Review the source
Start with the entries and activity recorded against the sample matter.
DocketPeak / Billing & statements
Make the work clear.
Then make the bill clear.
Bring time, services, expenses and credits into an itemized record. Explore how a sample matter becomes a statement your team can review before preparing a PDF or email draft.
Product in development. Try the fictional preview; production scope and live connections are confirmed before launch.
DocketPeak / Product previewIllustrative statement
DEMO-0001
✓Review matter activity01
✓Prepare the statement02
✓Export a sample PDF03
Illustrative workflow · Fictional data · Product in development
The workflow, considered
A considered finish to the billing cycle.
Prepare the statement
Follow itemized services, expenses and credits through the statement preview.
Check the output
Create a sample PDF and explore an email draft before any real delivery is configured.
A closer look
A statement should tell a readable story.
Give each billing review a clear starting point: the work that was recorded, the activity on the matter and the statement being prepared. The preview lets you try that sequence with fictional records.
- Explore itemized sample statements.
- Find a statement by case, client or statement number.
- Try PDF output and the email-draft workflow.
Before you explore
Does the public demo send invoices or collect payments?
No. The public sample does not send live billing email or process real payments. Production delivery and payment providers require a confirmed implementation scope.
Start with the way you work.
Explore the sample workflow, then talk with the DocketPeak team about the right configuration for your practice.