Are you running a legal aid clinic or a corporate law firm? Are you practicing criminal law or managing civil legal issues? Then Stackby’s Legal Case Management Template will be a worthwhile addition to your arsenal. Regardless of the nature of law, you are currently practicing, the key to success is proper organization and management. Law firms manage multiple cases and clients at the same time. They are responsible for sensitive legal data, evidence, and affidavits that have to be recorded and managed carefully. A legal case management template will help you manage everything in one place. It will make the cumbersome process of analyzing and managing legal cases and clients much easier for you. What is Legal Case Management? Legal case management is a process to manage litigation and non-litigation from beginning to end. The major components of a legal case management system are data collection, contacts, and storage of case-related documents. It also includes administrative tasks as well as legal tasks that must be performed in order to complete legal matters. Overview of Stackby’s Legal Case Management Template Stackby’s litigation management template, also known as legal case management template includes 5 different tables that help you manage all your legal case related data in one place. Cases: This table includes the details of various cases on which you or your firm are working upon. It includes details like: Case name Case start date Case ID Case type (civil, estate administration, property, etc.) Case status (disputed, undisputed, etc.) Description Case accounts Case team Documents Case clients Contacts: This table includes the details of clients’ contacts. For example, their account name and type (client, primary witness, defense counsel, witness, judge, etc.) Here you can store all the contact information of people who are directly or indirectly related to your cases. Clients: This table includes the details of clients of your case. You may notice that this table includes only references from the other 4 tables, that is, accounts, cases, teams, and contacts. Accounts: This table includes the details of all your litigation accounts, the cases associated with them, teams, contacts, billing rates, total billing, etc. Team: The last table includes details about your team members like paralegals, lawyers, legal secretary, bookkeepers, record clerks, legal secretary, etc. You can save their contact number, email, billing, client, and cases in this table. Other features of our legal case management template: Filter disputed and undisputed cases with Kanban View Track your cases with a cases calendar Use Case Requirements Form to collect all the data you need from a client Who can Use Legal Case Management Template? Stackby’s legal case plan template can be used by law firms, attorneys, legal advisors, lawyers, and advocates. They can share this tracker with their team(s), the client(s), or any authorized third parties. How to Customize Legal Case Management Template for Your Business? Copy our free legal case management template to your Workspace and start tracking data on your fingertips. Add your team members to collaborate with you on the legal case management system. Add case details for every case you are working on. Upload all the necessary case documents like motions, trial transcripts, and evidence. Customize the legal case management template based on per hour billing rates for every account and calculate the total billings. Share the case requirements form with your clients and collect data automatically in the cases table once a client submits the form. Proper organization and management is a must for every law firm. A case management template can help you create your own system and prevent you from juggling cases, clients and deadlines continuously. Use our free legal case management today! Other finance and legal templates at Stackby: Legal Case Tracking and Billing Template Legal Client Intake Form Template Legal Matter Management Template  Read more about case management: Best Case Management Software for Lawyers - 2022 Reviews and Pricing 

Whether you live by yourself or run a business, managing all your expenses and spending the right amount of money on the right things can become quite hectic to figure out. It would help if you kept a rein on your expenses using an expense tracker template. That’s where Stackby’s Expense Tracking Template comes in. As a business owner, you must have all relevant information handy about what and how much your business is incurring in the form of expenses and what changes need to be made. Managing expenses can be a difficult task, be it business-related or your own personal expenditure. Use this Expense Tracker Template to keep a check on all your business expenses and customize it according to your needs. From planning spends to managing invoice payments, track all pertinent details from one location. How does Expense Tracking benefit your business? Tracking business Expenses can help in business in the following ways Better Money Management If you are a student or someone who spends a lot of money and fails to achieve their savings goal or splurge in general – this can be a good thing for you. Getting better at money management means getting financially stronger! From another perspective, if you are a business owner, it is crucial that you have full knowledge about your expenses for the whole year and not just at the end of the financial year or during the tax month. Always be prepared during the Tax season Having a thorough knowledge of the expenses will help you know in advance which expenses are tax-deductible. You can calculate that amount on a prior basis. Makes business forecasting easier When you are keeping track of your expenses, you will find it easier to forecast how much profit the business will earn or at least have an idea. You can plan the activities for the next financial year and expenses accordingly. It will also come in handy when you have your investor meetings and will help you plan effective business strategies. Why would you need an Expense Tracking Template? To keep track of all the expenses done by you individually; or incurred in your business. To plan the inflows and outflows of the money. To save your time and improve your productivity. How would Stackby’s Expense Tracking Template help you? Stackby’s Expense Tracking Template is quite simple to use. You do not need to be a professional or have any coding or accounting experience. All you must do is put all the expenses on a column and other information on different columns. There are different columns from all kinds of information such as category, price, date, name of the vendor, etc. The expense tracking template can also be used by businesses in any industry and is completely customizable according to your needs.  

Stackby brings a personal budget template for everyone. We know how seeing our paychecks make us feel like saving all our money for something big. But then, life happens. We are bound to spend our hard-earned money on different things we need (sometimes, on the things we want!).  A personal budget planner template helps you plan and track your spendings every month so that you can manage your cash flow and extend your savings.  Plan your savings: At the beginning of every month, you can set aside a budget for your monthly expenses.  Track your income: How much are you earning every month? Keep a track of everything in one place and plan your budget.  Track your expenses: How much are you spending and on what? Keep a track on your monthly expenses to keep a budget.  Refine your plan: If you think things are getting out of control, revise your plan and make sure you do better the next month. Jot down all your insights that can help you improve your savings.  How to use Stackby’s Personal Budget Template? Step 1: Note your net income - To create a personal budget, you must know how much money is coming in. This net income is the total money that you receive every month in hand.  Step 2: Track your spendings - Start by listing all your fixed expenses such as rent or other fixed payments. Then track your variable expenses like groceries, bills, etc.  Step 3: Set goals - Now that you know how much money you are earning and how much money you need for expenses, you can set goals for your monthly savings.  Step 4: Plan - Decide how you will achieve those goals. For example, some people use the 60-20-20 rule where they spend 60% of their earnings, save 20% in their bank account and another 20% as an emergency fund.  Step 5: Find where to cut down expenses - Once you have the monthly list of your expenses, take note of where you can cut down and save more. This needs to be especially if you are not able to meet your financial goals.  Step 6: Keep tracking - A personal budget is of now use if you are not using it to keep a track of your income and expenses. Update your budget every week, track down every single expense for a better visualization of your cash flow.  Who can use the Personal Budget Template? Stackby’s personal budget template is useful for everyone whether you are a student, a solopreneur or a working professional. Anyone can use this template to keep a check on their monthly and yearly budget.  What are the main features of Stackby’s Personal Budget Template? Stackby’s personal budget template is the right finance tracker that you need to use to get a real picture of your finances. This tool will help you improve your spending habits and make progress towards achieving your financial goals. With this template you can: Track your monthly budget Track your actual income for every month Track the actual expenses for every month  Find savings made in every month  Keep a list of all your monthly expenses (cost, type, month) Keep a list of all your monthly incomes (income, type, month) You can further customize this template as per your personal budget requirements. You can add more columns to create a detailed budget. You can visualize your budget in the form of a grid, calendar or kanban style and get a better idea of your spendings.  Other personal and hobby templates: Work Schedule Template   Habit Tracker   To-do List  

With cryptocurrencies taking over the world of business, people are likely to invest in various cryptos and various investment places. However, managing all the investments tends to become a hassle if they are not organized in a simplified manner. Stackby is here to solve this problem with the Crypto Tracker Template and ease the investment processes.  How will Stackby’s Crypto Tracker Template help you? This template allows you to build a crypto portfolio to record all your investments in one place. It tracks the type of cryptocurrency used, its market value, its current value and other prices. The Crypto tracker template can be updated according to the market fluctuations so that the investor can avoid losses. Any percentage changes can also be monitored so that the investor can find his best deals. The Crypto tracker template records the Coin Market Cap with its current market cap values and the total holdings to give an accurate picture of the market situation in the present time.  Who will find this template helpful? Crypto investors are the people most likely to find this template useful. However, brokers, casino owners, stock market sellers, and other financial sectors will find this template useful. 

Manage all your legal firm's cases, evidences, issues, related people, organizations etc. with this comprehensive legal case analysis template. 

Manage all your business contracts, agreements, deeds and more in this easy to use business contract management template. 

Have you ever thought about how important your client intake form is? Most lawyers or people who provide legal services give a form to every client, preferably known as the legal client intake form. This form asks for complete information from the client regarding themselves, their family, and the legal matter for which they want to seek advice.  Why does your client intake form matter? Form a great first impression: The client intake form is the first thing that a new or potential client looks for in your firm. It can set the right tone for a trustworthy relationship.  Showcase professionalism: A strong intake form says that you are a competent, professional lawyer on whom a client can rely.  Collect the right information: You can use the client intake form to collect the right information about your clients. Your legal intake form is critical to ensuring you have the information you need.  Who can use Stackby’s Legal Client Intake Form Template? Stackby’s Legal Client Intake Form Template is built for law firms, attorneys, legal advisors, lawyers, advocates, legal case managers, legal operations managers, administrative staff, etc.  What is included in Stackby’s Legal Client Intake Form Template? Basic contact information: A strong client intake form should collect all the important information about a client that you need to address their legal matters. Neglecting this information may cause you to lose your lead. So make sure you are storing their full name, address, email, phone number, date of birth, and photo.  Case information: The next important thing you need in a client intake form is their case information. For instance, the nature of their case, details of their case, and important date, time, and events. This information is necessary for you to proceed with their case.  The annual income of clients: It is important for you to know about the annual income of your potential clients. Your prospect should not only be to hire qualified clients but also the clients who can pay you. The target income that you set might vary from your competitors but the knowledge of your annual income is essential to find the right clients.  How will Stackby’s Legal Client Intake Form Template help you?  Stackby’s pre-built legal client intake form template helps you to store and manage important client information for future use in just a few clicks. You can share our pre-built client intake form with your clients by customizing it as per your requirements. With this client intake form template, you can do the following: Keep a track of all your new and old clients  Track the status of the cases/clients (In Process, Pending, At Next Stage, etc) Tracking the intake date of every client Recording important information about every client (Gender, Date of Birth, Birth Place, State Born in, etc) Storing the personal details of every client (Current Address, Current City, Current State, Country, Zip Code, Driver’s License, etc) Storing the contact information of clients (Email address, Phone number, Home Phone number, Emergency Contact number, etc) Storing the professional details of clients (Designation, Work Contact number, Annual Salary, Office Address, Work Country, etc) Storing the spouse details of clients (Spouse Name, Spouse Date of Birth, Spouse Contact number, Spouse Work Position, Spouse Address, Spouse City, Spouse State, Spouse Country, etc) Taking note of the purpose of the visit of the clients Use our legal client intake form template and put your best foot forward with new clients.

An Investment Tracker is used to track either the investments made by your company or just your investments accurately. An Investment Tracker spreadsheet shows you all of your purchases, your return on investments, and dividends earned on your investments. Investment tracker templates also make it easy for you to manage your investments in real-time as well! Therefore, Stackby’s Investment Tracker Template is the perfect tool to add to your financial planning infrastructure. What is an Investment Tracker Template? An Investment Tracker spreadsheet is probably the easiest way to keep track of your investments and also to assist you in planning and dividing your savings and use it efficiently in your investments. You can also track the performance of all investments in one place. Using an Investment tracker template, you can allocate your resources in the best possible manner; since all your investments are in a single place, you know which of your investments are performing well. Hence it would be easier for you to allocate your resources to more successful investments. Why do you need an Investment Tracker Template? Investment Tracker is useful for you to make informed financial decisions. Since you know all your investments and how well each one of your investments is doing, you could start your new investments or re-allocate your earnings to the investments that are doing well. You also don't need a lot of technical knowledge to perform calculations; the investment tracker performs all the calculations automatically for you. By using the investment tracker, you can keep track of international investments as well. Also, since all the calculations are done automatically, the scope of errors and inaccuracy is close to none. Another benefit of using an investment tracker is that all the information is very organized, making going through information an easy process. This information can also be easily sent to others online. Who is this template for? This template is useful for anyone who has many investments and needs a tool to manage all of them with relative ease. How will Stackby’s Investment Tracker Template help you? Our Investment Template is easy to use, simple and minimalistic. As soon as you open our template, you will see a detailed overview of all your investments and holdings of all the various companies you have invested in so far. The portfolio view window elaborately shows all the details, making sure you have all the required information. Starting with the company name, IPO, and the category of investment they are. This is a quick view of all the investments you have made so far. The rest of the template is for more in-depth information. For Example – Are you earning profit or going in loss? Net profit or loss from each investment? Share in each company's portfolio, Price per share, total value, and the total amount invested. All this information helps you be up to date with all your investments in an easy-to-view and accessible manner. All our templates have the mathematical formulas incorporated in them. You just need to input the values, and you'll have all the information compiled in an organized manner.   The portfolio window also presents you the same amount of information, but each investment is listed separately, and information is viewed according to which investment you wish to view. You Will Also find these Templates useful: Stock Portfolio Management

Are you still using spreadsheets, post-it notes, or logbooks to keep a record of your cases? As technology is improvising at a fast rate, so should our attorneys. Stackby is here with a template to help all lawyers, legal firms, and their clients in keeping a track of their cases, billing information, documents, and much more.  Why must lawyers track their cases with legal case tracking and billing software? Manage multiple cases simultaneously: No matter which law specialization you hold, the key to the success of your professional career is organization and management. You might be holding multiple cases at times, each of which has its specifications, requirements, and legal documentation. To avoid getting confused between different clients and cases, you must use our legal case tracking and billing template.  A paperless, codeless tracking system: With this template, you can stay on top of all your cases and earnings. And, the best part is that you do not need to write even a single line of code. We are giving you a pre-built, easy-to-use, spreadsheet-like database that you can modify, automate and use as per your convenience and requirements.  Complete control of your data: With Stackby, your data stays safe and secure. You can share your legal case and billing tracker with your team or clients as and when convenient. You can password-protect important Views, restrict sharing of views by email domain, remove redundancy and do much more to manage and secure your data.  Better informed clients: Stackby legal case tracking and billing template lets you share all the required invoices and billing information with your clients safely. Clients can view the information related to their cases any time at their convenience.  Who can use Stackby’s legal case tracking and billing template? Our legal case tracking and billing template are created especially for law firms, attorneys, legal advisors, lawyers, and advocates. They can share this tracker with their team(s), the client(s), or any authorized third parties.  How will Stackby’s legal case tracking and billing template help you? This template includes four different tables that will help you manage and monitor your cases, teams, contacts, and billings, all in one place! Here’s what you can do by using this template: Track all your cases and assign them a unique case ID for easy reference  Check the status of each case (Processing, Disputed, Undisputed, Closed, etc) Track the type of cases you are handling (Personal, Civil, Personal Injury, etc) Attach case briefs with every case  Track the date when the case started and closed Manage contacts related to each case  Monitor which team is working on which case and how many cases Record the billing amount for every team as per a billing rate  Monitor the number of hours your staff has worked on each case  Monitor how many cases are closed and by which team Keep a record of all your contacts and the cases they are related to (Judge, Supporter, Opposing Member, etc) Legal case tracking and billing tool by Stackby enables you to automate and manage all the correspondence relating to a case throughout its life cycle, including notes, case briefs, starting date, status, documentations, billings, and much more. This tool not only drives you and your law firm to maximum productivity but also makes legal case management & billings much easier.

Are you tired of manually tracking commissions and struggling to calculate accurate payouts? Look no further! Stackby's Commission Tracking Template is here to simplify your commission management process. This robust commission calculator empowers you to effectively monitor and manage commissions, ensuring transparency and accuracy in your sales process. Bid farewell to tedious calculations and welcome efficient commission tracking with this awesome sales tracker template by Stackby. Empower your sales team and boost their motivation with transparent and efficient commission management. What is Commission Tracking? Commission tracking refers to the process of monitoring and managing commissions earned by salespeople or affiliates. It involves keeping a record of sales and commission rates and calculating the commission earned based on predefined formulas or agreements. Importance of Tracking Commission Tracking commissions is crucial for both individuals and businesses. It ensures transparency, helps in accurately calculating payouts, motivates sales teams, and provides valuable insights into sales performance and profitability. Effective commission tracking leads to improved commission management and better overall financial management. Uncovering Details About Stackby's Commission Tracking Template Stackby's Commission or Sales Tracker Template is a comprehensive solution that empowers businesses and individuals to track and manage commissions effectively. It provides a structured framework to record sales transactions, track commission rates, calculate commission amounts, and maintain a record of commission payments. Who is This Commission Tracking Template for? Our Commission Tracker Template is ideal for businesses of all sizes that rely on commission-based sales or work with affiliates. It caters to sales teams, managers, entrepreneurs, and anyone involved in commission management for software or hardware. What are the Benefits of Using Stackby's Commission Tracking Template? Simplify commission tracking and calculation processes. Maintain a centralized database of sales transactions and commission data. Monitor individual sales performance and commission payouts. Track commission rates and adjust them as needed. Generate comprehensive reports and insights for analysis. Ways to Customize Our Commission Tracking Template Add custom fields to capture specific commission-related information such as sales targets, bonuses, or referral fees. Customize formulas to suit your commission calculation methods. Link the template with other tables to create a comprehensive sales and commission management system. Create custom views and filters to analyze commission data from different perspectives. Link it with CRM systems or affiliate platforms to sync data and streamline your sales processes. Set individual commission rates based on the salesperson or affiliate's performance, creating a fair and motivating commission structure. Table Included in Our Commission Tracking Template Deals: This table allows you to keep track of individual sales deals, including sales amounts, dates, and associated salespeople or affiliates. Salespersons: With its aid, you can capture salesperson or affiliate details, commission rates, and total commissions earned. By utilizing the Link Column Type, you can establish connections between different tables within the template. It enables seamless data flow and generates insightful reports. You can even leverage advanced linking options like Lookup and Aggregation. With Lookup, you can access data from other tables based on a common value, while Aggregation allows you to perform calculations and summaries across multiple tables. Ready to Streamline Your Commission Tracking Process? Using Stackby's Commission Tracker/Tracking Template, you can simplify this process, ensure accuracy, and reward your sales team appropriately. Sign up today and experien ce a hassle-free commission management experience!