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About this Legal Matter Summary one pager template
A status sheet a lawyer sends a client on one open matter, so the client knows where the case stands without a call. It sets out the parties, the claim and the forum, the current status in one sentence, the key dates with what is done and what is coming, fees billed against the approved budget, the main risks and the next steps with owners and dates. Litigators, in-house legal teams and paralegals use it before a mediation or a budget review.
Legal Matter Summary One-Pager Template
A one-sheet status summary of one legal matter for the client: parties, status, key dates, budget against fees billed, risks and next steps.
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- Change every word, number and color
- Download as PDF or PNG
What’s on it
- Pull quoteWhere It Stands
- Photo
- Headline numbersBudget Through Mediation
- TableKey Dates
- Points with iconsRisks
- Checklist of next stepsNext Steps
- Closing line
Edit every word, chart and color
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