Legal Case Management List
Use Case
Replace static Excel trackers with a structured Microsoft List to manage legal cases – organized, searchable, and easy to update.
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
Built With
Key Features
- Choice Column
- Hyperlink Column
- Custom formatting
- Conditional Formatting
- Board View
