Legal OS Lite - Notion template
Streamline your law practice with this powerful Notion template designed for solo lawyers, legal teams, and small firms. Legal OS Lite brings together everything you need to manage clients, cases, billing, tasks, and team collaboration — all in one clean, connected system.
✨ What’s Inside:
📁 Clients & Cases Track client details, case types, court info, and assigned attorneys. Easily view active cases, status updates, and linked documents — all in one place.
📅 Case Activity Tracker Log every hearing, filing, meeting, or research task. Each activity auto-updates the case’s “Last Activity” and “Upcoming Activities,” so you never miss a beat.
⏱ Time Tracker with Billing Log billable hours by case and attorney. Automatically calculate billing amounts using default hourly rates and track payment status (Draft, Invoiced, Paid).
✅ Legal Task Manager Assign tasks by case or client, set due dates, priorities, and statuses. Perfect for managing deadlines and team accountability.
📝 Notes & Documentation Capture meeting notes, brainstorming sessions, and follow-ups. Pin important notes and archive old ones for a clutter-free workspace.
👥 Team Dashboard Track attorney roles, contact info, and their assigned cases, time logs, and activities — all linked for easy reference.
🔔 Smart Summary Dashboard (Notifications) Your legal command center. See active cases, tasks due today or this week, and total billed time this month — all surfaced automatically with smart filters and formulas.
💡 Why you’ll love it:
- Built for clarity, speed, and automation
- No more scattered spreadsheets or missed deadlines
- Perfect for solo lawyers, boutique firms, or legal consultants
- Fully customizable to match your workflow
Whether you're a solo lawyer or part of a growing legal team, Legal OS Lite gives you the clarity, control, and automation to run your practice with confidence. Start managing your cases like a pro — right inside Notion.