DOCKET · IN DEVELOPMENT
Docket keeps the loose ends in one place.
An exception tracker for the items that fall between the management system, the inbox, and reconciliation. Docket is in development and available to early customers.
The items that need a next step
- Unbilled renewals.
- Closeouts waiting on a release letter.
- Past-due collections.
- Remittance holds.
- Carrier administration.
Five things every item carries
- Next step.
- Assignee.
- Who we are waiting on.
- Follow-up date.
- History.
The Monday update, ready to copy
Docket brings the open items into a copyable weekly update. The next step, assignee, waiting party, follow-up date, and history stay with the work, so the Monday email is copied out of the app instead of written by hand.
Common questions
- What belongs in Docket?
- The exceptions that sit between the management system, inbox, and reconciliation: unbilled renewals, release letters, collections, remittance holds, and carrier administration.
- What does the weekly update include?
- Open items with their next step, assignee, waiting party, follow-up date, and history, ready to copy into the weekly email.
- How can I try Docket?
- Docket is in development and available to early customers. Tell Nick about the open items your agency tracks today.