Free Law Firm CRM Spreadsheet Template
Track law firm consultations, referral sources, practice areas, owners, follow-up dates, and next actions in one CRM spreadsheet.
Why law firms need a careful lead tracker
Law firm intake and referral follow-up need more structure than a plain contact list. Firms need to know who referred the lead, what practice area is involved, who owns the follow-up, when the next touch is due, and whether the matter is active, unqualified, or still being reviewed. This template keeps business-development and intake follow-up organized without adding CRM overhead.
What is included in this law firm CRM template
The template includes contact, company or matter context, stage, source, owner, last touch, next due date, priority, and next action fields, plus a compact summary for overdue and high-priority follow-ups. It works for consultations, referral partners, corporate prospects, repeat-client opportunities, and networking follow-up.
Who should use this template?
This template is built for solo attorneys, small law firms, legal operations teams, and practice leaders who need a clean view of intake and referral follow-up. It is especially useful when attorneys, intake staff, and administrators share responsibility for keeping potential matters moving.
How to use it well
Use the stage field to separate new inquiries, consultations, pending follow-ups, referral partners, and closed-out leads. Keep the next action concrete enough that another team member could pick it up. Griddy can help standardize next-action notes, identify overdue intake follow-ups, or summarize lead sources by practice area.
Skip the setup
This template is ready in your browser.
Click “Open in Griddy” to load the template instantly — no download required. Griddy's AI is already connected, so you can customise it in plain English.
Open in Griddy →
