After taking action on a case,

remember to insert a brief description

in the "Last Done" column. Then insert
into the "To Do" a brief description of
what is to be done next. Put in a due
date and a note, as needed. You can
keep track of pending or anticipated
fees.

You can use the "sort" function if you

want to sort by date of injury or
pending medical-legal evaluations, etc.
You can also find words quickly using
Ctrl + F.

If you make a button for your launch

bar, you can quickly call up your status
sheet. I keep mine in a workbook
called "Law Office Tasks," where I also
keep a worksheet for Receivables (with
built in autosum, in two columns, one
for depositions, the other for orders),
MPNs, links, etc.

You can insert columns of your choice

and make the spreadsheet more
elaborate, or you can keep it simple
and just record "Last Done" and "To
Do." You could also pay a programmer
to do much of this within your case
management program, if it doesn't
already do this, but sometimes all you
really need is a simple tracking device
so you can scan through your caseload
quickly and get a sense of where a
case is without even having to open
your database.

Lastly, if you are helping potential new

clients in the background, before
committing to formal representation,
you could copy the spreadsheet, label
it "PNCs" ("Potential New Clients"),
and keep running track of these cases
as well.
CLIENTS STATUS TO DO FU DATE DOI FEE? NOTES
ABLE, REDDY DR-EH MAILED 4/25/2008 AWAIT EH SETTING 6/1/08 1/5/06 get update from PTP