Review criteria
- +Intake pipeline from lead to retained
- +Conflict-check and source columns
- +Follow-up date highlighting
- +Works in Google Sheets and Excel
Client Intake Tracker in Law Firm
The Client Intake Tracker is a copy-ready spreadsheet for law firm that tracks leads, conflict check, intake status, source. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 10 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 “Client Intake Tracker”
Tabs: How to use · Intake · FunnelFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 10 minutesColumns: 8
Columns (grey = calculated for you)
- Date
- Prospect ref
- Matter type
- Source
- Conflict check
- Stage
- Owner
- Follow up by
- Open the Intake 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 any substantive conversation; keep prospect references here and details in your practice management system.
- Follow up by turns red when a lead goes stale; speed to follow-up wins most retainers.
- 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.
Client Intake Tracker
About this template
It is built for people who want results without another subscription: firms tracking new client inquiries. 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 Client Intake Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Firms tracking new client inquiries
- +Anyone managing intake and conflict checks
Pause before choosing when
- -Automated intake forms and e-signature
- -CRM email integration
About Law Firm
Why people consider this option
- +Track cases, deadlines, and billable hours without paid practice software
- +Keep client intake and conflict checks organized
- +Hand clean billing records to your bookkeeper
What to review before acting
- -No trust accounting or court e-filing built in
- -Solo-friendly, but firms eventually need practice management
Trust FAQ
Questions people ask before copying a template
Does the Client Intake 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 Client Intake 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 Client Intake Tracker track?
It tracks leads, conflict check, intake status, source. 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.