Lawyer CRM
A complete case and client management CRM for lawyers and law firms. Track cases, deadlines, billable hours, and invoices — in Google Sheets or Excel.
Qué Incluye
- Client and case database
- Case status pipeline (New → Active → Closed)
- Time tracking and billable hours log
- Court date and deadline tracker
- Document checklist per case
- Invoice and payment log
- Retainer and fee dashboard
- Lifetime updates
The Lawyer CRM gives solo practitioners and small law firms a complete system for managing clients, cases, deadlines, and billing — without expensive legal practice software.
Never miss a court date, lose track of billable hours, or forget to follow up with a client again.
Why a Spreadsheet?
Legal practice management software like Clio or PracticePanther costs $50–$150/month per user. For solo practitioners and small firms, that overhead compounds year after year. This template delivers case management, time tracking, billing, and deadline tracking for a single one-time payment — and your data stays with you, always.
Included Sheets
| Sheet | Purpose |
|---|---|
| Dashboard | Active cases, hours billed this month, upcoming deadlines, and unpaid invoices |
| Clients | Client profiles with contact info, case history, and notes |
| Cases | Full case tracker with matter type, status, opposing counsel, and court |
| Deadlines | Critical date and court appearance tracker with alerts |
| Time | Billable hours log per case and activity type |
| Billing | Invoice log with retainer balance, billed amounts, and payments |
| Documents | Checklist of required documents per case |
Who It’s For
- Solo lawyers and barristers managing their own client list
- Small law firms without a dedicated practice management system
- Legal consultants tracking project-based engagements
Compatibility
Fully functional in Google Sheets (recommended) and Microsoft Excel 2016+.