Description
Law Firm OS is a Notion template for solo attorneys and small firms. Clients, intake, matters, deadlines, documents, time and invoices for a small practice.
Every record links to the rest, so totals, progress and alerts update on their own. Open the Start Here page, follow the short setup and replace the sample rows with your own.
What’s inside
-
Clients
-
Intake
-
Matters
-
Deadlines & Hearings
-
Documents & Contracts
-
Time Entries
-
Invoices
-
Tasks
-
Knowledge Base
Highlights
-
Your day starts with upcoming deadlines and hearings, each with the days left and an alert as the date gets close, followed by your open tasks.
-
The court and deadline calendar puts every hearing, filing and key date in one view.
-
Matters sit on a board by status. Open one to see its key dates, documents, time entries and invoices together.
-
New inquiries move through an intake pipeline from first contact to retained, with follow-ups flagged when they are due.
-
The client list shows each client’s matters and intake check, and unbilled time shows the hours not yet invoiced.
-
Time entries are priced at each matter’s rate, and a chart shows where your hours go.
-
Default page templates with icons for every new row
-
Start Here setup guide and realistic sample data
Who it’s for
Solo attorneys and small firms who want their work organised in Notion without building it from scratch.
What you get
-
The template link (duplicate it into your own Notion workspace)
-
A PDF with access instructions and the walkthrough video
-
9 linked databases with sample data
How delivery works
-
Buy and download the PDF with your template link.
-
Open the link and click Duplicate (log in to Notion first; the free plan works).
-
Open Start Here and follow the setup steps.
Good to know
-
Works on the free Notion plan, on desktop, web and mobile.
-
Sample data is fictional; delete it after setup.
-
Digital product: nothing physical is shipped.
-
An organising tool, not legal advice.
-
Notion is a trademark of Notion Labs, Inc.; this is an independent template.
Get started with Notion
-
New to Notion? Start free with Notion
-
Growing team? Explore Notion for startups and teams
-
Want AI in your workspace? See Notion AI and startup perks
Affiliate links: I may earn a commission at no extra cost to you.
Join the community
Tips, new templates and help from other Notion users in our free Notion Market Hub community.
Watch the full walkthrough: youtu.be/C5LnheE90Tc
