Free Client Management Template for Lawyers
Manage legal matters, billable hour logs, filing deadlines, and client communications for law firms and solo practitioners.
What this template includes
You get a working app with these features built in. Refine anything later by chatting with Appaca.
- Matter management with open/close lifecycle
- Billable hour logging per matter
- Filing deadline and statute-of-limitations calendar
- Retainer balance tracking
The prompt that builds this app
Copy and paste this into Appaca, or click the button to send it now. You can edit it before submitting.
Build a legal client management app with clients (name, type: individual/business, conflict check: cleared/pending, originating attorney), matters per client (matter name, type: litigation/transactional/advisory, status, open date, close date, retainer balance), time entries per matter (date, attorney, hours, rate, description, billable: yes/no), key dates per matter (depositions, hearings, filing deadlines, statutes of limitation), and an upcoming-deadlines calendar.
Want to go deeper on client management software?
Client management software keeps contacts, projects, and communications in one place. Appaca builds the client tool around the way your service or agency runs each engagement.
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ViewQuestions & answers
Yes. You can build the template app inside Appaca for free. The free plan includes 100 AI credits per month. If you outgrow the free tier you can upgrade at any time.
No. The template is a prompt that Appaca turns into a working app for you. You can refine fields, views, and rules by simply chatting with the AI in plain English.
Yes. After Appaca builds the app, you can keep refining it through chat - add fields, change the layout, connect new data, or adjust workflows whenever your needs change.