For solo lawyers, attorneys, and small law firms
Manage Legal Clients, Matter Cases, Retainers, and Court Deadlines in One Workspace
A simple client manager for solo attorneys and small law firms. Track client intake, legal retainers, court dates, and matter statuses in Google Sheets & Excel.
See the Template — €29 →Sound familiar?
- ✕ Legal practice software like Clio or PracticePanther costs $80 to $150/month per user
- ✕ Client consultation notes get buried across paper files and email threads
- ✕ Tracking retainer balance draw-downs manually leads to unbilled legal hours
- ✕ Court filing deadlines and statute of limitations dates need bulletproof tracking
What you get instead
- ✓ Client intake pipeline from initial consult to retainer signed and case open
- ✓ Legal retainer balance log showing remaining client deposit funds
- ✓ Court deadline and statute of limitations alert system
- ✓ Private Google Sheets workspace — zero monthly fees and total data privacy
Solo attorneys and independent legal practitioners need clean client organization, not complicated legal software suites that take weeks to set up.
Legal practice management systems like Clio or PracticePanther charge $1,000+ per attorney every year. For solo lawyers managing estate planning, family law, real estate, or business contracts, these recurring fees add unnecessary overhead.
The ViaSheet Lawyer CRM Spreadsheet provides a client intake pipeline, matter status log, retainer balance tracker, and court deadline radar in Google Sheets or Excel for a single one-time payment.
Lawyer CRM
A complete case and client management CRM for lawyers and law firms. Track cases, deadlines, billable hours, and invoices — in Google Sheets or Excel.
One-time payment · Instant download · Works in Google Sheets & Excel