Monthly Budget Template

About the Template Managing expenses is crucial for maintaining financial stability, whether for personal use, small businesses, or large enterprises. The Expense Tracking Template in Stackby simplifies financial management by helping users categorize expenses, monitor spending patterns, and stay within budget. This easy-to-use, customizable template enables individuals and businesses to track their expenditures efficiently, ensuring better financial decision-making. With pre-built tables and automation features, Stackby’s Expense Tracking Template removes the hassle of manual record-keeping. Users can record transactions, categorize spending, analyze trends, and even integrate with APIs for real-time updates. Why Use the Expense Tracking Template? Many individuals and businesses struggle with unorganized expense management, leading to financial inefficiencies, overspending, and missed insights into spending habits. This template provides: A structured approach to financial tracking – Record every expense with proper categorization. Automated calculations and budget monitoring – Stay within financial limits. Customizable fields for personalized tracking – Adapt to personal or business use cases. Real-time insights and reporting – Get a clear view of your financial health. Whether you're managing your personal budget, tracking project expenses, or overseeing company spending, this template ensures that all financial transactions are recorded and analyzed for better decision-making. How This Template Works in Stackby The Expense Tracking Template includes well-organized tables that simplify financial monitoring. Here’s how each key component helps users: 1. Expenses Table Record every transaction, including date, amount, and payment method. Categorize expenses into predefined or custom categories (e.g., groceries, utilities, entertainment). Attach invoices, receipts, or supporting documents for reference. 2. Budget Overview Table Set monthly or yearly budget limits. Track spending against predefined budgets. Automate calculations to analyze spending trends and remaining budgets. 3. Payment Methods Table Store details of different payment sources, such as cash, credit cards, or digital wallets. Monitor transactions per payment method. 4. Vendor and Payee List Keep a record of frequently used vendors or payees. Track spending trends for specific suppliers or service providers. Key Features & Benefits 1. Easy Expense Categorization Assign expenses to predefined categories or create custom labels. This feature ensures a structured breakdown of where money is spent. 2. Budget Tracking & Overspending Alerts Set a spending limit and receive automatic notifications when approaching or exceeding the budget. 3. Data-Driven Insights & Reports Visualize spending patterns with pre-built dashboards. Identify trends and adjust spending habits accordingly. 4. API & Automation Integrations Integrate with financial tools, bank feeds, or Google Sheets to import transactions automatically, reducing manual data entry. 5. Mobile Accessibility Track expenses on the go with Stackby’s mobile-friendly interface. Enter transactions anytime, anywhere. Real-World Use Cases Personal Finance Management Individuals can track daily, monthly, or yearly expenses and manage their budgets effectively. Small Business Expense Tracking Entrepreneurs can categorize business expenditures, monitor vendor payments, and manage cash flow. Corporate Financial Oversight Finance teams in larger organizations can streamline expense tracking, ensuring transparency and accountability. Project-Based Expense Monitoring Freelancers and project managers can track costs per project, ensuring accurate financial reporting. Getting Started with the Template Sign in to Stackby and access the Expense Tracking Template. Customize fields according to your financial tracking needs. Start logging expenses, categorize them, and set budget limits. Integrate with automation to import data from bank accounts or financial tools. Analyze financial data using reports and insights for better decision-making. Check Out Other related Teplates : Legal Matter Management Product Catalog Visitor Management System Asset TrackerLegal Case Management 

Cryptocurrency investments require constant monitoring due to market volatility. Whether you're a trader, investor, or enthusiast, keeping track of real-time prices, portfolio value, and market trends is essential. The Crypto Tracker Template in Stackby provides a structured and automated way to manage and analyze your crypto holdings efficiently. Why Use a Crypto Tracker Template? Manually tracking cryptocurrency investments across multiple platforms can be time-consuming. A dedicated Crypto Tracker Template helps streamline portfolio management by: Monitoring real-time prices for various cryptocurrencies. Tracking portfolio performance with instant updates. Calculating total holdings and profits/losses automatically. Keeping records of past transactions for tax and analysis purposes. Providing insights into market trends and asset allocations. With this template, you can track your entire crypto portfolio in one place, eliminating the need for multiple spreadsheets or third-party apps. How This Template Works in Stackby Stackby combines spreadsheet flexibility with database functionality, allowing users to organize, track, and analyze crypto investments effectively. The Crypto Tracker Template is structured into key tables to provide a comprehensive tracking system. Key Tables in the Crypto Tracker Template Portfolio Table – Lists all cryptocurrencies in your portfolio, along with purchase price, quantity, and current value. Live Market Prices Table – Fetches real-time price updates for different cryptocurrencies. Profit & Loss Table – Calculates gains and losses based on market fluctuations. Transaction History Table – Logs past buy/sell transactions for record-keeping and tax calculations. Market Trends Table – Analyzes performance trends for informed investment decisions. Each table is designed to automate calculations, making portfolio tracking seamless and efficient. Key Features & Benefits Live Crypto Price Tracking Get real-time cryptocurrency prices directly in your Stackby workspace. Connect with API integrations to update prices automatically. Portfolio Performance Insights Monitor the value of your portfolio as market prices fluctuate. View overall portfolio allocation with asset-wise breakdowns. Profit & Loss Calculation Automatically track gains and losses with real-time calculations. Identify high-performing and underperforming assets instantly. Transaction & Trade History Management Keep a detailed record of every buy, sell, and transfer transaction. Use historical data for tax reporting and portfolio analysis. Customizable Dashboard & Reports Visualize portfolio data with charts, tables, and performance indicators. Customize fields to add more details, such as staking rewards and fees. Real-World Use Cases The Crypto Tracker Template is useful for: Individual Crypto Investors – Manage personal portfolios and optimize investment strategies. Traders & Day Traders – Track multiple trades, market prices, and profitability. Crypto Enthusiasts – Stay informed about the latest trends and asset values. Financial Analysts – Analyze historical data for investment decisions. Getting Started with the Template Import the Crypto Tracker Template – Add the template to your Stackby workspace. Input Your Crypto Holdings – Enter details of all cryptocurrencies you own. Enable Live Price Tracking – Connect API integrations for real-time updates. Monitor Gains & Losses – Track your portfolio’s performance and adjust investments. Analyze & Optimize Portfolio – Use insights to make data-driven investment decisions.

Managing personal finances is essential for financial stability and achieving long-term goals. Whether you want to track expenses, set a savings plan, or stay on top of your monthly budget, a structured system helps you manage money effectively. The Personal Budget Template in Stackby simplifies budgeting by allowing you to categorize expenses, monitor income, and analyze spending patterns effortlessly. Why Use the Personal Budget Template? Keeping track of finances manually can be overwhelming and prone to miscalculations. With Stackby’s Personal Budget Template, you can: Organize your income and expenses in one place. Get a clear breakdown of where your money goes. Set financial goals and track your savings progress. Avoid overspending by monitoring monthly expenses. Plan for upcoming expenses with forecasting tools. How the Personal Budget Template Works in Stackby This template provides an easy-to-use structure with key tables that allow for efficient financial tracking and management. Key Tables in the Personal Budget Template Income Tracker – Keep a detailed record of your income sources, including: Salary Freelance Earnings Investments Other Income Sources Date Received Expense Tracker – Categorize and record all your expenses with details such as: Expense Category (Rent, Groceries, Utilities, Entertainment, etc.) Amount Spent Payment Method (Cash, Credit Card, Bank Transfer) Due Date Notes Savings & Goals – Plan and track your savings and financial goals, including: Goal Name (Emergency Fund, Vacation, Education, etc.) Target Amount Amount Saved Progress Percentage Monthly Budget Summary – A consolidated table that provides an overview of: Total Income Total Expenses Net Savings Budget Balance Key Features & Benefits Categorized Expense Tracking – Easily sort expenses by category to see where you spend the most. Real-Time Budget Monitoring – View current expenses vs. budget limits to prevent overspending. Automated Calculations – Total income, expenses, and savings are updated automatically. Visual Insights – Use charts and tables to analyze spending trends. Multi-View Options – Grid View for data entry, Calendar View for due dates, and Form View for easy input. Customizable & Scalable – Adapt the template to fit personal, household, or family budgeting needs. Who Can Benefit from This Template? Individuals & Families – Stay on top of household expenses and financial goals. Freelancers & Self-Employed Professionals – Track irregular income and manage business expenses. Students & Young Professionals – Plan monthly budgets and savings effectively. Anyone Looking to Improve Financial Habits – Gain better financial awareness and avoid unnecessary debt. How to Use the Personal Budget Template Add Income Details – Record all sources of income in the Income Tracker. Log Your Expenses – Enter daily or monthly expenses with relevant categories. Set Savings Goals – Plan your financial goals and update progress in the Savings & Goals table. Monitor Budget Balance – Use the Monthly Budget Summary to compare income, expenses, and savings. Analyze & Adjust – Review spending trends and adjust your budget accordingly.

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. Related Templates: Product Catalog Legal Matter Management Asset TrackerLegal Case Management 

In this digital era staying before your competitors is a daunting task. Without the right expertise of your competitors' strengths, weaknesses, and marketplace function, it is nearly impossible to make informed strategic choices. Companies frequently struggle with collecting and analysing these essential records correctly and efficiently, mainly due to overlooked possibilities and suboptimal strategies. Here’s The Solution Stackby's Benchmark Analysis Template gives a comprehensive solution to this problem. This template is designed to provide agencies with an established and systematic manner to research their competitors. By using this template, you may gain treasured insights into your competitors' operations, identify key tendencies, and find boom possibilities. With fields for competitor call, resource energy, aid weakness, website site visitors, sales figures, client opinions, key developments, cautioned strategy modifications, fame, development goals, and increase possibilities, this template ensures you've got all of the statistics you want to live beforehand inside the market. Why Use Stackby's Benchmark Analysis Template Understanding your competitors is fundamental to staying in advance inside the enterprise world. Here’s why you should use Stackby's Benchmark Analysis Template: Comprehensive Analysis The template helps you to research numerous factors of your competitors, from their strengths and weaknesses to their sales figures and customer reviews. This comprehensive evaluation will give you a clean photo of wherein you stand within the marketplace. Proper Planning By knowing the strength and weakness of your competitors you can make strategic selections to improve your business. The template includes fields for suggested method modifications and improvement desires, supporting your intent for the future. It enables you to proactively address marketplace adjustments and live in advance of the curve. Possibilities for Growth The template includes an area for growth opportunities, allowing you to pick out ability regions for growth or improvement. By pinpointing these areas, you could expand targeted techniques to capitalize on new opportunities and drive your enterprise ahead. Easy to Use The template is user-friendly and can be easily customized to fulfill all your needs. Simply fill inside the fields with the relevant records, and you will have a complete benchmark evaluation at your fingertips. This ease of use ensures that even people with confined analytical enjoyment can correctly make use of the template. Benefits of Stackby's Benchmark Analysis Template Informed Decision-Making With designated competitor insights at your end, you could make greater informed and strategic selections. This leads to better resource allocation, advanced advertising strategies, and in the long run, a stronger market function. Time Efficiency By presenting a structured format for competitor evaluation, the template saves you precious time. Instead of spending hours collecting and organizing information, you can focus on studying the information and imposing your strategies. Improved Collaboration The template helps better collaboration amongst your team members. With all the important information in a single place, your business strategists, advertising teams, sales groups, and product managers can work collectively greater effectively to broaden cohesive techniques. Customizability The template is completely customizable to fulfill the particular needs of your commercial enterprise. Whether you're a startup, a small business, or a large organization, you could tailor the template to suit your particular necessities. Enhanced Competitive Edge By frequently the use of the benchmark evaluation template, you could preserve a near eye on your competition and live beforehand of marketplace developments. This proactive approach ensures that your commercial enterprise stays competitive and maintains growth. Get Started with Stackby's Benchmark Analysis Template Ready to take your business to the subsequent level? Follow those easy steps to get began with Stackby's Benchmark Analysis Template: 1. Click on 'Use this template' at the top corner. 2. Sign up for Stackby and you will be directed to the Benchmark Analysis Template on Stackby’s workspace. 3. Customise the fields of the template as per your requirements. 5. Use the template to its end to leverage the complete insights of your industry. Try Stackby’s Benchmark Analysis Template today and start making a competitive selection that propel your business growth. Sign up today and take step one towards outpacing your competition! 

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.

Managing business contracts efficiently is crucial for ensuring smooth operations and minimizing legal risk. But not now, as our Business Contract Management Template provides a comprehensive solution for organizing all your contracts, agreements, deeds, and more on one easily accessible platform. With the customizable columns and intuitive features this template streamlines the contract management process, allowing you to stay organized and in control. What is Business Contract Management Template? This template offers a user-friendly interface and intuitive features that make contract management a breeze. The robust features and capabilities can harness your full potential in business contract management and streamline the process by enhancing collaboration and driving greater efficiency and effectiveness across your organization. Key features Customizable Columns The template suits your specific needs by customizing different columns. Whether you want to categorize contract types, mention the parties involved, or track contract activity, this template has the flexibility to adapt to all your requirements. Upload Files So say goodbye to hunting through email attachments or scattered files on your computer. With our template, all your contracts are conveniently centralized in one location. You can easily upload contract files directly into the template, and all the relevant documents are securely stored and readily accessible. Effective Date and Expiration Date You can keep track of important dates, such as the effective date and expiration date of each contract. By clearly documenting these dates, you can proactively manage contract renewals, terminations, and renegotiations, preventing any lapses or oversights. Category Mention You can categorize contracts based on their nature or purpose for better organization and easy retrieval. Whether it is a lease agreement, vendor contract, or service agreement, categorizing them can help you streamline the management process and improve overall efficiency. Notes Section Add notes or comments to provide additional contexts or details related to the specific document, Whether it is a reminder key point or instructions for future reference, the note section allows you to capture important information directly within the template. How to use Stackby’s Business Contract Management Template You can easily use this no-code template by adding it to Stackby’s workspace. All you need is to customize the columns based on your specific requirements or add and remove the columns in line with your file management needs. Simply upload a contract file by clicking on the designated area within the template. Next, you need to fill in the necessary details for each contract, including the type of parties involved, the effective date, the expiration date, and any other additional notes. Regularly update the template with any related activities, such as amendments, renewals, or communications, that help maintain an accurate record of all related interactions. Periodically review the contract management template to ensure all information is up-to-date and accurate. Advantages of using Stackby’s Business Contract Management Template This template is designed to simplify and optimize the way you manage your business contracts. Whether you are a small business owner, a legal professional, or a contract manager, this template provides the tools you need to effectively organize, track, and maintain all your contracts on one convenient platform. Centralized Storage All contracts and documents related to them are centralized in one location, eliminating the need for manual searches and reducing the risk of misplaced or lost ones. Improved Organization With Stackby’s Business Contract Management Template, you can enhance the organisation of your contract, making it easier to locate and retrieve the information quickly. Enhanced Efficiency You can streamline the contract management process and improve overall efficiency with unique features and customizable options for your business needs. Time Saving You can simply save time spent on manual management tasks by utilizing a structured template that automates processes and facilitates easy access to contract information. Collaboration and Sharing You can easily collaborate with team members and share access to the template. Stackby supports real-time collaboration and allows multiple users to view or edit the document information simultaneously. Automation and Integration Leverage Stackby’s automation and integration capabilities to streamline the contract management task. You can set a workflow based on the predetermined conditions and generate reports on contract activity. So what are you waiting for? Take advantage of the Stackby’s Business Contract Management Template today and streamline your contract management process to drive greater efficiency across your organization.Checkout Related Templates :Business Development CRM Legal Matter Management Legal Case Management 

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!

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 : Documents: Every legal matter involves a certain set of documents like contracts, licenses, emails, letters, etc.  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. Collaboration: The legal teams must work in collaboration on different legal matters.  Workflow: Most legal matters involve a series of steps and stages depending on the circumstances of the matter.  Spendings: A legal matter might involve a budget when a third-party council is allowed.  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.