1. Introduction
A litigation or arbitration case can take from six months to several years to close. Case management is an important and complex task for legal teams. Using Excel to design a case management tool not only allows for lightweight and localized case management but also provides inspiration and support for the team to develop their own case management software, saving development costs and improving efficiency. This article titled “Simple and Localized Management of Your Cases” introduces how to use a case management spreadsheet. It tells you how it can be more personalized.
2. How to DIY
For example: you can change the items yourself (for instance, if you don’t want to track the jurisdiction deadline but want to detail the seizure expiration date), and you can save completed case forms separately to free up space in the original management spreadsheet.
More personalized customization can be explored on your own. Below is a complete demonstration of the entire tool.
3. Usage
4. Access
After logging into the platform, click on the “Bude Toolbox” or “Bude Toolbox Pro” you have followed under “Joined Planets,” then click “Column” and select “Case Management Spreadsheet.”.
