Law Office

Ever wish your law office could stop drowning in deadlines, missing billable minutes, or scrambling for the right compliance spreadsheet? This template puts everything—from new client intake, trust deposits, and case files, to reminders, billing, and a secure client portal—in one workspace that just feels built for law firms.

The law office HQ you wish you had years ago

Most law firms rely on a messy patchwork of email, spreadsheets, case folders, and maybe a few single-purpose apps. The result? Time gets lost, deadlines lurk, and the stress builds—especially when it comes to trust accounting. With this template, all your firm’s moving parts finally work together: your cases, clients, tasks, trust ledger, and billing sit side by side. New matters—civil, criminal, family, or IP—are spun up with their standard phases, deadlines, and billing rules already in place. Intake forms bump new leads straight into conflict checks and automated task lists. You’ll wonder how you ever managed without it.

See every hour, dime, and deadline—without a second thought

No more mystery over who tracked what time, where funds landed, or who needs a gentle nudge on overdue invoices. Our dashboard makes compliance and collections feel easy, not scary. Partners and associates see their caseload and KPIs at a glance, while paralegals and admins get clear marching orders. The secure client portal handles docs, signatures, and even quick-status messages—meaning fewer “checking in” calls and emails for you. Law office life is complicated enough; finally, your daily tools don’t have to be.