Law Firm Document Management

Free space template

Use this template to organize your law firm documents all in one place:

Key resources

The resources you constantly reach for should go into a space: client time tracking, your services contract, the client’s CRM record, call-in information for your meetings, and any promised deliverables.

Sent by client

Add background info and documents that your client has shared with you to a space, so they're always easy to find.

Client projects

Successful law firms strike a balance between originating new clients and delivering quality client work. A space helps you move seamlessly between both activities. Whether your firm offers legal guidance on contracts and forms, or walks clients through activities like business incorporation and real estate leasing, the work for each project is organized and available right when you need it.

With this law firm document management template, you get:

  • A dedicated space to organize legal work for clients.
  • The ability to customize spaces for each client (and duplicate them, if you prefer).
  • The option to share with clients or colleagues.

Use with your favorite cloud apps:

Law Firm Clients
Key Resources
Client Deliverables
Google Drive Folder
Client Time Tracking
Harvest Project
Services Contract
OneDrive Word Document
Monthly Meeting
Zoom Meeting
Client Details
Salesforce Account
Sent by Client
Past Contracts
Google Drive Folder
Other Legal Documents
OneDrive Folder
Business Incorporation FAQs - New York State
Corporate Bylaws Template
Google Doc
Articles of Incorporation - Draft
Google Doc
Real Estate Leasing
Commercial Lease Application
DocuSign Template
Lease Amendment
DocuSign Document
Consent to Sublease Form
DocuSign Document
Non-Disclosure Agreement
Non-Solicitation Agreement
Contract Basics for Business Owners
PowerPoint Presentation