Legal Case Management List
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
Common Questions About This Legal Case Management List
What is this Legal Case Management List built with?
The tracker is built entirely in Microsoft Lists, the list app included with Microsoft 365 – structured with custom columns, choice-based status tracking, visual formatting, and ready-made views. There is no custom code and there are no third-party tools. It is the kind of clean, collaborative tracker Greg Zelfond builds for legal teams and law firms.
What’s included in the Legal Case Management List?
The list captures key matter details – matter name, client, attorney, status, practice area, and jurisdiction – plus metadata like open and close dates, billing type, and matter number for sorting and filtering. Choice columns flag cases as Active, Closed, Pending, or On Hold, visual formatting highlights priority items, and each matter can link directly to its own dedicated SharePoint site for case documents.
Does this design use any custom code or third-party tools?
No. The tracker is built entirely with Microsoft Lists, which is included with most Microsoft 365 business and enterprise plans – no custom code, no third-party add-ons, and nothing extra to buy. That keeps it stable, secure, and easy to maintain, with everything stored safely inside your Microsoft 365 environment. Out-of-the-box is the only way Greg builds.
Can this tracker be customized for our legal team?
Absolutely. The columns, statuses, and views can all be tailored to your practice – your practice areas, your jurisdictions, your billing types, and the matter details your attorneys actually track. Greg adapts the structure to the way your legal team manages its caseload, and because Lists is flexible and scalable, fields can be added or edited as caseloads grow.
How do the views, grouping, and filtering work in this tracker?
The list ships with multiple ready-made views. Matters can be grouped by practice area and status for an instant portfolio rollup, displayed as a board view organized by practice area, or filtered to quickly locate cases by status, client, or legal area. Custom views can be created for each attorney, practice area, or status, so every member of the team opens the list and sees exactly the cases that matter to them.
Can Greg build this tracker for our organization?
Yes – this is exactly the kind of work Greg Zelfond does. As an independent SharePoint and Microsoft 365 consultant and Microsoft MVP, he designs and builds trackers like this one in Microsoft Lists, SharePoint, Loop, and Planner, tailored to the way your legal team manages matters. Reach out through the contact page to get started.
