With this balance sheet template, you can now capture all the details about assets and liabilities in one place. Keep a regular eye on your company`s financial details with this easy-to-use template. Legal case management is a process of managing litigation and non-litigation from start to finish. The main components of a legal case management system are data collection, contact and storage of case documents. It also includes administrative tasks as well as legal tasks that need to be performed to deal with legal issues. Stackby`s process management model, also known as the Legal Business Management Model, includes 5 different tables that you can use to manage all your legal business data in one place. A legal case management model can greatly simplify this process and help centralize all file details in one easily accessible place. Best of all, legal case management templates are customizable and you can customize them to fit your organization`s processes. A legal case management model is a good place to start, but the templates can only take you to a certain point. As you grow and grow your business, you may find that working in a shared document still requires manual effort, duplicate data entry, and checking to update all cases. Legal departments around the world are looking for a centralized, automated, streamlined approach to managing their data. Our legal business management model removes many barriers for legal teams in the following ways: Legal case management is an important part of any law firm`s business operations, regardless of its size or field of activity.
But tracking every detail for current and future cases can become overwhelming. According to Clio`s Legal Trends` 2021 report, lawyers spend up to two-thirds of their day on non-billable tasks – managing legal cases making up a large part of this administrative work. This template is intended for legal teams, legal service providers, law firms, legal case managers, legal operations managers, administrative staff, etc. An investment tracking tool is used to accurately track investments made by your company or simply your investments. An investment tracking chart shows you all your purchases, return on investment, and dividends you`ve earned from your investments. Investment tracking templates also allow you to easily manage your investments in real time! Therefore, Stackby`s Investment Tracker model is the perfect tool to extend your financial planning infrastructure. The fields on this tab should contain basic contact information, such as an email address, phone number, and mailing address, if applicable. This section should also include a field that clearly indicates when this contact is categorized. At Stackby, we are committed to achieving our goal of making your job easier. That`s why we`ve developed the order tracking and billing model for you. With this customizable and easy-to-use template, you can manage everything from a single interface.
The advantage of this software is that it goes beyond managing the details of your case and brings together your time tracking, calendar, and even invoicing processes on a central platform. Instead of needing a template for every area of your business, this single source of truth updated in real time will help you reach the next phase of growth for your law firm. Whether you live on your own or run a business, managing all the expenses and spending the right amount of money on the right things can be a bit hectic. It would be helpful if you could keep your spending under control with an expense tracking template. That`s where our expense tracking model comes in. Use this proven one-page strategic planning template to: With a dedicated contact tab, you can track different types of contacts such as your clients, witnesses, defense attorneys, judges, etc. This tab is also useful if you have multiple contacts that you work with in different cases. Regardless of the type of law you currently practice, the key to success is proper organization and administration. Law firms manage multiple files and clients simultaneously. You are responsible for sensitive legal data, evidence and affidavits that must be carefully recorded and managed. A legal case management model will help you manage everything in one place. This will greatly facilitate the tedious process of analyzing and managing legal and client files.
Our legal case tracking and billing model was created specifically for law firms, lawyers, legal advisors, lawyers and lawyers. They can share this tracker with their teams, customers, or authorized third parties. Stackby`s Legal Client Intake Form template is designed for law firms, lawyers, legal advisors, lawyers, lawyers, legal case managers, legal operations managers, administrative staff, etc. Do you still use spreadsheets, post-it notes or logbooks to record your cases? Since technology improvises quickly, so should our lawyers. Stackby is here with a template that helps all lawyers, law firms, and their clients track their cases, billing information, documents, and more. Streamline various components of your legal case management with Stackby`s easy-to-use pre-built template. The fields in this section should include the customer`s name, case sensitivity, and contacts associated with that customer. As a lawyer, you are constantly juggling multiple files, clients and deadlines. Good organization and management are essential for any business. With a legal case management model on which to build your processes, you`ll save time and ensure you have a solid foundation in the future. Follow these sections to get you started.
But keeping track of your budget and tracking it without spending too much can be a little too difficult. With a monthly budget model, you can do all of this on one platform. Keep track of expenses for which product or invoice and revenue with easy access with this monthly budget template. Cases: This table contains details of the different cases you or your company are working on. It includes details like: Accounts: This table contains the details of all your process accounts, related cases, teams, contacts, billing rates, total billing, etc. Whether you`re running a small local business, a start-up, or a multinational, managing sales orders and creating invoices for work done is part of your daily routine. If so, our order tracking and billing model is exactly what you need. As a small law firm, you may not have enough cases yet for them to become noticeable pain points. However, as you grow, these sticking points can slow growth and cause headaches in your team. Once you`ve reached this point, it`s wise to consider a more advanced platform that will help you automate your processes, such as: Software for managing legal affairs. 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! At Stackby, we`ve created a balance sheet template that you can use to create your company`s financial statements. If you have an “Accounts” section in your legal case management model, make sure you`re up to date on the current status of your invoice and can be paid in full for the work you`ve done.
The easiest document format to track your company`s cases is Microsoft Excel or Google Sheets. Having all the details of your legal case in Microsoft Powerpoint, Microsoft Word or Google Docs can make these documents dozens of pages, sometimes even hundreds of pages. This kind of volume in tracking the details of legal cases will become overwhelming very quickly. Have you ever thought about the importance of your customer onboarding form? Most lawyers or persons providing legal services give each client a form, preferably known as a legal client registration form. This form requires the client to provide full information about himself, his family and the legal matter on which he wishes to seek advice. Contacts: This table contains details of customer contacts. For example, their account name and type (client, principal witness, defence counsel, witness, judge, etc.) Here you can store all the contact information of people who are directly or indirectly related to your cases. Do you run a legal clinic or commercial law firm? Are you active in criminal law or do you deal with civil law issues? Then Stackby`s legal case management model is an interesting addition to your arsenal.
Our investment model is easy to use, simple and minimalist. Once you open our template, you will see a detailed overview of all your investments and holdings of all the companies you have invested in so far. With Stackby`s balance sheet model, maintaining your company`s balance sheet becomes child`s play! Access the template and start using it today! Stackby`s legal case tracking and billing tool allows you to automate and manage all correspondence related to a case throughout its lifecycle, including notes, case descriptions, start date, status, documentation, settlements, and more. This tool leads you and your law firm to maximum productivity, but also facilitates the management of legal files and invoicing. Team: The last table contains details about your team members such as paralegals, lawyers, legal secretaries, accountants, clerks, legal secretaries, etc. You can store the contact number, email address, billing, customer, and incidents in this table. This template is useful for anyone in finance, finance companies, entrepreneurs or SMEs.
