After trying out numerous methods of tracking my cases and related tasks, I have finally found what seems to work best. I love Getting Things Done (GTD), but the system does not necessarily translate smoothly to a law practice. I have tried using Outlook, but my productivity suffered from not being able to look at the “big picture” at a glance. So I went back to paper. I tried numerous things, and eventually settled on a hybrid of GTD and the weekly work plan my wife uses.
My work plan is a weekly affair. I take Sunday night or Monday morning to sit down and type up my weekly work plan. My template has five days up top for Most Important Tasks (MITs) for each day, and below are a row for each case, broken up into columns for “case,” “upcoming dates,” “do now,” “do later,” and “waiting for,” the basic GTD action categories.
My work plan serves as a “tickler” as well as a catalog of important due dates (I put all my scheduling order dates on it) and a holding cell for every task on every open file.
You can download my work plan template in Word format: