Law Practice Management
Manage legal cases, contacts, deadlines, hearings, settlements, and billable time in one connected workspace built for law firms.
Run matters, deadlines, meetings, settlements, and billable time from one connected workspace. This legal practice management template gives small firms and legal teams a ready-made structure for tracking client work without starting from a blank database.
What’s included
| Table | Use it for |
|---|---|
| Contacts | Clients, attorneys, experts, vendors, carriers, defendants, and support staff |
| Cases | Core matter details: client, court, docket number, litigation type, opposing counsel, status, and notes |
| Hearings/Meetings | Court dates, depositions, mediations, internal reviews, and client meetings |
| Discovery Schedule | Production deadlines, interrogatories, document requests, expert reports, and court deadlines |
| Settlement | Demand amounts, offers, negotiation status, terms, and key settlement dates |
| Litigation | Matter stage, risks, strategy, next steps, and related upcoming events |
| Timesheets | Billable work, non-billable time, rates, descriptions, and calculated totals |
How to use it
Start by adding your contacts. Tag each person by role so it’s easy to find clients, opposing counsel, experts, carriers, and vendors later.
Next, create a case record. Link the client, opposing counsel, insurance carrier, case manager, court details, and litigation type. From there, add related meetings, discovery deadlines, settlement activity, and time entries as the matter moves forward.
For day-to-day work, use the template as a shared case dashboard:
- See upcoming hearings and meetings by case.
- Track discovery deadlines before they become urgent.
- Keep settlement demands, offers, and terms in one place.
- Give attorneys and staff clear ownership of next steps.
- Capture billable time while the work context is still fresh.
Best fit
This template is ideal for litigation teams, solo attorneys, boutique firms, and legal operations teams that want a simple, connected system for active matters. It keeps the moving parts visible so your team can spend less time chasing updates and more time moving cases forward.