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Legal Case Management List

Replace static Excel trackers with a structured Microsoft List to manage legal cases - organized, searchable, and easy to update.
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Overview

  • Structured Layout: Capture key details like matter name, client, attorney, status, practice area, and jurisdiction
  • Custom Columns: Includes metadata like open/close dates, billing type, and matter number for sorting and filtering
  • Search & Filter Ready: Quickly locate matters by status, client, or legal area
  • Status Tracking: Use choice columns to flag cases as Active, Closed, Pending, or On Hold
  • Visual Formatting: Highlight priority items or group cases by attorney or practice area

Benefits

  • Centralized Case Data: Manage all matters in one consistent, easy-to-navigate location
  • Improved Visibility: Custom views for each attorney, practice area, or status
  • No More Spreadsheets: Eliminate scattered Excel files and ensure real-time access
  • Flexible and Scalable: Add or edit fields as needed—ideal for growing caseloads
  • Code-Free Setup: Built entirely with Microsoft Lists – no development required
Case Management List Main View
Case Management List Main View
Case Management List with links to Matter SharePoint Sites
Case Management List with links to Matter SharePoint Sites
Case Management (Grouped By Practice Area and Status)
Case Management (Grouped By Practice Area and Status)
Legal Case Management List (Grouped by Practice Area)
Legal Case Management List (Grouped by Practice Area)
Legal Case Management List Filtering
Legal Case Management List Filtering