6 Year Client Intake Tracker for Law Firms – Track Leads, Consults, Payments & Case Details in Excel Google Sheets

Simplify Client Intake. Stay Organized. Get Paid Faster.

Stop juggling emails, notes, and disconnected systems. This Attorney Client Intake Spreadsheet gives your law firm a clear, organized way to manage new inquiries, consultations, cases, and payments—without expensive software or a steep learning curve.

Designed specifically for solo attorneys and small to mid-sized law firms, this template helps you capture the right information, track case progress, and see the financial health of your practice at a glance.

Works seamlessly in Microsoft Excel and Google Sheets, so you can start using it immediately.

Turn Every Inquiry Into a Trackable Opportunity

Never lose track of a lead again. Capture all essential intake details in one place—from referral source to consultation date—so you can follow up confidently and convert more prospects into clients.

Benefit: Better follow-up, higher conversion rates, and a more professional intake process.

Manage Active & Closed Cases With Total Clarity

Track every case from intake to resolution. Dedicated tabs for active and closed cases allow you to monitor status, charges, jurisdiction, payments, and balances due—without digging through files.

Benefit: Know exactly where every case stands at any moment.

See the Financial Health of Your Firm Instantly

Log fee structures, expected case value, payments received, and outstanding balances with automatic calculations built in.

Benefit: Make smarter decisions with real-time visibility into revenue and cash flow.

Save Time With Built-In Automation

Customizable dropdown menus and structured fields reduce repetitive typing and data errors, while task schedulers help you stay on top of case deadlines and follow-ups.

Benefit: Spend less time and money on admin work.

Get Big-Picture Insights With a 6-Year Dashboard

Visual dashboards automatically summarize your firm’s performance over a 6-year period, including:

• New clients per month

• Consultations

• Total case value

• Payments received and outstanding

• Lead source performance

Benefit: Spot trends, identify what’s working, and plan for growth with confidence.

Flexible, Reusable & Built for Busy Attorneys

• Track unlimited clients and cases

• Sort and filter by any field (case type, county, payment status, and more)

• Reuse the template for any 6-year period

• Clean, professional layout with calming pastel tones

Benefit: A system that adapts to your firm—not the other way around.

Comparison: Spreadsheet vs. Legal Software

Benefit: Get the core capabilities your firm truly needs—without paying for features you’ll never use.

Why Attorneys Choose This Spreadsheet

✔ No software subscriptions
✔ No learning curve
✔ Fully customizable
✔ Excel & Google Sheets compatible
✔ Designed specifically for legal professionals

Detailed Video Tutorial

Support

If you have any questions or need assistance using the spreadsheet, feel free to reach out directly. I’m here to help you make the most of your client intake process.

Delivered Instantly. Yours Forever.

• Available for Microsoft Excel and Google Sheets - Download Instantly and use.
  You will get an Excel File as well as a PDF File with a Google Sheets link. You will get both a blank file as well as one with sample data for easy reference.

• Fully editable

• One-time purchase – No subscriptions. Purchase once and use forever.

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