Looking for Freelance Corporate Legal Consultant Templates to download? See the main templates that a Freelance Corporate Legal Consultant would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Freelance Corporate Legal Consultant role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Freelance Corporate Legal Consultant. 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. Legal Opinion Letter
5. Employment Contract
6. Shareholder Agreement
7. Partnership Agreement
8. Due Diligence Checklist
9. Board Resolution
10. Legal Research Report
Reports are often prepared by a Freelance Corporate Legal Consultant 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. Regulatory Updates Report
8. Corporate Governance Report
9. Employment Law Report
10. Mergers and Acquisitions Report
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 Consultant does and how they do it.
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Freelance Corporate Legal Consultant 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 Compliance Report
2. Legal Risk Assessment
3. Contract Review and Analysis
4. Regulatory Updates and Implications
5. Litigation Case Summary
There are several key times when a Freelance Corporate Legal Consultant 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 for a Freelance Corporate Legal Consultant 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
Setting up Freelance Corporate Legal Consultant calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Task Calendar
2. Meeting Schedule Calendar
3. Court Hearing Calendar
4. Deadline Reminder Calendar
5. Client Appointment Calendar
Several types of Freelance Corporate Legal Consultant 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. Retainer Fee Invoice
3. Additional Hourly Billing Invoice
4. Expense Reimbursement Invoice
5. Project-based Legal Services Invoice
For a Freelance Corporate Legal Consultant to get insights related to the work they do, they need to send out Freelance Corporate Legal Consultant 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. Compliance Assessment Survey
5. Risk Management Survey
Having premade Freelance Corporate Legal Consultant 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 Case Review Meeting
3. Contract Negotiation Meeting
4. Compliance and Risk Assessment Meeting
5. Legal Strategy Planning Meeting
To manage finances well, a Freelance Corporate Legal Consultant 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 are a useful way for a Freelance Corporate Legal Consultant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Financial Performance Dashboard
2. Legal Case Management Dashboard
3. Client Relationship Management Dashboard
4. Compliance and Risk Management Dashboard
5. Time and Billing Dashboard
For bidding or requesting work, a Freelance Corporate Legal Consultant 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
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