Tracker

Professional Legal Admin Tracker

An organisational tool for managing legal cases and matters: the people involved, the dates that matter, the money involved, and where supporting documents can be found — built for solicitors, paralegals, legal assistants, small legal practices and consultants who need one place to track multiple matters without specialist case-management software.

Status

Coming soon

Workbook (.xlsx)

A closer look

See it in action

What's included overview, listing the tracker's working sheets — What's included — six working sheets plus a Lists sheet

Matter Register sheet, showing one row per case with client, status, priority and next action — Matter Register — every case, one source of truth

Deadlines & Actions sheet, showing automatic Overdue and Due Soon flags — Deadlines & Actions — overdue and due-soon, flagged automatically

Costs & Disbursements sheet, showing estimated vs. actual cost and balance outstanding — Costs & Disbursements — see what's owed at a glance

What's inside

Seven sheets, linked by one Matter Reference

Six working sheets plus a Lists sheet for dropdown options. Every matter starts in Matter Register with a Matter Reference. Using that same reference in the other sheets links related rows together.

1Matter RegisterOne row per case or matter — the master list every other sheet refers back to by Matter Reference. Room for up to roughly 200 matters.
2Deadlines & ActionsEvery date and action tied to a matter, with simple overdue / due-soon flags.
3Clients & ContactsEveryone connected to a matter — clients, opposing parties, witnesses, experts and others.
4Costs & DisbursementsEstimated and actual costs, payments received, and balances outstanding, per matter.
5Documents & EvidenceAn index of documents and evidence and where to find them — the workbook does not store the files themselves.
6DashboardA single-page, at-a-glance summary drawn from the sheets above.
7ListsThe dropdown options (matter types, statuses, priorities) the rest of the workbook draws on.

Main features

One place to track multiple matters

Matter Register as the hub

Client name, matter type, responsible person, status, priority and next action — one row per matter, columns for the facts that matter most.

Overdue / due-soon flags

Deadlines & Actions calculates whether each date is overdue or coming up, so nothing has to be tracked by eye against today's date.

Costs per matter

Estimated and actual costs, payments received and balances outstanding, tracked against each matter individually.

Dashboard summary

Total matters and total open matters, drawn automatically from the Matter Register.

Compatibility & important note

Opens where you already work

Works in Microsoft Excel, Google Sheets and LibreOffice Calc, with no macros or add-ons required.

This is an administrative and organisational tool only. It does not provide legal advice, and it does not contain or apply any jurisdiction's statutory deadlines, court rules, limitation periods or professional-conduct obligations. Every date, deadline and rule you enter is one you supply and are responsible for — the tracker only helps you see and sort what you have already entered. You are responsible for verifying all dates, deadlines and obligations.