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.
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.
Legal Case Tracking Excel Template Free Download
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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.
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.
Regardless of the nature of law, you are currently practicing, the key to success is proper organization and management. Law firms manage multiple cases and clients at the same time. They are responsible for sensitive legal data, evidence, and affidavits that have to be recorded and managed carefully. A legal case management template will help you manage everything in one place . It will make the cumbersome process of analyzing and managing legal cases and clients much easier for you.
Legal case management is a process to manage litigation and non-litigation from beginning to end. The major components of a legal case management system are data collection, contacts, and storage of case-related documents. It also includes administrative tasks as well as legal tasks that must be performed in order to complete legal matters.
Clients: This table includes the details of clients of your case. You may notice that this table includes only references from the other 4 tables, that is, accounts, cases, teams, and contacts.
Team: The last table includes details about your team members like paralegals, lawyers, legal secretary, bookkeepers, record clerks, legal secretary, etc. You can save their contact number, email, billing, client, and cases in this table.
Proper organization and management is a must for every law firm. A case management template can help you create your own system and prevent you from juggling cases, clients and deadlines continuously. Use our free legal case management today!
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The cases section is the main component of your legal case management template so ensure that it has all the fields you need to track relevant case details. The basic fields to look for include the name of the case, start date, owner, case ID number, and a short description of what the case is and which services it involves.
Having a dedicated contacts tab allows you to keep track of different types of contacts such as your clients, witnesses, defense counsel, judges, and so forth. This tab is also useful if you have multiple contacts that you are working with across different cases.
The fields for this tab should include basic contact information such as email address, phone number, as well as a mailing address, if applicable. This section should also contain a field that clearly details which case this contact is categorized under.
In addition, clients often have more than one contact involved in the case, especially if you are working in a practice area such as employment law. This visibility becomes important when working with multiple people across your firm who may not be as familiar with the case details, such as a billing administrator.
Keeping all case-related tasks in one place gives you the complete picture of how much effort and time your team is spending on certain clients. It also ensures that none of these tasks falls through the cracks and are completed in a timely manner.
The fields to look for in a legal case management template for this section include the task name, the task status, the due date, the assignee, a short description of the task, as well as which case it relates to.
A legal case management template is a great starting point, but templates can only get you so far. As you grow and scale your law firm, you may notice that working in a shared document still requires manual effort, duplicate data entry, and verifying everything is updated across all cases.
The benefit of this software is that it extends beyond just managing your case details and brings your time tracking, calendaring, and even billing processes into one centralized platform. Rather than needing a template for each section of your business, having this single source of truth that updates in real-time will help you get to the next stage of growth for your law firm.
On this page, you can download our most popular Microsoft Access database templates. Choose from a wide range of inventory templates, project management templates, issue tracking templates, and many more for Access.
This sample database is designed to teach anyone the fundamentals of how to use Access as a database. Using a sales tracking system with a simple but correct data model as an example, it introduces many Access capabilities like forms, a main dashboard, and reports with charts.
This sample database, a superset of the Northwind Starter edition, is designed specifically for developers showing advanced techniques on how to build rich solutions using Access. On the foundation of a larger data model it shows features such as the ribbon, inventory management, more complex workflow and validation, cascading combo boxes, and more.
This sample database template demonstrates how Access can manage small business customers, orders, inventory, purchasing, suppliers, shipping, and employees. The database can generate 15 different reports and is a great showcase for learning and customizing Access databases.
Create and maintain a comprehensive database of your customers partners and vendors using this popular Access template. In addition to maintaining details on company, job title, and contact information, you can create all manner of queries, add contacts from Outlook, create mailing labels, and generate reports such as directories and phone books.
Create and maintain a comprehensive database of your school's students and their guardians, using this robust Access template. In addition to maintaining student ID, level, room, special circumstances, and contact details on each student and guardian, you can take advantage of numerous queries such as Attendance, as well as generate all manner of useful reports, from Allergies and Medications to Emergency Contact Information.
Create and maintain an events database to manage upcoming events using this Access database. Powerful built-in and customizable event navigation and filtering let you track events by time (for example, Current Events, Events by Week, and Today's Events) as well as type, as you collect data in real time via email and generate and distribute useful and timely reports.
Create a task tracking database to track multiple tasks, including, owners, start and due dates, and percent complete values using this popular Access template. Query by contacts, open tasks, and overdue tasks, keep an eye on task details, priorities, and status, and assign tasks, while producing useful reports such as Tasks Due Today.
Create and maintain a robust database to manage your organization's assets using this popular Access template. Keep up-to-date information on asset details including ownership, condition, location, purchase price and current value, as well as take advantage of the powerful query and data collection functionality to generate comprehensive reports.
Create and maintain a comprehensive inventory transaction database of your organization's stock, employees, suppliers, and transactions using this robust Access template. In addition to maintaining details on each item, transaction type, quantities, and location, you can generate many useful reports, from Inventory Stock Levels by Supplier to Inventory to Reorder. 152ee80cbc
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