Law Firm & Solo Attorney

Matter intake, deadlines and client reporting handled without a paralegal.

For solo practitioners and small litigation firms.

What this fixes

• Deadlines live in someone's head and one miss is catastrophic → A single deadline register with escalation rules
• Client status requests interrupt billable work → A structured intake and conflicts-check workflow
• Intake and conflicts checks are done ad hoc → Matter status reports sent automatically from the tracker
• Matter files are organised differently by every person → One file convention the whole firm follows

The flow it implements

1. Enquiry — SOP, checklist and templates included
2. Conflict check — SOP, checklist and templates included
3. Engagement — SOP, checklist and templates included
4. Matter opening — SOP, checklist and templates included
5. Active work — SOP, checklist and templates included
6. Reporting — SOP, checklist and templates included
7. Billing — SOP, checklist and templates included
8. Closing — SOP, checklist and templates included

The numbers you track

Metric	Definition	Formula
Deadline miss count	Deadlines missed or filed late	count of deadlines missed
Billable collection %	Fees collected vs billed	fees_collected / fees_billed
Unbilled time %	Time recorded but not invoiced	unbilled_hours / total_hours
Client response time h	Hours to answer a client substantive request	average hours from request to substantive reply

What's in the download

Setup takes 15 minutes

1. Import pipeline-tracker.csv into Google Sheets and delete the example rows.
2. Copy the three documents you send most often and replace the {{placeholders}}.
3. Import tasks.csv as your checklist, then add your first real client.

Questions