Free Law Firm CRM Spreadsheet Template
Track law-firm intake by privacy-safe lead label, practice area, source, stage, conflict-check status, owner, and next action.
Do this with AI
Make this law-firm CRM fit your intake process.
Open the workbook and ask Griddy to adapt practice areas, sources, stages, conflict-review labels, owners, or next actions.
What is in this workbook?
This workbook has three sheets: Intake Dashboard, Legal Intake, and Setup. Intake Dashboard is the quick-review surface, Legal Intake is the editable working log, and Setup holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Use Legal Intake for a privacy-safe lead label, service or need, source, stage, owner, next action, follow-up date, and operational priority; keep controlled stages and working rules in Setup. Intake Dashboard counts privacy-safe IDs, follow-ups, high-priority rows, and active workflow stages without assigning a financial value. Its review rows link directly to Legal Intake.
How to use it in Griddy
Replace the sample values before sharing, then review the calculated Intake Dashboard fields after editing the working log. The workbook includes a dropdown validation resource and a conditional-formatting resource for the relevant review or status fields.
Keep sensitive records out of the workbook
Use intake IDs and minimal business context only. Do not include privileged communications, conflict details, identity documents, or payment data. This workbook is a planning aid and does not replace accounting, legal, HR, tax, or education-record systems.
Do this with AI
Make this law-firm CRM fit your intake process.
Open the workbook and ask Griddy to adapt practice areas, sources, stages, conflict-review labels, owners, or next actions.
