Legal case management system
Description
Take control of your case management with this all-in-one Airtable case management system that helps you manage:
Case management
Collaborative case management across all of your team, allowing you to visually understand where every case is from initial consultation to case closed.
Case notes
Stay compliant by keeping emails, calls and meeting records associated with your cases.
Ticketing/ task manager
Send tickets to your team for case-specific tasks directly inside Airtable.
Client contacts / CRM
A centralized database of all of your client records for easy access.
Time tracking/ management
Manage hourly or flat fee billing with hours associated with cases or companies.
Billing/ receivables
Track billing and understand how much you’re owed.
Customize this Airtable template to the way your firm works, this is a self-service no-code solution, meaning you have full control to edit and manage it, no developers required.
Supported platforms:
Required software platforms:
Best suited for:
Replaces existing software:
Workflow diagram
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FAQ
Airtable is a powerful tool that can help you organize and manage your work.
However, setting up Airtable can be time-consuming, and it can be difficult to know where to start. That's why we've created a selection of Airtable templates that are ready to download.
Our templates cover a range of different applications. And best of all, some are free to download and use. So if you're looking for a way to streamline your workflows, be sure to check out our Airtable templates.
Our templates offer a range of different options in varying levels of detail and specificity.
Some users may find that their needs match well with one of the default templates provided by Airtable, while others may discover that an existing template does not quite meet their requirements.
Ultimately, whether or not it is possible to trial an Airtable template depends on a number of different factors, including the complexity and scope of your database project as well as your level of comfort with coding and data management.
Payment is accepted via Visa, Mastercard, Amex. We only accept online payments. All payments are non-refundable.
We'd love to help. You can contact us by filling out this form.
