Advice and answers from the Docketwise Team

Getting Started with Docketwise

Prepare forms, manage your practice and track cases

Updated: over 1 year

Sync Docketwise with Clio

Combine Docketwise with Clio's power practice management software

Updated: 4 months

Inviting Contacts to Smart Forms

Invite your contacts to a secure portal where they can complete their forms by answering simple questions

Updated: over 1 year

Customizing the Contact Questionnaire

The Contact Questionnaire is like a general intake form. You can customize to ask any questions you choose and use it when you're not exactly sure which forms you're going to prepare for a new client.

Updated: 4 months

Delete Users

Delete members of your firm's access to Docketwise

Updated: 8 months