ATTORNEY SPREADSHEET WORKBOOKS & SOFTWARE
FOR SOLO ATTORNEYS & SMALL LAW FIRMS
Practical Excel and Google Sheets systems for case management, billing, trust accounting, litigation preparation, client intake, and law-office organization.
Organize the Work Behind Your Legal Practice
Track matters, deadlines, billable time, client funds, litigation preparation, and follow-ups using structured workbooks designed for solo attorneys and small law firms.
Matter & Docket Control
Keep cases, deadlines, tasks, documents, and next actions organized.
Attorney Billing
Track time, invoices, payments, realization, and UTBMS activity
Trust Accounting
Maintain client ledgers and support three-way reconciliation.
Litigation Preparation
Organize discovery, evidence, motions, deadlines, and trial preparation.
Built for the Daily Work of Running a Law Practice
Excel & Google Sheets
Use the platform you already know.
No subscriptions
Download once and keep your files.
Solo Attorney Docket Management Pro For Windows
Keep your clients, matters, deadlines, tasks, communications, documents and discovery in one Windows program. Your records stay on your own computer, with no subscription. Try every feature free with up to three matters, then pay $79.99 once (before tax) through Microsoft Store if you want more.
Clients Create individual or organization records with contact details, addresses and notes. Everything is searchable and easy to navigate.
Matters Track active cases with status, priority, practice area, next actions and next-action dates, all linked to the client.
Docket Events Store every deadline, hearing and filing date you enter in one dedicated view, with a calendar and days remaining. You enter and verify your own dates; the software keeps them organized and does not calculate deadlines from court rules.
Tasks and Review Flags Manage tasks linked to matters and docket events, and use the “Needs Review” flag to surface items that deserve a second look before they become problems.
Activity and Communication Log Record calls, emails, meetings and research with follow-up dates, and see which clients you haven’t been in touch with lately.
Document Log Track filing and service information, receipt references and file locations. It records where your documents are; it does not copy them.
Discovery Tracker Follow requests and responses, deficiencies, meet-and-confer notes and the response dates you enter.
Dashboard and Review Panels See approaching deadlines, overdue events, open matters, open tasks and matters that need attention, all in one place.
Reports and Exports Generate matter reports and logs, print them or save them to PDF through Microsoft Print to PDF, and export lists to CSV.
Backup and Restore Save your database to a location you choose and restore a previous backup when needed.
Windows 10 version 22H2 or Windows 11, 64-bit. One attorney, no cloud sync. A tool, not legal advice: always confirm every deadline against the governing rules, statutes and court orders.
PRACTICAL TOOLS SHAPED BY LEGAL EXPERIENCE
The Self-Employed Shop creates spreadsheet systems for people who want better organization without expensive software or monthly subscriptions.
The Self Employed Shop creates spreadsheet-based practice tools for solo attorneys and small law firms that want greater organization without committing to expensive or complicated legal software.
The attorney workbook collection was created by a retired attorney with more than two decades of legal experience. Each product is designed around the practical realities of managing clients, matters, deadlines, billing, trust funds, documents, and follow-ups.
These workbooks are administrative organization tools and do not provide legal advice or replace professional practice-management, calendaring, accounting, or trust-compliance systems.
Each product is designed around a real business workflow, then tested for clarity, usability, and compatibility with both Excel and Google Sheets.
Our legal-practice tools are informed by 27 years of experience as a Florida attorney, while our bookkeeping, pricing, inventory, and planning products are built to make everyday business tasks easier to manage.
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Bring More Structure to Your Legal Practice
Explore practical attorney workbooks for managing matters, deadlines, billing, trust funds, litigation, and client follow-up.