Investment Tracker Template

Free Invoice Creator Template  Simplify Your Billing Process with the Invoice Creator Template Managing invoices can be a tedious task for businesses, freelancers, and entrepreneurs. Keeping track of payments, due dates, and customer details manually can lead to inefficiencies and errors. The Invoice Creator Template by Stackby is designed to simplify and automate your invoicing process, helping you create professional invoices while tracking all essential payment details in one place. Whether you are a small business owner, a service provider, or a finance manager, this template ensures a seamless invoicing workflow. With built-in customization, automated calculations, and easy tracking, you can enhance efficiency and focus on growing your business. Why Use the Invoice Creator Template? Eliminate manual errors and ensure accurate calculations. Save time by automating invoice creation and financial tracking. Ensure timely payments by keeping records of due dates and follow-ups. Improve professionalism with clean, structured, and branded invoices. Stay organized by maintaining all invoice records in a structured database. How This Template Works in Stackby The Invoice Creator Template is structured with essential tables to track invoices, clients, payment statuses, and more. Here is how you can use it efficiently: Invoices Table This is the core table where all invoices are stored. You can add: Invoice number as a unique identifier for each invoice. Client name to specify the customer or business being billed. Invoice date and due date to track deadlines and avoid overdue payments. Items and services with detailed pricing information. Total amount with automatic calculations for accuracy. Payment status to mark invoices as paid, unpaid, or pending. Clients Table Keep a record of all your customers with details like: Client name and contact information. Billing address. Invoice history for easy reference. Payment Tracking Table Monitor payment statuses and ensure timely follow-ups: Invoice number and client name. Payment date and amount paid. Payment method such as bank transfer, credit card, or online payments. Balance due for outstanding invoices. Products and Services Table Store all the details of the products or services you offer: Item name and description. Unit price for accurate billing. Tax and discount rates, if applicable. Key Features and Benefits Automated invoice creation for quick and accurate billing. Customizable fields to tailor the template to specific business needs. Easy payment tracking to monitor pending, paid, and overdue invoices. Seamless client management with structured customer records. Real-time updates for collaboration with team members. Export and share invoices as PDFs or via direct links. Real-World Use Cases Freelancers can easily bill clients for completed projects. Small businesses can manage multiple customer invoices effortlessly. Service providers can track payments for consultations, repairs, or subscriptions. E-commerce stores can maintain records of product sales and customer transactions. Getting Started with the Invoice Creator Template Open the template in Stackby to access the pre-built invoice tracker. Customize fields by adding branding, tax rates, and additional columns. Enter invoice details including client names, item descriptions, and pricing. Generate and share invoices as PDFs or direct links. Track payments and update statuses for outstanding balances.

Free Wealth Management CRM Template  Effectively managing client relationships, financial goals, and investment portfolios is at the heart of wealth management. For financial advisors, RIAs, or independent firms, staying organized while delivering personalized service is crucial. The Wealth Management CRM Template in Stackby brings everything you need into one customizable platform—streamlining operations, improving visibility, and enhancing client engagement. This comprehensive CRM system is built for financial professionals looking to centralize client information, portfolio tracking, communications, and strategic financial planning. With this no-code solution, you can manage all your client interactions and financial data seamlessly while gaining actionable insights through dashboards, views, and formulas. What's Inside the Template This template is structured into six essential tables, each tailored to a key component of a wealth advisory workflow: 1. Clients Manage all client details in one place. Fields/Columns include: Client Name  Email  Phone Number Client Type  Assigned Advisor  Risk Profile  Status  Notes  2. Advisors Track your advisory team and assignments. Fields/Columns include: Advisor Name  Email  Phone Region Specialization Active Clients  Total AUM  3. Portfolios Monitor portfolio performance and allocations per client. Fields/Columns include: Portfolio ID Client Name Portfolio Type Total Value Last Updated  Risk Level  Performance YTD Linked Investments 4. Investments Keep a record of specific investment products. Fields/Columns include: Investment Name  Investment Type Linked Portfolio  Amount Invested  Purchase Date Current Value Notes  5. Meetings & Communication Track calls, meetings, and correspondence with clients. Fields/Columns include: Client Name  Advisor Meeting Type Date & Time Purpose  Follow-Up Needed Follow-Up Date  Notes  6. Financial Goals Help clients define and monitor key financial objectives. Fields/Columns include: Goal Title  Client Name  Goal Type Target Amount  Target Date  Current Savings  Progress  Status  Key Benefits Client-Centric Structure: Link every table around your clients to get a 360-degree view of their financial journey. Integrated Workflows: From investments to meetings to long-term goals, keep everything interconnected. Performance Tracking: Use formulas and dashboard views to analyze portfolio growth, meeting efficiency, or advisor workload. Customizable Fields: Add or modify columns to match your firm’s workflow without touching a single line of code. Real-Time Collaboration: Share records, assign advisors, and comment in rows for streamlined team operations. Use Cases Independent wealth managers seeking a centralized CRM Advisory firms managing multiple portfolios and financial goals Financial planning teams needing structured client tracking Internal teams coordinating meetings, tasks, and client objectives Conclusion The Wealth Management CRM Template on Stackby is your all-in-one solution for managing client relationships, portfolios, and financial strategies. Whether you're a solo advisor or part of a team, this template is flexible, intuitive, and designed to grow with your needs. Start organizing your wealth management process today, and deliver unmatched value to your clients—one personalized interaction at a time. 

Free Legal Client Intake Form 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. A well-designed intake form works similarly to a customer support form in creating positive client experiences from the very beginning. Showcase professionalism: A strong intake form says that you are a competent, professional lawyer on whom a client can rely. Just like how businesses use business contract management systems to maintain professionalism, your intake form reflects your practice standards. 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 for effective legal matter management. 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, and other legal professionals who need efficient client onboarding processes. 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. This systematic approach to data collection is similar to how an applicant tracking system organizes candidate information. 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 dates, times, and events. This information is necessary for you to proceed with their case and integrate seamlessly with your legal case tracking and billing workflow. 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 client's annual income is essential to find the right clients. This financial assessment helps with overall legal case analysis and case viability. 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, similar to how you might customize a course registration form for educational purposes. With this client intake form template, you can do the following: Keep a track of all your new and old clients using comprehensive client management features Track the status of the cases/clients (In Process, Pending, At Next Stage, etc) for better workflow management Track the intake date of every client to maintain proper records and follow-up schedules Record important information about every client (Gender, Date of Birth, Birth Place, State Born in, etc) Store the personal details of every client (Current Address, Current City, Current State, Country, Zip Code, Driver's License, etc) Store the contact information of clients (Email address, Phone number, Home Phone number, Emergency Contact number, etc) - this information management approach mirrors effective call log systems Store the professional details of clients (Designation, Work Contact number, Annual Salary, Office Address, Work Country, etc) Store 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) Take note of the purpose of the visit of the clients and maintain detailed consultation records Streamline Your Legal Practice Management Beyond client intake, managing a successful legal practice requires various organizational tools. Consider implementing additional systems for comprehensive practice management: Use meeting notes templates to document client consultations and case discussions Implement minutes of the meeting tracking for formal legal proceedings Organize your legal research and documentation with systematic idea tracking methods Manage your legal team's schedules efficiently with work schedule templates Additional Benefits for Legal Professionals The legal client intake form template integrates well with other professional management tools. For instance, if you're handling multiple cases simultaneously, you might benefit from project schedule templates to manage case timelines effectively. For law firms that also handle financial planning for clients, integrating personal budget tracking can provide additional value to your client services. Legal practices dealing with real estate matters can also utilize specialized real estate crm systems alongside the client intake form for comprehensive property-related legal services. Use our legal client intake form template and put your best foot forward with new clients while maintaining professional standards throughout your practice. 

Free Purchase Authorization Form Template  Create purchase authorization forms and collect responses right into your database.

Free Online Car Dealer Purchase Agreement Form What Is a Car Dealer Purchase Agreement Form Template? A Car Dealer Purchase Agreement Form Template is a structured document that helps car dealerships and buyers formalize vehicle purchase agreements. It records essential details such as buyer and seller information, vehicle specifications, payment terms, and conditions, ensuring transparency and legal compliance in automobile sales.  Who Can Use the Car Dealer Purchase Agreement Form? Car Dealerships – To formalize and track vehicle sales agreements. Individual Car Sellers – To document private car sales. Buyers – To ensure all terms are clearly recorded and agreed upon. Finance & Leasing Companies – To verify agreements tied to financing. Legal Teams – To maintain accurate records for compliance.  Problems Solved Using the Car Dealer Purchase Agreement Form Unclear Sales Terms: Prevents disputes by recording all conditions in writing. Missing Vehicle Details: Ensures accurate documentation of car specifications. Payment Confusion: Tracks down payments, installments, and financing terms. Legal Risks: Protects both buyers and dealers with a binding agreement. Poor Record-Keeping: Creates an organized system for tracking sales contracts.  Key Features Buyer & Seller Information – Captures names, contact details, and identification. Vehicle Details – Includes VIN, make, model, year, and mileage. Price & Payment Terms – Records agreed purchase price, deposit, and financing details. Warranties & Disclosures – Outlines conditions, warranties, or “as-is” clauses. Approval & Signatures – Ensures authorization from both parties. Supporting Documents – Attach proof of ownership, title, or financing papers. Status Tracking – Monitor agreements from Draft ? Signed ? Completed.  Benefits of the Car Dealer Purchase Agreement Form Legal Protection – Provides a formal, binding agreement for both parties. Clear Documentation – Avoids misunderstandings with detailed records. Streamlined Process – Standardizes purchase agreements for dealers. Financial Transparency – Tracks all payment terms and conditions. Audit & Compliance – Maintains records for future reference or disputes.  Use Cases A car dealership uses the form for every new and used vehicle sale. An individual seller documents a private car sale to avoid disputes. A financing company verifies agreement terms before releasing funds. A buyer ensures all warranties and conditions are clearly documented.  Workflow of the Car Dealer Purchase Agreement Form Agreement Drafting: Dealer or seller fills out buyer, vehicle, and pricing details. Review & Approval: Buyer and seller review terms and make necessary adjustments. Signatures: Both parties sign the agreement, making it binding. Completion & Record-Keeping: Store and track the agreement for compliance and future reference. 

Free Contractor Tracker Template  Managing contractors efficiently across multiple projects can be overwhelming without the right system in place. Whether you’re in construction, marketing, event management, or any service-based business that works with contractors or freelancers, having a clear overview of who’s doing what, by when, and for how much is key to delivering successful outcomes. That’s where Stackby’s Contractor Tracker Template steps in—a comprehensive, no-code solution to organize your project timelines, contractor assignments, and budget tracking effortlessly in one collaborative workspace. Key Features of the Contractor Tracker Template Contractor AssignmentsEasily assign contractors to specific tasks or projects. With predefined columns for contractor name, contact details, skills, project roles, and availability status, you’ll never lose track of who is working on what. Project Timeline ManagementPlan and monitor project milestones using date columns and conditional formatting to visualize deadlines. Gantt-style views make it easy to keep project managers, clients, and contractors on the same page. Budget TrackingAdd budget estimates, approved amounts, and actual spend against each contractor or task. You can even calculate differences between projected and actual budgets using Stackby’s built-in formulas. Custom Views for Better ClaritySwitch between multiple views like Kanban by status, Calendar by due dates, or Grid for quick overviews. Filter, sort, and group your data the way you want it—no coding required. Real-time CollaborationCollaborate with your internal team or external contractors in real time. Tag team members, add comments, or attach documents directly to each row for seamless communication and version control. Automations and AlertsSet reminders, create Slack alerts, or automate follow-ups based on due dates and project status using Stackby’s automation features. Say goodbye to missed deadlines and last-minute surprises. Customizable FieldsTailor the template to fit your business—add columns for contract types, payment terms, delivery files, or any other data relevant to your workflow. Benefits You’ll Love Streamlined Operations: Eliminate scattered spreadsheets, missed updates, and multiple email threads by centralizing everything in one live platform. Clear Visibility: With structured data views, you get clarity on contractor progress, payments, and performance—perfect for reporting and forecasting. Time Savings: Spend less time managing logistics and more time focusing on execution. Automate repetitive updates and reduce administrative overhead. Improved Accountability: Everyone knows their role and deadline, improving productivity and reducing back-and-forth communication. Budget Control: Get complete oversight on what’s been spent and what’s pending, enabling tighter cost management. Who Is It For? Construction CompaniesMonitor subcontractor progress, material timelines, and costs efficiently. Creative AgenciesTrack multiple freelancers across different client campaigns, including timelines and deliverables. Event PlannersAssign responsibilities to vendors, manage event timelines, and stay on top of budgets. Tech Teams & Product ManagersManage external developers or consultants by tracking sprint timelines and delivery milestones. Startups & Small BusinessesOrganize external workforce tasks, agreements, and payment cycles without relying on expensive tools. How to Get Started Simply copy the template to your Stackby workspace and start customizing it with your own contractor data. You can integrate it with popular services like Google Calendar for scheduling, Slack for team communication, and Google Sheets for additional reporting. No prior tech skills required. Stackby’s Contractor Tracker Template is the easiest way to gain control of your contractor operations—whether you’re managing one project or many. Designed for flexibility, it grows with your business and simplifies day-to-day tracking so you can focus on delivering high-quality results. Start tracking smarter today — for free.  

Free Stock Ledger Template Template  Stock Ledger Template

The Legal Case Management Template Your Law Firm Actually Needs Missed deadlines are one of the top causes of legal malpractice claims in the United States. One missed filing. One statute of limitations that slipped through the cracks. And suddenly you're the one getting sued. A proper legal case management template doesn't just organize your files - it protects your clients and your firm. And yet, plenty of attorneys are still running on shared Google Sheets and sticky notes in 2026. If that sounds familiar, stackby.com/templates/ has a ready-built sol ution that takes under an hour to set up. No developer required, no enterprise contract, no 45-minute demo with a salesperson before you see the pricing. Here's what you actually need to know. What Goes Into a Real Legal Case Management Template Not all templates are equal. A basic spreadsheet lists case names. A real legal case tracker template does a lot more. Here are the five things that actually matter: Case intake fields - client name, matter type, jurisdiction, assigned attorney, open date Deadline tracking - court dates, statute of limitations, filing windows (this is the one people get wrong most often) Status pipeline - Intake, Active, Discovery, Pending, Closed. Think of it like a deal flow management tracker, but for legal matters moving from intake to resolution Document links - attach briefs, contracts, and pleadings directly to each case record Billing markers - hours logged, retainer balance, billing status At its core, a legal case management template functions like a structured project tracker , giving attorneys visibility into every open task and upcoming deadline. If your current setup doesn't cover all five of those, you're running on hope. How to Set Up Your Template (Step by Step) Law firms unfamiliar with dedicated legal software often start with project management templates before moving to a purpose-built legal case management system. That works. But here's a faster path: 1. Define your matter types - litigation, transactional, family law, criminal. Each may need slightly different fields. 2. Build your intake form - capture client info the moment a matter opens, not two days later. 3. Set up your status pipeline - five stages covers most firms without overcomplicating things. 4. Add deadline automation - reminders 14 days out, 7 days out, 48 hours out. This step gets skipped constantly, and it's the most important one. 5. Link your team - an employee database system that tracks attorney specializations and workloads makes case assignment much cleaner. 6. Test with one real matter before migrating everything over. Three Use Cases That Show It in Action Small litigation firm (4 attorneys): Sixty-plus active cases in a shared Google Sheet. Statuses were outdated, columns were duplicated, and nobody knew which hearings were coming up that week. Switching to a litigation tracking template cut their weekly status meeting from 45 minutes to 15. Solo family law attorney: One missed response deadline nearly cost a client their case. A client case management template paired with workflow automations - automatic reminders triggered by deadline fields - fixed the problem for good. Mid-size firm with a legal ops team: They needed more than case tracking. They built a full legal workflow management template that connected to a knowledge management database for precedents, plus a partnership CRM for managing cl ient and co-counsel relationships. No custom development needed. Spreadsheet vs. Template vs. Full Software For most small to mid-size law firms, the middle column wins. Full legal software is expensive, takes months to implement, and often forces you into workflows that don't match how your firm actually operates. How Stackby Helps With Legal Case Management Stackby's templates sit in a genuinely useful middle ground - more powerful than a spreadsheet, far more flexible than rigid legal software. The finance and legal templates category gives law firms a structured starting point built for tracking cases, contracts, and compliance workflows. You're customizing, not building from scratch. A few things worth calling out specifically: Multiple views - switch between a table for data entry and a Kanban board for pipeline tracking, no extra setup Reporting and analytics - managing partners can track open matters, resolution rates, and attorney workloads in real time Operations management - standardize firm-w ide processes alongside your case tracking so nothing falls through the cracks Outside counsel tracking - pair your AI legal case management template with a vendor management template to track expert witnesses and third-party service providers Linking your case records to a knowledge management database also lets attorneys pull relevant precedents without leaving their workflow. That's a detail most case tracking setups completely miss. Start your free trial at Stackby and have your case management s ystem running today. Conclusion Key Takeaways: A real legal case management template covers intake, deadlines, pipeline status, documents, and billing - not just a list of case names For most US law firms, a no-code template beats a spreadsheet in safety and beats full legal software in cost and setup time Stackby's finance and legal templates give you a customizable, r eady-to-use starting point with automation built in Your cases and your clients deserve better than a cluttered shared spreadsheet. Get started with a legal case management template at stackby.com/templates/ - free to start, ready in under an hour. 

Free Contractor And Freelancer Management Template  Managing freelancers and contractors just got so much easier! With Stackby's Contractor / Freelancer Management Template, business owners, project managers, and team leaders can keep track of which freelancer is working on which project. You can also track the costs involved, feedback, and invoices for every contractor or freelancer using our comprehensive project management software. What is a Freelancer? A freelancer is a self-employed worker hired to provide specific services or complete a project. Freelancers are not permanent employees and can work for multiple businesses at once. Freelancers are generally skilled professionals like web designers, tradesmen, accountants, attorneys, journalists, webmasters, etc. Managing these diverse professionals requires efficient operations management systems to ensure smooth workflow coordination. Why do you need a Freelancer / Contractor Management Template? Track all necessary details: Manage all your freelancers and the projects that they are working on in one place so that billing and invoices are not an issue. Our template integrates seamlessly with finance management software capabilities for comprehensive financial tracking. Define the scope of their work: Define which freelancer is working on which project and what is expected from them to define the scope of their work using our advanced project tracker functionality. Remove any ambiguities: Organize all the necessary details about contractors or freelancers so that there is no confusion, similar to how you would manage an employee database management system. Clarify payments and billing information: Keep track of how much you are paying to freelancers for every project and manage your budgets with integrated commission tracking features. Create real-time reports: Visualize your project's progress and approved status and represent the information to management through comprehensive reporting tools. How can Stackby's Contractor/Freelancer Management Template help you? With our Contractor/Freelancer Management Template, you can organize the details of freelancers, assignments on which they are working, internal teams involved in those assignments, and project details. This template, part of our broader HR management software suite, allows you to do the following: Manage all the freelancers in one place with a centralized client database approach Track comprehensive freelancer details such as their name, expertise, role, photograph, email, phone, reference, reference contact number, portfolio, etc. Monitor approval status to track which freelancers are approved to work on assignments Assignment tracking to see which freelancer is working on which assignment and project Internal team coordination to track who is the internal team manager for which freelancer/contractor Complete assignment management including contract staff, contract scope, start date, end date, manager details Financial oversight to manage the total cost for every assignment, contract documents, billing, and invoices in one place Project type management to track all project types running with freelancers or contractors This approach is particularly valuable for businesses managing remote work arrangements and external partnerships. Visualize Freelancers/ Contractors information in multiple ways: 1. Kanban View: Organize all the contractors/freelancers based on their role and expertise in a Kanban View to quickly identify which freelancer can handle which assignment, similar to our recruiting pipeline visualization. 2. Gallery View: Organize the details of every freelancer based on their photographs in a gallery view for easy visual identification. 3. Grid View: Filter out all the approved freelancers and their corresponding details for better clarity, providing the same functionality you'd find in professional recruitment tracker systems. This isn't it! You can do a lot more with this template by customizing it as per your business requirements. Add or drop columns as per your choice and create your business-specific contractor/freelancer tracker using our flexible database tools that can convert Excel to database or CSV to database formats. Integration with Other Business Processes The Contractor/Freelancer Management Template works seamlessly with other business management areas: Sales Integration: Connect contractor assignments with your sales pipeline to track project profitability Marketing Coordination: Align freelancer work with your marketing campaigns and content strategies Vendor Relations: Manage freelancers as part of your broader vendor management system Other Related Templates from Stackby: Enhance your freelancer management with these complementary templates: Contractor Time Tracker Template - Monitor working hours and productivity Project Resource Management Template - Allocate resources effectively across projects Project Tracker Template - Monitor project progress and milestones Simple Applicant Tracker - Streamline your contractor hiring processFor businesses looking to build comprehensive management systems, explore our guide on how to build a custom sales CRM or learn about building a recruitment tracker to enhance your contractor sourcing process. 

Free Credit Card Authorization Form Template  The Credit Card Authorization Form template ensures secure transactions by capturing cardholder details, payment amount, and authorization signatures.