LegalOS — The Best Notion Template for Client Management in Law Firms

Raghav Handa
May 29
2 min read

Managing clients shouldn’t feel like a game of tab-switching. If your current system involves scattered spreadsheets, WhatsApp messages, half-filled CRMs, and memory alone—something has to change. That’s where LegalOS comes in: a clean, customizable, lawyer-built Notion template designed to bring clarity and control to your law practice.

Why Law Firms Are Moving to Notion

Traditional case management software like Clio or MyCase can be overkill for solo lawyers and boutique firms. You’re often forced to adapt your workflow to their structure—and pay a premium for features you may never use.

Notion flips that equation. It gives you the building blocks to design a workspace tailored to how you work, not how software thinks you should.

Here’s why lawyers love it:

✅ Fully customizable client dashboards
✅ Zero bloat – you only see what you need
✅ One-time cost vs recurring subscriptions
✅ Intuitive, visual, and easy to maintain

Introducing LegalOS: Notion for Lawyers

LegalOS is our signature Notion template built for lawyers who want calm, not chaos. It’s more than a document—it’s an operating system for your practice.

🆓 LegalOS Lite – Free Version

Get started without spending a dime.

Matter Tracker
SOP Templates
Intake Forms
Client Cards
Deadlines & Calendar Views

🟡 LegalOS Starter – $100

Perfect for early-stage lawyers or new Notion users.

Everything in Lite
Enhanced Layouts
Simple Automation Prompts
Client-Matter Linked Views
Pre-Built Weekly Planner & Kanban Boards

🔵 LegalOS Pro – $349

Built for serious practitioners who want more structure and speed.

Everything in Starter
Advanced Dashboards (by Practice Area, Status, Stage)
Shared Notes + Communication Logs
Status Pipelines (Active, On-Hold, Closed)
Smart Referral Source & Contact Trackers
Bonus Templates: Fees, Meetings, Tasks

🔴 LegalOS Complete – $999

The full setup, with personal help from our team.

Everything in Pro
Pre-recorded Training Library
3 Live Consultations (1:1 support)
Full Customization Guidance
Ongoing Email Support for 30 Days

Built by a Lawyer, Not a Software Company

LegalOS isn’t just another template. It was crafted by a lawyer who grew tired of jumping between tools, chasing files, and feeling disorganized. After years of working with firms across India and the U.S., we built something that simply… works.

No unnecessary bells and whistles. Just a system that saves you time, reduces stress, and feels like it belongs to you.