Freelance Family Law Advocate Templates

There is a huge number of templates that someone in the Freelance Family Law Advocate 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 Family Law Advocate. 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. Case Evaluation Spreadsheet
3. Legal Research Template
4. Complaint Template
5. Motion Template
6. Discovery Request Template
7. Settlement Agreement Template
8. Financial Affidavit Template
9. Child Custody Agreement Template
10. Court Appearance Schedule Template

Reports

Reports are often prepared by a Freelance Family Law Advocate 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. Financial Statement Report
3. Client Billing Report
4. Court Hearing Schedule Report
5. Case Status Update Report
6. Time and Expense Report
7. Client Retainer Report
8. Case Settlement Report
9. Client Satisfaction Survey Report
10. Legal Research 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 Family Law Advocate does and how they do it.

1. Client Intake SOP
2. Case Assessment SOP
3. Legal Research SOP
4. Drafting Pleadings SOP
5. Discovery Process SOP
6. Negotiation and Mediation SOP
7. Court Filings SOP
8. Trial Preparation SOP
9. Client Communication SOP
10. Case Closure SOP

Presentations

Freelance Family Law Advocate 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 Presentation Template
2. Client Consultation Presentation Template
3. Courtroom Presentation Template
4. Legal Research Presentation Template
5. Mediation Presentation Template

Legal Docs

There are several key times when a Freelance Family Law Advocate 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. Divorce Settlement Agreement Template
2. Child Custody Agreement Template
3. Prenuptial Agreement Template
4. Child Support Agreement Template
5. Adoption Agreement Template

Health & Safety Templates

Health & Safety templates for a Freelance Family Law Advocate 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. Personal Protective Equipment (PPE) Checklist Template
5. Emergency Evacuation Plan Template

Calendars

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

1. Court Schedule Calendar
2. Client Meeting Calendar
3. Deadlines Calendar
4. Case Progress Calendar
5. Personal Time Off Calendar

Invoice Templates

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

1. Monthly Retainer Invoice
2. Hourly Billing Invoice
3. Court Appearance Invoice
4. Document Preparation Invoice
5. Consultation Fee Invoice

Survey Templates

For a Freelance Family Law Advocate to get insights related to the work they do, they need to send out Freelance Family Law Advocate 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. Court System Assessment Survey
5. Lawyer Performance Evaluation Survey

Meeting Agendas

Having premade Freelance Family Law Advocate 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. Case Review Meeting
2. Client Consultation Meeting
3. Court Preparation Meeting
4. Mediation Session Meeting
5. Team Collaboration Meeting

Budget Templates

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

1. Case Management Dashboard
2. Financial Performance Dashboard
3. Client Communication Dashboard
4. Court Schedule Dashboard
5. Task Management Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Family Law Advocate 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 Retainer Proposal
2. Divorce Settlement Proposal
3. Child Custody Proposal
4. Alimony and Spousal Support Proposal
5. Adoption 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 Family Law Advocate 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 Family Law Advocate Templates