PLATFORM & INTEGRATIONS
Every Tool Your PI Firm Needs in One Platform
Native AI Client Intake, AI Legal Engine, Case Management, Work Drive, and the integrations that connect Docktix to the rest of your stack.
12
Built-in Features
12
Integrations
8
Categories
1
Unified Platform
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Intake
AI Client Intake
Capture, qualify, and sign more personal injury clients automatically.
Communication
Communication & Email Automation
Every conversation organized so your team responds faster and clients stay informed.
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AI
AI Legal Engine
Your AI legal assistant from intake to trial.
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AI
AI Document Generation
Draft smarter and scale legal output with AI-powered document generation.
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Productivity
Smart Template System
Standardize everything with reusable templates that auto-fill from case data.
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Productivity
Productivity & Built-In Tools
Everything your firm needs is built in — no context switching.
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Management
Case Management System
Run your entire practice from one dashboard with complete case visibility.
Management
Team Collaboration & Workflow Control
Keep every team member informed, accountable, and connected.
Management
Calendaring & Litigation Coordination
Coordinate legal timelines with shared scheduling visibility.
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Management
Document Management & Collaboration
Manage, edit, and share legal documents from one centralized workspace.
Finance
Financial & Settlement Management
Track every dollar from expense entry through final disbursement.
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Finance
Settlement & Negotiation Intelligence
Close cases faster with better negotiation visibility.
Storage
Dropbox
Access every case file, anywhere, anytime.
Finance
Stripe
Get paid faster with seamless payment collection.
Communication
Microsoft Outlook
Turn every email into a billable, organized case action.
Communication
Slack
Keep your whole firm in sync with real-time case alerts.
Finance
Bill.com
Automate accounts payable and vendor payments without the paperwork.
Communication
Gmail
Connect your inbox to your case workflow without switching tabs.
Legal
DocuSign
Close retainer agreements in minutes, not days.
Storage
Microsoft 365
Draft, edit, and collaborate on legal documents without leaving the case file.
Storage
Box
Enterprise-grade cloud storage built for secure legal document management.
Finance
QuickBooks
Keep your books perfectly synchronized with your case billing.
Legal
InfoTrack
Order court searches and filings directly from the case record.
Communication
Zoom
Start or schedule client and deposition calls directly from a case record.
Ready to See Docktix in Action?
Every feature you see here is included in your trial. Book a personalized walkthrough and we'll show you what's possible for your firm.