Your questions.
Clear answers.

Onboarding starts with your team, services, rates, document templates and existing tools. The DocketPeak team agrees the implementation scope with you, configures the workspace and provider connections, and provides training for your firm.

Open a private support ticket from your firm portal and follow replies, status and the recorded resolution in one place. Check public system status for service updates. If a screen share would help, you approve the request, choose what to show and can stop at any time. Read more about support and transparency.

DocketPeak has a responsive phone workspace that opens in your mobile browser. Use the installation guide to add it to your Home Screen for convenient access.

DocketPeak provides a matter-level retainer ledger for billing visibility. Keep your firm’s required trust accounting, reconciliation and jurisdiction-specific controls in place.

The $699/month package includes a five-page website build and hosting, with the stated setup and maintenance scope. Funnel-builder access is part of the firm-tools package; custom funnel builds are quoted separately.

Keep matter folders, uploads, reusable pleading templates and saved draft versions together, then export Word or PDF documents. Connect your own AI account for drafting assistance, with your legal team reviewing the facts, authorities, citations and final document.

Open Calls & messages in your DocketPeak portal to reach your linked CRM phone and text inbox. CRM opens in its own tab, where you can place and receive browser calls, reply to texts, and review call logs and available recordings. Active phone service is required. Phone numbers, minutes, text segments, carrier and other communication fees are billed separately at your agreed usage rates.

Bring your own AI account and manage the subscription and usage through your provider. Provider charges, legal research databases and any separately licensed services are outside the DocketPeak platform package.

DocketPeak is a Mountain Investment Holdings software venture. The same parent company owns Florida Pool Tech and the Oak Ledge Lodge brand.

Use the custom document editor for rich text, font sizes, lists, citation markers, resizable tables, rulers and alignment guides. Edit on the page or in the side panel, add court headers and signature blocks, and save reusable firm templates. Dictation depends on browser support.

Yes. Browse case type, then category, or search for the block you need. Civil, criminal, workers’ compensation, estate and probate, bankruptcy, administrative, appeals and general selections include parenting exchanges and holidays, insurance, deeds and trusts. Explore case-type prefills. Your team supplies verified facts, authorities and required wording.

Upload PDF or Word forms and create an editable copy. PDFs keep the original page with supported fields or added text boxes; scanned text is not automatically converted. Word text and basic emphasis can be edited, with layout review. Add PDF, JPEG or PNG exhibits, label them with letters or numbers, reorder, resize or rotate the exported copies. See forms and exhibits.

Yes. Individual hourly and service rates follow the person’s account permissions, with firm administration controls and matter overrides. New entries retain the timekeeper and rate used. Later rate changes leave older charges intact. See individual billing rates.

The email workspace is built for multiple personal and shared addresses, unread counts, attachments and replies. Firm administrators can grant read-only or read-and-reply access to shared inboxes. Live email connections are awaiting activation. Provider setup and mailbox authorization are required before use; provider subscriptions are separate. Review email features and availability.