Review criteria
- +Case by firm and role
- +Retainer and conflict-check status
- +Stage from review to testimony
- +Active-case view
Expert Witness Case Tracker in Expert Witness Service
The Expert Witness Case Tracker is a copy-ready spreadsheet for expert witness service that tracks cases, firm, role, stage, status. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “Expert Witness Case Tracker”
Tabs: How to use · Cases · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 11
Columns (grey = calculated for you)
- Case
- Retaining firm
- Side
- Role
- Conflict check
- Retainer
- Hourly rate
- Hours billed
- Stage
- Billed
- Retainer remaining
- Open the Cases tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Run a conflict check before reviewing any records; decline and close if there is a conflict.
- Retainer remaining turns red when billing exceeds the retainer: request a replenishment before more work.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Expert Witness Case Tracker
About this template
It is built for people who want results without another subscription: experts tracking case engagements. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Expert Witness Case Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Experts tracking case engagements
- +Anyone managing retainers and conflict checks
Pause before choosing when
- -Legal-case integration
- -Court-docket pulls
About Expert Witness Service
Why people consider this option
- +Track cases, billable time, and deadlines without paid software
- +Keep every engagement and hour in a file you own
- +Know hours and fees per case
What to review before acting
- -No legal-case or e-billing integration without a tool
- -Busy experts eventually need practice software
Trust FAQ
Questions people ask before copying a template
Does the Expert Witness Case Tracker work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Expert Witness Case Tracker really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Expert Witness Case Tracker track?
It tracks cases, firm, role, stage, status. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.