Legal Case Management
About this template
Efficiently manage legal cases with this comprehensive Notion template. Includes databases for cases, contacts, staff, appointments, billable items, and documents. Perfect for law firms and legal professionals. *** DATABASES INCLUDED *** 💼 Legal Cases: Track all details of your cases, including status, priority, and billable items 📬 Contacts: Maintain detailed records of clients, opposing counsels, and other contacts. 👥 Staff: Organize your team by roles and specializations. 📅 Appointments: Schedule and track all your important meetings and court dates. 💰 Billable Items: Record and monitor all billable items related to your cases. 📄 Documents: Manage and link all essential documents to your cases.
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How to use this template with A.I
Delegate this template to NØtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
2
Create your NØtis account.
3
When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.
4
Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NØtis directly by customizing the template.
1
You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"
2
Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
3
You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
4
NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.
