Legal Case Management Database Template

Overview

This Legal Case Management database organizes your entire practice by connecting cases, clients, documents, and billing records in a unified system. It is designed to track granular details—from "Statute of Limitations" dates to specific "Case Types" like Criminal or Civil law—ensuring critical information is never lost in email threads.

The structure natively links Lawyers to Cases and Billing records, allowing you to calculate total billable hours and view case revenue without manual reconciliation. By separating Contacts (Judges, Opposing Counsel) from Users (Staff), the database maintains clear relationships between every stakeholder and their respective cases.

Why use this Legal Case Management database (instead of spreadsheets)

The power of Softr Databases

Spreadsheets often fail legal professionals because of fragile VLOOKUPs and mixed data types that lead to billing errors or missed deadlines. Softr Databases enforce strict structure—ensuring billing rates are always currency formats and dates are valid time-stamps. The relational design links a single Client to multiple Cases and Documents natively, creating a scalable "single source of truth" that keeps client data consistent across your practice.

Core features and functionality

This template includes a dedicated Billing table that automatically calculates totals based on staff rates and hours worked, eliminating manual math. The Case Documents table centralizes evidence and filings, linking them directly to specific matters for easy retrieval. You can also leverage Database AI agents to automate administrative tasks, such as summarizing case notes or extracting key dates from document descriptions.

Who is this Legal Case Management Database for

This template is designed for legal professionals who need structure without the high cost of enterprise software:

• Solo Practitioners: Replace fragmented spreadsheets with a professional system to track deadlines, statutes of limitations, and client details.
• Small Law Firms: Coordinate multiple lawyers, assign specific cases to staff, and monitor total billable hours per attorney.
• Corporate Legal Teams: Manage internal disputes, track contract statuses, and keep external counsel contacts organized in one view.

How to take it further

1. Customize the database

Tailor the "Case Type" options to match your specific practice area (e.g., add "Intellectual Property" or "Maritime Law"). You can also add formula fields to calculate the days remaining until the statute of limitations expires. Editing the database structure is intuitive and instant.

2. Import your existing data

Migrate your current client lists, open matters, and contact directories using the CSV import feature. This allows you to centralize your historical data alongside active cases immediately.

3. Build an app on top

Turn this database into a secure client portal where clients can log in to view specific case updates and download documents. With Softr's interface builder, you can create professional front-end layouts without code. Use granular users and permissions to ensure clients only access their own records while staff retain full visibility.