# backdocket Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is backdocket the right Legal Case Management solution for you? Explore 16 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/238727/backdocket/reviews

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backdocket

5 (16)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated April 1st, 2026

# Reviews of backdocket

Ease of use

4.9

Customer Service

5.0

## Showing most helpful reviews

Showing 1-16 of 16 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Margo G.  
Paralegal  
Legal Services  
Used the software for: 6-12 months

### "The best web-based software for case management! "

February 1, 2022

5.0

We have been using it for almost a year now and don't have any regrets about switching over.

Pros

Very user-friendly. We can access it from any device. The attorneys can easily assign tasks to paralegals and legal staff. Everyone uses the notes feature to see the current status of the case is.

Cons

Any issue we've had we've emailed \[SENSITIVE CONTENT\] and his team and they have worked to fix it.

Review Source

Response from backdocket

February 14, 2022

Thank you for the kind words. You and your team are great to work with. We appreciate you taking this journey with us while we continue to grow our offering!

CC

Christine C.  
Administrator  
Arts and Crafts  
Used the software for: 2+ years

### "Reliable Document and Contract Management Platform."

February 24, 2026

5.0

Pros

Has been a easy to use and reliable document and contract management. What i like most is that the tool supports electronic signatures that makes documents signing easier and eliminate paperwork.

Cons

I have been using backdocket for more than two years but have not encountered any challenge, i find it meeting the requiremnts.

Review Source

HD

Haley D.  
HR Representative  
Construction  
Used the software for: 1-2 years

### "User Friendly and Efficient"

March 31, 2026

5.0

Overall backdocket is a user friendly and efficient practice management tool that shines in customization and reporting.

Pros

I love how Highly customizable backdocket is ! It has strong reporting analytics and has excelled at letting my company customize workflows.

Cons

I feel as though backdocket would be best suited for smaller firms / companies because it may lack enterprise level depth. It is absolutely still very powerful though !

Review Source

CS

Chelsea S.  
Sales  
Automotive  
Used the software for: I used a free trial

### "Not a bad service"

March 30, 2026

5.0

Pros

Backdocket is straightforward and efficient for managing leads and customer info. I like how it keeps everything organized and easy to access, making daily tasks smoother.

Cons

Backdocket can feel a bit clunky at times. The interface isn’t the most modern, and some features could be more intuitive or streamlined for better usability.

Review Source

SO

Stephanie O.  
HR  
Non-Profit Organization Management  
Used the software for: 6-12 months

### "Satisfied customer "

February 23, 2026

5.0

My overall experience with Backdocket was positive it felt like a powerful, customizable practice management tool that centralizes cases, tasks, and reporting in one place, though it took a little time to learn and didn’t include all the bells and whistles of more established legacy platforms.

Pros

What I liked most about Backdocket is its all-in-one, customizable dashboard that makes managing cases and tracking performance simple and intuitive.

Cons

What I liked least about Backdocket is that the interface and onboarding can feel a bit complex at first and it may lack some integrations like built‑in email or third‑party tools compared with more established platforms.

Review Source

VR

Verified Reviewer  
Investment Analyst  
Financial Services  
Used the software for: I used a free trial

### "Simple and Efficient Contract Management Tool"

March 5, 2026

5.0

Overall a solid contract management tool. Simplifies document handling and signing. Helpful for teams dealing with frequent agreements.

Pros

Easy way to manage contracts and documents. E-signature feature works well. Clean interface and helpful tracking for agreements.

Cons

Some advanced workflow options are limited. Customization could be better. Integration choices are not as broad as other tools.

Review Source

AW

Andrew W.  
Senior Sales Associate  
Medical Practice  
Used the software for: 6-12 months

### "My to do list made easy!!"

April 11, 2026

5.0

My overall experience with backdocket is amazing!! I’ve have increased sales since I started integrating this into my day to day!

Pros

The best thing I love about backdocket as a busy sales person dealing with customer service AND data logging, backdocket organizes all the things I need to work on so I don’t miss anything!

Cons

The only thing I would add to backdocket would be a AI virtual assistant that could automatically complete certain task!

Review Source

VR

Verified Reviewer  
CEO  
Legal Services  
Used the software for: 2+ years

### "Customizable, Affordable, and Still Easy to Use"

December 9, 2021

5.0

Pros

Backdocket has all of the features that you expect from a Practice Management System: Case Management, Contact Management, Task Management, Calendaring, Marketing Management. What really sets this platform apart is their ability to create custom fields, put them where you want them, and then quickly write custom reports against them.

Cons

They are a young system and they are currently adding new features. At this point in time, they do not have the ability to text from the software, but it is on their road map.

Review Source

RL

Roseanne L.  
Client Success Manager  
Law Practice  
Used the software for: 2+ years

### "The Best of the Rest!"

February 23, 2022

5.0

I have used 4-5 of the major players in case management software in the past, and BackDocket is by far the best case management software that I have ever used. It has all of the features necessary to manage client matters as well as firm management. The price is extremely affordable, and the support staff is highly responsive, which is more than I can say for other softwares.

Pros

Software is easy to use and customize. There are so many great features built in already, but the reporting feature allows me to build any reports I need to track something individually. Reporting and Dashboards are second to none. Support is very responsive and is quick to build in new features.

Cons

I don't have anything bad to say about the software. The support team is highly responsive and easy to work with.

Review Source

MH

Monique H.  
Paralegal  
Law Practice  
Used the software for: 2+ years

### "Best legal management software on the market"

January 26, 2022

5.0

Backdocket has allowed me with single touches of a button to access, manage and efficiently work on a client's file. It's a one stop shop and I don't have to juggle opening different programs to look for something in a client's file. It's all managed in one easy access file.

Pros

I love everything about Backdocket. It is so user friendly and very easy to learn. It helps me to manage client files efficiently.

Cons

I love everything about Backdocket. It was very well thought out and simplified for easy use and access.

Review Source

Response from backdocket

January 28, 2022

We can't thank you enough for the review. You have been a fantastic advocate and we appreciate your feedback. Every suggestion helps us improve the product.

BF

Breila F.  
Attorney  
Legal Services  
Used the software for: 1-2 years

### "Way better than other file management software"

February 21, 2022

5.0

LOVE!!! The customer service is AMAZING. These people care whether the software is meeting your unique needs. They respond quickly and have tons of VIDEOS to walk you through what you don't know, so you don't have to waste valuable time calling a tech person or googling what to try.

Pros

I love that it displays all documents in the case file as once, as opposed to similar file management software that requires you to click on each folder in order to see its contents. I used to waste so much time clicking through empty folders looking to case documents. This software makes managing cases a breeze.

Cons

This may already be a feature that I have not learned to properly utilize yet, but file sharing via link (like you can in dropbox) would be great.

Review Source

Response from backdocket

February 23, 2022

I don't know why a sharing link never occurred to us. Another great example of user feedback driving the product! We will have this feature in production by the end of the week!

SG

Sandra G.  
Operations  
Law Practice  
Used the software for: 2+ years

### "Intuitive, efficient, and productive case management with an incredible support team and programmers"

December 10, 2021

5.0

Pros

Backdocket is both intuitive and easy to use. The administration is easy and most importantly, forgiving. As an incredible bonus, the support team and programmers are tremendous! They think with the end-user in mind, are quick to resolve issues and deploy legitimate product enhancements/features.

Cons

Currently, the software does not have email integration, but it is on the roadmap for inclusion soon.

Review Source

Response from backdocket

December 13, 2021

Thank you for the kind words and the support. We will continue to grow the software based on user feedback and needs. We look forward to working with you, now and in the future.

BS

Brandt S.  
Owner/Attorney  
Law Practice  
Used the software for: 6-12 months

### "Great software at a great price"

February 1, 2022

5.0

Backdocket has been an easy and cost-effective way for my firm to manage its cases. The set-up process was smooth and simple and if issues arise or if I have questions on how to do something, the support I've received has been top notch.

Pros

The best thing about backdocket, besides the ease of use, is the price.

Cons

I wish there was an add-in feature with Outlook so that my emails could automatically be copied into the notes section of backdocket. Also, syncing with QuickBooks Online would be very helpful.

Review Source

Response from backdocket

February 3, 2022

You are in luck! We are feverishly working on a communications module that will allow you send/receive Texts and Emails directly from backdocket. You will also be able to use our advanced search to schedule mass emails/texts. The communication module will include add-ins for Outlook and Google. This allows you to work in those tools and keep backdocket in the know. The QuickBooks integration will be following quickly on the heels of the Communication Module. Thank you for your continued support!

JS

Jon S.  
Attorney  
Law Practice  
Used the software for: 1-2 years

### "Excellent Product"

February 4, 2022

5.0

Excellent product for Plaintiff firm. Lots of data to assess business performance.

Pros

Highly customizable system. Allows you to drill down into performance data.

Cons

Client searches by first name only. Would be great to integrate with quickbooks.

Reason for choosing backdocket

Customer service.

Review Source

Response from backdocket

February 7, 2022

Thank you for the review. In keeping with our excellent customer service, I wanted to give you a heads up that you can search by first name, last name, partial first, partial last and everything in between. You can actually search by any field associated with a contact or a claim, even if it is a custom field. Support will be reaching out to you shortly!

BH

Brian H.  
Managing Attorney  
Law Practice  
Used the software for: 2+ years

### "Fantastic Case Management Software"

December 10, 2021

5.0

Pros

Web-based case management program that helps me keep track of my practice anywhere I go. I love this program. My entire staff interacts with the program with ease, whether in the office or working remotely. Everyone is 100% up to date on the status of every file.

Cons

No cons. Meets all of our needs and serves us well.

Review Source

Response from backdocket

December 14, 2021

We appreciate your feedback. We look forward to watching you grow your firm and giving us the feedback we need to grow with you!

CD

Cindy D.  
Legal Assistant  
Law Practice  
Used the software for: 2+ years

### "BackDocket"

February 17, 2022

5.0

Excellent

Pros

User friendly; ability to customize dashboards

Cons

Accounting tab does not allow for a credit balance

Review Source

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