Time that stays with the matter.
Start a timer, keep your notes, recover an unposted draft and review the entry before it becomes a charge.
Product preview · By Mountain Investment Holdings
More time for clients.
A clearer view
of your firm.
Bring time, matters, documents, expenses and retainer balances into one connected workspace. Explore DocketPeak’s full interactive demo and the practice tools taking shape around it.
Currently in development. Explore the sample workflow today; launch scope and live integrations are being finalized.
DocketPeak / sample workspace
Illustrative previewYour work, in focus.
Active sample matters03
Time ready to review1h 30m
Sample retainer$2,500
Sample Client · DEMO-1042Active
Sample Property DisputeStatement ready
Next stepReview time & prepare a bill
Capture the work as it happens.
00:28:45Sample timer · Case & document review
Save a draftKeep notes with your time
Review before postingChoose the matter & service
Ready to try?Open the interactive demo ↗
A clear record for your clients.
DEMO-0001Sample statement
Time & servicesItemized activity
Retainers & expensesOne matter history
PDF & email draftReview before delivery
Client or case numberFind the right statement
Fictional data · Full working preview below
✓ Time & case billing✓ Retainer visibility✓ Responsive phone workspace✓ Your brand & workflows
One workflow, fewer loose ends
From the work you do
to the bill you send.
Explore the core workflows in the demo, then discuss how your firm’s rates, users, templates and processes would be configured.
A clearer case history.
Keep services, expenses, credits and retainer activity together. Search by client, matter number or statement.
See the balance behind the work.
Follow sample retainer balances and replenishment targets alongside the activity recorded for each matter.
Statements clients can follow.
Create itemized PDFs and email drafts, with weekly or monthly statement schedules available to explore in the preview.
Appointments and people.
Try booking, rescheduling, staff role previews and workspace administration. Move from a sample appointment to time entry.
Your workspace, your identity.
Preview custom branding, rates, colors and document templates, with a responsive interface and phone installation guide.
The demo uses fictional records stored on your device. Payments, email delivery, invitations and calendar connections are simulated. Production integrations and legal-specific billing controls still require validation.
Documents belong with the matter
Your firm’s format.
A stronger starting point.
Start pleadings from a reusable main template. Keep your caption, signature, font and spacing consistent, then edit each draft for the matter at hand.
Explore Documents in the demo ↗Files and versions, together.
Organize fictional uploads by matter and folder, save versions of pleading drafts, and export editable Word documents or paginated PDFs.
AI assistance, with human review.
Try a sample workflow using drafting instructions, supplied facts and verified authorities. The demo produces an illustrative outline; live AI is not connected.
The attorney stays in control.
AI can make mistakes or invent citations. Review facts, authorities, deadlines, requested relief and court rules before using or filing any draft. The demo links to Florida’s official e-filing portal; it does not file documents.
Explore DocketPeak
See the full workflow.
Try it yourself.
The working preview includes billing, matter documents, a main pleading template, Word and PDF drafts, a sample AI-assistance workflow, appointments and phone view.
01 / RECORD THE WORKOpen a sample matter.
Start a timer, add notes and try the draft recovery and review-before-posting flow.
02 / FOLLOW THE BILLINGReview the matter ledger.
Explore services, expenses and retainer activity, then prepare a sample PDF statement.
03 / MAKE IT YOURSDraft, review, and export.
Open Documents, start from the main template, try the sample AI panel, and download a Word or PDF draft.
Your sample workspace is ready.Enter your email to open the demo. Use fictional information only.
An email address is required to record your demo request. The demo opens in a new tab. The sample workspace uses fictional records on your device, with no live payments, AI, court filing, or email delivery. Do not enter confidential client information.
The bigger picture
Your practice tools.
Your online presence.
A connected direction.
DocketPeak’s proposed package brings the billing workspace together with configured HighLevel tools for enquiries, booking, follow-up and funnels. An optional managed website adds a professional home for your firm online.
These are proposed production services. The sample app demonstrates the workflow; live provider connections are not active in the demo.
01
Intake & follow-upPlan forms, pipelines and configurable follow-up around the way new clients reach your firm.
02
Booking & communicationA proposed connected calendar and communication workflow, with a simpler interface for everyday practice operations.
03
Website & funnel supportOptional five-page website build, hosting and limited monthly content updates. Funnel-builder access is included in the proposed firm-tools package.
Proposed launch packages
A foundation for your firm.
Room to grow.
Firm-based proposed pricing for up to ten staff users. Configuration, training and a written scope come before launch.
Billing workspace + firm tools
DocketPeak Practice
$499 / firm / month
Plus $1,995 one-time setup · Up to 10 staff users
- Proposed DocketPeak billing workspace
- Configured HighLevel firm tools
- Forms, booking, pipelines & follow-up setup
- Funnel-builder access
- Firm branding, setup & training
Platform + managed online presence
DocketPeak + Website
$699 / firm / month
Plus $4,495 combined setup · Up to 10 staff users
- Everything in the proposed Practice package
- Five-page website with custom domain connection
- Website build using firm-supplied content
- Two rounds of website revisions
- Hosting + up to 30 minutes of minor content edits monthly
Proposed pricing, subject to a written quote and confirmed launch scope. The website component is $2,500 to build plus $200/month for hosting and maintenance. Domain renewals, business email, phone/SMS/email/AI usage, payment processing, SEO and ads are separate. Additional users, pages, custom funnels and development are quoted separately.
Proposed documents & AI scope: Matter document management and the main pleading template are planned core features. We are evaluating an included AI drafting allowance plus an optional higher-usage tier. Final AI allowances, provider fees, research licensing, and add-on prices are not set and are not represented as included in these preliminary prices.
A few useful answers
Before you
take a closer look.
Can I use DocketPeak with real client records today?
This website introduces a product in development. The public demo is a fictional, browser-local preview. Production onboarding, live integrations, security controls and legal-specific requirements must be validated before real client use.
Is the phone version a separate app?
The demo includes a responsive phone workspace and a guide for adding it to your Home Screen. Open the full demo in your phone’s browser to explore that experience.
Does the retainer ledger replace legal trust accounting?
The preview shows retainer activity and matter balances. It is not a validated legal trust-accounting system. Trust-accounting, reconciliation and jurisdiction-specific requirements need a separate production assessment.
Are website hosting and funnels included?
The proposed $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 proposed firm-tools package; custom funnel builds are quoted separately.
Does DocketPeak include document management and AI drafting?
The demo includes matter folders, sample uploads, a reusable main pleading template, saved draft versions, and Word/PDF exports. The AI panel is a labeled sample workflow; it does not call a live model, analyze uploaded files, research the law, or verify citations. A production AI service and its data handling must be configured before launch.
Will AI be included or sold as an add-on?
The proposed approach is a standard drafting allowance within the core package and an optional higher-usage AI tier. Final allowances, provider costs, and add-on pricing remain to be confirmed. Legal research databases and citation-verification services would require a separate scope.
Who is behind DocketPeak?
DocketPeak is a Mountain Investment Holdings software venture, led by Joseph Brauning. The same parent company owns Florida Pool Tech and the Oak Ledge Lodge brand.
Let’s talk about your firm
Show us how you work.
We’ll start there.
Tell us about your team, the tools you use and what you would like to simplify. Request a walkthrough or discuss a proposed DocketPeak package.
Joseph BrauningMountain Investment Holdings · DocketPeakjoe@mountaininvestmentholdings.com
Please use this form for product enquiries only. Do not submit confidential client or case information.