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.
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:
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:
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.
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
The balance sheet is one of the most important financial statements of any business or organization. Regardless of the nature and scope of the company, the balance sheet is essential and needs to be prepared with extreme care and attention to detail. Stackby makes the process more streamlined for you with our Balance Sheet Template.
The purpose of a balance sheet is to provide a detailed overview of the financial position of a company on a particular date. It is a statement of the assets, liabilities, and capital of an organization. In other words, it shows what a company owns and owes.
It has assets on one side and liabilities and capital on the other side. A balance sheet is a testament to the financial health and performance of a company on any given date.
A balance sheet allows investors to assess and analyze the current status of the company and take investment decisions accordingly. It also enables banks to decide if your company qualifies for additional loans and credit. A comparison of the balance sheet over the years will help you assess the growth of your company over a period of time.
It gives you an understanding of the liquidity position of your company and allows you to plan future projects and expenses.
This template will be useful for anyone in the finance department, finance firms, business owners or SMEs.
Are you looking for a template to create and organize your balance sheet? If your answer is yes, then you’ve come to the right place! We here, at Stackby, have created a Balance Sheet Template to help you build your company’s financial statement.
You can now record all the details of assets and liabilities in one place using this Balance Sheet Template. Keep regular tabs on the financial details of your company with this easy-to-use template.
Using this template, you will be able to:
Apart from this, the Balance Sheet Template also offers an in-built Asset Information Form and Liability Information Form to its users. You can use this standard form to collect all the information you need for your balance sheet!
With Stackby’s Balance Sheet Template, maintaining your company’s balance sheet will be a walk in the park! Get access to the template and start using it today!
You might also find these templates useful: Expense Tracker, Legal Case Management, Investment Tracker
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.
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.
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.
This template is useful for anyone who has many investments and needs a tool to manage all of them with relative ease.
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
Every one of us would have once been in a situation or are facing this situation where we spend more or the same as we are earning. Our expenses exceed our earnings and the budget gets hindered drastically. If that’s the case, then our Monthly Budget Template can help you out.
A household monthly budget is a list of items that includes the expenses that are expected to incur and the potential income to know how you are going to spend your money. Keeping to that list and optimizing it helps an individual to save his money.
But keeping up with the monthly budget list and keeping track of it can be a difficult task, especially if you are a voracious shopper. You can make use of a Monthly Budget Template by Stackby, which will help you organize and keep track of your budget list in a single platform with ease.
Tracking and managing all your monthly expenses and maintaining that budget is a bit of a hassle. These are the basic steps you need to be clear about before making a budget:
Apart from these, it would help if you also were clear about the following criteria:
But keeping track of your budget and keeping up with it without over expending can be a bit too difficult. With a monthly budget template, you can do that all in one single platform. Keep track of the expenses on which product or bill and the income with easy access with this monthly budget template.
This template is useful for business owners, marketing teams, finance teams, or any person looking to set any kind of monthly budget.
Using this Monthly Budget Template, you will be able to:
Monitor your budget and update the details in real-time with Stackby’s Monthly Budget Template!
You might also find these templates useful: Legal Case Management, Expense Tracking