Lawyer Contact Tracking Database Template | Contact Database
Lawyer Contact Tracking Database/Template System
Purchase Prices
$49.99—Internal Use—This product allows you to use this database template however you wish within your organization.
$99.99—Unlimited Developer Use—This version allows you to use this database template however you wish for any applications you develop and distribute.
$149.99—Internal Use with SQL Server Back End—This product allows you to use this database template however you wish within your organization.
$199.99—Unlimited Developer Use with SQL Server Back End—This product allows you to use this database template however you wish for any applications you develop and distribute.
Download a Demonstration
Download a demo version for free to test!
Microsoft Access Lawyer Contact Tracking Database
Law firms and solo attorneys need an efficient, secure, and organized system to manage client information, legal consultations, case-related meetings, and billing processes. The Microsoft Access Lawyer Contact Tracking Database is a comprehensive Microsoft Access-based template that empowers legal professionals to streamline contact management and simplify administrative operations. Built using robust Access tables, user-friendly forms, detailed reports, and powerful VBA (Visual Basic for Applications) code, this system is ideal for law practices of all sizes.
Modeled after the Microsoft Outlook contact module but fully enhanced for legal workflows, this template offers complete integration with your existing Microsoft Access systems. From tracking client communication and legal proceedings to managing invoices and payments, this database brings essential case management functionality into a centralized, easy-to-use platform—without the complexity or licensing fees of cloud-based CRMs.
Key Features:
Client & Case Contact Management: Maintain complete records of clients, co-counsel, opposing counsel, and other legal contacts, including detailed case notes and history.Consultation & Meeting Scheduling: Schedule legal consultations, court dates, depositions, and case follow-ups with full visibility into your appointment history.Invoice Generation & Payment Tracking: Create detailed billing records for hourly work or flat-fee services, and record payment statuses to keep your accounts current.Comprehensive Reporting: Pre-built reports provide clear visibility into contact histories, outstanding invoices, and upcoming appointments—ready to print or share.
Whether you're a solo practitioner, part of a boutique firm, or managing multiple associates, the Lawyer Contact Tracking Database provides a reliable framework for organizing legal operations efficiently and professionally.
Please Note: This is a template database. If it doesn’t meet your needs 100% and you're unable to make customizations yourself, Winning Solutions, Inc. (WSI) can develop a tailored version to match your legal practice’s specific workflows and requirements.
?? Contact Us today to request a customization quote or to learn more about how this solution can streamline your law practice.
Are you looking for the ability to use this template in a calendar view as well? Then be sure to learn more about Microsoft Access Lawyer Scheduling Database . This version of the tool allows you to view your data in a calendar view (day/week/bi-weekly and monthly).
VB.NET , C#.NET or ASP.NET version of this template, please Contact us for more details.
Sample Screens
Lawyer Contact Tracking Database
Main Menu Form
Lawyer Contact Tracking Database
Setup Customer
Lawyer Contact Tracking Database
Search Custome
Lawyer Contact Tracking Database
Edit Customer
Lawyer Contact Tracking Database
Customer Calls
Lawyer Contact Tracking Database
Customer Appointments
Lawyer Contact Tracking Database
Customer Payments
Lawyer Contact Tracking Database
Add Call
Lawyer Contact Tracking Database
Add Appointment
Lawyer Contact Tracking Database
Add Payment
Lawyer Contact Tracking Database
Maintenance/Setup
Lawyer Contact Tracking Database
Report Menu
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Download a Demonstration
Download a demo version for free to test! The demo version is in Access 2010, which will work on either Access 2010, 2013, 2016, 2019 or Office 365. If you need a previous version of Access to try, please
Contact Us . Please note that the demo version of the software is fully functional, but does not store any data once you close the database. The full version of the software, available for purchase, stores data in the database permanently.
The following document explains, in detail, how to install the demo and how to avoid some common setup issues:Download Instructions
Full Version and Live Demonstration Options
Live demonstration
To experience a more interactive and personalized demonstration of this WSI template, we invite you to contact WSI and schedule a live demonstration with one of our team members. This opportunity allows you to engage directly with us, either as an alternative to or in conjunction with downloading and exploring the demo version of the template at your leisure.
Please note that downloading Microsoft Office files, including Microsoft Access database files, might trigger a security warning on your computer. To avoid this and get a comprehensive overview, you have the option of viewing the template through a virtual meeting on Teams or Zoom with a WSI representative.
After purchase
Once you purchase the database template, you will receive the full version of the database in a standard Access Database file. The purchased database will have full access to the database window, all design objects, the Visual Basic project code, and you will be able to modify or add to the design in any way you wish. This does not apply to run-time or compiled versions.
If you lack the time to integrate this database into your system, please Contact Us and we will be glad to help with your integration process. If you like the basics of what you see in the database, but need enhancements to make the system functional for your business, please Contact Us and we will develop a quote for the additional features you require.
Purchase Prices
$49.99—Internal Use—This product allows you to use this database template however you wish within your organization.
$99.99—Unlimited Developer Use—This version allows you to use this database template however you wish for any applications you develop and distribute.
$149.99—Internal Use with SQL Server Back End—This product allows you to use this database template however you wish within your organization.
$199.99—Unlimited Developer Use with SQL Server Back End—This product allows you to use this database template however you wish for any applications you develop and distribute.
After Your Purchase
Delivery timing
Once your purchase is complete, you will receive an email within 12 hours, and usually sooner during standard business hours, with a link to download the full version of the database. Please check your junk mail folder if you do not see the message.
Implementation help
If you need help implementing this function or need modifications for your requirements, request a free quote for your Microsoft Access development needs. WSI will determine your needs based on written requirements that you provide. Please ask your WSI representative for an example of sufficient written requirements.
Support and customization
WSI offers optional paid support and customization programming services. WSI templates are priced based on the purchaser self-supporting the database. WSI assumes purchasers who do not wish to pay WSI for support have the Microsoft Access and SQL Server knowledge needed to install, customize, and use the template. Paid support is available by the hour; please contact us for the current hourly fee.
Planning your changes
If you need assistance preparing requirements, WSI offers fee-based services to help document what needs to be done. You can also review our process mapping service or learn more about the WSI quoting process .
Testimonials
What Customers Say About WSI
"Once again, you guys have outdone yourself. The service and support you have provided has been the best I've ever experienced from a software development team. You guys have the best Access calendar GUI I've ever seen."
Mike Mattas
"Thanks to all!! Nice job on the changes. They look good, thanks for your quick response!!"
George Ells
"Thanks for all your help. Your service is great as I find you and your team easy to deal with and very responsive in terms of getting the changes done. Great work."
Steve Da SilvaThe Hospital for Sick Children
"With the expertise of Andres the database was put in the store for use just 4 days later. The efficiency of his programming and the added benefit of video to refer back to in case of small adjustments brought what seemed like a daunting task into reality very quickly."
Debbie Hunt
"Bottom Line: Winning Solutions is hands down the most polite, professional, committed, able, and proven company I have ever worked with. Their staff, top to bottom, are all winners."
Dave YeadonDakota Steel & Trim
"Our Service Dept is enjoying the Calendar. We adapted the Enhanced Microsoft Access Calendar to meet our needs. The Service Manager and Advisors enjoy the ease of booking work."
Richard "Dick" MillikenWhited Peterbilt