LiveSourced

Personal Injury intake, records, liens, demand work, and disbursement in one workflow

SOL tracking, treatment timelines, medical records, lien tracking, demand drafting, adjuster logs, and settlement disbursement workflows stay organized in one click-through injury workflow.

10 clicks or less from intake to filing-ready, no tedious form filling

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No sales call · Unlimited matters · No credit card to start

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DocketBuddyPersonal Injury
3 active cases
SOL Status, All cases
Brett HallSOL: 60 days
Personal Injury · GADeadline: Jan 8, 2027
⚠ SMS alerts: 30/14/7 days active
Carlos MendezSOL: 579 days
Workplace third-party · GADeadline: Jan 8, 2027
Tanya WilliamsSOL: 645 days
Auto · FLDeadline: Mar 12, 2027

Attorney review stays in the loop while the routine workflow moves. Security details →

Personal Injury and Workers' Comp are included together in one subscription.

Case Stress Test

Stress-test every case before someone else does

While the workflow stays fast, practice-aware stress tests watch each matter for what a trustee, agency, opposing counsel, adjuster, ALJ, court, or beneficiary may question, then turn it into a source-backed attorney review at the moment you are already working.

Quiet until earned

A review appears only when the file shows a matched fact, source gap, deadline, or scope risk. No signal, no noise

Reviewer lens

Each review names who may question the issue, the proof that answers it, and the client request that closes the gap

Data with citations

Registry radar and district filing intelligence sit underneath, every value carrying its primary source

See it in action

Built for the case management load of personal injury

SOL tracking, treatment timelines, liens, demand letters, adjuster communication, and disbursement, organized from intake through settlement.

Treatment Timeline
Carlos Mendez
ER. Emory University Hospital
Jan 8, 2025 · L4-L5 herniation suspected
Orthopedic. Dr. Singh
Jan 15, 2025 · Disc herniation confirmed
PT begins: 3×/week
Feb 1, 2025 · Partial improvement
⚠ Gap in treatment: 10 weeks
May 20, 2025 · Adjuster may raise: flag

Every provider visit logged, with gaps in care flagged before the adjuster finds them.

Lien TrackerCarlos Mendez
MSA Flag
Medicare lien$18,400
MMSEA notice sent
Health insurance subrogation$9,200
Pending negotiation
Net to client (est.)$39,100
⚠ MSA may be required, Medicare review active

Liens tracked and net-to-client calculated; MSA flag fires when Medicare involvement is detected.

Settlement Worksheet
Tanya Williams
Disbursement worksheet, not a settlement prediction or case valuation
Gross settlement$100,000
Attorney fee (33.3%)($33,300)
Medical liens($14,200)
Costs and expenses($3,800)
Net to client$48,700
Specials × 2.5 = $121,250
Planning suggestion only, not a valuation

Gross to net calculated automatically, with 2.5× specials shown as a starting-point suggestion, clearly labeled.

The problem

Personal injury and workers comp run on deadlines and documentation: the SOL is absolute, the treatment timeline is the case, and the lien balance determines what the client actually receives. Most attorneys track SOL in spreadsheets, build timelines from memory, and calculate liens by hand at the end.

DocketBuddy organizes SOL tracking, treatment timelines, medical records, lien management, and demand drafting, with disbursement running gross to net. The legal judgment is yours, the case management layer isn't.

What it does

CLAIM DEADLINE TRACKING

State deadlines and SOL countdowns, SMS at 90/60/30/14/7 days

Date-of-injury deadlines tracked for supported personal injury and workers comp workflows. SMS alerts fire at 90, 60, 30, 14, and 7 days. Attorney verifies each deadline before relying on it.

TREATMENT TIMELINE

Gaps in care flagged before the adjuster finds them

Treatment timeline built from intake and uploads. Every provider visit logged with date, provider, and note. Gaps in treatment are surfaced before they become adjuster arguments.

MEDICAL RECORDS TRACKING

Every provider tracked: request sent, records received

Track every medical provider from not-requested through summarized. Record request dates, receipt dates, and review status. Gaps in the medical record flagged before the case goes to demand.

LIEN MANAGEMENT

Medicare, Medicaid, health insurance, net-to-client calculated

Medicare, Medicaid, and health insurance subrogation liens tracked per case. Net-to-client calculated from gross recovery minus fees and liens. MMSEA notice status tracked. MSA flag fires when Medicare involvement is detected.

AI DEMAND LETTER DRAFTING

Liability narrative, medical specials, wage loss, drafted

Demand letter drafted from case data: liability narrative, treatment summary, itemized medical specials, and wage loss documentation. Attorney sets the demand figure and reviews before sending. Never filed automatically.

ADJUSTER COMMUNICATION LOG

Every contact logged: offers, counteroffers, response deadlines

Every adjuster contact logged with date, method, contact name, and note. Verbal and written offers tracked chronologically. Response deadlines surfaced. The negotiation record builds as the team works the file.

TREATMENT TIMELINE

Treatment timeline organized from the record

Every provider visit logged from intake and uploads, with gaps in care flagged before the adjuster finds them

WAGE LOSS + LIENS

Wage loss and liens surfaced together in every demand package

Wage loss calculations and lien balances both feed the same demand letter and settlement worksheet, so nothing gets left out of the number

DEMAND PACKAGES

Demand packages with every version kept

Every redraft is saved before the next one overwrites it, so the negotiation history stays with the case

Newest

NEWEST CAPABILITY

AI Demand Package, included

Draft a demand letter pulled from the treatment timeline, wage loss calculation, and lien balances, with the attorney setting the demand figure before anything goes out.

Scope and limits

Settlement disbursement worksheets are planning tools; the 2.5× specials figure is a starting-point suggestion, not a valuation or verdict estimate, and should not reach clients without your judgment. AI-drafted demand letters require your review, you set the demand figure, and nothing sends automatically.

Follow-up sequences are for consumer leads only, not represented clients. Payment collection, IME scheduling, subpoena generation, and recorded-statement management are not included.

Trust layer

Client data stays protected

AES-256 encryption at rest and in transit
Row-level security, you see only your clients
Client data stored in US regions (Supabase, AWS us-west-1)
Signed audit log on every case action
All AI outputs labeled, never sent or filed automatically
IOLTA trust accounting workflows (configure per your state bar requirements)

Your practice is not broken. Your workflow is fragmented.

Most solo and small-firm attorneys already use plenty of software. The problem isn't the tools, it's that none of them work like a legal workflow.

EmailGmail / OutlookCalendarGoogle / OutlookGoogle DriveDocuments & filesLawPayPaymentsBestCaseFiling softwareCourt PortalPACER / CM-ECFIntake FormTypeform / JotformSpreadsheetCase trackerClient TextsPersonal phonePDF TemplatesWord / AdobeQuickBooksAccountingCalendlyScheduling
DocketBuddy
Practice workflow platform
Client Intake
Branded roadmaps, intake links, prospect conversion
SOL Tracking
State-aware SOL and notice tracking, countdowns by matter
Deadlines
Notice deadlines, filing windows, and hearing dates organized
Medical Records
Injury intake, treatment tracking, IME coordination
Demand Workflow
Wage loss calculator, adjuster communication log, demand prep
Client Portal
Messaging, document requests, status, one place
Billing & Trust
Contingency tracking, fee agreements, IOLTA-ready
Lien Management
Medicare, Medicaid, and insurer lien tracking
Conversion first. Roadmaps and intake links move prospects before the next callback
One repeatable rail. Docs, messages, deadlines, calendar, time, and billing stay tied to the matter
Attorney review stays. Drafts, calculations, and filing-ready work stay review-required

One self-serve price per practice package. Unlimited matters. No per-case fees or per-seat software charges.

Live now

You charge a flat fee, so do we

$99/month for DocketBuddy Core in one practice package: intake, client portal, roadmaps, documents, deadlines, and routine attorney-review workflow. Workbenches and Intelligence are optional premium expansions; usage services are pay-per-use and never required. Personal Injury workflows are live now. Need Workbench, Intelligence, more practice packages, or staff access? Book a guided walkthrough and we’ll set it up with you. Annual billing on the self-serve tier saves 20%. See full pricing →
Start with Core. Upgrade only when a workbench or intelligence packet starts changing firm economics
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Personal Injury is live now

Start with a 14-day free trial. No credit card required.

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What's included in Core:

State deadline tracking with SMS at 90/60/30/14/7 days
Treatment timeline with gap detection
Medical records tracking, provider and record status
Medicare, Medicaid, and health insurance lien tracking
Net-to-client calculation with MSA flag
AI demand letter drafting, attorney review required
Adjuster communication log
Wage loss calculation from employer documentation
Settlement disbursement worksheet
Consumer lead follow-up sequences
IOLTA trust accounting
Client intake portal
Time tracking and invoicing
Email and chat support
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Start free today

Personal Injury workflows are live now.

Start free, no credit card

No sales call · Unlimited matters · No credit card to start

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