CIVIL LEGAL MATTER ORGANIZER
Prepare for your lawyer with your information organized and your supporting records easy to find.
Meeting with civil counsel can feel overwhelming when important information is scattered across emails, text messages, paperwork, and personal notes. This editable Excel organizer gives you a structured place to record what happened, identify supporting documents, and prepare questions for your lawyer.
This resource helps clients bring their facts, records, and concerns together before a consultation and continue documenting developments afterward.
WHAT YOU WILL RECEIVE
• An editable Microsoft Excel workbook with 11 clearly labelled tabs
• Six numbered digital document folders
• Getting-started instructions
• One ZIP download containing the complete package
WHAT THE WORKBOOK INCLUDES
START HERE: Simple instructions for completing the workbook, identifying documents, and organizing your records.
MY MATTER: Record your contact information, counsel’s details, a summary of the situation, your main concerns, steps already taken, and the outcome you are seeking.
PEOPLE & ORGANIZATIONS: Keep relevant names, business details, contact information, and each person’s connection to the matter together.
TIMELINE OF EVENTS: Record events, dates, people involved, information sources, and related document references.
DOCUMENTS & EVIDENCE INDEX: List supporting records, identify where originals and copies are stored, and record when documents were provided to counsel.
WITNESS INFORMATION: Record contact details, each witness’s connection to the matter, and what they may know firsthand.
FINANCIAL IMPACT: Track losses, expenses, recoveries, and supporting records. Includes automatic totals for recorded losses and expenses and recorded recoveries in Canadian dollars.
COMMUNICATIONS LOG: Document calls, emails, meetings, correspondence, and follow-up items.
QUESTIONS FOR COUNSEL: Prepare questions before your consultation and record answers, next steps, and items requiring clarification.
TASKS & IMPORTANT DATES: Track responsibilities, appointments, tasks, and dates provided or confirmed by counsel.
NOTES & FURTHER INFORMATION: Keep dated notes and additional information as the matter develops.
DOCUMENT FOLDERS INCLUDED
• 01 Correspondence
• 02 Contracts
• 03 Photographs
• 04 Financial Records
• 05 Court Documents
• 06 Other Records
Store copies of your documents in these folders and reference their filenames and document IDs in Excel. Documents are stored separately from the workbook.
HOW TO USE
Download and unzip the package. Save a separate working copy for each matter, open the workbook in Microsoft Excel, and begin with the Start Here tab.
Add your information, place supporting records in the appropriate folders, and use matching document IDs to connect your records to workbook entries.
Review your summary and questions before meeting with counsel.
The workbook includes coloured tabs, filterable logs, selected dropdown menus, and 100 prepared entry rows in each log.
IMPORTANT INFORMATION
This is a digital download. Microsoft Excel is required to use the workbook as intended.
This resource is an organizational tool, not legal advice. It does not assess the merits of a claim, determine recoverable damages, or calculate legal deadlines.
Taxes Included.
