Law Firm Case Management
Small law firms and solo attorneys
Clients, matters, deadlines and time entries for a small law firm.
Use this templateLaw Firm Case Management
Your firm in one place. Start with Deadlines due today and this week, move through Matters by status, and log hours under Time entries. This is operational tracking only; keep legal work product, advice and privileged notes in your case files.
Dashboard
New matter intake
Deadline discipline
Time entry habits
Closing a matter
At a glance
| Matter | Client | Practice area | Status | Attorney | Paralegal | Opened |
|---|---|---|---|---|---|---|
| Rennick lease dispute | Thaddeus Rennick | Open | Adaeze Okonjo | Pilar Santangelo | Aug 9, 2026 | |
| Larkspur supplier contract | Larkspur Bakery Cooperative | Open | Julian Whitcombe | Pilar Santangelo | Sep 13, 2026 | |
| Castañeda-Voss custody modification | Imelda Castañeda-Voss | Pending | Adaeze Okonjo | Pilar Santangelo | Jun 20, 2026 | |
| Greenhollow land easement | Greenhollow Neighborhood Trust | Open | Julian Whitcombe | Pilar Santangelo | Aug 29, 2026 | |
| Achebe employment agreement review | Bartholomew Achebe | Intake | Julian Whitcombe | Pilar Santangelo | Oct 15, 2026 | |
| Marlow vendor non-payment | Marlow Fabrication Works | Open | Adaeze Okonjo | Pilar Santangelo | Sep 28, 2026 | |
| Dalgaard estate administration | Seraphine Dalgaard | Closed | Adaeze Okonjo | Pilar Santangelo | Dec 22, 2025 | |
| Larkspur lease renewal | Larkspur Bakery Cooperative | On hold | Julian Whitcombe | Pilar Santangelo | Jul 20, 2026 |
| Matter | Client | Practice area | Status | Attorney | Paralegal | Opened |
|---|---|---|---|---|---|---|
| Rennick lease dispute | Thaddeus Rennick | Open | Adaeze Okonjo | Pilar Santangelo | Aug 9, 2026 | |
| Larkspur supplier contract | Larkspur Bakery Cooperative | Open | Julian Whitcombe | Pilar Santangelo | Sep 13, 2026 | |
| Castañeda-Voss custody modification | Imelda Castañeda-Voss | Pending | Adaeze Okonjo | Pilar Santangelo | Jun 20, 2026 | |
| Greenhollow land easement | Greenhollow Neighborhood Trust | Open | Julian Whitcombe | Pilar Santangelo | Aug 29, 2026 | |
| Achebe employment agreement review | Bartholomew Achebe | Intake | Julian Whitcombe | Pilar Santangelo | Oct 15, 2026 | |
| Marlow vendor non-payment | Marlow Fabrication Works | Open | Adaeze Okonjo | Pilar Santangelo | Sep 28, 2026 | |
| Dalgaard estate administration | Seraphine Dalgaard | Closed | Adaeze Okonjo | Pilar Santangelo | Dec 22, 2025 | |
| Larkspur lease renewal | Larkspur Bakery Cooperative | On hold | Julian Whitcombe | Pilar Santangelo | Jul 20, 2026 |
| Deadline | Matter | Kind | Due | Status | Responsible | Mark done |
|---|---|---|---|---|---|---|
| File response to lease complaint | Rennick lease dispute | Oct 18, 2026 | Open | @installer | — | |
| Supplier contract redline to client | Larkspur supplier contract | Oct 14, 2026 | Open | @installer | — | |
| Hearing on custody motion | Castañeda-Voss custody modification | Oct 16, 2026 | Open | — | — | |
| Easement survey review | Greenhollow land easement | Oct 24, 2026 | Open | @installer | — | |
| Document requests to opposing counsel | Rennick lease dispute | Oct 15, 2026 | Open | @installer | — | |
| Demand letter to vendor | Marlow vendor non-payment | Oct 17, 2026 | Open | — | — | |
| Client signature on engagement letter | Achebe employment agreement review | Oct 20, 2026 | Open | — | — | |
| Mediation statement | Castañeda-Voss custody modification | Sep 28, 2026 | Done | — | — |
Matters
| Matter | Client | Practice area | Status | Attorney | Paralegal | Opened |
|---|---|---|---|---|---|---|
| Rennick lease dispute | Thaddeus Rennick | Open | Adaeze Okonjo | Pilar Santangelo | Aug 9, 2026 | |
| Larkspur supplier contract | Larkspur Bakery Cooperative | Open | Julian Whitcombe | Pilar Santangelo | Sep 13, 2026 | |
| Castañeda-Voss custody modification | Imelda Castañeda-Voss | Pending | Adaeze Okonjo | Pilar Santangelo | Jun 20, 2026 | |
| Greenhollow land easement | Greenhollow Neighborhood Trust | Open | Julian Whitcombe | Pilar Santangelo | Aug 29, 2026 | |
| Achebe employment agreement review | Bartholomew Achebe | Intake | Julian Whitcombe | Pilar Santangelo | Oct 15, 2026 | |
| Marlow vendor non-payment | Marlow Fabrication Works | Open | Adaeze Okonjo | Pilar Santangelo | Sep 28, 2026 | |
| Dalgaard estate administration | Seraphine Dalgaard | Closed | Adaeze Okonjo | Pilar Santangelo | Dec 22, 2025 | |
| Larkspur lease renewal | Larkspur Bakery Cooperative | On hold | Julian Whitcombe | Pilar Santangelo | Jul 20, 2026 |
Deadlines
| Deadline | Matter | Kind | Due | Status | Responsible | Mark done |
|---|---|---|---|---|---|---|
| File response to lease complaint | Rennick lease dispute | Oct 18, 2026 | Open | @installer | — | |
| Supplier contract redline to client | Larkspur supplier contract | Oct 14, 2026 | Open | @installer | — | |
| Hearing on custody motion | Castañeda-Voss custody modification | Oct 16, 2026 | Open | — | — | |
| Easement survey review | Greenhollow land easement | Oct 24, 2026 | Open | @installer | — | |
| Document requests to opposing counsel | Rennick lease dispute | Oct 15, 2026 | Open | @installer | — | |
| Demand letter to vendor | Marlow vendor non-payment | Oct 17, 2026 | Open | — | — | |
| Client signature on engagement letter | Achebe employment agreement review | Oct 20, 2026 | Open | — | — | |
| Mediation statement | Castañeda-Voss custody modification | Sep 28, 2026 | Done | — | — |
Time entries
| Time entry | Matter | Timekeeper | Worked | Hours | Rate | Billed |
|---|---|---|---|---|---|---|
| Drafted response to lease complaint | Rennick lease dispute | Adaeze Okonjo | Oct 18, 2026 | 2.5 | $350 | No |
| Reviewed supplier agreement | Larkspur supplier contract | Julian Whitcombe | Oct 17, 2026 | 1.8 | $260 | No |
| Prepared custody hearing binder | Castañeda-Voss custody modification | Pilar Santangelo | Oct 13, 2026 | 3.2 | $120 | No |
| Client call on easement boundaries | Greenhollow land easement | Julian Whitcombe | Oct 14, 2026 | 0.7 | $260 | No |
| Research on vendor remedies | Marlow vendor non-payment | Julian Whitcombe | Oct 14, 2026 | 2.4 | $260 | No |
| Letter to opposing counsel | Rennick lease dispute | Adaeze Okonjo | Oct 6, 2026 | 0.9 | $350 | Yes |
| Mediation preparation | Castañeda-Voss custody modification | Adaeze Okonjo | Sep 26, 2026 | 4 | $350 | Yes |
| Estate accounting final | Dalgaard estate administration | Pilar Santangelo | Jan 6, 2026 | 5.5 | $120 | Yes |
| Matter | Client | Practice area | Status | Attorney | Paralegal | Opened |
|---|---|---|---|---|---|---|
| Rennick lease dispute | Thaddeus Rennick | Open | Adaeze Okonjo | Pilar Santangelo | Aug 9, 2026 | |
| Larkspur supplier contract | Larkspur Bakery Cooperative | Open | Julian Whitcombe | Pilar Santangelo | Sep 13, 2026 | |
| Castañeda-Voss custody modification | Imelda Castañeda-Voss | Pending | Adaeze Okonjo | Pilar Santangelo | Jun 20, 2026 | |
| Greenhollow land easement | Greenhollow Neighborhood Trust | Open | Julian Whitcombe | Pilar Santangelo | Aug 29, 2026 | |
| Achebe employment agreement review | Bartholomew Achebe | Intake | Julian Whitcombe | Pilar Santangelo | Oct 15, 2026 | |
| Marlow vendor non-payment | Marlow Fabrication Works | Open | Adaeze Okonjo | Pilar Santangelo | Sep 28, 2026 | |
| Dalgaard estate administration | Seraphine Dalgaard | Closed | Adaeze Okonjo | Pilar Santangelo | Dec 22, 2025 | |
| Larkspur lease renewal | Larkspur Bakery Cooperative | On hold | Julian Whitcombe | Pilar Santangelo | Jul 20, 2026 |
| Matter | Client | Practice area | Status | Attorney | Paralegal | Opened |
|---|---|---|---|---|---|---|
| Rennick lease dispute | Thaddeus Rennick | Open | Adaeze Okonjo | Pilar Santangelo | Aug 9, 2026 | |
| Larkspur supplier contract | Larkspur Bakery Cooperative | Open | Julian Whitcombe | Pilar Santangelo | Sep 13, 2026 | |
| Castañeda-Voss custody modification | Imelda Castañeda-Voss | Pending | Adaeze Okonjo | Pilar Santangelo | Jun 20, 2026 | |
| Greenhollow land easement | Greenhollow Neighborhood Trust | Open | Julian Whitcombe | Pilar Santangelo | Aug 29, 2026 | |
| Achebe employment agreement review | Bartholomew Achebe | Intake | Julian Whitcombe | Pilar Santangelo | Oct 15, 2026 | |
| Marlow vendor non-payment | Marlow Fabrication Works | Open | Adaeze Okonjo | Pilar Santangelo | Sep 28, 2026 | |
| Dalgaard estate administration | Seraphine Dalgaard | Closed | Adaeze Okonjo | Pilar Santangelo | Dec 22, 2025 | |
| Larkspur lease renewal | Larkspur Bakery Cooperative | On hold | Julian Whitcombe | Pilar Santangelo | Jul 20, 2026 |
| Deadline | Matter | Kind | Due | Status | Responsible | Mark done |
|---|---|---|---|---|---|---|
| File response to lease complaint | Rennick lease dispute | Oct 18, 2026 | Open | @installer | — | |
| Supplier contract redline to client | Larkspur supplier contract | Oct 14, 2026 | Open | @installer | — | |
| Hearing on custody motion | Castañeda-Voss custody modification | Oct 16, 2026 | Open | — | — | |
| Easement survey review | Greenhollow land easement | Oct 24, 2026 | Open | @installer | — | |
| Document requests to opposing counsel | Rennick lease dispute | Oct 15, 2026 | Open | @installer | — | |
| Demand letter to vendor | Marlow vendor non-payment | Oct 17, 2026 | Open | — | — | |
| Client signature on engagement letter | Achebe employment agreement review | Oct 20, 2026 | Open | — | — | |
| Mediation statement | Castañeda-Voss custody modification | Sep 28, 2026 | Done | — | — |
| Deadline | Matter | Kind | Due | Status | Responsible | Mark done |
|---|---|---|---|---|---|---|
| File response to lease complaint | Rennick lease dispute | Oct 18, 2026 | Open | @installer | — | |
| Supplier contract redline to client | Larkspur supplier contract | Oct 14, 2026 | Open | @installer | — | |
| Hearing on custody motion | Castañeda-Voss custody modification | Oct 16, 2026 | Open | — | — | |
| Easement survey review | Greenhollow land easement | Oct 24, 2026 | Open | @installer | — | |
| Document requests to opposing counsel | Rennick lease dispute | Oct 15, 2026 | Open | @installer | — | |
| Demand letter to vendor | Marlow vendor non-payment | Oct 17, 2026 | Open | — | — | |
| Client signature on engagement letter | Achebe employment agreement review | Oct 20, 2026 | Open | — | — | |
| Mediation statement | Castañeda-Voss custody modification | Sep 28, 2026 | Done | — | — |
| Time entry | Matter | Timekeeper | Worked | Hours | Rate | Billed |
|---|---|---|---|---|---|---|
| Drafted response to lease complaint | Rennick lease dispute | Adaeze Okonjo | Oct 18, 2026 | 2.5 | $350 | No |
| Reviewed supplier agreement | Larkspur supplier contract | Julian Whitcombe | Oct 17, 2026 | 1.8 | $260 | No |
| Prepared custody hearing binder | Castañeda-Voss custody modification | Pilar Santangelo | Oct 13, 2026 | 3.2 | $120 | No |
| Client call on easement boundaries | Greenhollow land easement | Julian Whitcombe | Oct 14, 2026 | 0.7 | $260 | No |
| Research on vendor remedies | Marlow vendor non-payment | Julian Whitcombe | Oct 14, 2026 | 2.4 | $260 | No |
| Letter to opposing counsel | Rennick lease dispute | Adaeze Okonjo | Oct 6, 2026 | 0.9 | $350 | Yes |
| Mediation preparation | Castañeda-Voss custody modification | Adaeze Okonjo | Sep 26, 2026 | 4 | $350 | Yes |
| Estate accounting final | Dalgaard estate administration | Pilar Santangelo | Jan 6, 2026 | 5.5 | $120 | Yes |
| Client | Kind | Status | Phone | Open matter | |
|---|---|---|---|---|---|
| Thaddeus Rennick | (615) 555-0131 | thaddeus.r@mailbox-demo.net | — | ||
| Larkspur Bakery Cooperative | (615) 555-0132 | office@larkspurbakery.net | — | ||
| Imelda Castañeda-Voss | (615) 555-0133 | imelda.cv@mailbox-demo.net | — | ||
| Greenhollow Neighborhood Trust | (615) 555-0134 | director@greenhollowtrust.net | — | ||
| Bartholomew Achebe | (615) 555-0135 | bart.a@mailbox-demo.net | — | ||
| Marlow Fabrication Works | (615) 555-0136 | owner@marlowfab.net | — | ||
| Seraphine Dalgaard | (615) 555-0137 | sera.d@mailbox-demo.net | — |
Open deadlines
| Deadline | Matter | Kind | Due | Status | Responsible | Mark done |
|---|---|---|---|---|---|---|
| File response to lease complaint | Rennick lease dispute | Oct 18, 2026 | Open | @installer | — | |
| Supplier contract redline to client | Larkspur supplier contract | Oct 14, 2026 | Open | @installer | — | |
| Hearing on custody motion | Castañeda-Voss custody modification | Oct 16, 2026 | Open | — | — | |
| Easement survey review | Greenhollow land easement | Oct 24, 2026 | Open | @installer | — | |
| Document requests to opposing counsel | Rennick lease dispute | Oct 15, 2026 | Open | @installer | — | |
| Demand letter to vendor | Marlow vendor non-payment | Oct 17, 2026 | Open | — | — | |
| Client signature on engagement letter | Achebe employment agreement review | Oct 20, 2026 | Open | — | — | |
| Mediation statement | Castañeda-Voss custody modification | Sep 28, 2026 | Done | — | — |
Matters in intake
| Matter | Client | Practice area | Status | Attorney | Paralegal | Opened |
|---|---|---|---|---|---|---|
| Rennick lease dispute | Thaddeus Rennick | Open | Adaeze Okonjo | Pilar Santangelo | Aug 9, 2026 | |
| Larkspur supplier contract | Larkspur Bakery Cooperative | Open | Julian Whitcombe | Pilar Santangelo | Sep 13, 2026 | |
| Castañeda-Voss custody modification | Imelda Castañeda-Voss | Pending | Adaeze Okonjo | Pilar Santangelo | Jun 20, 2026 | |
| Greenhollow land easement | Greenhollow Neighborhood Trust | Open | Julian Whitcombe | Pilar Santangelo | Aug 29, 2026 | |
| Achebe employment agreement review | Bartholomew Achebe | Intake | Julian Whitcombe | Pilar Santangelo | Oct 15, 2026 | |
| Marlow vendor non-payment | Marlow Fabrication Works | Open | Adaeze Okonjo | Pilar Santangelo | Sep 28, 2026 | |
| Dalgaard estate administration | Seraphine Dalgaard | Closed | Adaeze Okonjo | Pilar Santangelo | Dec 22, 2025 | |
| Larkspur lease renewal | Larkspur Bakery Cooperative | On hold | Julian Whitcombe | Pilar Santangelo | Jul 20, 2026 |
Same steps every time, so nothing is skipped.
Before the engagement
Add the person under Clients as a Prospect.
Run the conflict check and note the result on the client.
Send the engagement letter and wait for the signature.
Opening the matter
Press Open matter on the client and assign an attorney and paralegal.
Add every known deadline using Add deadline.
Set the matter to Open once the retainer is in.
A missed deadline is the most expensive mistake in a law office. Record each in two places.
Every deadline
State where it comes from, such as a rule, an order or a client promise.
Enter it in this table and on the firm calendar.
Give it an owner.
Weekly
Open Deadlines, Overdue view, every Monday.
Review This week with each attorney.
Mark Done only after the filing confirmation is saved.
Daily
Log time at the end of every task, not the end of the week.
Write a short description a client would understand.
Use tenths of an hour.
Weekly
Look at Time entries not billed and tell the office manager.
Check hours against each matter's budget.
Checklist
All deadlines Done
Final time entries recorded and billed
Client notified in writing
File archived and retention date noted
Matter status set to Closed
What's inside
5 tables · 15 views · 1 form · 3 row actions · 1 agent6 pages
- Law Firm Case Management
- Dashboard
- New matter intake
- Deadline discipline
- Time entry habits
- Closing a matter
4 tables
- Matters3 views · 8 sample rows
- Deadlines7 views · 12 sample rows
- Time entries4 views · 10 sample rows
- Clients1 view · 7 sample rows
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