Looking for Freelance Corporate Legal Advisor Templates to download? See the main templates that a Freelance Corporate Legal Advisor would use in their day-to-day work.
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Freelance Corporate Legal Advisor Templates
Contents
Freelance Corporate Legal Advisor Templates
There is a huge number of templates that someone in the Freelance Corporate Legal Advisor 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 Corporate Legal Advisor. 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 Engagement Agreement
2. Non-Disclosure Agreement
3. Memorandum of Understanding
4. Employment Contract
5. Shareholder Agreement
6. Partnership Agreement
7. Board Resolution
8. Legal Opinion Letter
9. Due Diligence Checklist
10. Legal Research Report
Reports
Reports are often prepared by a Freelance Corporate Legal Advisor 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 Financial Report
2. Legal Compliance Report
3. Litigation Status Report
4. Contract Review Report
5. Risk Assessment Report
6. Intellectual Property Report
7. Employment Law Report
8. Regulatory Updates Report
9. Mergers and Acquisitions Report
10. Corporate Governance 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 Corporate Legal Advisor does and how they do it.
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Presentations
Freelance Corporate Legal Advisor 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. Corporate Governance Update
2. Legal Risk Assessment
3. Compliance Training
4. Contract Review and Analysis
5. Litigation Strategy and Analysis
Legal Docs
There are several key times when a Freelance Corporate Legal Advisor 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. Consulting Agreement Template
4. Shareholder Agreement Template
5. Service Agreement Template
Health & Safety Templates
Health & Safety templates for a Freelance Corporate Legal Advisor 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. Health and Safety Inspection Checklist Template
Calendars
Setting up Freelance Corporate Legal Advisor calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Task Calendar
2. Court Hearing Calendar
3. Deadline Calendar
4. Meeting Schedule Calendar
5. Client Appointment Calendar
Invoice Templates
Several types of Freelance Corporate Legal Advisor 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. Contract Review and Analysis Invoice
3. Corporate Governance Advisory Invoice
4. Intellectual Property Consultation Invoice
5. Employment Law Compliance Invoice
Survey Templates
For a Freelance Corporate Legal Advisor to get insights related to the work they do, they need to send out Freelance Corporate Legal Advisor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Legal Services Feedback Survey
3. Contract Review Survey
4. Legal Compliance Assessment Survey
5. Legal Research and Analysis Survey
Meeting Agendas
Having premade Freelance Corporate Legal Advisor 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 Legal Team Meeting
2. Client Consultation Meeting
3. Contract Negotiation Meeting
4. Compliance Review Meeting
5. Strategy Planning Meeting
Budget Templates
To manage finances well, a Freelance Corporate Legal Advisor 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. Project Budget Template
4. Monthly Expense Report
5. Tax Deduction Tracker
Dashboards
Dashboards are a useful way for a Freelance Corporate Legal Advisor to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Financial Performance Dashboard
2. Legal Compliance Dashboard
3. Contract Management Dashboard
4. Litigation Tracker Dashboard
5. Risk Assessment Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Corporate Legal Advisor 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. Corporate Governance Proposal
2. Contract Review and Negotiation Proposal
3. Compliance and Risk Management Proposal
4. Intellectual Property Protection Proposal
5. Employment Law and HR Compliance 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 Corporate Legal Advisor 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.
