Freelance Attorney Templates

Looking for Freelance Attorney Templates to download? See the main templates that a Freelance Attorney would use in their day-to-day work.

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Freelance Attorney Templates

There is a huge number of templates that someone in the Freelance 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 Freelance 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. Client Intake Form
2. Engagement Letter
3. Legal Research Memo
4. Demand Letter
5. Complaint
6. Answer to Complaint
7. Discovery Requests
8. Motion for Summary Judgment
9. Settlement Agreement
10. Invoice

Reports

Reports are often prepared by a Freelance 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. Client Billing Report
2. Case Status Report
3. Time and Expense Report
4. Revenue and Expenses Report
5. Client Retainer Report
6. Case Settlement Report
7. Court Appearance Report
8. Case Research Report
9. Client Satisfaction Report
10. Marketing and Business Development 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 Freelance Attorney does and how they do it.

Presentations

Freelance 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. Case Analysis Template
2. Legal Research Template
3. Client Consultation Template
4. Contract Drafting Template
5. Courtroom Presentation Template

Legal Docs

There are several key times when a Freelance 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. Client Engagement Agreement
2. Non-Disclosure Agreement
3. Letter of Demand
4. Legal Opinion Letter
5. Settlement Agreement

Health & Safety Templates

Health & Safety templates for a Freelance 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 Response Plan Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

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

1. Monthly Task Calendar
2. Court Hearing Calendar
3. Client Meeting Calendar
4. Deadlines Calendar
5. Billing and Invoicing Calendar

Invoice Templates

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

1. Hourly Billing Invoice: This invoice is used to bill clients for the number of hours worked on a particular project or task. It includes the hourly rate and the total number of hours worked.

2. Flat Fee Invoice: This invoice is used when a project or task has a set fee. It includes the agreed-upon fee and any additional expenses incurred during the project.

3. Retainer Invoice: This invoice is used when a client has paid a retainer fee upfront. It includes the amount of the retainer fee and any additional expenses incurred during the project.

4. Expense Invoice: This invoice is used to bill clients for any expenses incurred during a project, such as travel expenses, printing costs, or filing fees.

5. Late Payment Invoice: This invoice is used to remind clients of overdue payments. It includes the original invoice amount, any late fees, and the new total amount due

Survey Templates

For a Freelance Attorney to get insights related to the work they do, they need to send out Freelance 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. Legal Research Feedback Survey
4. Attorney Performance Evaluation Survey
5. Legal Services Needs Assessment Survey

Meeting Agendas

Having premade Freelance 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. Client Consultation Meeting
2. Case Strategy Meeting
3. Discovery Meeting
4. Negotiation Meeting
5. Court Hearing Preparation Meeting

Budget Templates

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

1. Income and Expense Tracker
2. Client Billing Template
3. Monthly Budget Planner
4. Tax Deduction Worksheet
5. Savings and Investment Tracker

Dashboards

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

1. Client Billing Dashboard
2. Case Management Dashboard
3. Financial Performance Dashboard
4. Time Tracking Dashboard
5. Client Communication Dashboard

Proposal Templates

For bidding or requesting work, a Freelance 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. Client Retainer Agreement Proposal
2. Legal Research and Analysis Proposal
3. Contract Drafting and Review Proposal
4. Litigation Support Proposal
5. Legal Consultation and Advice 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 Freelance 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.

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