All the Data You Need at Your Fingertips
No other practice management system can be customized or configured the way backdocket can.
Reporting and Dashboarding
Your backdocket dashboard is easily customizable. Create reports to track things like Intake, Case Status, and marketing KPIs.
Intake
Use backdocket to get real-time notifications about incoming leads, manage your chase life cycle, and customize fields to capture specific data about contacts.
Calendar
Book resources, schedule events, and sort your calendar view by individual users or set it to view the entire firm.
Tasks
Track your task status, or automate your to-do list by setting trigger new tasks to populate when designated tasks are completed.
Records Requests
Track the timelines of any records requests and manage workflow, all from one handy view without needing to dive into individual claims.
Search
Search contacts and claims by any field, including custom fields, and set search results to display relevant information you select, whether that’s case notes, records requests, or anything else you need to find.
Check Approval
Manage claim ledgers, define approval levels for requested checks, and automate your firm’s check requests to free up your inbox.
What Sets Us Apart
- Free, unlimited cloud storage
- Task and calendar integration with Office 365 and Google
- Integration with CallRail, Marketo, MailChimp, and more
- Pre-built claim type templates to select from based on claim criteria used by successful large firms
- Ability to search and report using custom fields
- Personal dashboards that hold the searches and KPIs that your firm cares about, including the ability to display as color-coded charts and graphs
- Ability to upload digital signatures for mail merge
- Ability to track marketing campaign performance and lead attribution
Onboarding Process
At backdocket, we don’t believe in throwing our clients into the deep end. Our comprehensive onboarding process includes meetings between our Onboarding Specialists and your team to determine your firm’s personal workflow and what data points are most important to your firm.
From there, we’ll get started on a custom build dedicated to your requirements, including data migration if you are moving from a different system. You’ll also receive hands-on training to ensure you are confident in the use of your new practice management software.
Once onboarding is complete, our Support team is always available to answer additional questions.
What Other Users Are Saying
