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Legal Case Tracking and Billing

Legal Case Tracking and Billing

author
Bika.ai
date
1 min read

This folder is used to centrally manage all information related to legal cases, including case progress, client communication, and relevant billing and expense records.

Legal Case Tracking and Billing
This folder is used to centrally manage all information related to legal cases, including case progress, client communication, and relevant billing and expense records.

Overview

💡 Why Use Legal Case Tracking and Billing Management

Helps law firms manage cases, clients, and billing more efficiently. Gain clear insights into case progress, improve work efficiency, simplify billing and financial management, and enhance client satisfaction.

👉 How the Template Works

  • Cases: Record case information in the case table to accurately track each case's details.
  • Lawyer Information: Store each lawyer's details and contact information in the lawyer information table and link it to the case table, ensuring every lawyer is aware of the cases they are handling.
  • Contacts: Record the client's information in the contacts table and link it to the relevant case, providing a clear overview of the cases each client has entrusted.
  • Service Information: Each service is clearly recorded (including key information such as service phase, duration, date, etc.).
  • Lawyer Fee: Generate lawyer billing statements based on each lawyer’s fee standard and working hours.
  • Case Status Change Notifications： When a case status changes, the latest progress will be sent via email to the client.

🎯 Steps to Use

  1. Record accepted case details in the case table. 案件表

  2. Store each lawyer’s details and contact information in the lawyer information table. 律师信息

  3. Record the client's details in the contacts table. 联系人

  4. Records the service duration and time for each stage. 服务信息表

  5. Generate lawyer billing statements based on fee standards and working hours. 费用表

  6. When the case status changes, send the latest updates via email to the client. 自动化 发送信息

👉 Suitable for

Law firm managers, lawyers, financial personnel

⭐ Main Features of This Template

  • Case status tracking and management
  • Personnel assignment and task management
  • Billing and expense management
Legal Case Tracking and Billing
This folder is used to centrally manage all information related to legal cases, including case progress, client communication, and relevant billing and expense records.
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