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Finance & Legal Templates

Legal Case Management Templates

Legal Case Management

Are you running a legal aid clinic or a corporate law firm? Are you already practicing criminal law or manage civil legal issues?

Regardless of the nature of the 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.

Are you looking for a tool that will help you stay one step ahead of everything and everyone? Well, your search is over! With Stackby’s Legal Case Management Template, you can manage legal cases and clients all in one place. 

Analyzing and managing cases and clients can be a cumbersome process. To make your job easier and enhance your law firm’s productivity, Stackby has developed a state-of-the-art Legal Case Management Template. 

With this case management template, you will be able to:

  • Track all of the firm’s ongoing and upcoming cases from a single interface.
  • Assign a case ID to each case and monitor the corresponding start date of the case.
  • Monitor the current status of the particular case (Disputed/ Undisputed). You can also record the category/ type each case belongs to (Civil/ Property/ Criminal/ Estate Administration).
  •  Assign a lead to each case and record the name of your team members.
  • You can also add a description to each case to help your team members.
  • Record the name of the client associated with each case.
  • Attach all relevant case documents to the template for the reference of your team members.
  • Record the name of all your client contacts. This contact can be a judge, the defense counsel, or a potential witness.
  • Track all the current accounts of your law firm. You can also record the total rate and the total amount billed to a particular account.
  • Record the name and relevant details of each member of the team. You can record their current role (Lawyer/ Legal Secretary/ Paralegal/ Bookkeeper/ Record Clerk) and attach their current photo.
  • Store their contact details to avoid any communication gap.
  • Track the number of cases assigned to each employee to ensure that the responsibility is divided equally.
  • Keep track of the total number of hours devoted by a team member. You can also record their billing rate and total earnings to date.
  • Monitor and update the details as and when required.

Manage your accounts and enhance your firm’s revenue and productivity with our Legal Case Management Template! Copy the stack today and organize all your legal cases easily.

Order Tracking and Invoicing Templates

Order Tracking and Invoicing

Whether you run a small local business, a start-up venture, or a multinational company, managing client orders and generating invoices for the work done is a part of your daily routine.

Clients place orders with your company daily. It is your job to identify the tasks that need to be completed for each project and assign the same to your team members. Tracking each client order from start to finish in real-time is essential to ensure that the work is done on time.

In the midst of all this, multiple invoices are generated which need to be carefully recorded and preserved. You need to monitor the due date for each invoice to ensure that you receive all the money and on time from the clients. 

With multiple clients and too many project orders, it’s easy to lose track of the process. Maintaining multiple databases for this purpose can also be quite cumbersome for most companies. So, what should you do?

We here, at Stackby, are committed to our goal of making your job easier. That’s why we have developed the Order Tracking and Invoicing Template for you. With this customizable and user-friendly template, you will be able to manage everything from a single interface. 

How will Stackby’s Order Tracking and Invoicing Template help you monitor and manage client projects, tasks, and invoices?

Using this template, you will be able to:

  • Keep detailed records of all your current clients and the projects assigned by each client to your company.
  • Store the billing address and billing contact for each client along with the total amount billed. You can also record and update the payment specifics and payment terms as and when required.
  • Add contact details of all your clients to avoid any communication gap.
  • Record the orders placed by each client. The template comes with a standardized built-in project order form which can be used by clients to assign new projects to your company.
  • Track the ongoing projects that you and your team are responsible for and the corresponding project category (Branding/ Social Media Marketing/ Website Designing/ Online Marketing/ etc.).
  • Monitor the overall status of each project. You can also track the total hours worked and the project rate per hour. This will allow you to calculate the total amount for each project, the corresponding tax rate, and the tax amount.
  • Track the payment due date for a project and check if the client has made payment.
  • Keep track of the invoices generated under each project, its amount, due date, and payment terms and conditions.
  • Record the tasks due under each project and the team member in charge of each task.
  • Monitor, record and update the details as and when required.

Simplify and streamline your project orders and invoices with this easy-to-use Order Tracking & Invoicing Template. 

Expense Tracking Templates

Expense Tracking

Whether you live by yourself or running a business, managing all the expenses, and spending the right amount of money on the right things can be a bit hectic. It would help if you kept a rein on your expenses using an expense tracker template.

As a business owner, you must have all the information handy about what and how much expenses your business is incurring and what needs to be changed. Managing expenses can be a task, be it business-related or to keep a check on your daily expenditures.

Use this Expense Tracker Template and keep a check of all your business expenses and customize them according to your needs. From bills receivables to payables, who to pay, and how much amount, is all that can be regulated from the expense tracker spreadsheet.

How can Expense Tracking benefit your business?

Tracking the Expenses can help in business in the following ways:

  1. 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.
  2. 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.
  3. 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 you have your business strategy already planned.

Why would you need an Expense Tracker 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 Tracker Template help you?

Stackby’s Expense Tracker 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 template can be used by businesses also in any industry and can be completely customized according to your needs. 

Investment Tracker Templates

Investment Tracker

Investment Tracker is used to tracking either the investments made by your company or just your investments as well 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!

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 by investing them in your investments. You can also track the performance of all your investments, all in one place, no need to go to different locations to keep track of your investments.

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 calculate; the investment tracker performs all the calculations automatically for you. By using the investment tracker, you not just can't keep track of domestic investments, but international investments as well, all in one place, whenever you want to.

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 the easiest to use, simple and minimalistic spreadsheets to track and record your investment. 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 formulas already input, you 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