Finance & Legal Templates

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. If that’s the case, then our Order Tracking and Invoicing template is exactly what you need.

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. 

Whether you live by yourself or run a business, managing all 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. That’s where our Expense Tracking Template comes in.

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 difficult task, be it business-related or your personal expenditure. 

Use this Expense Tracker Template and keep a check of all your business expenses and customize them according to your needs. From planning spends to managing invoice payments, track all pertinent details from one location. 

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 will help you plan effective business strategies.

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. 

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 your monthly business budget and expenses in this easy to use business budget template. 

Manage all your company's or project's stakeholder feedback with this easy to use stakeholder analysis template. 

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? 

1. 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. 
2. 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. 
3. 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. 
4. 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.

Stackby’s legal matter management template is designed to track and monitor legal matter portfolios. It provides real-time data and views so you can monitor and track all your legal matters throughout their lifecycle. With this template, all your legal team members will have immediate access to all the legal matters and their corresponding clients. 

What is Legal Matter Management? 

They say that the law is a team sport. Every legal matter requires different stakeholders within the legal department as well as external to the organization. This is why legal matters need to be managed with attention and diligence. Legal matter management or matter management involves the various activities that surround a corporate legal practice. For example, litigation, contracts, transactions, claims, legal research, etc. It is unlike case management, which refers to the activities specific to a law firm. 

Different aspects of legal matter management include:

1. Documents: Every legal matter involves a certain set of documents like contracts, licenses, emails, letters, etc. 
2. Knowledge: The legal teams must have the knowledge of every case at their fingertips and this can only be possible with quick access to the legal matters.
3. Collaboration: The legal teams must work in collaboration on different legal matters. 
4. Workflow: Most legal matters involve a series of steps and stages depending on the circumstances of the matter. 
5. Spendings: A legal matter might involve a budget when a third-party council is allowed. 
6. Reporting: It is not only important to have quick access to all the legal matter information, but that information must be easily reportable. 

Why should you use Stackby’s Legal Matter Management Template? 

Legal teams across the globe are looking for a centralized, automated, and streamlined approach to manage their data. Our legal matter management template eliminates many barriers for legal teams through the following ways: 

• Providing an efficient system for managing the outside counsel
• Improving the user productivity by easy integration with other applications 
• Reducing the time spent in storing and organizing legal documents 
• Automated notifications for any changes made in the system
• Enhancing collaboration in real-time across the team
• Providing safe and secure means of document handling

Who can use Stackby’s Legal Matter Management Template?

This template is for legal teams, legal service providers, law firms, legal case managers, legal operations managers, administrative staff, etc. 

How will Stackby’s Legal Matter Management Template Help you? 

This template includes different tables to store and organize your data for clients, documentation, and billings. We have also included specific views that will help you visualize your legal matter data in a better way. Here’s what you can do by using this template:

• Keep a track of all the legal matters being handled by you/ your team
• Add descriptions for every legal matter you are handling 
• Specify the type of legal matter being handled (Civil, Property, Estate Administration, Criminal, etc)
• Track the open and close dates of the legal matters
• Tack the total number of hours on each legal matter 
• Keep a record of the clients associated with each legal matter (Name, Address, Photo, Email, Phone Number, Billings, Paid Bills, Unpaid Bills, etc)
• Manage different types of documents (Legal documents, Letters, Billings, Drafts, etc)
• Track the creating and receiving dates of the documents 
• Keep a track of invoices of every client 
• Track the status of invoices (Paid, Not Paid)
• Add clients details using an intake form 
• Keep a track of all the details related to every client (Personal Details, Matter Reason, Work Details, Spouse Details, etc)

Streamline different components of your legal matter management with Stackby’s easy-to-use, pre-built 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?

1. 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. 
2. Showcase professionalism: A strong intake form says that you are a competent, professional lawyer on whom a client can rely. 
3. 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?

1. 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. 
2. 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. 
3. 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.

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