Some firms have used Excel for this type of data keeping and reporting;
however, many eventually decide to put the data into a relational database
such as Microsoft Access or purchase a case management software program.

There are quite a few good programs out there so I would just go to your
favorite search engine and type legal case management. I've personally used
CaseManager and ProLaw.

Hope this helps.

Donna Payne
www.payneconsulting.com