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File Tracker

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When I was a Case Manager it was really hard to keep track of my cases. This Excel Sheet will keep you sane. There are different sheets that are provided.


  • File Tracker: This is a general overview of the cases you have. The tabs include client name, incident date, case stage, defendant limits, liability and a notes section.
  • Opening Tasks Tracker: Lists all the opening task that are needed to compete your file investigation
  • Medical Records/Bills tracker: You can sort it with the types of records you are getting such as initial treatment records, prior records, prepping file for demand, etc
  • Surgery list: Keep track of your surgeries.


You will get a XLSX (171KB) file