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EXHIBIT A — PLATFORM OVERVIEW

Every pledge.
Every partner.
Every dollar.
One docket.

Docket turns law firm philanthropy from scattered checks and forgotten pledges into a single command center. Built for managing partners, development directors, and CSR coordinators at AmLaw 200 firms.

Download the DemoRequest a Walkthrough
147AmLaw Firms
$2.4BPledges Tracked
340K+Pro Bono Hours
DOCKET — COMMAND VIEW
3 pledges awaiting confirmation

Partner Record

R. Whitfield

Litigation · Equity Partner

ACTIVE

Giving History — 6 Quarters

YTD Giving

$48,500

Pledge Balance

$12,000

Match Eligible

YES

Total Pledges

312

active

Collected

89%

FY2026

Pro Bono Hrs

2,841

YTD

Active Campaigns

Year-End Gala$219,000 / $300,000
73% funded
Pro Bono Hours Drive2,841 / 4,900 hrs
58% funded

Pledge Amounts by Practice Group

FY2026
Corp
Lit
RE
Tax
Lab
IP
M&A
⚖

Avg. Pledge Fulfillment

94.2%

across AmLaw 200 clients

📋

Pledges Tracked YTD

18,340

across 147 firms

🏛

Pro Bono Hours Logged

340,000+

FY2025 total

🔔

Avg. Response Time

< 48 hrs

pledge confirmation

Scroll
§ 01 — PLEDGE TRACKING

Field-level pledge
management

Every pledge record is a structured object with typed fields, validation rules, and audit trail. No spreadsheet can do this.

FieldDescriptionType
pledge_amount*

Gross pledge value in USD. Supports multi-currency with automatic FX conversion at pledge date.

DECIMAL(12,2)
payment_schedule

Installment cadence: lump-sum, quarterly, annual, or custom. Generates automatic payment reminders 30/14/7 days prior.

Auto-reminder
ENUM → JSON
restriction_type

Restricted, unrestricted, temporarily restricted, or board-designated. Drives FASB ASC 958 net asset classification.

FASB ASC 958
ENUM
matching_gift_eligible

Flags pledge for employer match lookup. Integrates with Double the Donation API for real-time eligibility verification.

Double the Donation
BOOLEAN
imanage_matter_id

Links pledge to originating pro bono matter in iManage. Enables automatic hour-to-dollar credit calculations.

STRING → iManage
elite3e_client_id

Syncs to Thomson Reuters Elite 3E for billing system reconciliation and partner capital account tracking.

STRING → Elite 3E
salesforce_opportunity_id

Bi-directional sync with Salesforce Nonprofit Success Pack. Updates opportunity stage on payment receipt.

STRING → SFDC
irs_substantiation*

Triggers automatic generation of IRS-compliant contemporaneous written acknowledgment for gifts ≥ $250.

IRS § 170(f)(8)
BOOLEAN
audit_trail

Immutable append-only log of every field change, user action, and system event. SOC 2 Type II compliant.

ARRAY[Event]

Native Integrations

iManageElite 3ESalesforce NPSPDouble the DonationAderantNetDocumentsIntapp
PLEDGE RECORD · #PLG-2026-0847CONFIRMED
DonorMarcus T. Brennan
Amount$75,000.00
ScheduleQuarterly · 4 pmts
RestrictionUnrestricted
Match EligibleYES — 2:1 ratio
IRS Ack. Sent02/24/2026 09:14

Average pledge confirmation time

47 min

vs. 4.2 days industry average

§ 02 — REPORTING

Annual report exports
in three clicks

Every report is audit-ready, FASB-compliant, and formatted for board presentation — no Excel gymnastics required.

DOCKET — ANNUAL PHILANTHROPY REPORT

Whitmore & Aldridge LLP

Fiscal Year 2025 · Generated 02/24/2026

CONFIDENTIAL

EXHIBIT 1-A

I. GIVING SUMMARY

Total Pledges Received$1,247,500
Collected FY2025$1,183,125
Outstanding Balance$64,375
Matching Gifts Generated$312,000
Pro Bono Hours (FY2025)12,840 hrs

II. QUARTERLY GIVING TREND

Generated by Docket v2.4 · SOC 2 Certified

Page 1 of 14

Export Formats

Available Report Types

Annual Philanthropy Summary
14 ppBoard-ready
Pledge Fulfillment by Partner
8 ppPartner-level
Pro Bono Hours Certification
3 ppABA Compliant
Campaign Performance Dashboard
6 ppLive data
FASB Net Asset Reconciliation
12 ppFASB ASC 958
IRS Form 8283 Preparation
2 ppIRS § 170
Matching Gift Status Report
5 ppEmployer match

4.3 sec

Average report generation time · 14-page annual summary

100%

FASB ASC 958 compliant output

§ 03 — COMPLIANCE

Every rule automated.
Every audit survivable.

Docket automates the compliance obligations that procurement committees ask about — before they ask.

100%

FASB ASC 958 compliance rate

Zero audit findings across all clients

SOC 2

Type II certified

Annual third-party audit, available on request

< 24 hrs

IRS acknowledgment delivery

Automated for all gifts ≥ $250

Trusted by Managing Partners at AmLaw 200 Firms

Hartwell Brecker & AssociatesMeridian Caufield LLPAldridge Stanton GroupWhitmore & AssociatesCastellan Royce LLPNorthfield Keene LLPBrennan Duvall PartnersSterling Whitford LLP
"

Before Docket, our annual report took six weeks and three staff members. Last year we generated the board deck in an afternoon. The FASB classification alone saved us from a very uncomfortable conversation with our auditors.

Portrait of Diane Kowalczyk, Director of Legal Pro Bono & Philanthropy at Hartwell Brecker & Associates LLP

Diane Kowalczyk

Director of Legal Pro Bono & Philanthropy

Hartwell Brecker & Associates LLP

$2.1M pledges under management

"

We manage relationships with forty-three firm contacts across fifteen cities. Docket's pledge pipeline view is the first tool that's actually built around how development directors work — not how IT departments think we work.

Portrait of Raymond Osei-Bonsu, Senior Development Director at Equal Justice Initiative of Greater Chicago

Raymond Osei-Bonsu

Senior Development Director

Equal Justice Initiative of Greater Chicago

43 firm donor relationships tracked

147

AmLaw Firms

Active accounts

$2.4B

Pledges Tracked

Cumulative FY2024–2026

99.9%

Platform Uptime

SLA guaranteed

4.8/5

Procurement Score

Average RFP evaluation

§ 04 — DOWNLOAD

Install the demo.
See your workflow inside the product.

The demo is pre-loaded with a fictional AmLaw 100 firm: 180 pledge records, 4 active campaigns, and 12 months of giving history. No setup required.

macOS 13+ · Windows 10+ · Electron app · 47 MB download

No credit card. No install commitment. Data stays on your device.

🔒SOC 2 Type II Certified
⚖FASB ASC 958 Compliant
📋ABA Pro Bono Standards
🛡AES-256 Encryption
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