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.
What's Included
- 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+.
Frequently asked questions
Yes. All templates work with the free version of Google Sheets. No paid subscription or Google Workspace plan required.
Absolutely. You pay once and own the template forever. No monthly fees, no recurring charges — ever.
Yes, everything is fully editable. Add your logo, change colors, rename columns, or add new fields to match your exact workflow.
You receive a Google Sheets link and an Excel (.xlsx) file. Both are instantly accessible right after purchase.
No. The templates are built for non-technical users. If you can fill in a spreadsheet, you can run your CRM with this.
We offer email support at hello@viasheet.com and WhatsApp for quick questions. Most issues are resolved within a few hours.