Law Firm Management Software – Google Sheets Apps Script

A legal case management system covering the full life of a matter — enquiry, client, case, hearings, documents, billable time, invoice, payment — with a client portal and a permission matrix you control. It runs on Google Sheets and Apps Script, so the firm's data stays in the firm's own Google account.

What it does

An enquiry arrives in Leads & Intake with the matter type, opposing party, quoted fee and assigned lawyer. Convert it and the system creates the client and opens the case together, then generates a standard task checklist for that case type so nothing routine gets forgotten. Hearings are scheduled against a court from your own court and judge directory, and the court diary gives you monthly and weekly views of hearings, deadlines and tasks — plus a printable cause list.

Billing that reflects legal work

Time is logged per case with a rate, a billable flag and a work description; expenses such as court fees are recorded against the case too. When you raise an invoice, it pulls the unbilled work and expenses in for you. Payments post against the invoice and support partial settlement. Retainers are handled properly as their own account — deposit, apply, refund, and reverse a transaction if it was posted wrongly — and the client statement pulls it all together: total billed, total received, outstanding, retainer available and unbilled work in progress.

Highlights

• Client portal where a client sees only their own cases and the documents you chose to share
• Document templates that generate a PDF against a case and save it to Drive
• Permission matrix across admin, lawyer, assistant and client — tick view, add, edit or delete per module
• Automatic email reminders on a daily 6am trigger, only to the criteria you set
• CSV import with templates for clients and cases, for firms migrating off another system
• Automatic logout after an hour, which matters when the screen holds privileged material

Who it is for

Solo practitioners and small law firms managing litigation across multiple courts, who need the diary, the documents and the billing in one place rather than spread across a calendar, a Drive folder and a spreadsheet.