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Docketwise

DocketWise IQ is a core feature layered on a practice system that works without it. The company was founded in 2016 around its forms library, which fills USCIS, EOIR, DOL and DOS forms from one multilingual questionnaire. Case management, deadline and priority date tracking, USCIS status updates, eSignature, invoicing and trust accounting sit around it. The Basic plan, at $80 per user per month on annual billing, carries no AI and still runs an immigration practice, while DocketWise IQ comes with Pro and Advanced.

The AI adds two assistants. The Document Assistant reads scanned passports and green cards and maps names, dates and other details into forms and client profiles. The Writing Assistant edits client messages and translates them into Spanish or Arabic. 8am launched further IQ capabilities across its products in June 2026, and Docketwise lists AI for immigration firms among its five product areas, beside forms, case management, CRM and reporting.

Docketwise says automatic form filling brings measurable accuracy and time savings, that the Document Assistant reduces manual entry and improves accuracy, and that the platform minimizes filing errors, which it calls the leading source of error in immigration practice. No figure, error rate, sample, test set or evaluation is published, and no failure mode is named. Extraction runs on the customer's own uploaded identity documents and fills named agency forms rather than generating free text.

Nothing describes how a mapped value is traced back to the page it came from or whether the source is shown to the reviewer. The product cites no legal authority, so citator checks and linked primary sources do not apply. The 8am group publishes a Case Assistant that returns answers with citations traced to their source, but its own availability table places it in MyCase rather than DocketWise.

Under 8am's January 2026 AI principles the AI does not hit send: it offers recommendations that the user reviews, edits and approves before anything happens. 8am's AI page adds that the firm decides when AI is used and who can use it, and that nothing runs in the background. The 8am Terms of Service say output may not replace professional judgment or human review. The workflow is attorney driven, from questionnaire to populated form to signed filing, with Reverse Autofill and shared questionnaire editing as review points.

An extracted value carries no confidence indicator and no marker showing that the AI filled it. Nothing describes what happens when a scan is illegible or a field cannot be matched. On a government form signed under penalty of perjury, a wrong alien registration number looks the same as a right one.

Five customer firms appear by logo, among them Kurzban Kurzban Tetzeli and Pratt, Davis & Associates, Rushton Hoffmann & Associates and Fogle Law Firm. Three testimonials carry a named attorney, title and firm, from Saja Raoof of Saja Raoof, Inc. Law Corporation, Shahzad Khan of Shahzad R. Khan Legal and Anna Ernest of Ernest Law Group. Published success stories include Jane Lee's move from LawLogix after ten years, Immigrant Justice Corps on nonprofit use, and Ismail Mohammed, a sole practitioner who reports cutting case preparation time by 50%.

Docketwise's headline claim is that firms spend 75% less time on admin, with no method or sample given. Law360 reported that the AILA Marketplace Study 2022 ranked Docketwise the most used immigration case management software.

Customer content and AI inputs and outputs may not be used to train or fine tune any model, 8am's or a third party's, under the 8am Terms of Service, which name 8am DocketWise. They limit the models behind DocketWise IQ to keeping that content for up to 30 days without training on it. 8am's AI page says the AI reaches only data a user already has rights to view, and that the safeguards keeping one customer's data from another extend to the AI.

Data is encrypted at rest and in transit, administrators set role based access, and two factor authentication comes with every plan. The terms reserve aggregated human and automated review of inputs and outputs to monitor accuracy, so a person may read a prompt that no model trains on. Nothing addresses privilege or work product directly, and access separates by user and office rather than by matter.

Both the 8am Terms of Service and the 8am IQ Usage Policy name DocketWise or DocketWise IQ. Both say the platform serves legal, accounting and other client based professionals in the United States and Canada. They say 8am gives no legal advice and does not practice law, and that customers must follow their own professional conduct rules. Unauthorized practice of law is prohibited, and output may not replace professional judgment or human review.

Docketwise sells to attorneys and also to legal service providers and nonprofits, in the one field in the United States where accredited representatives who are not lawyers may lawfully practice before the agency. The terms do not say whether a DOJ accredited representative falls inside their audience, or what such a representative may do with the drafting tool.

8am's January 2026 statement of AI principles, written by its principal product manager for AI, covers 8am IQ, which includes DocketWise IQ. It commits to AI that assists rather than decides, to fair, transparent and explainable output, and to continuous evaluation. 8am says it uses proprietary evaluation metrics to monitor accuracy and detect errors, with prompts preconfigured for specific legal tasks. The metrics and their results are not published, and no owner is named for AI decisions or for what is tested before a release.

The Document Assistant reads passports and green cards issued in many formats, scripts and transliterations, and nothing is published on how its accuracy varies across document types, issuing countries or scripts other than Latin.

Administrators set role based permissions at user level, Advanced adds permission groups and multiple admin roles, and two factor authentication is available on every plan. Inside the vendor, access to customer data is limited to employees who need it, and staff must use single sign on or two factor authentication for systems holding sensitive data. Data is encrypted with AES 256 at rest and over HTTPS in transit, on AWS across several availability zones, with encrypted snapshot backups about every five minutes.

Annual third party penetration tests with remediation bound by service levels, continuous vulnerability scanning and annual control self assessments are listed. A written incident protocol covers escalation, mitigation and post incident review, customers are told of critical system changes, and customer data is purged from production when a customer leaves. Docketwise also publishes a notice of a data incident. In October 2025 an unauthorized party used valid credentials to copy third party partner repositories, some used in a data migration pipeline that held law firm records.

Personal information of clients of some customer firms, including Social Security and passport numbers, was taken. Notices went to affected individuals from 3 April 2026 with two years of identity monitoring, and the FBI was told. Docketwise says it has added security measures since and is reviewing its policies to prevent a repeat. No subprocessor list is published.

The 8am Terms of Service, updated August 2026 and naming 8am DocketWise, exclude indirect and consequential damages. They cap 8am's total liability at the net fees it earned from the customer in the three months before the event giving rise to the claim. For the AI, 8am gives no warranty on the accuracy, completeness or reliability of output, says it is not obliged to verify output, and disclaims liability for errors in output or for reliance on it.

The customer indemnifies 8am against third party claims connected with its use of the services, and no indemnity or warranty runs the other way. Document Assistant output goes onto forms filed with federal agencies, so an incorrect alien registration number or date of entry on a submitted form is a loss these terms leave with the firm.

Connections cover Clio, MyCase and PracticePanther for practice management, QuickBooks for accounting, Dropbox and OneDrive for storage, and Gmail, Outlook and Google Calendar for email and calendar. Payments run natively through 8am LawPay, Zapier opens a route to thousands of other applications, and the product is listed on the Google Workspace Marketplace. Clio and PracticePanther compete with 8am's own MyCase, and Docketwise presents those connections as serving firms that run both.

An open API is published, and Gmail and Outlook appear as add ons in the plan comparison. No page sets out which objects sync, in which direction, what authentication is required or what a firm must configure.

Amazon Web Services hosts Docketwise, in data centers with security staff around the clock, biometric scanning and video surveillance. Infrastructure and data are spread across several AWS availability zones for failover and disaster recovery, with encrypted snapshot backups through AWS Elastic Beanstalk about every five minutes. No AWS region or country is named and no residency option is offered. Nothing separates where documents are stored from where the Document Assistant processes them, and no tenancy model or single tenant option is described, for a product that holds identity documents and immigration histories.

A SOC 2 Type 2 attestation at the level of 8am LLC, the parent, covers Docketwise, and Docketwise's own pages say so, pointing to 8am's public trust center at trust.8am.com. Listed there are the 2025 SOC 2 Type 2 report, a 2026 bridge letter, and PCI DSS v4.0.1 attestations of compliance for the LawPay payment side. Docketwise's own security page describes AWS hosting with AES 256 encryption, continuous third party vulnerability scanning, and SSO or two factor authentication for staff with access to sensitive data.

Annual third party penetration tests and annual control self assessments with documented corrective actions are listed beside them.

OpenAI is named as the AI partner for 8am IQ in 8am's January 2026 statement of AI principles. It says OpenAI does not train on customer data under that agreement and may keep data for up to 30 days for abuse detection. The 8am Terms of Service hold the models behind 8am IQ to the same 30 day limit without naming the provider. The privacy policy says AI inputs also pass to document parsing and optical character recognition providers, none of them named. No model or version is identified, and nothing commits to notice if the provider changes.

Docketwise publishes per user monthly rates in both billing cadences. Basic is $80, Pro $100 and Advanced $120 on annual billing, and $90, $120 and $140 billed monthly. The unit is a seat per user with unlimited cases. Plan contents appear in three plan cards and in a comparison table of about forty rows covering case management, forms, CRM, DocketWise IQ and administration. The table shows the AI in Pro and above, and where eFiling, eSignature and permission groups sit.

The terms around the price are published too, with a seven day free trial, no setup fees for standard accounts and free data migration on annual Advanced plans. Advanced can be started through a free trial signup, with a demo route beside it. There is no unpriced enterprise tier, and the one variable cost, LawPay transaction processing, is disclosed with fees waived for new subscribers.

Docketwise declares immigration law its only practice area and builds its positioning on that boundary, saying its data model, workflows and forms library are built around immigration practice rather than general practice. It lists solo attorneys, boutique firms, larger immigration teams, and legal aid and nonprofit immigration organizations, with roles for attorneys, paralegals, support staff, firm administrators and consultants.

Coverage is defined at the level a practitioner checks, with the forms library set out by agency across USCIS, EOIR, DOL and DOS and the electronic filing subset named form by form. Firms wanting general practice management are pointed to Clio or MyCase alongside, through published integrations. Six common use cases are published, from multilingual intake for solo practices to nonprofit caseloads.