Legal Case Tracking Template
Download a Legal Case Tracking Template for
Excel | Google Sheets
This template categorizes legal cases from the preparation and review stages to those that have gone to trial or await a decision. Use this legal case tracking template to prioritize cases by type, list upcoming court dates, and document client and chief justice contact information. The template will also help you to identify and centralize case status updates.
For more information about maintaining your firm’s data, check out our article on records management.
Legal Case Management Template
Download a Legal Case Management Template for
Excel | Google Sheets
Use this template to manage, centralize, and streamline legal case phases and detail all the associated tasks. The template includes a weekly timeline, where you can describe case activity from initiation through close, as well as columns for hour estimates, start and due dates for phase activities, and task completion percentages.
You can also use this legal case management template in Smartsheet, a cloud-based work management solution.
Legal Project Management Template
Download a Legal Project Management Template for
Excel | Google Sheets
This legal project management template lists business incorporation, product liability defense, patent application, and other legal project types. This spreadsheet also breaks down work requirement percentages for each project for general partners, defense litigators, business lawyers, administrative staff, and others. Manage multiple legal projects with start and finish times, project duration, and work estimates.
Learn more about document management with this guide to help you select the document management system that works best for your firm.
Streamline Legal Case Management with Real-Time Work Management in Smartsheet
Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.