Finance & Legal

With this template, you can stay on top of your cases, clients, and billing, no matter what's thrown at you. ​ Try the template

Staying on top of regulatory compliance means managing dozens of moving parts at once, audits, certifications, corrective actions, risk assessments, training programs, and reporting deadlines, across teams that don't always talk to each other. Airtable's compliance tracking template gives...

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. ​ Try the template ​

About the expense tracking template Every finance team knows the story: departmental budgets look solid on paper until you dig into the actual spending. That "Office Supplies" line item seems reasonable, but when you discover the marketing team's monthly software subscriptions have crept up 40%...

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...

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. ​ Try the template

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.

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 is a core component of any risk management strategy, where potential risks or hazards are identified, analyzed, and prioritized so that teams can act before problems arise rather than scrambling to respond after the fact. This template gives you a clear, structured way to work...

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.