The Ultimate Case Manager for Solo Lawyers: Google Sheets, Calendar, Drive & WhatsApp Sync

Manage cases, clients, hearings, and documents from a single command center with zero monthly fees.

Overview

Manage cases, clients, hearings, and documents from a single command center with zero monthly fees. Meet LexFlow — a free, open-source Legal Case Management System powered entirely by Google Sheets and Google Apps Script.

Whether you are a solo practitioner or run a small firm, LexFlow keeps your practice organized, automated, and mobile-friendly without expensive software subscriptions.

Key Features

✨ KEY FEATURES SHOWN IN THIS VIDEO: • šŸ“Š Real-Time Dashboard: Active cases, client stats, upcoming hearings, and overdue tasks. • šŸ’¬ One-Click WhatsApp Reminders: Send pre-filled, professional hearing alerts to clients. • šŸ“… Google Calendar Integration: Hearings and tasks automatically sync with 24h & 1h notification alerts. • šŸ“ Automated Drive Document Vault: Upload KYC files and case documents directly to categorized subfolders. • šŸ” Global Command Search: Tap Cmd+K to search any client or case instantly. • šŸ“± Mobile PWA Support: Save to your phone's home screen for native-like access on the go. • šŸŒ“ Navy Dark Mode & Clean Light Mode toggles.

How to Use

šŸ› ļø FIRST-TIME DEPLOYMENT CHECKLIST:

  1. Open the Spreadsheet template link above.
  2. Click File → Make a Copy to save it to your Google Drive.
  3. Open Extensions → Apps Script and copy/paste the backend code (Code.js).
  4. Click Deploy → New Deployment → Web App. Execute as "Me", Access: "Anyone".
  5. Copy the generated Web App URL and paste it into the LexFlow setup screen.
  6. Create your secure admin login credentials.
  7. (Optional) Configure your Google Calendar ID in Settings for real-time calendar syncing.

If this video helped you organize your practice or save server costs, hit that LIKE button and SUBSCRIBE for more practical automations!

Have questions about the setup? Drop a comment below and I will help you out.

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