Petereza.com

LegalPro Manager

LegalPro Manager product box, black with white logo of scales and text "LegalPro Manager" and "Your All-in-One Legal Dashboard" in yellow stripe, on a light gray background.
LegalPro Manager Notion template displayed on a computer screen, showing panels for attorneys, clients, and finances, with a stylized law scale logo and "Streamline Your Legal Cases, Clients, and Finances in One Powerful Notion System" text.

LegalPro Manager – The Ultimate Notion Template for Legal Professionals

Streamline Your Law Practice with an All-in-One Legal Case & Client Management System
LegalPro Manager is a powerful Notion-based legal case management system designed for law firms, attorneys, and legal assistants. This template simplifies case tracking, client management, event scheduling, and financial tracking, helping legal professionals manage their workload efficiently.

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Two Dedicated Panels for Legal Workflow

Attorney Panel

The Attorney Panel is tailored for lawyers to manage cases, legal events, and financial tracking effortlessly.

  • Events & Deadlines: Monitor all case-related events, such as court dates, consultations, and deadlines in one place.
  • Cases Directory: Access all case files, view status updates, and link clients, events, and financials.
  • Client Profiles: Review case histories, legal documents, and communication records for every client.
  • Financial Panel: Track payments, invoices, and outstanding balances with automated financial calculations.

Secretary Panel

The Secretary Panel is designed for efficient administrative management, keeping legal operations organized.

  • Events Overview: Ensure no missed deadlines by tracking all upcoming and past legal events.
  • Events Timeline: Get a clear chronological view of scheduled legal activities.
  • Client Profiles Directory: Stores client details, case history, and legal documents in one database.
  • Cases Directory: Manage and link cases with attorneys, deadlines, and financial transactions.
Side-by-side comparison of LegalPro Manager Notion template panels: Attorney Panel with Events, Cases Directory, Client Profiles, and Financial Panel; and Secretary Panel with Today's Events, Events Timeline, Client Profiles Directory, and Cases Directory, displayed on a computer screen.

Core Databases & Features

Events Database (Replaces Appointments & Deadlines)

  • Track Legal Events – Court hearings, mediations, client consultations, and key deadlines.
  • Status Monitoring – View which events are Scheduled, Ongoing, Critical, or Completed.
  • Case & Client Integration – Events are automatically linked to related clients and cases for seamless navigation.

Case Profile Database

  • Centralized Case Management – View all relevant events, documents, and deadlines in one place.
  • Case Status Updates – Mark cases as Open, Closed, Urgent, or On Hold.
  • Assigned Attorney Tracking – Clearly define case ownership and accountability.

Client Profile Database

  • All Client Data in One Place – Store and manage client contact details, case history, and interactions.
  • Auto-Linked Cases & Events – Instantly view all cases and scheduled events related to each client.
  • Document Storage – Keep legal files and records securely stored and organized.

Financial Management

  • Payment Tracking – Monitor case-related payments and outstanding balances.
  • Automated Financial Summaries – View billing details and unpaid invoices for each case.
  • Linked to Cases – Ensure every payment is properly associated with a specific legal case.
LegalPro Manager Notion template showing appointment details, case information, and client profile with photo, displayed in a layered format with calendar view, appointment form, case notes, and client list, with "www.petereza.com" displayed at the bottom.

Who Is LegalPro Manager For?

  • Law Firms – Manage multiple cases, clients, and financial transactions seamlessly.
  • Solo Attorneys – Keep track of legal matters and deadlines efficiently.
  • Legal Assistants & Secretaries – Organize client details, case files, and appointments effortlessly.
  • Corporate Legal Teams – Monitor internal legal affairs, contracts, and compliance deadlines effectively.

What’s Included?

  • Fully Customizable Notion Template – Adapt it to fit your firm’s workflow.
  • Pre-Built Databases – Manage events, cases, clients, and financials with ease.
  • Automated Relationships – Link data across cases, clients, and deadlines for quick navigation.
  • Smart Filtering & Views – Quickly find upcoming events, active cases, and unpaid invoices.
  • Step-by-Step Guide – Get started easily with clear setup instructions.

How LegalPro Manager Simplifies Your Work

  • Never Miss a Deadline – See all court dates and legal events in one clear timeline.
  • Reduce Administrative Tasks – Auto-linked databases keep everything organized.
  • Simplify Financial Tracking – Monitor payments and invoices directly within Notion.
  • Enhance Collaboration – Keep attorneys and secretaries working seamlessly together.

Frequently Asked Questions (FAQs)

1. Can I customize LegalPro Manager to match my firm’s workflow?
Yes! The template is fully customizable, so you can tailor it to fit your firm’s unique processes. Contact us for further customization.

2. Is LegalPro Manager compatible with all Notion plans?
Yes! LegalPro Manager works seamlessly with both free and paid versions of Notion.

3. How does the template help with event and deadline tracking?
The Events Database keeps all court dates, consultations, and legal deadlines organized and automatically linked to the relevant cases and clients.

4. Does the template include financial tracking?
Yes! The Financial Panel allows you to track payments, invoices, and outstanding balances with automatic calculations.

5. Can multiple team members use the template?
Yes! You can share and collaborate on the template with your legal team, ensuring smooth workflow management.

Get LegalPro Manager Today!

Take control of your legal practice with structured case management, automated scheduling, and financial tracking—all in one place.

Buy Now and transform the way you manage legal cases!