Law Firm Case Management

Wrenfield Law Group · Law firm · Nashville, TN

Hollis Brandt manages the office of a four-person law firm and uses this to see every open matter, which deadlines fall today or this week, and how many hours have been logged on each file. Operational tracking only; it holds no legal advice.

Legal and professionalProjectsLinked tables5 tables · 15 views · 1 form · 3 row actions · 1 agent
Use this template

By status

Matters
Intake1
Achebe employment agreement reviewBartholomew AchebeEmployment
Open4
Rennick lease disputeThaddeus RennickReal property
Larkspur supplier contractLarkspur Bakery CooperativeContract
Greenhollow land easementGreenhollow Neighborhood TrustReal property
Marlow vendor non-paymentMarlow Fabrication WorksContract
Pending1
Castañeda-Voss custody modificationImelda Castañeda-VossFamily
On hold1
Larkspur lease renewalLarkspur Bakery CooperativeReal property
Closed1
Dalgaard estate administrationSeraphine DalgaardEstate

Tables

Matters

8 sample rows · 14 columns

Every case or engagement with its attorney, status, hours and open deadlines.

MatterClientPractice areaStatusAttorneyParalegalOpened
Rennick lease disputeThaddeus RennickReal propertyOpenAdaeze OkonjoPilar SantangeloAug 9, 2026
Larkspur supplier contractLarkspur Bakery CooperativeContractOpenJulian WhitcombePilar SantangeloSep 13, 2026
Castañeda-Voss custody modificationImelda Castañeda-VossFamilyPendingAdaeze OkonjoPilar SantangeloJun 20, 2026
Greenhollow land easementGreenhollow Neighborhood TrustReal propertyOpenJulian WhitcombePilar SantangeloAug 29, 2026
Achebe employment agreement reviewBartholomew AchebeEmploymentIntakeJulian WhitcombePilar SantangeloOct 15, 2026
Marlow vendor non-paymentMarlow Fabrication WorksContractOpenAdaeze OkonjoPilar SantangeloSep 28, 2026
Dalgaard estate administrationSeraphine DalgaardEstateClosedAdaeze OkonjoPilar SantangeloDec 22, 2025
Larkspur lease renewalLarkspur Bakery CooperativeReal propertyOn holdJulian WhitcombePilar SantangeloJul 20, 2026

Deadlines

12 sample rows · 7 columns

Court dates, filings and client deliverables that must not be missed.

DeadlineMatterKindDueStatusResponsibleMark done
File response to lease complaintRennick lease disputeCourt filingOct 18, 2026Open@installer—
Supplier contract redline to clientLarkspur supplier contractClient deliverableOct 14, 2026Open@installer—
Hearing on custody motionCastañeda-Voss custody modificationHearingOct 16, 2026Open——
Easement survey reviewGreenhollow land easementInternal reviewOct 24, 2026Open@installer—
Document requests to opposing counselRennick lease disputeDiscoveryOct 15, 2026Open@installer—
Demand letter to vendorMarlow vendor non-paymentClient deliverableOct 17, 2026Open——
Client signature on engagement letterAchebe employment agreement reviewClient deliverableOct 20, 2026Open——
Mediation statementCastañeda-Voss custody modificationCourt filingSep 28, 2026Done——
Final accounting to heirsDalgaard estate administrationClient deliverableJan 11, 2026Done——
Lease renewal draftLarkspur lease renewalClient deliverableAug 19, 2026Missed——
Initial disclosuresRennick lease disputeDiscoverySep 18, 2026Done——
Vendor payment history summaryMarlow vendor non-paymentInternal reviewOct 27, 2026Open——

Time entries

10 sample rows · 8 columns

Time logged to each matter, with rate and value.

Time entryMatterTimekeeperWorkedHoursRateBilled
Drafted response to lease complaintRennick lease disputeAdaeze OkonjoOct 18, 20262.5$350No
Reviewed supplier agreementLarkspur supplier contractJulian WhitcombeOct 17, 20261.8$260No
Prepared custody hearing binderCastañeda-Voss custody modificationPilar SantangeloOct 13, 20263.2$120No
Client call on easement boundariesGreenhollow land easementJulian WhitcombeOct 14, 20260.7$260No
Research on vendor remediesMarlow vendor non-paymentJulian WhitcombeOct 14, 20262.4$260No
Letter to opposing counselRennick lease disputeAdaeze OkonjoOct 6, 20260.9$350Yes
Mediation preparationCastañeda-Voss custody modificationAdaeze OkonjoSep 26, 20264$350Yes
Estate accounting finalDalgaard estate administrationPilar SantangeloJan 6, 20265.5$120Yes
Intake consultationAchebe employment agreement reviewJulian WhitcombeOct 15, 20261$260No
Document indexRennick lease disputePilar SantangeloOct 9, 20262.2$120Yes

Clients

7 sample rows · 7 columns

People and businesses the firm represents, and how many matters each has.

ClientKindStatusPhoneEmailOpen matter
Thaddeus RennickIndividualActive(615) 555-0131thaddeus.r@mailbox-demo.net—
Larkspur Bakery CooperativeBusinessActive(615) 555-0132office@larkspurbakery.net—
Imelda Castañeda-VossIndividualActive(615) 555-0133imelda.cv@mailbox-demo.net—
Greenhollow Neighborhood TrustNonprofitActive(615) 555-0134director@greenhollowtrust.net—
Bartholomew AchebeIndividualProspect(615) 555-0135bart.a@mailbox-demo.net—
Marlow Fabrication WorksBusinessActive(615) 555-0136owner@marlowfab.net—
Seraphine DalgaardIndividualFormer(615) 555-0137sera.d@mailbox-demo.net—

Also included

  • Mark openRow action
  • Close matterRow action
  • Mark doneRow action