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Airtable Solutions

Legal case man­age­ment system

Manage your law office cases, clients, contacts and bills with this Case management system.
$ 69.00 
Free

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:

Access the Airtable base via the web, iOS and Android applications.

Required software platforms:

Airtable‍

Best suited for:

From solo to small to mid-sized law firms, immigration, litigation & transactional.

Replaces existing software:

Clio, Bill4Time, Leap, Moxtra, Actionstep, Quickbooks, Xero

Workflow diagram

FAQ

What is a template?

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.

Is it possible to try a template before you buy?

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.

Which means of payment do you accept?

Payment is accepted via Visa, Mastercard, Amex. We only accept online payments. All payments are non-refundable.

I have more questions. Where can I find answers?

We'd love to help. You can contact us by filling out this form.

Do more, with less, with Ace.

Find out about our workflow design process
Book a call
With our workflow consultants
Fast: Average project time 2 weeks
Support: Free support & training
Bonus: New clients get $400k+ of free Saas software