backdocket - 2026 Pricing, Features, Reviews & Alternatives

backdocket is a law practice and legal document management software that helps organizations track tasks, manage calendars, monitor leads, define approval workflows, and more from within a unified platform. With the claims management module, staff members can create claims-specific tasks, schedule events, upload claim documents, manage relevant record requests, and monitor claim ledger, including fees, settlements, and expenses.

backdocket enables team members to synchronize tasks from Google or Outlook and track progress status across multiple parameters, such as in progress, pending, completed, and behind schedule. It lets employees capture contact data, establish relationships, access associated cases, upload eSignatures, add notes, and store relevant documents for all contacts. It also allows legal professionals to utilize the advanced search functionality to find information based on several parameters, including ledger entries, claims, contacts, record requests, notes, and lead information.

backdocket enables organizations to manage leads by integrating the platform with several third-party solutions, such as Marketo, CallRail, and MailChimp. Administrators can create dashboards to monitor KPIs and set up role-based access rights to restrict specific users from accessing, editing, and deleting information.