursal Tracking	Track the full settlement lifecycle including negotiations, offers, demands, lien tracking, and disbursals. Purpose-built financial tools surface every dollar from case expenses through final payout.
Negotiation Management	Configurable negotiation tracking lists let firms monitor offers, counteroffers, and third-party negotiations across all active claims.
Medical Treatment & Records Lifecycle	Track medical treatments, provider information, and the full records request lifecycle. Backdocket’s claim request system manages any outbound request to a third party — medical records, police reports, billing records — with status tracking from creation through fulfillment.
Claim Requests & Third-Party Tracking	Create, track, and manage outbound requests tied to claims with template-driven document generation, priority flags, status tracking, and firm-wide views. Centralized dashboards allow records departments to manage all outbound requests firm-wide, independent of individual case ownership.
Claim Groups & Related Cases	Link related claims into groups. Move claims between groups, view consolidated contacts and documents across grouped cases.
Custom Ad-Hoc Fields	Extend claim records with custom fields per claim type — dropdowns, text, dates, and more — all fully searchable and reportable.
Private Claim Security	Restrict sensitive claims to authorized personnel with enforced access controls across all operations.
Field-Level Permissions	Granular control over which fields staff members can view or edit on claim records. Ensure intake teams, negotiators, accounting staff, and leadership each see exactly what they need.
Claim Notes & Activity Tracking	Attach notes directly to claims with full management capabilities, timestamp tracking, and staff attribution.
Claim Billing Information	Store and manage billing details directly on claim records with safeguards that prevent conflicting edits when multiple staff access the same record.
Statute of Limitations Tracking	Track statute of limitations dates on every claim with automatic calendar event creation. SOL deadlines surface in firm calendars and dashboards to ensure no critical filing date is missed.
Lien Tracking	Flag and track liens at the ledger entry and claim contact level — including medical liens, hospital liens, and third-party recovery claims. Lien data flows directly into settlement and disbursal calculations.

02 Contact Management

Centralized contact database for persons and companies with rich search, deduplication, and seamless claim association. Every contact is connected to the cases and roles that matter.

Feature	Description
Person & Company Contacts	Manage both individual and organizational contacts with distinct field sets and custom ad-hoc fields for each type.
Multi-Criteria Search	Search contacts by name, email, phone, SSN, date of birth, AKA names, and custom ad-hoc field values.
Duplicate Detection	Automatically find potential duplicates by matching name plus at least one identifier — DOB, SSN, phone, address, or email.
Claim Contact Roles	Associate contacts with claims in specific roles (client, opposing counsel, adjuster, medical provider, etc.) with per-role ad-hoc fields.
Document Folder Trees	Organize contact documents in configurable folder hierarchies for structured storage and easy retrieval.
Contact Documents & Metadata	Attach, search, and manage documents on contact records with typed categorization and storage tracking.
External Accounting Connections	Link contacts to external accounting systems (e.g., QuickBooks) as vendors or customers for streamlined financial workflows.

03 Lead Intake, Conversion & Marketing ROI

Capture, qualify, and convert leads from multiple channels with configurable routing, integration support, and full source-to-outcome tracking to measure marketing ROI. Designed for high-volume intake operations, backdocket allows firms to centralize lead handling within dedicated intake teams.

Feature	Description
Multi-Channel Lead Capture	Ingest leads from phone calls, live chat, and web forms with per-channel expiration thresholds. Every lead source is tracked for downstream reporting.
Lead Source & Campaign Tracking	Track which marketing channels, campaigns, and referral sources generate leads. Map lead sources automatically to intakes and report on conversion outcomes via advanced search to measure true marketing ROI.
Lead Autopilot Integration	Seamless integration with Lead Autopilot (leadautopilot.ai) for automated lead capture, qualification, and routing.
Lead Integration Connectors	Connect to any external lead source with configurable field mappings. Inbound data is automatically mapped to intake fields and tracked end-to-end.
Lead Assignment & Routing	Assign leads to intake staff with push notifications. Enforce single-assignment rules to prevent conflicts. Structured assignment rules ensure no opportunity is missed — even as marketing volume scales.
Lead-to-Case Conversion	Convert qualified leads into active claims or referrals, carrying contact information forward automatically.
Referral Management	Create referrals from leads with reason tracking. Manage referral sources and outcomes.
Configurable Intake Forms	Customize the intake experience with claim-type-specific configurations and synchronized setup.
Lead Expiration & Caching	Leads that go cold are automatically expired so intake always sees a fresh, actionable queue. Per-channel expiration thresholds ensure your team focuses on the opportunities that matter right now.

04 Document Management

Enterprise document storage and organization with merge templates, e-signature integration, and cross-record search. Generate letters, emails, and documents automatically using Word and PDF mail merge templates populated with claim and contact data — then route for e-signature through DocuSign. All included — no add-on fees. Unlimited storage.

Feature	Description
Claim & Contact Document Storage	Attach documents to claims, contacts, and staff records with typed categorization, metadata, and remote storage. Unlimited storage included.
Configurable Folder Trees	Organize documents in hierarchical folder structures per claim type and contact type.
Cross-Record Document Search	Search documents by name across all record types, individual claims, or multi-claim batches with parallel security validation.
Word & PDF Merge Templates	Create document, email, and text message templates using Microsoft Word and PDF formats with merge fields that auto-populate from claim and contact data. Generate letters, demand packages, retainer agreements, and correspondence on the fly.
Merge Template Email & Text Runs	Execute mass email or text campaigns using merge templates against advanced search result sets for targeted outreach. Automate client communications at scale.
DocuSign E-Signature Integration	Connect to DocuSign for seamless template retrieval and digital signing workflows. Route documents for signature directly from the case record.
Document Export	Export claim documents to external storage with creator and timestamp tracking.
Correspondence-to-Document Conversion	Save email and SMS attachments directly as claim documents with background storage transfer.
Merge Field Library	Comprehensive library of available merge fields for claims, contacts, addresses, and claim contacts — covering every data point in the system.
Secure Shared Document Links	Generate time-limited secure links to share case documents with external parties — opposing counsel, adjusters, clients — without granting system access. Links expire automatically.

05 Correspondence & Communications

Integrated email and SMS communication tied directly to claims and contacts with template support and full audit trails. Send and collect correspondence related to every case — with every message stored in the case record for complete communication history.

Feature	Description
Email Correspondence	Send emails linked to claims and contacts with security validation, background processing, and automatic rollback on failure. Every email is saved to the case record.
SMS Text Messaging	Send SMS messages via integrated providers (Twilio) with phone number verification and opt-in compliance. All messages saved in the related case.
Correspondence Templates	Create reusable email and text templates with merge fields and advanced search targeting. Standardize client communications firm-wide.
Automated Event-Triggered Messaging	Send emails and texts automatically when certain case events are triggered — status changes, deadlines, milestones — reducing the communication burden on both assistants and attorneys.
Participant Management	Discover and validate possible recipients for correspondence based on claim and contact associations.
Correspondence History & Threading	View related correspondences, move associations between claims and contacts, and export communication records. Complete audit trail for every interaction.
Attachment Management	Manage correspondence attachments and convert them to permanent claim documents.
SMS Provider Integration	Connect to SMS providers with credential management, connection testing, and opt-in page support.

06 Calendar & Event Management

Full-featured calendar with recurring events, resource scheduling, and two-way sync with Google and Outlook. Firm-wide calendar management allows designated coordinators to oversee scheduling across teams and resources, reducing conflicts and improving operational coordination as the organization grows.

Feature	Description
Calendar Events	Create and manage events with attendees, resources, editors, associated claims, and configurable event types. Schedule depositions, hearings, mediations, client meetings, and internal deadlines.
Recurring Events	Support for recurring event series with recurrence exceptions and instance-level management.
Resource Scheduling	Manage calendar resources (conference rooms, equipment) with availability search and booking.
Private Events	Mark events as private with visibility masking for non-attendees and non-editors.
Expected Events per Claim Type	Configure expected milestones and procedural deadlines for each claim type to ensure no critical date is missed. Each of the 22 prepared templates includes relevant expected events for its practice area.
External Calendar Sync	Two-way synchronization with Google Calendar and Office 365 via OAuth with force-sync capability. Events, deadlines, and scheduling updates stay aligned across platforms in real time.
Claim-Linked Events	Associate events with claims for case timeline tracking and linked field references.
Attendee Conflict Detection	Automatic detection of scheduling conflicts when creating or editing events. The system identifies overlapping commitments for attendees and resources before the event is saved.

07 Task Management

Structured task tracking with bundles, assignments, and external sync for streamlined case workflows. Task bundles and centralized task views allow operations teams to apply standardized workflows across hundreds of claims in a single action.

Feature	Description
Task Creation & Assignment	Create tasks with assignees, due dates, priorities, and claim associations.
Task Bundles	Define reusable sets of tasks with due-date offsets and assignee rules. Apply entire bundles to claims in one action to standardize workflows across your firm. Responsibilities can be distributed across departments, ensuring procedural consistency regardless of case volume.
External Task Sync	Synchronize tasks with Google Tasks and Outlook Tasks via provider integrations. Two-way sync ensures nothing falls through the cracks.
Claim-Linked Tasks	Every task ties to a claim for case-centric workflow management.
Bundle Management	Search, create, and configure task bundles with contained task definitions and automatic scheduling.

08 Case Financial Management

Purpose-built financial tracking for law firms focused on case expenses, settlements, and disbursals — with time-based billing, rate cards, check processing, invoicing, LEDES export, and QuickBooks integration all included. Every dollar is tracked from intake to final payout. No external spreadsheets. No fragmented systems. No double entry.

Feature	Description
Claim Ledger Entries	Create, view, edit, and delete ledger entries on claims to track every case expense, cost recovery, and financial transaction from intake through disbursal.
Configurable Ledger Types	Define ledger types with categories, custom fields, and sort orders for structured financial tracking tailored to your firm’s workflows.
Settlement & Disbursal Calculations	Track all case costs and use ledger data to calculate settlement distributions and disbursals accurately, ensuring every dollar is accounted for.
Check Management & Approval	Multi-step check approval workflow with configurable settings. View pending approvals and issue check batches.
Check Batch Processing	Issue approved checks in batches with automatic external accounting sync and rollback on failure.
Invoicing	Create invoices for single or multiple claims with due date management. Track payment applications against invoices.
Payment Tracking	Record and query payments within date ranges with invoice application tracking.
QuickBooks Integration	Full two-way sync with QuickBooks Online via OAuth — create contacts, map accounts, and push case-level financial activity directly into your accounting system without duplicate entry.
Ledger Account & Payment Sources	Configure payment sources and account options as lookup values for consistent financial categorization.
Time-Based Billing & Rate Cards	Support for time-based ledger entries with configurable rate cards per claim type. Track billable hours alongside fixed-cost expenses on the same claim ledger. Role-based permissions control who can view billing rates.
UTBMS Classification Mapping	Map time entries to UTBMS (Uniform Task-Based Management System) codes for standardized legal billing — required by many insurance carriers and corporate clients.
LEDES Billing Export	Export billing data in LEDES format — the legal industry standard for electronic invoice submission. Required for insurance defense, corporate legal departments, and any practice area where clients mandate standardized billing.
Data Export (Excel, CSV, IIF)	Export search results, dashboard data, intake reports, and financial records to Excel, CSV, and QuickBooks IIF formats for offline analysis, client reporting, and accounting workflows.

09 Business Analytics, Dashboards & Reporting

Backdocket includes the dashboards and operational reports firms need to run effectively — built from years of hands-on experience working with real plaintiff practices. These are not generic metrics. They reflect proven best practices around intake performance, case velocity, financial exposure, settlement tracking, and team accountability.

Feature	Description
Dashboards & Visual Analytics	Real-time dashboards surface critical business metrics — case status, financial performance, staff activity, deadlines, and operational KPIs — all at a glance. Track performance by individual, team, department, or firm-wide.
Custom Reports via Telerik Report Writer	Take full control of reporting with Telerik Report Writer. Build pixel-perfect custom reports using advanced searches as the web data source — no developer required.
Saved Advanced Searches	Create and save complex searches with custom filter criteria and column definitions. Share across the firm for consistent, reusable reporting.
Search by Claims or Contacts	Separate advanced search types for claims and contacts with type-specific fields and filters.
Custom Filter Criteria	Build filters using any system field, ad-hoc field, date range, or dropdown value with grouped filter logic. Surface any piece of data in the system.
Custom Column Definitions	Choose exactly which columns appear in search results for tailored views and exports.
Parameterized Execution	Run the same saved report with different date ranges, statuses, or staff members — without rebuilding the search each time.
Multi-Field Claim Search	Search claims by system string fields, date fields, ad-hoc fields, reference numbers, and contact-type ad-hoc fields.
Copy & Share Searches	Duplicate existing searches and share them across the firm for collaborative reporting.
Lead & Marketing Performance Reporting	Track lead sources, conversion rates, and campaign outcomes through advanced search — giving your firm the data to make smarter marketing investments.
Excel & CSV Export	Export any search result, dashboard view, or report to Excel or CSV for offline analysis, client deliverables, or board-level reporting.

10 Mobile Experience

A purpose-built mobile experience designed to provide full functionality without the operational burden of traditional app store distribution. Navigate to application.backdocket.com and begin working immediately.

Feature	Description
Progressive Web App (PWA)	Backdocket’s mobile application is a purpose-designed PWA that delivers a native app experience without requiring installation from any app store. No downloads, no updates to manage, no device storage consumed.
Intelligent Device Detection	Navigate to application.backdocket.com from any mobile device and backdocket automatically detects your device and delivers the optimized mobile experience.
Full Device Support	Works on all smartphones and tablets — iPhone, iPad, Android phones and tablets — with no platform restrictions or compatibility concerns.
Zero IT Burden	No app store approvals, no MDM policies, no forced updates. Every user always operates on the latest version. For multi-office or rapidly growing firms, centralized deployment ensures immediate access without coordinating mobile rollouts.

11 AI-Native Case Intelligence

Built-in conversational AI with document analysis, structured extraction, and professional document generation — all scoped to your case data, backed by citations, and powered by your choice of AI provider. No black-box answers. No vendor lock-in. No per-query fees. Read the full AI feature brief →

Feature	Description
AI Case Chat	ChatGPT-style conversational interface tied to individual claims. Ask questions about case documents and get citation-backed answers drawn from your actual files — not generic training data.
AI Firm Chat	Firm-wide conversational AI for general queries, cross-case analysis, and firm data. Not scoped to a specific claim.
Document Intelligence (RAG)	Load claim documents for AI analysis. The system indexes your files and uses retrieval-augmented generation to draw answers from actual case records. New documents are automatically indexed as they are added.
Structured Extraction	Extract treatment timelines, billing summaries, injury catalogs, and correspondence summaries from case documents. Formatted, citable, and saveable as claim documents.
Document Generation	Generate demand letters, settlement brochures, billing summaries, and correspondence as downloadable Word, PDF, or Excel files — populated with real case data from AI conversations.
Template-Aware Drafting	Point the AI at an existing firm template and it generates a new document matching that template’s structure, tone, and layout. Supports Word reference mode, PDF form fill, and PDF layout matching.
Citation-Backed Responses	Every AI answer includes inline citations linking to the source document and page number. Verify any claim against your original records.
Document Entity Extraction	Automatic extraction of dates, dollar amounts, and named parties from case documents at upload time. Generate medical chronologies, expense summaries, and party rosters from your case files.
OCR for Scanned Documents	Automatic text extraction from scanned medical records, bills, and images using built-in OCR. The AI reads scanned documents just as accurately as digital files — included at no extra cost.
Merge Field Intelligence	AI fills your existing Word merge templates with real case data while preserving original formatting, table structures, and conditional fields. Professional documents that look exactly like your firm’s templates.
Multi-Provider LLM	Choose your AI provider — Anthropic (Claude), OpenAI (GPT), or Azure OpenAI. Switch providers anytime. No data migration. No re-indexing. No vendor lock-in.
Firm-Controlled AI Costs	Each firm uses their own API key. You control which provider, which model, and how much you spend. No hidden AI surcharges in your subscription.
Full API via MCP Server	Every backdocket endpoint is accessible through the Model Context Protocol, allowing AI assistants to interact with your data programmatically for custom automation.
AutoPilot Automation Engine	Built-in automation framework that executes configurable workflows triggered by case events — status changes, deadlines, contact updates, and more. Automate routine operational tasks without writing code or relying on third-party automation platforms.
Automated Surveys	Create and deploy surveys tied to claims and contacts with configurable questions, response tracking, and automation triggers. Collect structured feedback from clients, staff, or external parties — with responses linked directly to the case record.
AI Charting & Data Visualization	Generate pie, donut, bar, column, line, area, and scatter charts directly from AI conversations. Ask questions about your case data and get visual answers — multiple charts per message, automatic data normalization, and interactive tooltips.
Specialized AI Sub-Agents	The AI deploys domain-expert sub-agents for specific legal tasks — Case Analyst, Document Reviewer, Medical Chronologist, Demand Analyst, Billing Auditor, Compliance Checker, and Data Validator. Each brings focused expertise to its area of analysis.
AI Usage Dashboard	Monitor AI token usage by provider, model, and call type. Monthly usage summaries on the admin dashboard with 24-month retention. Full visibility into AI costs — context window utilization displayed in real time during conversations.
Proactive AI Agents	Background agents that automatically process documents, enrich case data, and monitor deadlines — triggered by case events, not user messages. Document intelligence agents classify uploads, review medical records, audit bills, and detect liens. Data enrichment agents extract contacts, suggest field updates, and monitor statutes of limitations. Workflow agents parse scheduling orders, flag overdue requests, and detect treatment gaps. Case strategy agents assess demand readiness, monitor settlement values, and find comparable cases. Quality agents flag missing documents and score claim completeness.

Backdocket’s AI philosophy: Your data. Your provider. Your control. Every AI response is citation-backed and drawn from your actual case files. Choose Anthropic, OpenAI, or Azure OpenAI — switch anytime with no data migration. AI is included in the $59.99/user/month price. No add-on fees.

Read the full AI-Native Case Intelligence brief →

12 BackVault — Real-Time Data Warehousing

Your data. Your infrastructure. Always in sync. BackVault keeps a reporting-ready SQL Server database on your own infrastructure synchronized with your live Backdocket data in real time. Connect any BI tool, run any query, combine with any enterprise data source — all included. Read the full BackVault brief →

Feature	Description
Real-Time Data Warehouse	A local SQL Server instance on your infrastructure, continuously synchronized with your live Backdocket data. Not a data export — a fully structured, reporting-ready data warehouse.
Automatic Schema Evolution	When you add custom fields in Backdocket, corresponding columns appear in your BackVault — strongly typed and indexed. When you add custom lists, new tables are created with proper foreign key relationships. Your warehouse evolves automatically with your configuration.
Reporting-Ready Data Model	Everything is strongly typed, foreign key constrained, indexed, and denormalized for query performance. Connect Power BI, Tableau, SSRS, Crystal Reports, Excel, or any SQL Server client and start building reports immediately.
Webhook-Based Delivery	Real-time synchronization is available via webhook delivery for organizations with public endpoints, enabling instant data availability.
Multi-Firm Consolidated Reporting	Each firm runs its own BackVault instance. Legal groups and multi-firm organizations can roll up reporting across their entire portfolio into a single consolidated view — using their own BI infrastructure.
On-Site Data Backup	Even firms that never write a SQL query benefit from BackVault as a real-time, on-site backup of their entire Backdocket dataset. Your data, on your hardware, always current.

No other legal practice management platform offers a native, self-evolving data warehouse included in the base subscription. FileVine offers Snowflake-based data sharing as a paid add-on — but it requires a separate Snowflake account and does not automatically extend the schema when you customize your platform. BackVault runs on SQL Server, the database your team already knows, and is included at $59.99/user/month.

Read the full BackVault brief →

13 Integrations & Open Architecture

Backdocket connects seamlessly with the essential tools modern law firms already rely on — from email and accounting to e-signature and communications — while providing an open architecture that makes future integrations virtually limitless.

Core Productivity Integrations

Feature	Description
Microsoft Office 365	Two-way synchronization with Outlook email, calendar, and tasks. Events, deadlines, and task updates stay aligned across platforms in real time.
Google Workspace	Two-way sync for Gmail, Google Calendar, and Google Tasks via secure OAuth authentication. Gmail integration includes webhook-based push notifications for real-time email synchronization — new messages appear in the case record as they arrive.
Word & PDF Mail Merge	Generate professional documents using Microsoft Word and PDF templates with dynamic claim and contact merge fields.

Financial & Accounting Integration

Feature	Description
QuickBooks Online	Full two-way integration for contacts, accounts, checks, and financial data. Push case-level financial activity directly into your accounting system without duplicate entry.

Communications & E-Signature

Feature	Description
DocuSign	Integrated e-signature workflows with template retrieval and secure digital execution. Route documents for signature directly from the case.
Twilio SMS Integration	Secure text messaging with opt-in compliance, credential management, and full message history tied to the case record.
Lead Autopilot	Automated lead capture, qualification, and routing via leadautopilot.ai integration.

Automation & Extensibility

Feature	Description
Webhooks	Configure outbound webhooks with event triggers, target URLs, and authentication. Trigger external processes when leads are created, case statuses change, settlements are finalized, or payments are recorded.
Lead Source Integrations	Connect to external lead capture sources with configurable field mappings and automatic intake mapping.
Open API & MCP Server	Full API access for custom integrations, third-party tools, and AI-powered automation via the Model Context Protocol. Firms are not limited to pre-built integrations — they can design their own automation layer.
API Key Management	Generate and manage API keys for secure programmatic access to backdocket. Control which external systems and automation tools can interact with your firm’s data.
External Document Sync (Coming Soon)	Backdocket includes robust built-in cloud document storage with unlimited capacity, hierarchical folder organization, and full search across all case records. Two-way synchronization with SharePoint, Google Drive, and Dropbox is in development — allowing firms to connect their preferred external storage platforms for structured, bidirectional document sync alongside backdocket’s native storage.

Backdocket’s integration philosophy: Connect deeply where it matters. Remain open everywhere else. With full API access and event-based triggers, firms can design automation tailored to how they operate.

14 Security, Roles & Permissions

Enterprise-grade governance controls designed for growing and multi-team firms. Define structured roles, restrict sensitive case data, and control field-level visibility to ensure operational discipline at scale.

Feature	Description
Role-Based Access Control	Define custom roles with granular permission sets. Assign users to roles with automatic cache management.
System Permissions	Comprehensive permission system covering intake, claim decisions, invoicing, payments, check issuance, user management, and firm administration.
Private Claim Security	Restrict claim access to authorized personnel with enforcement across all endpoints — documents, events, ledger, contacts, and correspondence.
Field-Level Permissions	Control visibility and editability of individual claim fields by role. Ensure intake teams, negotiators, accounting staff, and leadership each see exactly what they need.
Claim Security Caching	Security permissions are enforced instantly, even for firms with hundreds of users and thousands of cases — without slowing down the system.
Administrator Safeguards	Built-in protection preventing removal of the last administrator from the company. Organizational integrity safeguards prevent accidental removal of critical access.
Authentication & MFA	Secure login with multi-factor authentication via email verification, configurable max attempt limits, account disable protection, and auto-login via stored credentials.
Activity Audit Trail	Every user action is logged with full context — URL, IP address, browser, timestamp, and trace ID. Activity and exception logs provide a complete audit trail for compliance reviews, incident investigation, and operational accountability.

15 Staff Management

Manage firm staff records, documents, custom fields, and role assignments with reassignment support for seamless team transitions.

Feature	Description
Staff Records & Profiles	Manage past and current staff members with ID/name lookup and full profile access.
Staff Documents	Attach, manage, and organize documents on staff records with metadata and remote storage.
Staff Custom Fields	Extend staff records with configurable ad-hoc fields and dropdown options.
Staff Role Assignment	Assign company-defined roles to staff members with full role management.
Staff Reassignment	Retrieve reassignment data to transfer case responsibilities between staff members. When team members transition, work is redistributed without disruption.

16 Notifications & Real-Time Alerts

Push notification system with configurable event subscriptions for real-time case updates. Stay informed without checking the system constantly.

Feature	Description
Push Notifications	Browser-based push notifications for lead assignments, case updates, and other configurable triggers.
Event Subscriptions	Configure which events trigger notifications per user with full subscription management.
Notification Testing	Test push notification delivery to verify subscription configuration.
Billing Notifications	Configure billing notification recipients for payment and subscription alerts.

17 Configuration & Firm Administration

Backdocket’s configuration framework allows firms to evolve their operational structure without developer dependency. Define claim types, workflows, financial categories, intake experiences, and approval processes that mirror your internal organization — whether you manage a single team or multiple departments.

Feature	Description
Lookup Table Management	Full management of all configurable lists: document types, email types, phone types, ledger types, referral reasons, claim request types, and more.
Claim Type Configuration	Define claim types with custom fields, intake forms, expected events, expected contacts, menu structures, and configurations. Start from any of the 22 prepared templates or build from scratch.
Ad-Hoc Field Definitions	Create custom fields for claims, contacts (person and company), events, ledger entries, and staff — with dropdown item management.
Merge Field Configuration	Manage available merge fields for documents and correspondence across all entity types.
Check Approval Settings	Configure check approval workflows and thresholds at the company level.
Integration Settings	Manage SMS, accounting, calendar, task, email, and e-signature provider configurations.
Intake Setup	Configure intake forms and claim-type-specific intake experiences.

Adapt workflows as your firm grows, adds practice areas, restructures teams, or expands into new jurisdictions — without migrating systems. Operational flexibility without re-engineering.

Backdocket isn’t just software. It’s the operational foundation for firms that intend to grow with discipline, clarity, and control.

$59.99 per user / month | All features included | backdocket.com

Schedule a Demo