Legal case tracker

Keep every case, deadline, and document together, get reminded before deadlines, and let AI summarize long documents.

使用模板

作者Jocky
安装量（30 天）0
行业法律服务
最近更新2026年11月5日

用上之后

Every case keeps its deadlines and documents together, lawyers are reminded a week before each deadline, and long documents come with a summary.

看看实际效果

这就是模板本身，带着示例数据。用之前可以先随便点点看。

里面有什么

下面这些装好就能用，还带着示例数据，随你改。

8 个表格

Firm
6 个字段
客户
6 个字段
Lawyers
5 个字段
Cases
15 个字段
Deadlines
9 个字段
Documents
11 个字段
Requests
6 个字段
Messages
6 个字段

3 个自动化

Deadline reminder
每天 08:00
Documents needed
「Requests」新增记录时
Client message
「Messages」新增记录时

2 个应用

Client portal
基于表格的应用
Playbook
基于表格的应用

连接

不需要连接外部账号。

自动化运行次数

每月约 30 次

关于这个模板

以下是 Jocky 的原话。

里面有什么

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.

一键开始，一句话改好，只属于你。

01 / 03
一键开始

点本页的「使用模板」。它的 8 个表格、3 个自动化和 2 个应用会直接在你的 Teable 里打开，已经能用，还带着示例数据。不用安装，也不用配置。
02 / 03
一句话改成你的

用你平时说话的方式，告诉 Teable AI 哪里不一样：“Add billable hours per case”。它会相应地改好字段、流程和界面。
03 / 03
之后的每一天都与众不同

它的 3 个自动化会自己跑。你只管做事。