Freelance Civil Law Counselor Templates

There is a huge number of templates that someone in the Freelance Civil Law Counselor 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 Civil Law Counselor. 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. Legal Research Template
3. Case Evaluation Spreadsheet
4. Contract Template
5. Legal Memo Template
6. Court Filing Checklist
7. Discovery Request Template
8. Witness Interview Form
9. Billing Invoice Template
10. Case Summary Report

Reports

Reports are often prepared by a Freelance Civil Law Counselor 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. Monthly Case Summary Report
2. Client Billing Report
3. Court Hearing Schedule Report
4. Legal Research Report
5. Case Progress Report
6. Financial Statement Report
7. Client Retainer Report
8. Legal Document Drafting Report
9. Case Settlement Report
10. Client Satisfaction Survey 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 Civil Law Counselor does and how they do it.

1. Client Intake SOP
2. Legal Research SOP
3. Document Drafting SOP
4. Contract Review SOP
5. Court Filing SOP
6. Case Management SOP
7. Client Communication SOP
8. Legal Analysis SOP
9. Mediation SOP
10. Legal Consultation SOP

Presentations

Freelance Civil Law Counselor 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. Courtroom Presentation Template
5. Legal Document Drafting Template

Legal Docs

There are several key times when a Freelance Civil Law Counselor 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. Legal Opinion Letter
3. Demand Letter
4. Settlement Agreement
5. Complaint

Health & Safety Templates

Health & Safety templates for a Freelance Civil Law Counselor 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 Freelance Civil Law Counselor calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Client Meeting Calendar
2. Court Hearing Calendar
3. Legal Research Calendar
4. Document Preparation Calendar
5. Administrative Tasks Calendar

Invoice Templates

Several types of Freelance Civil Law Counselor 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. Consultation Fee Invoice
3. Court Appearance Invoice
4. Document Review Invoice
5. Legal Research Invoice

Survey Templates

For a Freelance Civil Law Counselor to get insights related to the work they do, they need to send out Freelance Civil Law Counselor 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 Services Feedback Survey
4. Lawyer Performance Assessment Survey
5. Legal Needs Assessment Survey

Meeting Agendas

Having premade Freelance Civil Law Counselor 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 Client Consultation Meeting
2. Case Review and Strategy Meeting
3. Legal Research and Analysis Meeting
4. Team Collaboration and Coordination Meeting
5. Professional Development and Training Meeting

Budget Templates

To manage finances well, a Freelance Civil Law Counselor 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 Civil Law Counselor to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Case Management Dashboard
2. Client Billing Dashboard
3. Legal Research Dashboard
4. Court Schedule Dashboard
5. Financial Performance Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Civil Law Counselor 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. Legal Consultation Proposal
2. Contract Review Proposal
3. Litigation Support Proposal
4. Legal Research Proposal
5. Legal Document Drafting 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 Civil Law Counselor 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.

Freelance Civil Law Counselor Templates