Comprehensive Feature List

Customizable Practice Management Software for Growing Law Firms

17 feature categories. 148+ capabilities. 22 prepared claim type templates spanning plaintiff, defense, transactional, and specialty practice areas.

$59.99 per user / month — Flat rate. All features included. No add-on fees.

01 Case & Claim Management

Full lifecycle management of legal cases from intake through settlement and disbursal, with configurable claim types, custom fields, and multi-layered security. Built on proven best practices and refined through years of production use in real law firm environments.

Feature Description
Create, Update & Track Claims Comprehensive claim records with all associated data — contacts, staff, notes, ad-hoc fields, and search indexing. Every claim is tracked from first contact through resolution.
Configurable Claim Types Define custom claim types with unique field configurations, intake forms, menu structures, and expected events. Start with any of 22 prepared templates — spanning PI, Auto, Medical Malpractice, Mass Tort, Family Law, Estate Planning, Maritime, Workers’ Comp, Criminal, Immigration, and more — or build your own.
Claim Status Workflow Track claim lifecycle through statuses: Active w/Contract, Chase Call, No Decision, Referral Pending, Closed, Rejected, Referred, and more. Every status change is tracked for reporting and accountability.
Settlement & Disbursal Tracking Track the full settlement lifecycle including negotiations, offers, demands, lien tracking, and disbursals. Purpose-built financial tools surface every dollar from case expenses through final payout.
Negotiation Management Configurable negotiation tracking lists let firms monitor offers, counteroffers, and third-party negotiations across all active claims.
Medical Treatment & Records Lifecycle Track medical treatments, provider information, and the full records request lifecycle. Backdocket’s claim request system manages any outbound request to a third party — medical records, police reports, billing records — with status tracking from creation through fulfillment.
Claim Requests & Third-Party Tracking Create, track, and manage outbound requests tied to claims with template-driven document generation, priority flags, status tracking, and firm-wide views. Centralized dashboards allow records departments to manage all outbound requests firm-wide, independent of individual case ownership.
Claim Groups & Related Cases Link related claims into groups. Move claims between groups, view consolidated contacts and documents across grouped cases.
Custom Ad-Hoc Fields Extend claim records with custom fields per claim type — dropdowns, text, dates, and more — all fully searchable and reportable.
Private Claim Security Restrict sensitive claims to authorized personnel with enforced access controls across all operations.
Field-Level Permissions Granular control over which fields staff members can view or edit on claim records. Ensure intake teams, negotiators, accounting staff, and leadership each see exactly what they need.
Claim Notes & Activity Tracking Attach notes directly to claims with full management capabilities, timestamp tracking, and staff attribution.
Claim Billing Information Store and manage billing details directly on claim records with safeguards that prevent conflicting edits when multiple staff access the same record.
Statute of Limitations Tracking Track statute of limitations dates on every claim with automatic calendar event creation. SOL deadlines surface in firm calendars and dashboards to ensure no critical filing date is missed.
Lien Tracking Flag and track liens at the ledger entry and claim contact level — including medical liens, hospital liens, and third-party recovery claims. Lien data flows directly into settlement and disbursal calculations.
02 Contact Management

Centralized contact database for persons and companies with rich search, deduplication, and seamless claim association. Every contact is connected to the cases and roles that matter.

Feature Description
Person & Company Contacts Manage both individual and organizational contacts with distinct field sets and custom ad-hoc fields for each type.
Multi-Criteria Search Search contacts by name, email, phone, SSN, date of birth, AKA names, and custom ad-hoc field values.
Duplicate Detection Automatically find potential duplicates by matching name plus at least one identifier — DOB, SSN, phone, address, or email.
Contact Merge Resolve duplicates completely, not just flag them. Merging moves every association from the source records onto the target — claims, ledger entries, calendar events, documents, notes, contact relationships, records requests, and list memberships — while you choose which ad-hoc field values survive. One clean record, no orphaned history.
Custom Contact Lists Define your own contact lists — referral partners, expert witnesses, treating providers, marketing audiences — each with its own ad-hoc fields, dropdown values, and dedicated advanced-search fields. Lists are built and reported on by your staff, with no development work and no separate database to maintain.
Claim Contact Roles Associate contacts with claims in specific roles (client, opposing counsel, adjuster, medical provider, etc.) with per-role ad-hoc fields.
Document Folder Trees Organize contact documents in configurable folder hierarchies for structured storage and easy retrieval.
Contact Documents & Metadata Attach, search, and manage documents on contact records with typed categorization and storage tracking.
External Accounting Connections Link contacts to external accounting systems (e.g., QuickBooks) as vendors or customers for streamlined financial workflows.
03 Lead Intake, Conversion & Marketing ROI

Capture, qualify, and convert leads from multiple channels with configurable routing, integration support, and full source-to-outcome tracking to measure marketing ROI. Designed for high-volume intake operations, backdocket allows firms to centralize lead handling within dedicated intake teams.

Feature Description
Multi-Channel Lead Capture Ingest leads from phone calls, live chat, and web forms with per-channel expiration thresholds. Every lead source is tracked for downstream reporting.
Lead Source & Campaign Tracking Track which marketing channels, campaigns, and referral sources generate leads. Map lead sources automatically to intakes and report on conversion outcomes via advanced search to measure true marketing ROI.
Lead Autopilot Integration Seamless integration with Lead Autopilot (leadautopilot.ai) for automated lead capture, qualification, and routing.
Lead Integration Connectors Connect to any external lead source with configurable field mappings. Inbound data is automatically mapped to intake fields and tracked end-to-end.
Lead Assignment & Routing Assign leads to intake staff with push notifications. Enforce single-assignment rules to prevent conflicts. Structured assignment rules ensure no opportunity is missed — even as marketing volume scales.
Lead-to-Case Conversion Convert qualified leads into active claims or referrals, carrying contact information forward automatically.
Referral Management Create referrals from leads with reason tracking. Manage referral sources and outcomes.
Configurable Intake Forms Customize the intake experience with claim-type-specific configurations and synchronized setup.
Lead Expiration & Caching Leads that go cold are automatically expired so intake always sees a fresh, actionable queue. Per-channel expiration thresholds ensure your team focuses on the opportunities that matter right now.
04 Document Management

Enterprise document storage and organization with merge templates, e-signature integration, and cross-record search. Generate letters, emails, and documents automatically using Word and PDF mail merge templates populated with claim and contact data — then route for e-signature through DocuSign. All included — no add-on fees. Unlimited storage.

Feature Description
Claim & Contact Document Storage Attach documents to claims, contacts, and staff records with typed categorization, metadata, and remote storage. Unlimited storage included.
Configurable Folder Trees Organize documents in hierarchical folder structures per claim type and contact type.
Cross-Record Document Search Search documents by name across all record types, individual claims, or multi-claim batches with parallel security validation.
Word & PDF Merge Templates Create document, email, and text message templates using Microsoft Word and PDF formats with merge fields that auto-populate from claim and contact data. Generate letters, demand packages, retainer agreements, and correspondence on the fly.
Merge Template Email & Text Runs Execute mass email or text campaigns using merge templates against advanced search result sets for targeted outreach. Automate client communications at scale.
DocuSign E-Signature Integration Connect to DocuSign for seamless template retrieval and digital signing workflows. Route documents for signature directly from the case record.
Document Export Export claim documents to external storage with creator and timestamp tracking.
Correspondence-to-Document Conversion Save email and SMS attachments directly as claim documents with background storage transfer.
Merge Field Library Comprehensive library of available merge fields for claims, contacts, addresses, and claim contacts — covering every data point in the system.
Secure Shared Document Links Generate time-limited secure links to share case documents with external parties — opposing counsel, adjusters, clients — without granting system access. Links expire automatically.
05 Correspondence & Communications

Integrated email and SMS communication tied directly to claims and contacts with template support and full audit trails. Send and collect correspondence related to every case — with every message stored in the case record for complete communication history.

Feature Description
Email Correspondence Send emails linked to claims and contacts with security validation, background processing, and automatic rollback on failure. Every email is saved to the case record.
SMS Text Messaging Send SMS messages via integrated providers (Twilio) with phone number verification and opt-in compliance. All messages saved in the related case.
Correspondence Templates Create reusable email and text templates with merge fields and advanced search targeting. Standardize client communications firm-wide.
Automated Event-Triggered Messaging Send emails and texts automatically when certain case events are triggered — status changes, deadlines, milestones — reducing the communication burden on both assistants and attorneys.
Participant Management Discover and validate possible recipients for correspondence based on claim and contact associations.
Correspondence History & Threading View related correspondences, move associations between claims and contacts, and export communication records. Complete audit trail for every interaction.
Attachment Management Manage correspondence attachments and convert them to permanent claim documents.
SMS Provider Integration Connect to SMS providers with credential management, connection testing, and opt-in page support.
06 Calendar & Event Management

Full-featured calendar with recurring events, resource scheduling, and two-way sync with Google and Outlook. Firm-wide calendar management allows designated coordinators to oversee scheduling across teams and resources, reducing conflicts and improving operational coordination as the organization grows.

Feature Description
Calendar Events Create and manage events with attendees, resources, editors, associated claims, and configurable event types. Schedule depositions, hearings, mediations, client meetings, and internal deadlines.
Recurring Events Support for recurring event series with recurrence exceptions and instance-level management.
Resource Scheduling Manage calendar resources (conference rooms, equipment) with availability search and booking.
Private Events Mark events as private with visibility masking for non-attendees and non-editors.
Expected Events per Claim Type Configure expected milestones and procedural deadlines for each claim type to ensure no critical date is missed. Each of the 22 prepared templates includes relevant expected events for its practice area.
External Calendar Sync Two-way synchronization with Google Calendar and Office 365 via OAuth with force-sync capability. Events, deadlines, and scheduling updates stay aligned across platforms in real time.
Claim-Linked Events Associate events with claims for case timeline tracking and linked field references.
Attendee Conflict Detection Automatic detection of scheduling conflicts when creating or editing events. The system identifies overlapping commitments for attendees and resources before the event is saved.
07 Task Management

Structured task tracking with bundles, assignments, and external sync for streamlined case workflows. Task bundles and centralized task views allow operations teams to apply standardized workflows across hundreds of claims in a single action.

Feature Description
Task Creation & Assignment Create tasks with assignees, due dates, priorities, and claim associations.
Task Bundles Define reusable sets of tasks with due-date offsets and assignee rules. Apply entire bundles to claims in one action to standardize workflows across your firm. Responsibilities can be distributed across departments, ensuring procedural consistency regardless of case volume.
External Task Sync Synchronize tasks with Google Tasks and Outlook Tasks via provider integrations. Two-way sync ensures nothing falls through the cracks.
Claim-Linked Tasks Every task ties to a claim for case-centric workflow management.
Bundle Management Search, create, and configure task bundles with contained task definitions and automatic scheduling.
08 Case Financial Management

Purpose-built financial tracking for law firms focused on case expenses, settlements, and disbursals — with time-based billing, rate cards, check processing, invoicing, LEDES export, and QuickBooks integration all included. Every dollar is tracked from intake to final payout. No external spreadsheets. No fragmented systems. No double entry.

Feature Description
Claim Ledger Entries Create, view, edit, and delete ledger entries on claims to track every case expense, cost recovery, and financial transaction from intake through disbursal.
Configurable Ledger Types Define ledger types with categories, custom fields, and sort orders for structured financial tracking tailored to your firm’s workflows.
Settlement & Disbursal Calculations Track all case costs and use ledger data to calculate settlement distributions and disbursals accurately, ensuring every dollar is accounted for.
Check Management & Approval Multi-step check approval workflow with configurable settings. View pending approvals and issue check batches.
Check Batch Processing Issue approved checks in batches with automatic external accounting sync and rollback on failure.
Invoicing Create invoices for single or multiple claims with due date management. Track payment applications against invoices.
Payment Tracking Record and query payments within date ranges with invoice application tracking.
QuickBooks Integration Full two-way sync with QuickBooks Online via OAuth — create contacts, map accounts, and push case-level financial activity directly into your accounting system without duplicate entry.
Ledger Account & Payment Sources Configure payment sources and account options as lookup values for consistent financial categorization.
Time-Based Billing & Rate Cards Support for time-based ledger entries with configurable rate cards per claim type. Track billable hours alongside fixed-cost expenses on the same claim ledger. Role-based permissions control who can view billing rates.
UTBMS Classification Mapping Map time entries to UTBMS (Uniform Task-Based Management System) codes for standardized legal billing — required by many insurance carriers and corporate clients.
LEDES Billing Export Export billing data in LEDES format — the legal industry standard for electronic invoice submission. Required for insurance defense, corporate legal departments, and any practice area where clients mandate standardized billing.
Data Export (Excel, CSV, IIF) Export search results, dashboard data, intake reports, and financial records to Excel, CSV, and QuickBooks IIF formats for offline analysis, client reporting, and accounting workflows.
09 Business Analytics, Dashboards & Reporting

Backdocket includes the dashboards and operational reports firms need to run effectively — built from years of hands-on experience working with real plaintiff practices. These are not generic metrics. They reflect proven best practices around intake performance, case velocity, financial exposure, settlement tracking, and team accountability.

Feature Description
Dashboards & Visual Analytics Real-time dashboards surface critical business metrics — case status, financial performance, staff activity, deadlines, and operational KPIs — all at a glance. Track performance by individual, team, department, or firm-wide.
Custom Reports via Telerik Report Writer Take full control of reporting with Telerik Report Writer. Build pixel-perfect custom reports using advanced searches as the web data source — no developer required.
Scheduled Report Delivery Put any custom report on a recurrence and let it deliver itself. Reports built on a Telerik definition or a saved advanced search can be scheduled with recurrence rules and routed to the people who need them — so the weekly intake numbers and the monthly settlement summary arrive without anyone remembering to run them.
Saved Advanced Searches Create and save complex searches with custom filter criteria and column definitions. Share across the firm for consistent, reusable reporting.
Search by Claims or Contacts Separate advanced search types for claims and contacts with type-specific fields and filters.
Custom Filter Criteria Build filters using any system field, ad-hoc field, date range, or dropdown value with grouped filter logic. Surface any piece of data in the system.
Custom Column Definitions Choose exactly which columns appear in search results for tailored views and exports.
Parameterized Execution Run the same saved report with different date ranges, statuses, or staff members — without rebuilding the search each time.
Multi-Field Claim Search Search claims by system string fields, date fields, ad-hoc fields, reference numbers, and contact-type ad-hoc fields.
Copy & Share Searches Duplicate existing searches and share them across the firm for collaborative reporting.
Lead & Marketing Performance Reporting Track lead sources, conversion rates, and campaign outcomes through advanced search — giving your firm the data to make smarter marketing investments.
Excel & CSV Export Export any search result, dashboard view, or report to Excel or CSV for offline analysis, client deliverables, or board-level reporting.
10 Mobile Experience

A purpose-built mobile experience designed to provide full functionality without the operational burden of traditional app store distribution. Navigate to application.backdocket.com and begin working immediately.

Feature Description
Progressive Web App (PWA) Backdocket’s mobile application is a purpose-designed PWA that delivers a native app experience without requiring installation from any app store. No downloads, no updates to manage, no device storage consumed.
Intelligent Device Detection Navigate to application.backdocket.com from any mobile device and backdocket automatically detects your device and delivers the optimized mobile experience.
Full Device Support Works on all smartphones and tablets — iPhone, iPad, Android phones and tablets — with no platform restrictions or compatibility concerns.
Zero IT Burden No app store approvals, no MDM policies, no forced updates. Every user always operates on the latest version. For multi-office or rapidly growing firms, centralized deployment ensures immediate access without coordinating mobile rollouts.
11 AI-Native Case Intelligence

Built-in conversational AI with document analysis, structured extraction, and professional document generation — all scoped to your case data, backed by citations, and powered by your choice of AI provider. No black-box answers. No vendor lock-in. No per-query fees. Read the full AI feature brief →

Feature Description
AI Case Chat ChatGPT-style conversational interface tied to individual claims. Ask questions about case documents and get citation-backed answers drawn from your actual files — not generic training data.
AI Firm Chat Firm-wide conversational AI for general queries, cross-case analysis, and firm data. Not scoped to a specific claim.
Document Intelligence (RAG) Load claim documents for AI analysis. The system indexes your files and uses retrieval-augmented generation to draw answers from actual case records. New documents are automatically indexed as they are added.
Structured Extraction Extract treatment timelines, billing summaries, injury catalogs, and correspondence summaries from case documents. Formatted, citable, and saveable as claim documents.
Document Generation Generate demand letters, settlement brochures, billing summaries, and correspondence as downloadable Word, PDF, or Excel files — populated with real case data from AI conversations.
Template-Aware Drafting Point the AI at an existing firm template and it generates a new document matching that template’s structure, tone, and layout. Supports Word reference mode, PDF form fill, and PDF layout matching.
Citation-Backed Responses Every AI answer includes inline citations linking to the source document and page number. Verify any claim against your original records.
Document Entity Extraction Automatic extraction of dates, dollar amounts, and named parties from case documents at upload time. Generate medical chronologies, expense summaries, and party rosters from your case files.
OCR for Scanned Documents Automatic text extraction from scanned medical records, bills, and images using built-in OCR. The AI reads scanned documents just as accurately as digital files — included at no extra cost.
Merge Field Intelligence AI fills your existing Word merge templates with real case data while preserving original formatting, table structures, and conditional fields. Professional documents that look exactly like your firm’s templates.
Multi-Provider LLM Choose your AI provider — Anthropic (Claude), OpenAI (GPT), or Azure OpenAI. Switch providers anytime. No data migration. No re-indexing. No vendor lock-in.
Firm-Controlled AI Costs Each firm uses their own API key. You control which provider, which model, and how much you spend. No hidden AI surcharges in your subscription.
Full API via MCP Server Every backdocket endpoint is reachable by an AI assistant through the Model Context Protocol — including whichever assistant your firm already uses. No proprietary client, no per-seat AI tax.
AutoPilot Automation Engine Built-in automation framework that executes configurable workflows triggered by case events — status changes, deadlines, contact updates, and more. Automate routine operational tasks without writing code or relying on third-party automation platforms.
Automated Surveys Create and deploy surveys tied to claims and contacts with configurable questions, response tracking, and automation triggers. Collect structured feedback from clients, staff, or external parties — with responses linked directly to the case record.
AI Charting & Data Visualization Generate pie, donut, bar, column, line, area, and scatter charts directly from AI conversations. Ask questions about your case data and get visual answers — multiple charts per message, automatic data normalization, and interactive tooltips.
AI Usage Dashboard Monitor AI token usage by provider, model, and call type. Monthly usage summaries on the admin dashboard with 24-month retention. Full visibility into AI costs — context window utilization displayed in real time during conversations.

Backdocket’s AI philosophy: Your data. Your provider. Your control. Every AI response is citation-backed and drawn from your actual case files. Choose Anthropic, OpenAI, or Azure OpenAI — switch anytime with no data migration. AI is included in the $59.99/user/month price. No add-on fees.

Read the full AI-Native Case Intelligence brief →

12 BackVault — Real-Time Data Warehousing

Your data. Your infrastructure. Always in sync. BackVault keeps a reporting-ready SQL Server database on your own infrastructure synchronized with your live Backdocket data in real time. Connect any BI tool, run any query, combine with any enterprise data source — all included. Read the full BackVault brief →

Feature Description
Real-Time Data Warehouse A local SQL Server instance on your infrastructure, continuously synchronized with your live Backdocket data. Not a data export — a fully structured, reporting-ready data warehouse.
Automatic Schema Evolution When you add custom fields in Backdocket, corresponding columns appear in your BackVault — strongly typed and indexed. When you add custom lists, new tables are created with proper foreign key relationships. Your warehouse evolves automatically with your configuration.
Reporting-Ready Data Model Everything is strongly typed, foreign key constrained, indexed, and denormalized for query performance. Connect Power BI, Tableau, SSRS, Crystal Reports, Excel, or any SQL Server client and start building reports immediately.
Webhook-Based Delivery Real-time synchronization is available via webhook delivery for organizations with public endpoints, enabling instant data availability.
Multi-Firm Consolidated Reporting Each firm runs its own BackVault instance. Legal groups and multi-firm organizations can roll up reporting across their entire portfolio into a single consolidated view — using their own BI infrastructure.
On-Site Data Backup Even firms that never write a SQL query benefit from BackVault as a real-time, on-site backup of their entire Backdocket dataset. Your data, on your hardware, always current.

No other legal practice management platform offers a native, self-evolving data warehouse included in the base subscription. FileVine offers Snowflake-based data sharing as a paid add-on — but it requires a separate Snowflake account and does not automatically extend the schema when you customize your platform. BackVault runs on SQL Server, the database your team already knows, and is included at $59.99/user/month.

Read the full BackVault brief →

13 Integrations & Open Architecture

Backdocket connects seamlessly with the essential tools modern law firms already rely on — from email and accounting to e-signature and communications — while providing an open architecture that makes future integrations virtually limitless.

Core Productivity Integrations

Feature Description
Microsoft Office 365 Two-way synchronization with Outlook email, calendar, and tasks. Events, deadlines, and task updates stay aligned across platforms in real time.
Google Workspace Two-way sync for Gmail, Google Calendar, and Google Tasks via secure OAuth authentication. Gmail integration includes webhook-based push notifications for real-time email synchronization — new messages appear in the case record as they arrive.
Word & PDF Mail Merge Generate professional documents using Microsoft Word and PDF templates with dynamic claim and contact merge fields.

Financial & Accounting Integration

Feature Description
QuickBooks Online Full two-way integration for contacts, accounts, checks, and financial data. Push case-level financial activity directly into your accounting system without duplicate entry.

Communications & E-Signature

Feature Description
DocuSign Integrated e-signature workflows with template retrieval and secure digital execution. Route documents for signature directly from the case.
Twilio SMS Integration Secure text messaging with opt-in compliance, credential management, and full message history tied to the case record.
Lead Autopilot Automated lead capture, qualification, and routing via leadautopilot.ai integration.

Automation & Extensibility

Feature Description
Webhooks Configure outbound webhooks with event triggers, target URLs, and authentication. Trigger external processes when leads are created, case statuses change, settlements are finalized, or payments are recorded.
Lead Source Integrations Connect to external lead capture sources with configurable field mappings and automatic intake mapping.
Open API & MCP Server Every backdocket endpoint — not a curated subset — is reachable through both a REST API and a Model Context Protocol server. Most vendors hand you an API and call the platform open. Backdocket hands an AI assistant the ability to discover the right call, write code against it, and execute that code safely. Firms are not limited to the integrations we ship; they build their own. Verified compatible with Zoom AI Companion — connect Backdocket as a custom MCP connector and query case data, run reports, or trigger workflows directly from Zoom.
AI-Discoverable API The MCP server ships with its own searchable documentation index. An assistant queries for what it needs — claim ledger, advanced search, check approval — and gets back matching endpoints with full signatures, parameters, response shapes, and usage notes. Nobody has to map the API by hand before automation can begin.
Sandboxed Script Execution Beyond individual calls, the MCP server executes real JavaScript against typed API clients inside a secure sandbox, with libraries built in for grouping, statistics, precise financial math, and table operations. Complex questions are answered where the data lives and return only the result — a single request can compare average settlement by claim type across three quarters, instead of forty round trips.
Governed by Design Every endpoint carries a risk classification, so reads run freely while writes, deletes, merges, and financial transactions require explicit confirmation. Every operation is scoped to a single firm and cannot cross firm boundaries. Open access is not unguarded access.
API Key Management Generate and manage API keys for secure programmatic access to backdocket. Control which external systems and automation tools can interact with your firm’s data.
FlightPath Automations Build trigger-and-action automations on leads, claims, and contacts without writing code. Each FlightPath pairs a trigger source with conditions and the action to take, runs on event or on a schedule, and writes a full execution log recording what fired, what it evaluated, and what it did. Any single log entry can be replayed against its original data — so an automation that misbehaves is something you can inspect and re-run, not a black box you have to trust.
External Document Sync Connect SharePoint, Google Drive, or Dropbox and sync documents bidirectionally alongside backdocket’s own unlimited cloud storage. Map your claim and contact folder trees to the external location, choose how claim-type folders are structured, and let delta-based sync keep both sides current — documents added, moved, or removed in backdocket flow through to your storage platform automatically. Firms keep the storage estate they already govern without giving up backdocket’s native folder organization or cross-record document search.

Backdocket’s integration philosophy: Connect deeply where it matters. Remain open everywhere else. With full API access and event-based triggers, firms can design automation tailored to how they operate.

14 Security, Roles & Permissions

Enterprise-grade governance controls designed for growing and multi-team firms. Define structured roles, restrict sensitive case data, and control field-level visibility to ensure operational discipline at scale.

Feature Description
Role-Based Access Control Define custom roles with granular permission sets. Assign users to roles with automatic cache management.
System Permissions Comprehensive permission system covering intake, claim decisions, invoicing, payments, check issuance, user management, and firm administration.
Private Claim Security Restrict claim access to authorized personnel with enforcement across all endpoints — documents, events, ledger, contacts, and correspondence.
Field-Level Permissions Control visibility and editability of individual claim fields by role. Ensure intake teams, negotiators, accounting staff, and leadership each see exactly what they need.
Claim Security Caching Security permissions are enforced instantly, even for firms with hundreds of users and thousands of cases — without slowing down the system.
Administrator Safeguards Built-in protection preventing removal of the last administrator from the company. Organizational integrity safeguards prevent accidental removal of critical access.
Authentication & MFA Secure login with multi-factor authentication via email verification, configurable max attempt limits, account disable protection, and auto-login via stored credentials.
Activity Audit Trail Every user action is logged with full context — URL, IP address, browser, timestamp, and trace ID. Activity and exception logs provide a complete audit trail for compliance reviews, incident investigation, and operational accountability.
15 Staff Management

Manage firm staff records, documents, custom fields, and role assignments with reassignment support for seamless team transitions.

Feature Description
Staff Records & Profiles Manage past and current staff members with ID/name lookup and full profile access.
Staff Documents Attach, manage, and organize documents on staff records with metadata and remote storage.
Staff Custom Fields Extend staff records with configurable ad-hoc fields and dropdown options.
Staff Role Assignment Assign company-defined roles to staff members with full role management.
Staff Reassignment Retrieve reassignment data to transfer case responsibilities between staff members. When team members transition, work is redistributed without disruption.
16 Notifications & Real-Time Alerts

Push notification system with configurable event subscriptions for real-time case updates. Stay informed without checking the system constantly.

Feature Description
Push Notifications Browser-based push notifications for lead assignments, case updates, and other configurable triggers.
Event Subscriptions Configure which events trigger notifications per user with full subscription management.
Notification Testing Test push notification delivery to verify subscription configuration.
Billing Notifications Configure billing notification recipients for payment and subscription alerts.
17 Configuration & Firm Administration

Backdocket’s configuration framework allows firms to evolve their operational structure without developer dependency. Define claim types, workflows, financial categories, intake experiences, and approval processes that mirror your internal organization — whether you manage a single team or multiple departments.

Feature Description
Lookup Table Management Full management of all configurable lists: document types, email types, phone types, ledger types, referral reasons, claim request types, and more.
Claim Type Configuration Define claim types with custom fields, intake forms, expected events, expected contacts, menu structures, and configurations. Start from any of the 22 prepared templates or build from scratch.
Ad-Hoc Field Definitions Create custom fields for claims, contacts (person and company), events, ledger entries, and staff — with dropdown item management.
Merge Field Configuration Manage available merge fields for documents and correspondence across all entity types.
Check Approval Settings Configure check approval workflows and thresholds at the company level.
Integration Settings Manage SMS, accounting, calendar, task, email, and e-signature provider configurations.
Intake Setup Configure intake forms and claim-type-specific intake experiences.

Adapt workflows as your firm grows, adds practice areas, restructures teams, or expands into new jurisdictions — without migrating systems. Operational flexibility without re-engineering.

Backdocket isn’t just software. It’s the operational foundation for firms that intend to grow with discipline, clarity, and control.

$59.99 per user / month  |  All features included  |  backdocket.com

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