Law Firm & Case Management

What it is

A template for small and mid-size law firms to manage matters, court deadlines, hearings, billable hours and invoices in one place. The Calendar shows the week's deadlines and hearings by attorney and practice area, and the Dashboard tracks deadlines this week, upcoming hearings, hours this month, unbilled time and overdue receivables. It comes with sample data from Whitfield & Harrow LLP, a fictional firm.

Who it's for

• Law firms practicing litigation, corporate, employment, family, real estate and immigration law
• Partners who follow the caseload, the team's hours and overdue receivables
• Associates and paralegals who keep track of deadlines, hearings, case activity and tasks
• Billing teams that turn logged hours into invoices and record payments
• Firms that bill by the hour, on a flat monthly retainer, on contingency or flat plus contingency

What you can do

• See deadlines and hearings on the Calendar in Week or List view, filtered by responsible person, type, practice area and priority, with Critical deadlines highlighted
• Complete, reschedule, cancel or mark a deadline as missed, with past-due pending deadlines flagged as Overdue
• Follow matters in a list or on a Kanban board by stage, and drag a card to move the matter to the next stage
• Open a matter to see its case activity timeline, deadlines, tasks, documents, time, billing and log
• Log time by timekeeper, matter and client, with the amount calculated from the fee agreement or team member hourly rate
• Generate a client invoice for a billing period from open billable time plus the agreement's flat amount, issue it, record payment by ACH, check, wire or card, and print or save it as PDF
• Manage fee agreements and tasks with due dates, priority and status
• Block double-booking: a hearing, client meeting or deposition can't be saved if the same person already has an overlapping event, and the app shows which event conflicts
• Analyze hours by attorney and practice area, billed vs. logged hours, collections by month, matters by stage and practice area, and deadlines completed vs. missed in Reports

App features

How it works

In Settings, add the firm, the team with role and hourly rate, the practice areas and the courts. Add the client, the fee agreement and the matter with practice area, court, responsible attorney, stage and risk.

From the matter, log case activity, deadlines, hearings, tasks and time, already linked to the matter and the client. Complete deadlines from the Calendar; the matter's next deadline updates automatically.

In Billing, generate the invoice for the billing period, issue it and record the payment when the client pays. Every stage change creates a case activity entry and is saved in the Activity log.

How to set up this template

1. 1
   Click Use App

   Create your Jestor account and install Law Firm & Case Management. It works on desktop and mobile.

2. 2
   In Settings

   In Settings, add the firm, the team with role and hourly rate, the practice areas and the courts.

3. 3
   Add the client

   Add the client, the fee agreement and the matter with practice area, court, responsible attorney, stage and risk.

4. 4
   From the matter

   From the matter, log case activity, deadlines, hearings, tasks and time, already linked to the matter and the client.

Integrations and customization

The template works on desktop and mobile and can be adapted without code.

• Works on desktop and mobile; on mobile there is a bottom bar with Dashboard, Calendar, Matters, Tasks and More, and tables become cards
• Follows the Jestor light or dark mode automatically
• Amounts in US dollars and dates in MM/DD/YYYY format
• Administrator, Partner, Associate, Paralegal and Billing roles define what each person sees; users who are not on the team get Administrator access
• Practice areas, courts, stages, deadline types, fee models and fields can be adapted in Jestor without code
• The template does not connect to court systems or receive court notices automatically: the team records case activity and deadlines

And that's just the start: you can edit any part of this template and go much further just by asking Jestor's AI. Describe what you need, like a new field, automation, report or integration, and the AI builds or adjusts it for you, no code required.

Frequently asked questions