Law Firm
Marketing Plan

This Excel template includes a pre-written, fully editable marketing plan tailored for legal services. It saves drafting hours and lets you change copy, channels, and priorities for any practice area. Use it as a proposal, internal plan, or client-ready roadmap.

Editable copy and sections

Tailor channels per practice

Use for proposals or briefs

Fast customization in minutes

The template uses a Gantt chart layout for visual timeline planning and task sequencing. You'll see task start dates, durations, and overlaps on a single view to avoid conflicts. It helps schedule campaigns around court dates and business cycles.

Visual timelines at a glance

Shows overlaps and dependencies

Aligns campaigns with schedules

Single-view task sequencing

Includes 30+ common marketing actions specifically for law firms - from SEO pages to referral outreach. Tasks cover digital ads, content, events, and local networking to stop you missing critical steps. Each action is ready to assign and launch.

SEO pages and blog posts

Paid ads and retargeting

Referral outreach workflows

Local events and networking

All start dates and task lengths are editable without breaking dependencies. Change a task, and related dates update so the plan stays logical and on schedule. This makes shifting around hearings or client intake periods simple.

Adjust start dates easily

Change durations without errors

Dependencies update automatically

Plan around hearings or events

Progress tracking (task completion percent) is built into the sheet so you can measure execution at a glance. It flags overdue tasks and summarizes weekly completion for quick status checks. Use it for standups and client updates.

Completion percentages visible

Overdue tasks flagged automatically

Weekly execution summaries

Quick standup status view

Assign tasks, set owners, and show dependencies to reduce overlap and confusion across your team. The plan clarifies who does what and when, so paralegals, marketers, and partners move in sync. It reduces missed handoffs and duplicate work.

Assign owners per task

See handoffs and overlaps

Clear dependency lines

Reduce duplicate work

The template uses color-coded cells, built-in formulas, and simple controls so no Excel skills are needed. Instructions are embedded and common actions have one-click adjustments. Beginners can run the plan without training.

Color-coded editable fields

Built-in formulas work automatically

Step-by-step embedded instructions

One-click common adjustments

Export clean PDFs or copy to Google Sheets for sharing with partners or clients. Print-ready views and condensed reports make meetings smoother and pitches professional. The layout fits slides or handouts without reformatting.

PDF-ready export options

Google Sheets compatible

Print-ready summary pages

Client-ready handout layout

A weekly highlight view shows current-week priorities and completion status so you focus on what matters now. The completion guide lists next steps and owners, simplifying weekly reviews and client status calls. Use it to keep deadlines visible.

Current-week focus view

Next-step completion list

Owners shown per task

Simplifies weekly reviews