Record the billing amount for every team as per a billing rate It is your job to identify the tasks that need to be completed for each project and assign the same to your team members. When relying solely on timesheets, lawyers may not be able to enter their hours for days or weeks after completing a task, which can result in lost revenue by missing billable hours. Monitor, record and update the details as and when required. Enhancing collaboration in real-time across the team With multiple clients and too many project orders, its easy to lose track of the process. Keeping track of your legal cases is essential for making sure all deadlines are met and the best outcome for your clients is achieved. This template is downloadable in Word and Excel formats and can be organized by case name, court, judge, case status, parties, upcoming deadlines, and other relevant information. One case in point: TransAlta, a Canadian generator of electricity. No-code required. Plan and implement change fast and mobilize resources to gain a competitive advantage. 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. Excel For Legal Calendaring Accounts: This table includes the details of all your litigation accounts, the cases associated with them, teams, contacts, billing rates, total billing, etc. The expense tracking template can also be used by businesses in any industry and is completely customizable according to your needs. Track case phases in one location and see the impact of changes on future tasks, Keep documents centrally managed for simple, secure retrieval, Organize actual and estimated hours, quickly deliver updated estimates as needed. Here are 25 essential project management Excel templates you can download and use right now. Manage and distribute assets, and see how they perform. It would help if you kept a rein on your expenses using an expense tracker template. Tracking and managing all your monthly expenses and maintaining that budget is a bit of a hassle.