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DocketPeak / Matter management

A matter of clarity.
From the first entry.

Find the client, follow the work and see the billing history in one place. DocketPeak’s preview connects sample matter records with time, expenses, documents and retainer activity.

Product in development. Try the fictional preview; production scope and live connections are confirmed before launch.

DocketPeak / Product preview

Illustrative matter workspace

Everything in view.

Matter overview01
Work and documents02
Billing history03

Illustrative workflow · Fictional data · Product in development

The workflow, considered

Less searching. More context.

01 / EXPLORE

Find the right matter

Search fictional matters and use the client or case number to get back to the work you need.

02 / CONNECT

Follow the activity

See services, expenses, credits and sample retainer activity alongside the matter.

03 / REVIEW

Take the next step

Move from a matter into time entry, a document draft or a sample statement without losing the case context.

A closer look

One record to start the next conversation.

A client update, billing review or internal handoff starts more easily when the underlying activity is together. The sample workspace demonstrates that connection without requiring a new process for each task.

  • Review a fictional client and matter record.
  • Follow a single matter’s work and financial activity.
  • Explore related documents and statements.

Before you explore

Can I put real client files into the public demo?

Use fictional information only. The public preview is for exploring the workflow, and production security, access and onboarding requirements must be confirmed separately.

Start with the way you work.

Explore the sample workflow, then talk with the DocketPeak team about the right configuration for your practice.

Request a walkthrough ↗