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Add real-time messaging to your workflows
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Generate tickets and sync work from Airtable
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Simplify and streamline workflows
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Finance & Legal Templates
Track expenses, sort through legal requests, and more with templates from Airtable.
Legal Case Tracking and Billing
With this template, you can stay on top of your cases, clients, and billing, no matter what's thrown at you.
Compliance tracking
This compliance tracking template can be used to organize and streamline all your audits across various compliance certifications. Use dashboards with charts and other Airtable Blocks to show your company how you can measure metrics with your certifications. This template is designed to track the...
Legal matter management
Matter management made simple and beautiful. Setup proper client intake and screening. Find documents whenever you need them. File bills and expenses related to each matter. Never lose track of your workload.
Expense Tracking
There’s a fine line between fancy and frugal. Especially when you start tallying your true spending. Your “Office Supplies” budget may be wafer thin, but if your “team lattes'' allowance is ballooning, your budget may not actually be so budget-friendly. If you’re looking for a dynamic tool to...
Small business budget
Managing finances is usually a small business owner’s least-favorite task. But a well-managed budget—along with an easy-to-use budget tracker—can be empowering. It frees up company owners and employees to focus on running the business, rather than fretting over the bills. A small business...
Investor Deal Flow
Keep track of prospective deals including contacts, valuations, notes, and attachments. Add links to Crunchbase and LinkedIn profiles. Best of all, you can easily adapt this template to your exact workflow.
Legal Case Analysis
Capture and organize facts, documents, people, evidence, issues, and authorities for your cases with this template. Keep information right at your fingertips so you're always prepared.
Business Contract Management
Use this business contract management template to help eliminate financial and compliance risks associated with a disorganized contract management process. You can create a repository of all existing contracts, organized by category in one table and use a second table to handle any contract...
Risk Assessment and Response
This worksheet helps corporate leadership teams document known risks to certain departments, from changes to commodity prices to IT overspending, and develop mitigation and contingency plans.
Legal Client General Intake Form
This is a sample general purpose client intake form for law firms. Publish an online form for people to fill out before you reach out for an initial consultation. Automatically store their responses in a structured, digital format. Track each potential client as you review their cases.
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