Law Firm Client Follow-Up Tracker (Google Sheets)

A simple Google Sheets system that tells lawyers who to follow up with, when, and why — without learning a new CRM.

🔹 What This Does (bullets)

• See who needs attention today at a glance
• Track client communications without clutter
• Never forget a follow-up again
• Separate prep, active, replied, and archived clients automatically
• Built entirely in Google Sheets (no software to learn)

🔹 Who This Is For

• Solo attorneys
• Small law firms (1–5 people)
• Lawyers who live in Gmail / Google Workspace
• Firms that want structure without CRM complexity

Especially useful for:

• Immigration law
• Corporate/small business law
• General practice firms

🔹 Who This Is NOT For (important)

• Firms already using Clio, MyCase, HubSpot, etc.
• Anyone wanting automated email sending
• Large firms with hundreds of active matters
• Users looking for advanced analytics or integrations

This honesty builds trust and reduces refunds.

🔹 What’s Included

• 1 Google Sheets Client Follow-Up Tracker
• Pre-built views:
• TODAY (what needs action now)
• TO_PREPARE (drafting queue)
• REPLIES_INBOX (clients who replied)
• ARCHIVE (everything else)
• One example row to show how it works

🔹 How It Works

After purchase, you’ll receive a Google Sheets link.

Simply click File → Make a copy and start using it in your own Google Drive.

🔹 Pricing

One-time purchase

No subscriptions. No hidden fees.

🔹 Refund / Disclaimer

Due to the digital nature of this product, all sales are final.

This tracker does not send emails or provide legal advice — it is an organizational tool only.