Legal case tracker
Keep every case, deadline, and document together, get reminded before deadlines, and let AI summarize long documents.
The outcome
Every case keeps its deadlines and documents together, lawyers are reminded a week before each deadline, and long documents come with a summary.
See it working
The template itself, with its sample records. Click around before you use it.
What's inside
Everything below comes working, with sample records, ready for you to reshape.
8 tables
- Firm
6 fields
- Clients
6 fields
- Lawyers
5 fields
- Cases
15 fields
- Deadlines
9 fields
- Documents
11 fields
- Requests
6 fields
- Messages
6 fields
3 automations
- Deadline reminder
Every day at 08:00
- Documents needed
When a record is added to Requests
- Client message
When a record is added to Messages
2 apps
- Client portal
An app on top of the tables
- Playbook
An app on top of the tables
Connections
Needs no external accounts.
Automation runs
About 30 runs a month
About this template
In Jocky's words.
What's inside
- Cases: client, type, and status
- Deadlines: date and responsible lawyer
- Documents: files linked to each case
- Document summary (AI): summarizes long documents
- Deadline reminder (automation): reminds the lawyer a week before
- Client portal (app): clients see their case, send documents, and message their lawyer
Get started
- Add your open cases. Client and case type.
- Add deadlines. Reminders follow automatically.
Playbook. The first thing in the project walks you through every step and ticks them off as you go. Delete it once you're done.
Sign-in. Your clients sign in with a one-time code sent to their email. You and your team sign in with Teable.
Comes with sample data for a made-up business, Ortiz & Lee. Every sample email is on example.com, so nothing reaches a real person until you add your own.
1 click. 1 sentence. Yours.
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Click Use template on this page. Its 8 tables, 3 automations, and 2 apps open in your Teable already working, with sample records. Nothing to install, nothing to set up.
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Tell Teable AI what's different, the way you'd say it: “Add billable hours per case.” It changes the fields, steps, and screens to match.
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Its 3 automations run on their own. You just run the business.
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Start with Legal case tracker
1-click to start, 1 sentence to make it fit your business. No developers, and no app every other shop already has. Want help setting it up? Our team can work through it with you.
