Overview
Whether you’re just getting started with 8am DocketWise or need a quick reminder of how to move around the platform, you’re in the right place.
Here, you’ll find a visual guide, along with practical tips and best practices, to help you navigate DocketWise efficiently.
We also encourage you to visit our Learning Center, designed with you, your firm, and your client’s needs in mind. The DocketWise Learning Center provides outcome-based lessons to help you run your business successfully, focus on practicing law, and increase your firm’s revenue.
Log In to Your Account
To access your workspace, navigate to docketwise.com and log in using your email and password. Once logged in, you will land directly on your Dashboard, your main daily workspace.
Use the Left Navigation Menu
The left side of your screen is your primary navigation hub:
Quick Actions: At the top of the left menu, you will find fast ways to create new items, such as Contacts, Matters, and Forms.
Main Navigation Bar: Use this menu to move between different areas of DocketWise.
Tip: You can toggle on dark menu mode for an alternate, high-contrast navigation view.
Update Your Firm Information
To the right of the navigation pane, you will see your firm's information.
Click Update your firm in Preparer to enter or edit your firm's details.
Docketwise automatically uses this stored information to generate specific forms (like the G-28) for the cases your firm prepares. Once saved, it stays linked to your account and can be updated at any time.
Customize Your Snapshot Tiles
Below your firm information, you will find your customizable snapshot tiles. These tiles give you quick access to your most frequently used information, including:
Forms in Progress
Upcoming Events
Recent Contacts
Form Invitations
Matters
You can easily rearrange these tiles by clicking and dragging them into an order that best matches your firm's daily workflow.
Click Edit dashboard to add or remove tiles.
Monitor the Firm Feed
The Firm Feed is on the right side of the dashboard. This feed provides real-time visibility into recent activities happening across your office.
If a team member updates a contact or creates a new matter, it will appear here.
You can click any link within the Firm Feed to be taken directly to that related record.
Utilize Search and Top Bar Tools
The top of your screen contains essential tools you can access from anywhere in DocketWise:
Search Bar: Quickly locate specific records by entering part of a name, email address, or phone number.
Additional Tools: Next to the search bar, you will find icons for time tracking, notifications, and quick access to support resources.
Global Quick Action Button: Use this button for another fast way to create new items without needing to return to the main dashboard.
Live Chat Support
If you have any questions, we're here to help. To get in touch with our support team, click the chat icon in the bottom-right corner.
For additional support options, click here to learn more.