Legal Case Management Database Template

Overview

This Legal Case Management template centralizes every aspect of your legal practice, moving critical data out of scattered files into a structured system. It allows you to track active matters, manage client and counsel contact details, and organize case-related documents in a single, secure environment.

The database is built on a relational structure where `Cases` serve as the central hub connecting to `Contacts`, `Users` (Lawyers and Staff), and `Case Documents`. It handles financial tracking automatically via a `Billing` table that calculates costs based on staff billing rates and hours worked, ensuring accurate invoicing without manual math.

Why choose a Legal Case Management database over Google Sheets

The power of Softr Databases

While spreadsheets are popular for lists, they lack the structure required for sensitive legal data. Softr Databases enforce strict data types and relational integrity, ensuring that a case number in your billing table always matches a real case file. Instead of relying on fragile VLOOKUPs that break when rows are moved, this template uses native connections to link clients, opposing counsel, and documents directly to specific matters while keeping your data clean and scalable.

Core features and functionality

This template goes beyond simple data entry by automating key administrative tasks. The dedicated `Billing` table uses formulas to calculate totals instantly based on hourly rates, while the `Case Documents` table keeps files organized by matter rather than buried in folders. You can also empower your system with Database AI agents to automatically summarize case notes or extract key dates from uploaded documents, saving hours of manual review.

Who is this Legal Case Management for

This template is designed for legal professionals who need to maintain oversight without complex enterprise software.

• Small Law Firms: Track case status, billable hours, and client details in a unified system.
• Solo Practitioners: Organize deadlines, documents, and opposing counsel contacts efficiently.
• Legal Departments: Manage internal disputes, contracts, and external counsel relationships centrally.
• Legal Operations Teams: Streamline billing workflows and monitor caseloads across different lawyers.

How to take it further

Customize the database

You can easily adapt this template to your specific practice areas. For example, modify the "Case Type" options to match your specialization (e.g., add "IP Litigation" or "Mergers") or adjust the "Status" field to reflect your firm's specific workflow stages.

Import your existing data

Migrating from Google Sheets or Excel is straightforward. You can import your existing client lists, active cases, and contact directories via CSV to populate the database immediately and start working with better structure.

Build an app on top

The true power of this database is its ability to power a secure client portal using Softr's interface builder. You can create specific views for clients to see their case status or upload documents, while keeping internal notes private. By configuring users and permissions, you ensure that lawyers see all their cases while clients only access their own records, turning a static database into a fully functional legal app.