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Litigation tracking
Manage your litigation with rigorous tracking of files, financial issues, and deadlines
Centralize your litigation files, contacts, cases, invoices, and events in a structured application to track each dispute, secure documents, and maintain a clear view of the amounts at stake.
Replace the scattered tracking of disputes with a single and usable framework
When disputes are tracked in separate spreadsheets, emails, or shared files, the risk of forgetting increases quickly: missing documents, overlooked deadlines, unmatched invoices, unclear responsibilities. This template creates a common control point to document each file, link contacts, trace associated cases, and monitor financial impacts without losing track.
5
ready-to-use forms
100%
Customizable without development
France
Technology and hosting
5 linked forms to manage the entire litigation tracking cycle
File
Central file sheet to identify the case, track its status, priority, confidentiality, parties, and internal responsible person.
Contact
Directory of people and organizations related to the cases, with their contact details, role, and relationship history.
Case
Operational subset attached to a parent file to track aspects, statuses, responsible persons, and important dates.
Invoice
Tracking of invoices, amounts, deadlines, payments, and supporting documents, linked to the relevant file.
Event
Management of hearings, appointments, actions, and procedural milestones related to the file or corresponding case.
A complete base to structure legal and financial tracking
Centralized litigation files
Manage each file with its reference, status, priority, confidentiality, main parties, and internal responsible person, to maintain a clear view of progress and risks.
Contacts and related stakeholders
Link contacts to files and track their useful information: identity, company, role, contact details, and relational activity, to quickly find who is involved in each case.
Cases linked to the parent file
Structure sub-topics, procedures, or operational aspects around a parent file through the relationship between File and Case, with tracking by status, priority, responsible person, and key dates.
Invoices and monitored financial issues
Associate invoices with files and contacts to monitor amounts, deadlines, payment statuses, and supporting documents, and better manage outstanding amounts or disputed situations.
Events and procedural milestones
Plan and record events related to files and cases: hearings, appointments, preparation deadlines, or procedural acts, with a simple reading of priorities to address.
A clear working logic, from opening the file to managing deadlines
The template follows a natural litigation logic: first, the file is opened, the main party and contextual elements are linked, then the cases, financial documents, and events to track are detailed. The views then help to manage sensitive files, upcoming hearings, invoices to pay, and actions to prepare.
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01
1. Open the file
The File form serves as the entry point: reference, title, type, status, priority, confidentiality, main party, and internal responsible person. It is the pivot sheet that structures the rest of the tracking.
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02
2. Link parties and third parties
The Contact form allows recording the people and organizations involved. Thanks to the link between File and Contact, the same party can be found across multiple files, facilitating search and consolidation of relational tracking.
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03
3. Break down the litigation into cases
Each File can reference multiple Cases, while each Case points to its parent File. This structure allows distinguishing specific aspects, procedures, or issues while maintaining a consolidated view of the main dispute.
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04
4. Reconcile financial issues
Invoices can be linked to the File and a supplier or issuer Contact. Teams thus track amounts excluding VAT/inclusive VAT, payment status, due date, and supporting documents to quickly identify bottlenecks.
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05
5. Plan events and milestones
Events are linked to the File or the relevant Case. This connection allows tracking hearings, preparation steps, appointments, and deadlines, with a direct reading in the calendar or the list of tasks to prepare.
Views designed to track the status of disputes at a glance
All forms offered in the app templates are editable and adjustable to your business, as well as the colors and layouts.
A model suited for teams that need to secure the tracking of disputes
Major accounts
Coordinate multiple files, interlocutors, and procedural milestones in a shared and readable structure.
Public sector
Centralize the tracking of litigation, deadlines, and documents in a formal framework suited to internal circuits.
SMEs
Keep control over your disputes without multiplying manual spreadsheets, with an easy-to-use tool.
Yes. The template links files, cases, invoices, and events to track both procedural issues, responsibilities, and associated amounts.
Yes. The relationship between File and Case allows managing multiple aspects or sub-topics within the same litigation while maintaining a unique parent file.
Events are linked to files and cases, making it easier to track hearings, preparation deadlines, and appointments in calendar or list views.
Yes. Invoices can be linked to the file and an issuing contact, which helps reconcile involved third parties, financial documents, and payment status.
Yes. Views dedicated to sensitive files, the closure calendar, and the dashboard allow spotting priority disputes, open volumes, and exposed amounts.
Install this template and structure your disputes methodically
Start with a ready-to-use base to track your files, contacts, cases, invoices, and events, then adapt the fields, views, and working rules to your practices.
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