Legal Case Management Template | Airtable + Zite
Intake, case tracking, client portal, document management. Built on Airtable. Explore free or get it built for your firm. Your data, your control.
Intake. Case tracking. Client portal. Documents.
Built on Airtable. Your data, your control.
Cases pile up. Deadlines live in someone's head. Documents scatter everywhere. This fixes that.
[Try the App] · [View Backend]
Quick Tour
Two minutes. Full walkthrough.
The Blueprint
Every feature. Who uses it. How it connects.
Try It
Open both. Change something in the app. Watch it update in the base.
The App
The Backend
The Airtable base running underneath. Tables, relationships, automations — all visible.
What's Included
One firm said their paralegals stopped dreading Monday mornings. Here's why.
Client Intake
Web form captures leads. You get notified instantly. Record gets created automatically. Conflict check happens before engagement. Leads convert to active cases with one click. No re-entering data.
Case Tracking
Six lifecycle stages: Intake → Active → Discovery → Trial → Settlement → Closed. Color-coded. Every status change gets logged. Assign team members with role-based access. Know where every case stands without asking anyone.
Document Management
Upload files. Categorize them. Flag what clients can access. Everything links to the right case. Stop hunting through folders.
Deadline Tracking
Add court dates, filing deadlines, any date that matters. Calendar view shows everything at once. Email reminders go out 7 days before. Miss nothing.
Client Portal
Clients get a secure login. They see their case timeline, access shared documents, message you directly. They stop calling to ask "what's happening with my case?" You stop fielding those calls.
Automations
Lead comes in — you get notified. Status changes — it gets logged. Deadline approaches — reminder goes out. Runs without you touching anything.
Two Ways Forward
Build It Yourself — Free
Full view access to everything here. The Airtable base, the Zite interface, the story map, the documentation. Rebuild it in your own accounts. Take your time. We don't gate-keep.
Custom Build — From $2,000
Starts with a Blueprint session ($299). We spend 4-8 hours mapping your specific workflow. Then build exactly what fits how you actually work.
Most builds land between $3,000–$8,000. The Blueprint scopes it properly before you commit a dollar more.
Questions We Hear Often
Works for small firms?
Solo practitioner or team of 20 — same structure, different scale. Case types, document categories, workflow stages — all adjustable. Grows with you.
How does deadline tracking actually work?
Add a deadline. Pick a date. System sends you an email 7 days out. Calendar view shows everything upcoming. Simple, reliable, nothing clever that breaks.
Clients can really see their case status?
Yes. They log in. See where their case stands. Access documents you've shared. Message you directly. You control what's visible, what's not.
What if I break something?
It's your system. Add fields. Change workflows. Delete things you don't need. We hand it over, you own it.
Data in the demo — what happens to it?
Don't put real client data in there. It's shared. We clean it occasionally. Use it to explore, not to work.
Has to be Zite for the frontend?
No. The Airtable backend connects to Softr, Stacker, Glide, custom code — whatever makes sense for your situation. Custom Build works with any stack.
What's Next
Play with it. The demo's live above. Open the app in one tab, the backend in another. See how they talk to each other.
Study the blueprint. The story map shows the complete scope — every feature, every user, every connection.
Get in touch. Questions about fit, timeline, or whether this makes sense for your practice: hello@opstwo.com