DocketIQ Documentation

Welcome to DocketIQ

DocketIQ is a workspace for building a litigated case from pleading to proof. It holds the filed pleadings, the evidence, the witnesses, the money and the damages for a matter, and it keeps each of them connected to the counts and elements they bear on — so at any point you can see what is alleged, what the file actually contains, who can speak to it, and what is still missing.

It is built around one idea: the application never decides anything. It organizes, links, counts and flags. Whether an element is supported, whether a document is privileged, whether a witness will be called, whether a figure goes into a disclosure — those are determinations, and only a person with the right role can make them.

This documentation covers every part of the workspace and how it behaves. If something here does not match what you see, tell us.

Getting Started

Buying a Subscription

Single Attorney and Small Firm can be bought directly. Choose a plan on the pricing page, or go straight to the sign-up page.

1. Choose a plan. The plan you clicked on the pricing page is already selected.
2. Enter your name, your work email and the firm’s name.
3. Agree to the Terms of Service and Privacy Policy, and to monthly billing until you cancel.
4. Pay by card. The card fields are Stripe’s own, shown inside the page; card details go straight to Stripe and never pass through DocketIQ.

When the payment goes through, the page tells you to check your email. Nothing is set up until Stripe confirms the payment — a declined or abandoned card leaves no account behind.

Setting Your Password

The email contains a link to set your password. It works once and expires after 48 hours. Choosing the password from that link, rather than during sign-up, is also how DocketIQ confirms the email address is really yours.

Passwords must be at least twelve characters. A passphrase of a few unrelated words is easier to remember and harder to guess than something short.

If the address you paid with already has a DocketIQ account — for example you are a client on another firm’s matter — the new firm is added to that account instead. Your password and everything else about the account stay as they were.

Opening Your First Matter

The first time you sign in, DocketIQ asks you to open the firm’s first matter. You need:

• Client — who the firm acts for in this matter.
• Matter — its name, usually the caption.
• Court and case number — optional, and editable later.
• Evidence prefix — optional. Every document in the matter is cited with it, as in BRIGHTWATER-000124. Leave it blank and it is taken from the client’s name.

You are made lead attorney on the matter and taken straight into its workspace. Further matters are opened from Admin.

Adding Your Team

Go to Admin → Team. For each person, enter their name, email and role on this matter.

• Leave the password empty to invite them. They get an email with a link to set their own password, valid for 48 hours. If it expires, Resend invitation issues a new one and the old link stops working.
• Or set a temporary password yourself (at least twelve characters) and give it to them.

Someone who already has an account can be added to another matter from the same screen, and removed from one without touching their other matters. Being on a matter and the role held on it are separate controls: you can change what someone may determine without changing whether they can see the matter, and the other way round.

If a colleague is locked out, a lead attorney or administrator can set a new password for them. Doing so also signs them out everywhere, so it doubles as a way to end someone’s access immediately.

Signing In

Sign in at app.docketiq.xyz with your email and password, and your six-digit code if you have turned on two-factor authentication. If you are on more than one matter, switch between them from the matter switcher at the top of the workspace; DocketIQ remembers which one you were last in.

How DocketIQ Works

The Two Rules

Everything else in the workspace follows from these.

• An allegation is not evidence. A paragraph of a pleading is a statement of what a party alleges. DocketIQ stores it exactly as filed and never treats it as proof of the thing alleged. Nothing in the workspace is ever marked “proven”.
• Only people make determinations. Software — including every AI feature — can organize, suggest and flag. It cannot move an element’s status, decide privilege, approve testimony or put anything into a disclosure. Those actions belong to specific roles, and the check is made on the server for every action, not just hidden in the interface.

How a Case Is Modeled

A matter is broken down the way it has to be proved:

1. Counts — each claim, counterclaim or third-party claim.
2. Elements — what must be established for each count, in order of proof.
3. Factual propositions — the individual statements of fact each element turns on.
4. Behind each proposition: the documents that support or contradict it, the witnesses who can speak to it, and any transactions, damages, open questions and attorney review items attached to it.

Because everything is linked through that chain, the workspace can answer the questions a litigation team actually asks: which elements have nothing behind them, which documents a witness would need to authenticate, which pleaded facts have no witness, and what a damages figure rests on.

Where Each Statement Lives

Different kinds of statement are kept apart, so nobody mistakes one for another — a model’s inference is never stored where a witness’s confirmation would be.

Roles and Permissions

Everyone on a matter holds one role on that matter. The same person can be a paralegal on one case and a witness on another; what they can do is always decided by the role on the matter in front of them.

Admin → What your role can determine lists your own capabilities on the current matter.

Firms, Clients and Matters

A firm is the account that subscribes. It has clients, and each matter is run for one of them. People belong to the firm, and are added to individual matters.

• A matter you are not on does not exist for you. It does not appear in lists or search, and its pages answer as if there were nothing there — not “access denied”. No firm can tell which other firms use DocketIQ, and inside a firm this is the matter-level wall.
• Lead attorneys and administrators manage the firm’s name and clients from Admin, open new matters, and assign a matter to a client.
• A matter’s details — caption, court, case number, filing date, evidence prefix — are edited from Admin.
• A finished matter can be closed from Admin: it stays readable and exportable, can’t be changed, and no longer counts toward the plan’s active matters. It can be reopened at any time the plan allows.

Ethical Walls

A lead attorney or administrator can screen a named person on the matter from specific documents. For that person, a screened document:

• does not appear in the evidence vault, in search, in any report or in any export;
• refuses to open, and its file refuses to download;
• is never given to the case assistant or any AI agent, so it cannot be quoted or cited to them.

Screens can be set against anyone, including administrators and the person setting the screen — a wall that exempts whoever drew it is not a wall. Setting and lifting a screen are both recorded in the audit log by name.

The Audit Log

Every change to a matter is written to an append-only log: who did it, when, what the record looked like before and after. Nothing in DocketIQ edits or deletes an audit entry. Attorneys, lead attorneys and administrators can read it from Admin → Audit log, filtered by the kind of record.

Sign-ins, failed sign-ins, password resets, exports, report downloads and AI questions are logged too. When something is deleted, the log keeps a tombstone describing what it was.

The Case

Dashboard

The first page of every matter. It shows:

• Case readiness — how complete the record is, category by category: evidence completeness, witness completeness, initial disclosure completeness, damages documentation, documents referred to in the pleadings, and evidence authentication readiness. Each bar says exactly what it counts.
• A card for each count, with how many of its elements carry support.
• Attorney review backlog — open flags, privilege determinations, unconfirmed testimony drafts and pending AI suggestions: the determinations only counsel can make.
• Most pressing gaps, ranked by severity and then by age.
• Recent activity, drawn from the audit log.

Counts

Counts lists every claim in the matter. Add a count with its number, its title and the claim as pleaded. A new count starts with no elements — counsel states them from the pleading.

Each count opens a workspace with eleven tabs:

Deleting a count is the heaviest deletion in the workspace, and the confirmation counts exactly what will be affected before you commit. Its elements, and the gaps raised specifically against it, go with it. Everything else — propositions, documents, witnesses, damages and filed paragraphs — survives with the link to the count removed.

Elements

Elements lists what must be established across every count. For each element you see the propositions beneath it, the documents and witnesses behind those propositions, what cuts the other way, and what is missing.

An element has one of five support statuses:

• Only counsel moves an element’s status. The attorney assessment is the determination. Any AI analysis stays beside it, labeled as advisory, and is never overwritten.
• Elements can be added, reworded, reordered (order is the order of proof) and removed.
• Where a count was given a default set of elements, it is flagged until counsel reads them against the pleading and the governing law and chooses Confirm elements.
• Removing an element detaches its propositions rather than deleting them, and removes only the gaps raised against that element.

Facts

Facts is the fact matrix: every material proposition the case turns on, as its own record, with what supports it and what contradicts it side by side.

A proposition carries a status describing the posture of the record — not whether it is true:

On a proposition’s page you can:

• Link documents, each as supporting or contradicting. A contradicting link is shown as prominently as a supporting one. Confidence on a link means confidence that the document bears on the proposition — never that the proposition is true.
• Link witnesses who can speak to it, and record when a witness has confirmed it. Removing a confirmed link is logged as discarding a confirmation.
• File it under counts and elements.
• See the pleading paragraphs where it is asserted, and its open gaps.

Removing a proposition removes only the proposition, its links and the gaps raised against it. The documents, witnesses, counts and elements it pointed at all survive.

Proof

Evidence Vault

The vault holds every document in the matter. Originals are stored byte for byte and never modified. Everything anyone — or any model — says about a document lives in a separate layer beside it.

Adding documents

• Drag files onto Add evidence, or choose them. Several can go at once, up to 100 MB each. You can record the custodian and the source for the batch.
• Each file is hashed with SHA-256 the moment it arrives, before anything else reads it, and given the next evidence code in the matter’s sequence.
• Uploading a file that is already in the vault does not create a second copy. You are told it is already there, and if its text never came out the first time, DocketIQ tries reading it again.
• DocketIQ makes a first guess at the type — email, contract, bank statement, screenshot, audio and so on — which you can correct.

Text, search and OCR

Text is extracted from PDFs, Word documents, spreadsheets and plain-text formats (including CSV, email files and HTML) so they can be searched and read by the assistant. The extracted text is a derived copy; the hashed original is untouched. Anything that cannot be read — a scan, audio, video — is marked text not extracted rather than implying it was read.

For a scanned PDF or an image, open the document and choose Read it with OCR. OCR runs inside DocketIQ rather than sending the document to an outside service. The result is labeled Text read by OCR wherever it appears, because it is a machine’s reading of a picture, not a transcript. Very long scans are read up to a page limit, and the result says when that limit was reached.

A document’s page

• Preview of the original beside its details, and a download.
• Details — title, type, description, custodian, source, the dates it was created and received (with a note on how certain the date is), and an authentication note.
• Classification — privilege, confidentiality, production stage and Bates number. Attorneys only.
• Annotations in four labeled layers: attorney, paralegal, client and AI. A note can be withdrawn by the person who wrote it; AI notes by whoever administers the matter.
• Flag for counsel — anyone who knows the file can mark a document Critical, Important or Supporting and say why. The flag carries their name. It is deliberately separate from privilege and production.
• Chain of custody — the original filename, size and file type, when it was uploaded, the custodian, the source and the date it was created.
• Links — every proposition, count, person and testimony summary it is tied to.
• Verify integrity — recomputes the hash of the stored file and compares it with the one recorded on arrival.

Classification values

Deleting a document

Deleting evidence in a matter under a litigation hold can be characterized as spoliation, so it is deliberately hard:

• Only attorneys can delete, and a reason is required.
• A document that has been produced, Bates-numbered or logged cannot be deleted at all — at that point it is part of the record between the parties.
• The audit log keeps a permanent tombstone: code, filename, hash, custodian and everything it was linked to.
• If the same file is held by another record, the stored file is kept for that record. If storage refuses to destroy the file, DocketIQ tells you the record was removed but the original was not, and records the refusal.

Duplicates

Byte-identical files are never stored twice. Evidence → Find duplicates finds the harder case: the same document saved differently — exported again, re-downloaded, recompressed by a messaging app, or scanned into another format.

It compares:

• the extracted text, by overlapping runs of words that survive reflowing and small edits;
• file size together with file type;
• the file name, ignoring the “(1)” and “copy” suffixes operating systems add;
• for pictures, a fingerprint of what the image looks like.

Pictures uploaded before fingerprinting existed have none. The Fingerprint button on the duplicates page works through them in batches of up to 200 and says how many are left; it changes nothing about the documents.

You can remove extra copies in bulk. The screen will only ever remove extra copies: at least one document from every group is always kept. Every rule for deleting a single document still applies to each one.

Witnesses

The witness database lists every person the matter touches, what the evidence indicates they may have information about, and how far their disclosure record has been prepared. Each person has a profile with ten tabs:

Expected testimony

A testimony summary moves through three states, in order, and each step needs a person:

1. AI draft — unconfirmed. Its wording is checked before it is saved: an unconfirmed draft may not assert what the witness will say.
2. Witness confirmed.
3. Attorney approved — this is what the matter would disclose about the witness.

A summary can be tied to the documents it rests on, including documents that cut against it, which are shown beside the supporting ones. Removing an approved summary is reserved for counsel.

Interviews and questions

• Questions are prepared by category: background, foundation, chronology, personal knowledge, transactions, communications, authentication, representations, reliance, damages, contradictions, follow-up and cross-examination.
• Questions stay open-ended, except in cross-examination.
• An interview records a sitting; questions are assigned to it and answers recorded against them. Deleting an interview keeps its questions and answers. Deleting an answered question quotes the answer back first, and the audit log keeps both.

Designating a trial witness and setting disclosure status — not evaluated, discoverable information only, potential trial witness, both, or excluded — are attorney determinations. Removing a person takes their knowledge map, testimony, questions and interviews with them; it is refused for anyone with a statement or a witness login, which have to be dealt with first.

Witness Statements

A witness can be given their own account to write their statement in their own words. They see only their statement — nothing else in the matter: not the counts, the evidence, or what anyone else has said.

1. Add the person on Admin → Team with the Witness role. They get an invitation email.
2. When they sign in, a statement is waiting for them. They write it, with an optional drafting assistant (see The Witness Drafting Assistant).
3. They submit it. Submitting is one-way: the statement closes to them and the legal team is emailed that it has arrived. The email does not contain the statement.
4. Counsel reviews it on Affidavits, marks it under review, and either accepts it or returns it for revision with a note. A returned statement reopens to the witness, who is emailed the note.

Nobody on the legal team can edit a witness’s words. Returning the statement is the only way back. The full drafting conversation is kept with the statement, because how it was written is the first thing asked if it is challenged. A witness can start another statement only by asking to.

People and Identities

Pleadings often identify people only by initials, but disclosure generally needs a name, an address and a way to reach them. People holds each set of initials in an identity-resolution queue until it is resolved.

• Resolving initials requires a verification source — what establishes the name. A name with nothing behind it is exactly what the queue exists to prevent; DocketIQ never guesses one.
• A person can be marked as requiring a pseudonym. Reports and exports then show them only by their initials.
• The parties — plaintiffs, defendants, counterclaimants, counter-defendants, third-party plaintiffs and defendants, nominal parties and non-parties — are managed here too. Removing a party leaves the counts it was on and the damages it claimed, with the party cleared.

Timeline

The chronology of the matter. Every event carries the precision of the source it came from:

Nothing is filled in from surrounding events. Each entry can be linked to documents, people and counts; removing an entry removes only the entry and its links.

Transactions

One ledger for bank and on-chain movements: wires, ACH, checks, internal transfers, crypto and token transfers, equity, loans, grants, commissions and more. Each transaction records sender, receiver, amount and currency, date, purpose, bank or exchange, wallet addresses and transaction hash, and can be linked to its supporting documents and to counts.

Funds-flow chains

A chain traces money step by step. Each hop is backed by a transaction or a document. A hop with nothing attached is shown as a break — that is never set by hand, and it is never closed by inference. If a transaction behind a hop is later removed, the hop goes back to showing as a break.

Findings

A finding records a discrepancy — an amount that does not reconcile, a transfer with no counterpart. It is always phrased as a discrepancy needing review, never as wrongdoing, and moves between potential discrepancy, under review, requires expert and explained. When one turns out to have an answer, mark it explained so the observation and its explanation stay on the record together; delete it only if it should never have been raised.

Damages

A disclosure asks for a computation and the material it rests on, not just a number. DocketIQ will not show a figure that has neither.

1. Open a head of damage with a category (such as unpaid loans, interest, lost revenue, reputational harm or legal expenses), a theory, and the counts it is claimed under. There is no amount at this stage.
2. Add the inputs the calculation is built from, each with its source.
3. Enter the figure. It will not save until its inputs and sources are recorded.
4. Link the supporting documents.
5. An attorney approves it for disclosure. Approval is refused for an item without support.

The damages page totals what is documented, what is attorney-approved and what is disclosure-ready. Deleting an approved item takes the approval with it, so it needs the same attorney permission that granted it.

Discovery

Discovery Gaps

Discovery answers “what are we missing?” It measures the pleading against what the record actually contains: propositions with nothing behind them, documents named but not held, people who cannot yet be disclosed, and figures with no computation. Every gap carries the concrete step that would close it.

Gaps have a severity (low, medium, high, critical), can be assigned to someone, and move through open, in progress, resolved and won’t fix. You can raise one by hand too.

Initial Disclosures

Disclosures shows readiness across the five initial disclosure categories — what is complete, what is missing and what is waiting on counsel:

For category D, each agreement is recorded as not located, located, does not exist, or attorney reviewing. “Does not exist” is itself an answer — so rather than deleting an entry, mark it that way.

Build my disclosures

Build my disclosures is a fifteen-step checklist. No step is checked on anyone’s say-so: each one counts the underlying records and shows how many are outstanding, with a link to where the work is done.

1. Review every person identified by the pleadings and evidence
2. Resolve initials and pseudonyms into actual identities
3. Complete address, telephone and email
4. Record the subjects of discoverable information
5. Determine who may be called in the case-in-chief
6. Draft summaries of expected testimony
7. Attorney reviews and approves expected testimony
8. Review documents and ESI that may be used in the case-in-chief
9. Review damages computations and their supporting material
10. Review insurance, indemnification and judgment agreements
11. Locate every document referred to in the pleadings
12. Run the privilege review
13. Run the missing-data validation
14. Attorney approval
15. Generate the disclosure package — available once the steps above are clear. Privileged material is excluded from every export.

Productions and Bates

A production set gathers documents going to another party, stamps them, and records when they were produced and to whom.

1. Create a set with a name, the recipient and any notes.
2. Gather documents into it from the vault.
3. Withhold anything that is not going, with the reason. Withheld documents stay in the set and appear on the log with their reason, rather than simply not appearing.
4. Stamp Bates numbers across everything going out. A document takes one number per page, so its range spans its pages; a document whose page count is unknown takes a single number. Numbering runs across the whole matter, and a starting number that would reuse one already stamped is refused.
5. Mark produced. The set is then closed: what went out, and what was withheld and why, is the record between the parties.

The production log for a set can be printed or downloaded as CSV. Because the log is served on the other side, it is refused while any document listed as produced is privileged or still undetermined — the same rule that stops the set being marked produced.

A set can be deleted only before anything in it is stamped and before it has gone out.

Pleadings

The filed text is the record. DocketIQ stores it exactly as filed and never rewrites, corrects or renumbers it.

Adding a pleading

1. Upload the filed document to the evidence vault.
2. On Pleadings, add the pleading — complaint, answer, counterclaim, third-party complaint, reply, amended pleading, motion or other — and choose the document to ingest.
3. DocketIQ splits it into numbered paragraphs, copying each one verbatim. Anything it cannot place is reported to you rather than discarded.

• A suspected typo or broken cross-reference becomes an attorney review flag quoting the exact language. The filed text is not corrected.
• Each paragraph has its own page: the filed language, the counts it supports, and the factual propositions drawn from it. Paragraphs can be linked to counts.
• Removing a paragraph is for an ingestion that split the text wrongly — two paragraphs read as one, a page header captured as a paragraph — never for editing what was filed. The remaining paragraphs are not renumbered.
• Read the whole pleading runs the pleading agent through every paragraph a batch at a time, with real progress. Stopping takes effect immediately, a failure loses one batch rather than the run, and Carry on picks up where it stopped. What it finds arrives in the review queue as suggestions.

Documents referred to in the pleadings

DocketIQ lists the documents each pleading refers to. Each is tracked as not located, located, uploaded, reviewed or does not exist, and can be tied to the document in the vault. An entry already tied to a document must be unlinked before it can be removed.

Pleading-to-proof matrix

Allegation by allegation: each pleaded paragraph beside its count and element, the supporting evidence, the supporting witness, the contrary evidence, who could authenticate it, its disclosure position and its status. It is also available as a report.

Review Queue

Issues & gaps holds everything the workspace declines to decide for itself.

Attorney review flags

Raised for a possible pleading issue, privilege, authentication, identity, damages, production or anything else that needs counsel. An attorney resolves each one.

AI suggestions

Everything an AI agent proposes — a classification for a document, a link between a document and a fact, a knowledge subject for a witness, a timeline event — arrives here as a suggestion. Nothing enters the record until a person accepts it, one at a time. Rejected suggestions are kept, and a suggestion overtaken by a newer one is marked superseded.

Tools

Search

Press ⌘ K (Ctrl K on Windows) or click the search box at the top of the workspace. Type at least two characters to search across:

• People — names, disclosure names, organizations, roles, email, phone, aliases, initials.
• Evidence — codes, titles, descriptions, custodians, original filenames, Bates numbers, document text and SHA-256 hashes.
• Pleading paragraphs — the filed language.
• Facts — the propositions.
• Transactions — transaction hashes, wallet addresses, senders, receivers, purpose, bank, exchange and amounts.
• Counts, damages and publications.

Every result says why it matched — a hit on a wallet address and a hit on a custodian’s name should not look alike. Typing the name of a page, such as “reports”, also offers a shortcut to it. Screened documents never appear, and witness accounts cannot search at all.

Case Assistant

Ask questions in plain language over the material in this matter.

• Only material in this matter is consulted; nothing is answered from general knowledge.
• Every factual statement carries a citation you can click through to the original.
• A statement with no source is shown as uncited, not presented as a finding.
• Wrongdoing is described as what the pleading alleges, never as established fact.
• When the record does not answer the question, the assistant says so and names what would.

Only the passages a question actually touches are sent to the model, not the whole matter. Conversations are shared across the matter so the team can see what has been asked; a conversation can be removed by the person who started it or by whoever administers the matter, and the audit log still records what was asked. Each question uses analysis tokens.

Case Theory Graph

A picture of why each thing matters: person → statement or document → transaction → factual proposition → element → count → damages. Contrary links are drawn as prominently as supporting ones. Click any node to open its record.

Reports and Exports

Each report is assembled from the records as they stand; nothing is added that is not already in the file. Reports download as Excel (XLSX), Word (DOCX) or CSV, and each has a print view for PDF.

• Privileged and undetermined material never appears in a disclosure or production export. The privilege log is the one exception — listing what is withheld is its purpose — and it is marked as an internal document.
• A person marked as requiring a pseudonym is exported under their initials.
• Documents a person is screened from are left out of everything they export.
• Every export is recorded in the audit log with its format and row count.

AI in DocketIQ

DocketIQ uses specialized AI agents rather than one unrestricted model. Each has a narrow job, and all of them work under the same rules. Three things hold for every one of them:

• They suggest; people decide. Agent output lands in the review queue. Nothing enters the case record until a person accepts it.
• They see only this matter — and never a document the person running them is screened from.
• Their output is checked in code before anyone sees it, not just instructed to behave.

The Agents

House Rules

Every agent is given the same ten rules.

Checks Run in Code

Instructions can be ignored by a model, so the rules that matter most are also enforced by checks that run on every output before it is shown or stored. A model cannot talk its way past them.

• Citations must exist. Every citation has to resolve to a record in this matter. One that does not is treated as fabricated and dropped, and the violation is recorded.
• No citation, no finding. A factual claim without a source is not shown as a finding.
• No conclusions of wrongdoing. Language stating that someone committed a wrongful act as fact is caught; wrongdoing may only appear as what a pleading alleges.
• No putting words in a witness’s mouth. An unconfirmed testimony draft may not assert what the witness will say.

The Witness Drafting Assistant

A witness writing their statement can ask for help with wording. This is not the case assistant with a narrower view — it is a separate tool, built so it is safe to put in front of a witness:

• It is given no case material at all — no counts, no evidence, no pleading, nothing any other witness has said. It cannot tell the witness what would help the case, because it does not know.
• Any wording it proposes is compared with what the witness has actually written. A suggestion that introduces a name, date or figure the witness never gave is dropped.
• The whole conversation is kept with the statement.

Account and Billing

Plans

Every plan includes every feature in this documentation, with unlimited clients and unlimited witnesses. Plans differ in attorney and team seats, active matters, and monthly analysis tokens.

Seats

A seat is one person on the firm’s legal team — anyone active who holds the attorney, lead attorney, administrator or paralegal role on any of the firm’s matters. Someone on ten matters uses one seat. Clients, witnesses and experts never use a seat. When every seat is in use, adding another team member (or promoting someone into a team role) is refused until someone is deactivated or the firm moves to a larger plan. Deactivating an account frees its seat and keeps its history.

Active matters and closing a matter

Every open matter counts as active. When a case is finished, a lead attorney or administrator can choose Close matter in Admin. A closed matter stops counting, stays fully readable, searchable and exportable, and shows a notice that it is closed — but nothing in it can be changed until it is reopened. Reopening counts against the plan like opening a new matter.

Limits only stop adding. A firm that is over its limits keeps everything it has. Moving to a smaller plan is refused until the firm fits it, and the message says exactly what to change. Admin → Plan limits shows how many seats and active matters are in use.

See pricing for the full comparison. The billing page in the app (Tools → Billing) shows the firm’s plan, its monthly price, when it renews, how much of the month’s allowance has been used, purchased tokens and past purchases. Lead attorneys and administrators manage billing.

Analysis Tokens

Anything that uses AI — the case assistant, the agents, the witness drafting assistant — draws on the firm’s analysis tokens. Tokens measure how much text the model reads and writes.

• The monthly allowance resets on the first of each month (UTC). Unused allowance does not carry over.
• Once the allowance is used up, purchased tokens are drawn on.
• When both are gone, AI features pause until the allowance resets or more tokens are added. Everything else in the workspace keeps working.
• The last question of a month can take the balance slightly past zero — the cost of a request is only known once it has run.
• A request that fails is not charged.

Admin → Model usage shows the firm’s plan, how much of this month’s allowance is used, and purchased tokens remaining. Every AI call is recorded with what it used and whether that came from the allowance or from purchased tokens, so the balance is a sum of records rather than a figure to take on trust.

Buying More Tokens

On the billing page, under More tokens, choose how many packs to buy. Each pack is 1 million tokens for $49. Purchased tokens never expire, and are used only once the month’s allowance is gone. They appear in the balance when Stripe confirms the payment.

Changing or Canceling

• Choose a different plan on the billing page. The change is prorated by Stripe. Moving up mid-month raises the ceiling immediately; tokens already spent stay spent.
• To cancel, choose Cancel subscription on the billing page. Before anything happens you are shown the date access ends; confirming stops the renewal, nothing more is charged, and payments already made are not refunded. Everyone keeps full access until that date, and the person who canceled is emailed a confirmation.
• Until access ends, Keep subscription undoes the cancellation. Choosing a plan also keeps it.
• When a subscription ends — at the end of a canceled period, or if payment fails and is not resolved — the firm’s matters can no longer be opened. Signing in shows a page explaining what happened: a lead attorney or administrator can renew there by card and is taken straight back into the workspace once the payment clears; everyone else is told who can renew. While Stripe is still retrying a failed payment, access continues. Firms set up with us directly rather than through sign-up are not affected.
• To change billing details, or if you cannot sign in to cancel, contact support. See the Cancellation & Refund Policy.

Account Security

How your account and the matter are protected in day-to-day use. For how DocketIQ is built and hosted, see Security.

Passwords and Sessions

• Passwords are at least twelve characters. Change yours on Tools → Security.
• A sign-in lasts twelve hours, then you sign in again.
• After ten failed attempts on an address within fifteen minutes, sign-in is refused for that address until the window passes. Nothing is locked — the password reset still works throughout.
• Forgot your password? sends a link that works once and expires after an hour. The page answers the same way whether or not the address has an account, so it cannot be used to find out who is on a matter. Repeated requests are limited.
• Setting a new password signs that account out everywhere.

Two-Factor Authentication

1. Go to Tools → Security and start two-factor setup.
2. Scan the QR code with an authenticator app (such as 1Password, Google Authenticator or Authy).
3. Enter the six-digit code the app shows. Two-factor is on only once a live code has been accepted.

From then on, sign-in asks for a code after your password. A code cannot be used twice, and after five wrong codes sign-in pauses for fifteen minutes. Lead attorneys and administrators can see who on the matter has not turned two-factor on.

Opening Documents

A document is never served from a public address. Opening or downloading one uses a short-lived link tied to your signed-in session, so a copied link does not work for anyone else or for long. Previews can only be shown inside DocketIQ itself.

Emails

Emails from DocketIQ never contain case material. An invitation, a password link, a notice that a statement was submitted or returned — each says that something happened and links back into the workspace. The statement, the document or the note itself stays behind the sign-in. (A returned statement’s email includes counsel’s note to the witness, which is written for them.)

Two People Editing at Once

If someone else saves a record while you have it open, your save is refused rather than silently overwriting theirs. What you typed stays in the form; open the record again in a new tab to see their version, then re-apply your changes.

Keyboard Shortcuts

Status Reference

Every status vocabulary in the workspace, and what each one deliberately does not say.

FAQ