Deputy Chief Counsel Templates

Deputy Chief Counsel Templates

There is a huge number of templates that someone in the Deputy Chief Counsel 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 Deputy Chief Counsel. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Legal Report
2. Case Evaluation Template
3. Legal Research Summary
4. Litigation Status Update
5. Contract Review Checklist
6. Legal Budget Spreadsheet
7. Regulatory Compliance Report
8. Legal Memo Template
9. Deposition Summary
10. Client Communication Log

Reports

Reports are often prepared by a Deputy Chief Counsel 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. Financial Statements
2. Budget Variance Report
3. Accounts Receivable Aging Report
4. Accounts Payable Aging Report
5. Profit and Loss Statement
6. Cash Flow Statement
7. Balance Sheet
8. Litigation Status Report
9. Regulatory Compliance Report
10. Employee Performance 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 Deputy Chief Counsel does and how they do it.

1. Case Evaluation SOP
2. Legal Research SOP
3. Contract Review SOP
4. Litigation Management SOP
5. Regulatory Compliance SOP
6. Document Drafting SOP
7. Client Communication SOP
8. Legal Training SOP
9. Risk Assessment SOP
10. Policy Development SOP

Presentations

Deputy Chief Counsel 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. Monthly Legal Updates
2. Litigation Strategy Review
3. Regulatory Compliance Overview
4. Contract Negotiation Guidelines
5. Risk Assessment and Mitigation Plan

Legal Docs

There are several key times when a Deputy Chief Counsel 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Contract Review Template
4. Intellectual Property Assignment Template
5. Legal Opinion Template

Health & Safety Templates

Health & Safety templates for a Deputy Chief Counsel 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 Response Plan Template
5. Workplace Inspection Checklist Template

Calendars

Setting up Deputy Chief Counsel calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Meeting Calendar
2. Court Calendar
3. Deadlines Calendar
4. Travel Calendar
5. Task Calendar

Invoice Templates

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

1. Monthly Legal Services Invoice
2. Litigation Invoice
3. Contract Review Invoice
4. Intellectual Property Invoice
5. Regulatory Compliance Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Employee Engagement Survey
3. Case Evaluation Survey
4. Training Needs Assessment Survey
5. Legal Research Feedback Survey

Meeting Agendas

Having premade Deputy Chief Counsel 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. Monthly Staff Meeting
2. Legal Strategy Meeting
3. Case Review Meeting
4. Client Consultation Meeting
5. Departmental Training Meeting

Budget Templates

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

1. Monthly Operating Budget Template
2. Employee Expense Report Template
3. Client Billing and Invoicing Template
4. Travel and Entertainment Expense Template
5. Capital Expenditure Budget Template

Dashboards

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

1. Financial Performance Dashboard
2. Case Management Dashboard
3. Compliance Monitoring Dashboard
4. Legal Research Dashboard
5. Team Productivity Dashboard

Proposal Templates

For bidding or requesting work, a Deputy Chief Counsel 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. Monthly Legal Compliance Proposal
2. Litigation Strategy Proposal
3. Contract Review and Negotiation Proposal
4. Regulatory Compliance Proposal
5. Legal Research and Analysis 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 Deputy Chief Counsel 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.