Docketwise capabilities
8 mapped capabilities, each graded and dated. The map shows what Docketwise can do; the audit shows whether it’s worth consolidating — and a guide shows how to move.
Capabilities
CRM and lead management
provisionalverified ~2 months agoDocketwise includes a built-in CRM for capturing and nurturing immigration leads from a firm's website through to client conversion.
Case management and USCIS case tracking
provisionalverified ~2 months agoDocketwise tracks immigration cases through each stage, pulling live USCIS status updates and logging calls, government actions, and appointments.
Client portal
provisionalverified ~2 months agoDocketwise provides clients with a self-service portal where they can complete intake questionnaires, upload documents, pay invoices, and complete assigned tasks.
E-filing and e-signatures
provisionalverified ~2 months agoDocketwise supports electronic filing of immigration forms and collects legally binding e-signatures from clients.
Invoicing and trust accounting
provisionalverified ~2 months agoDocketwise handles invoice generation, automated payment reminders, and trust accounting within the practice management platform.
Plans and pricing
provisionalverified 26 days agoDocketwise offers three per-user monthly subscription plans with unlimited cases and no seat minimums.
Security and compliance
provisionalverified ~2 months agoDocketwise stores client immigration data on AWS with AES-256 encryption, automated backups, and role-based access controls; the platform disclosed a third-party credential breach in October 2025.