Review criteria
- +Matter status pipeline and key-date highlighting
- +Next-action and statute-of-limitations alerts
- +Client and court columns
- +Works in Google Sheets and Excel
Legal Case Tracker in Law Firm
The Legal Case Tracker is a copy-ready spreadsheet for law firm that tracks cases, client, status, key dates, next action. 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
Get this template
What’s inside “Legal Case Tracker”
Format: Starter CSV (column layout)Setup: About 15 minutesColumns: 5
Pre-built column headers
- Cases
- Client
- Status
- Key Dates
- Next Action
- Download the starter CSV — the column headers above are already in place.
- Open it in Google Sheets (File → Import) or Excel — no macros or add-ons needed.
- Rename, add, or remove columns so it matches how you actually work.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Legal Case Tracker
About this template
It is built for people who want results without another subscription: solo attorneys tracking active matters. 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 Legal Case Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Solo attorneys tracking active matters
- +Small firms without practice-management software
Pause before choosing when
- -Court e-filing or document assembly
- -Trust accounting requirements
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 Legal 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 Legal Case Tracker really free?
The core template is free to copy and use. There is no paid tier — download the starter CSV, adjust the columns, and you are ready to work.
What does the Legal Case Tracker track?
It tracks cases, client, status, key dates, next action. The starter CSV lays out these columns in order; add totals or highlights with basic formulas like SUM once your data is in.