Free Excel Templates for Law Firms

How are you keeping track of the main KPIs in your law firm?

To keep up in today’s legal sector you need clear and precise performance information.

Does your law firm use Excel to monitor performance and manage teams? We have created these free Excel templates to help you get started across 4 key areas of your business.

Track your firm’s:

Monthly Performance Dashboard

Track performance of individuals and teams. Monitor billing and time against targets. Track progress on WIP, debtors, unbilled disbursements and new instructions.

Risk and Compliance Template

Manage risk by tracking exceptions in one central dashboard. Reduce financial exposure, improve compliance and minimise the risk of claims.

Marketing Dashboard Template

Keep track of your marketing spend by category, monitor sources of business, identify cross selling opportunities and manage your new business pipeline.

People KPIs Template

Centralise your HR reporting to better manage your most valuable asset. Track key employee KPIs from advocacy to absence rates and from referrals to turnover.

Our clients

From improvements in their client service and billing to our own interface and customer support, our customers are singing the praises of Katchr — how it helps them build better practices and achieve their goals.

What our customers say

From improvements in their client service and billing to our own interface and customer support, our customers are singing the praises of Katchr — how it helps them build better practices and achieve their goals.

Andy Duckworth
Finance Director Trethowans

“Katchr is brilliant – it empowers fee earners and team leaders by giving them everything they need at their fingertips”

Alistair Howard
Finance Director Lodders

“The home page on Katchr, provides me with everything I need for ABC – Activity, Billing and Cash”

Brian Evans
Managing Partner Lanyon Bowdler

“The Katchr staff really understand how a law firm works, they talk our language, they use the terms that we use”