Legal Case Management
Manage Your Legal Cases Smarter with This Notion Template
Centralize your law practice in one Notion template. Track cases, clients, staff, documents, appointments, and billable items with an easy-to-use, customizable system Perfect for law firms and legal professionals.
Screenshots
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Key Features
Intuitive Dashboard – A clean homepage with quick views of your most important cases, deadlines, and contacts, plus easy navigation to every database.
Comprehensive Case Management – Track case numbers, types, statuses, priorities, staff assignments, and related documents—all in one place.
Contact & Client Tracking – Keep detailed records of clients, opposing counsels, witnesses, and link them directly to their cases.
Staff Organization – Assign roles, monitor workloads, and track areas of specialization for lawyers, paralegals, and support staff.
Appointments & Deadlines – Manage hearings, meetings, and court dates with structured scheduling and linked cases.
Billable Items – Record hours worked, external services, and other expenses per case. Track payment status with a simple checkmark system.
Document Repository – Store and categorize case-related files, from contracts to evidence, for quick access and reference.
Charts: This updated template version includes Chart views, which shows key data and helps you make decisions to improve the flow. (Requires Notion Plus plan or higher)
Transform the way you manage legal cases with this Legal Case Management template for Notion.
Why Choose This Template?
Most law practices struggle with scattered information—cases in one tool, billing in another, deadlines in emails. This template gives you a central hub for everything:
- ⏱ Save time with structured case and contact management
- 📂 Stay organized with linked databases for staff, clients, and documents
- 🌎 Improve collaboration by assigning cases and appointments
- 💰 Track billable work simply
- 📐 Customize it to fit your firm’s workflow
Turn Notion into your complete legal operations hub—without the complexity of expensive case management software.
What's Included
🔗 Interconnected Databases:
- Legal Cases
- Contacts
- Staff
- Appointments
- Billable items
- Documents
📊 Charts Page:
Includes preconfigured charts, fully customizable to suit your needs. You can adjust filters, switch chart types, delete the ones you don’t need, or create new ones from scratch. (requires a Plus or higher Notion subscription).
🧭 Help Guide:
This guide will help you navigate and effectively use the Legal Case Management Notion template.
For Whom
This template is built for:
- Solo attorneys looking to streamline operations
- Small and mid-sized law firms managing multiple cases
- Paralegals and legal assistants who need structured workflows
- Legal professionals who prefer an all-in-one Notion setup
Format
Notion template.
* Notion Plus plan or higher can create/visualize unlimited charts. Free plans are limited to 1 chart (on the entire account). Notion Templates FAQs
Get the template
Secure payment.
Delivery is automatic upon successful payment.
No refunds are allowed due to the digital nature of Notion templates.
Do you have any questions? Feel free to reach out to me via email.
