Start with the case
Find a fictional client and case number to anchor the activity.
DocketPeak / Expert witnesses
Detailed work.
A clearer record.
Explore a case-based path from review time and services to expenses, retainer activity and itemized statements. See how the workflow could be configured around your expert practice.
Product in development. Try the fictional preview; production scope and live connections are confirmed before launch.
DocketPeak / Product previewIllustrative expert case
Case → Statement
✓Capture review time01
✓Record services and expenses02
✓Prepare an itemized statement03
Illustrative workflow · Fictional data · Product in development
The workflow, considered
Follow the work from review to statement.
Record what you did
Try service-based time entry and add sample expenses to the matter history.
Prepare the billing
Review retainer activity and explore an itemized sample PDF statement.
A closer look
A record that supports a billing conversation.
Expert work can involve different services and rates. Use the sample workflow to discuss how your review, consultation and other service categories should be configured, without putting actual case information into the demo.
- Explore service-based time entries.
- Review expenses and retainer activity by case.
- Try a statement with an identifiable case reference.
Before you explore
Should I upload a real report or case file to the public demo?
No. Use fictional sample information. Production data handling and access must be agreed and validated before actual case records are introduced.
Start with the way you work.
Explore the sample workflow, then talk with the DocketPeak team about the right configuration for your practice.