Data Fortress Collection
Legal Services Collection
Comprehensive practice management for law firms, solo practitioners, and legal departments.
Comprehensive practice management for law firms, solo practitioners, and legal departments.
| Template | Purpose | Features |
|---|---|---|
| Clients Active |
Master directory of all clients served by the firm including individuals, businesses, and organizational entities. | Contacts Directory Action Log Attachments Image Calendar |
| Cases Active |
Track all legal matters and cases from inception through disposition including case details, parties, court informati... | Client Lookup Action Log Transactions Attachments 3 File Attachments Calendar |
| Team Members Active |
Directory of all firm personnel including attorneys, paralegals, legal assistants, and administrative staff. | Contacts Directory Action Log Attachments Image 2 File Attachments Calendar |
| Client Intake Active |
Manage the new client onboarding process from initial consultation through formal engagement. | Client Lookup List Tab Attachments 3 File Attachments Calendar |
| Retainer Agreements Active |
Track fee agreements, engagement letters, and retainer arrangements with clients including fee structure, billing ter... | Client Lookup Transactions Attachments 2 File Attachments Calendar |
| Conflict Checks Active |
Document conflicts of interest screening for new clients, new matters, and lateral hires to ensure ethical compliance... | Client Lookup 2 File Attachments |
| Correspondence Active |
Track all significant communications sent and received including letters, emails, faxes, and formal notices related t... | Client Lookup Attachments 2 File Attachments Calendar |
| Referral Sources Advanced |
Track referral relationships and sources of new business including other attorneys, past clients, marketing channels,... | Referral Contact Action Log Calendar |
| Court Calendar Active |
Track all court appearances, hearings, trials, mediations, and arbitration proceedings with date, time, location, and... | Client Lookup List Tab Calendar |
| Deadlines Active |
Comprehensive deadline management for all critical dates including filing deadlines, discovery cutoffs, motion due da... | Client Lookup Calendar |
| Statutes of Limitation Advanced |
Track applicable statutes of limitation and repose periods for active and potential claims to prevent expiration of c... | Calendar |
| Bar Requirements Advanced |
Track continuing legal education credits, bar dues, licensing renewals, and professional compliance requirements for ... | 2 File Attachments Calendar |
| Discovery Active |
Manage the discovery process including interrogatories, requests for production, requests for admission, and subpoena... | Client Lookup List Tab Attachments 2 File Attachments Calendar |
| Evidence Log Active |
Catalog and track all evidence and exhibits for litigation including physical evidence, documents, digital media, and... | Client Lookup Attachments Image |
| Depositions Active |
Schedule and track depositions including witness details, scheduling logistics, preparation outlines, and transcript ... | Client Lookup Attachments 3 File Attachments Calendar |
| Pleadings Active |
Track all court filings and pleadings including complaints, answers, motions, briefs, and other court submissions for... | Client Lookup Attachments 2 File Attachments Calendar |
| Witness Log Active |
Maintain a directory of all witnesses for cases including fact witnesses, character witnesses, and lay witnesses with... | Contacts Directory Action Log Calendar |
| Settlements Active |
Track settlement negotiations, offers, counteroffers, and final settlement terms for litigation matters. | Client Lookup Transactions Attachments 3 File Attachments Calendar |
| Case Notes Active |
Detailed working notes and memoranda for active cases including legal analysis, strategy discussions, research summar... | Client Lookup Calendar |
| Billing Records Active |
Track time entries, expenses, and billing for each client matter including hourly billing, flat fee milestones, and c... | Client Lookup Transactions 1 File Attachments Calendar |
| Trust Accounts Active |
Manage IOLTA and client trust account funds with complete transaction histories for ethical compliance with trust acc... | Client Lookup Transactions 2 File Attachments Calendar |
| Office Expenses Advanced |
Track firm operating expenses including rent, utilities, technology, insurance, office supplies, and professional sub... | Transactions Attachments 2 File Attachments Calendar |
| Vendor Accounts Advanced |
Manage relationships with firm vendors and service providers including court reporters, process servers, expert witne... | Vendor Contact Action Log Transactions 1 File Attachments Calendar |
| Insurance Policies Advanced |
Track insurance policies relevant to client matters including liability, property, health, auto, and professional lia... | Carrier Contact Client Lookup 2 File Attachments Calendar |
| Legal Research Active |
Organize and catalog legal research including case law analysis, statutory interpretation, regulatory research, and l... | Attachments URLs 1 File Attachments Calendar |
| Contracts Active |
Manage contract drafting, review, negotiation, and execution for transactional matters including business agreements,... | Client Lookup Action Log Attachments 3 File Attachments Calendar |
| Practice Areas Advanced |
Define and manage the firm's practice areas and specializations including attorney assignments, marketing description... | List Tab |
| Court Information Active |
Reference directory of courts, judges, and court staff with location details, filing requirements, local rules, and p... | Court Clerk Attachments URLs |
| Expert Witnesses Active |
Directory of expert witnesses by specialty area including qualifications, fee schedules, availability, and performanc... | Expert Contact Action Log Attachments 3 File Attachments |
| Opposing Parties Active |
Directory of adverse parties and opposing counsel encountered in litigation and transactional matters. | Contacts Directory Action Log |
| Mediation Advanced |
Track mediation and alternative dispute resolution proceedings including mediator selection, scheduling, preparation,... | Mediator Client Lookup Attachments 2 File Attachments Calendar |
| Property Assets Advanced |
Track real property, personal property, and business assets involved in legal matters including real estate transacti... | Attachments Image 3 File Attachments Calendar |
Additional hub directories: Team Members, Opposing Parties, and Witness Log each maintain their own contact directories.
All records support unlimited cross-template linking via the Related Information feature.
Activate any template via the template browse -- check the Active checkbox and assign to a menu.
Import LegalServices.json into Data Fortress to load all 32 templates and the 7-menu structure.
Open Clients and create records for active clients. Add contact details, business information, and engagement status.
Open Cases to create your first matter. Use Contact Lookup to link to the client. Enter case type, court, assigned attorney, and key dates.
Enter filing deadlines and court appearances in the Deadlines and Court Calendar templates. Enable calendar flags for calendar visibility.
Set up Billing Records linked to clients. Create Trust Account records for IOLTA compliance. Use Transaction Logs for time entries and trust transactions.
Activate advanced templates as your practice needs grow. Use hashtags, Deep Search, and Related Information to connect records across templates.
This collection is a professionally designed starting point, not a locked system. Every template, field, and menu assignment is yours to customize to match how your law practice actually operates.
Build your own templates from scratch for anything not covered — deposition summaries, evidence chain-of-custody logs, pro bono case trackers, client satisfaction surveys, or continuing legal education records.
Fine-tune any template: change field labels, enable or disable features, update purpose text, or reassign menus. Make each template fit your specific workflow.
Delete templates you don't need, or simply toggle them to Inactive to hide them from menus and browse views without losing the design for later use.
Combine templates from multiple collections or mix collection templates with your own custom creations for a system that's uniquely yours.
This collection grows with you, whether you're launching a solo practice or managing an established multi-attorney firm.
You're opening a new practice or going digital for the first time. These templates teach you what records to keep and how professional law firms organize cases, clients, and billing. Get productive immediately at minimal cost with no subscription fees.
As your caseload increases and practice areas expand, customize templates to match your evolving workflow. Activate advanced templates when ready. Data Fortress scales with you without pressure to upgrade or migrate.
When you adopt practice management software like Clio, MyCase, or PracticePanther, Data Fortress fills the gaps. Keep using templates for matter documentation, conflict checks, expense tracking, and more. Create new templates to bridge systems.
No vendor lock-in. No subscription fees. No per-matter pricing. Your data, your way, at every stage.