Defense Attorney Templates

Defense Attorney Templates

There is a huge number of templates that someone in the Defense Attorney role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Defense Attorney. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Case Evaluation Template
2. Client Intake Form
3. Witness Interview Template
4. Legal Research Spreadsheet
5. Discovery Request Template
6. Motion to Dismiss Template
7. Trial Preparation Checklist
8. Cross-Examination Outline Template
9. Closing Argument Template
10. Billing Invoice Template

Reports

Reports are often prepared by a Defense Attorney to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Case Summary Report
2. Trial Preparation Report
3. Discovery Report
4. Witness Statement Report
5. Legal Research Report
6. Motion Practice Report
7. Settlement Negotiation Report
8. Deposition Summary Report
9. Court Hearing Report
10. Billing and Invoicing Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Defense Attorney does and how they do it.

1. Client Intake SOP
2. Case Evaluation SOP
3. Discovery Process SOP
4. Legal Research SOP
5. Drafting Pleadings SOP
6. Court Filings SOP
7. Witness Preparation SOP
8. Negotiation and Settlement SOP
9. Trial Preparation SOP
10. Post-Trial Procedures SOP

Presentations

Defense Attorney presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Opening Statement Template
2. Closing Argument Template
3. Witness Examination Template
4. Legal Research Template
5. Case Analysis Template

Legal Docs

There are several key times when a Defense Attorney needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Complaint template
2. Motion for summary judgment template
3. Discovery request template
4. Witness examination template
5. Closing argument template

Health & Safety Templates

Health & Safety templates for a Defense Attorney ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

Setting up Defense Attorney calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Court Schedule Calendar
2. Client Meeting Calendar
3. Trial Preparation Calendar
4. Deadline Calendar
5. Personal Time Off Calendar

Invoice Templates

Several types of Defense Attorney invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Client Retainer Invoice
2. Hourly Billing Invoice
3. Flat Fee Invoice
4. Expense Reimbursement Invoice
5. Court Appearance Invoice

Survey Templates

For a Defense Attorney to get insights related to the work they do, they need to send out Defense Attorney surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Client Satisfaction Survey
2. Case Evaluation Survey
3. Witness Testimony Feedback Survey
4. Courtroom Experience Survey
5. Legal Services Improvement Survey

Meeting Agendas

Having premade Defense Attorney meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Case Review Meeting
2. Client Consultation Meeting
3. Strategy Planning Meeting
4. Court Preparation Meeting
5. Team Collaboration Meeting

Budget Templates

To manage finances well, a Defense Attorney would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expenses Template
2. Client Billing and Invoicing Template
3. Office Supplies and Equipment Template
4. Marketing and Advertising Expenses Template
5. Professional Development and Continuing Education Template

Dashboards

Dashboards are a useful way for a Defense Attorney to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Case Overview Dashboard
2. Client Management Dashboard
3. Financial Performance Dashboard
4. Court Schedule Dashboard
5. Case Progress Dashboard

Proposal Templates

For bidding or requesting work, a Defense Attorney needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. “Criminal Defense Proposal”
2. “Personal Injury Litigation Proposal”
3. “Family Law Dispute Resolution Proposal”
4. “Corporate Legal Consultation Proposal”
5. “Civil Litigation Defense Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Defense Attorney templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.