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Case Management Template

The Legal Case Management Template is a meticulously crafted instrument designed to streamline the organization and administration of your legal cases and clients. This resource aids in monitoring case progress, status, tasks, and outcomes, along with managing the resources and services involved. Experience a systematic and efficient approach to handling your legal cases with this comprehensive template.

Template Configuration

Task status


Filing Application



Case Closed



Task type

Civil Litigation
Administrative Litigation
Criminal Procedure

Custom field


Case NO.

Status in Litigation

1st Court Date


Settling A Lawsuit


Contact Person

Contact information


To-do List


Template Details

A case management template may assist you in developing your own system and preventing you from always juggling cases, clients, and deadlines.

What is Case Management

Legal case management (LCM), matter management, or legal project management are subsets of law practice management that encompass a variety of approaches and technologies used by law firms and courts to leverage knowledge and methodologies for more effectively managing the life cycle of a case or matter.

As attorneys and law firms compete for customers, they are frequently pressured to offer services at reduced prices and with better efficiency; as a result, companies establish practice-specific procedures and employ cutting-edge technology to aid in solving such difficulties. Case and matter management, time and billing, and other legal practice management procedures and technology are included.(“Legal Case Management - Wikipedia”)

You will mainly use:

  1. Task status: Set your task status according to your demanding process, such as [Filing Application], [Filed] and [Closed].
  2. Custom field: Tracup template has been pre-added custom field for common demands, which can be added/deleted based on existing templates to fit your specific demands for recording and processing.
  3. Attachment: Documents related to case such as PDF, Word can be saved by using file type.

The Template Default

Task Status: ☹[Filing Application👌[Filed]🖐[Finished]❎ [Case Closed] [Closed]
Task Type: [Civil Litigation] [Administrative Litigation] [Criminal Procedure]
Custom Field: Case NO.(text), Status in Litigation(Text), 1st Court Date(Date), Attachment(URL), Settling A Lawsuit(Date), Clients(Text), Contact Person(Text), Contact information(Number), Address(Text), To-do List(Text), Details(Text), Memo(Text)
Task View: List, Board. File, Wiki
Custom Field can be shown: Create Time, Expire Date, Assignee, Type, Memo


Custom fields, task types, task status, etc. In the template can be customized, and you can adjust them according to the corresponding scene.

Ask for help:

If you have problems during the use of the template, please contact the Tracup team.


  1. 2022 Legal Case Management Software Market Analysis, Industry Demand, Size, Sales, Trends Opportunity, Top Manufactures, Fore Legal Case Management Software Forecast 2029
  2. (“Legal Case Management - Wikipedia”)
Other Info

Built in 2022-09-21 18:19:06


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