Law Firm Matter Intake & Billing Progress Dashboard
Track new matters, task backlog, and billing progress for small law firms. Free .xlsx with formulas. Tracks Open Matters, Total WIP Value.
Operations · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This operations dashboard brings together indicators like "Open Matters", "Total WIP Value" and "Billing Realization Rate" in a single view. Edit the entries in the Data tab and the dashboard numbers update instantly — no need to build the spreadsheet from scratch.
Use this template to track matter intake, task backlog, and billing progress across practice areas in your law firm. Enter each matter as a new row and update task counts, billed amounts, and status regularly to keep visibility on workload and collections. Review the KPIs and comparison chart to identify bottlenecks, underbilled matters, and areas needing follow-up on WIP. Filter by practice area, attorney, or status to support weekly team reviews and billing meetings.
Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.
Use cases
- Visualize indicators like "Open Matters" and "Total WIP Value"
- Make faster decisions based on "Billing Realization Rate"
- Compare your operations without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Open Matters
- Total WIP Value
- Billing Realization Rate
- Visual dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 40 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 37 rows × 18 columns already laid out and formatted.
- Built-in chart that updates with your numbers.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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