Legal matter management template
Finance & legal
A ready-to-use base with 4 linked tables (Matters, Clients, Documents, Bills and expenses), 7 configured views and realistic sample data. Explore it below — no account needed.
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What’s inside
Matters11 fields · 5 sample records
MatterClientMatter typeStageResponsible attorneyOpenedKey deadlineNotesDocumentsBills and expensesDocument count
▤ Matters by stage▣ Deadlines▦ By attorney
Clients6 fields · 5 sample records
ClientEmailPhoneConflict checkEngagement letterMatters
▦ Intake screening☰ Client intake
Documents5 fields · 4 sample records
DocumentMatterTypeDateFile
▦ By matter
Bills and expenses6 fields · 4 sample records
ItemMatterKindAmountDatePaid
▦ Unpaid
Make it yours in minutes.
Use this template, then change any field, view or automation.