Legal Case Management Spreadsheet

Keeping all case-related tasks in one place gives you a complete picture of how much effort and time your team spends on specific clients. It also ensures that none of these tasks fall through the cracks and are completed in a timely manner. Consumers can get everything they want with just a few clicks on their phone, so they expect the same from their IP law firm – but using spreadsheets to manage your cases puts your business at a significant disadvantage. Contacts: This table contains details of customer contacts. For example, their account name and type (client, principal witness, defence counsel, witness, judge, etc.) Here you can store all the contact information of people who are directly or indirectly related to your cases. A legal case management model is a good place to start, but the templates can only take you to a certain point. As you grow and grow your business, you may find that working in a shared document still requires manual effort, duplicate data entry, and checking to update all cases. Regardless of the type of law you currently practice, the key to success is proper organization and administration. Law firms manage multiple files and clients simultaneously. You are responsible for sensitive legal data, evidence and affidavits that must be carefully recorded and managed.

A legal case management model will help you manage everything in one place. This will greatly facilitate the tedious process of analyzing and managing legal and client files. The “Cases” section is the main component of your legal case management model, so make sure it includes all the fields you need to track relevant case details. Basic fields to search for include folder name, start date, owner, folder identification number, and a brief description of the folder and related services. Legal case management is a process of managing litigation and non-litigation from start to finish. The main components of a legal case management system are data collection, contact and storage of case documents. It also includes administrative tasks as well as legal tasks that need to be performed to deal with legal issues. Our legal case tracking and billing model was created specifically for law firms, lawyers, legal advisors, lawyers and lawyers. They can share this tracker with their teams, customers, or authorized third parties. This template contains various tables to store and organize your data for customers, documentation, and billing. We`ve also added specific views to help you better visualize your legal data.

Here`s what you can do with this template: The fields you need to look for in a dispute handling template for this section include the task name, task status, due date, who is responsible, a brief description of the task, and the case to which it relates. Various aspects of legal management include: Using spreadsheets to take your case from admission to closing is similar to driving in the dark without instructions – you`re lucky if you get where you need to go. And you don`t just have one case to deal with. Similarly, spreadsheets are great for organizing data that remains static once entered, but once you start adding hundreds of cases, a handful of contributors, thousands of tasks, endless delays, tens of thousands of documents, and uninterrupted decisions in a fraction of a second. Everything is starting to unravel. Customers: This table contains the details of the tenants in your file. You may notice that this table contains only references to the other 4 tables: Accounts, Incidents, Teams, and Contacts. Spreadsheets make it harder to find things, so you end up spending more time searching for information than helping your customers. And because spreadsheets are static documents, it`s harder for everyone on the team to stay (literally) on the same page. This leads to less informed interactions with your customers.

The advantage of this software is that it goes beyond managing the details of your case and brings together your time tracking, calendar, and even invoicing processes on a central platform. Instead of needing a template for every area of your business, this single source of truth updated in real time will help you reach the next phase of growth for your law firm. Stackby`s legal case tracking and billing tool allows you to automate and manage all correspondence related to a case throughout its lifecycle, including notes, case descriptions, start date, status, documentation, settlements, and more.