Freelance Freelance Legal Project Manager Templates
There is a huge number of templates that someone in the Freelance Freelance Legal Project Manager 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 Freelance Legal Project Manager. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Project Plan Template
2. Budget Spreadsheet Template
3. Task Tracker Template
4. Meeting Agenda Template
5. Contract Template
6. Legal Research Template
7. Client Communication Template
8. Invoice Template
9. Time Tracking Spreadsheet Template
10. Project Status Report Template
Reports
Reports are often prepared by a Freelance Freelance Legal Project Manager 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. Project Status Report
3. Time and Expense Report
4. Client Satisfaction Report
5. Resource Allocation Report
6. Risk Assessment Report
7. Legal Research Report
8. Contract Review Report
9. Case Progress Report
10. Team Performance 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 Freelance Legal Project Manager does and how they do it.
1. Project Initiation Template
2. Client Intake Template
3. Contract Review Template
4. Task Assignment Template
5. Document Organization Template
6. Communication Plan Template
7. Budget Tracking Template
8. Quality Assurance Template
9. Project Closure Template
10. Performance Evaluation Template
Presentations
Freelance Freelance Legal Project Manager 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. Monthly Project Status Report
2. Client Meeting Presentation
3. Legal Research Findings Presentation
4. Team Performance Review Presentation
5. Budget and Expense Analysis Presentation
Legal Docs
There are several key times when a Freelance Freelance Legal Project Manager 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. Non-Disclosure Agreement (NDA)
2. Service Agreement
3. Independent Contractor Agreement
4. Client Engagement Letter
5. Statement of Work (SOW)
Health & Safety Templates
Health & Safety templates for a Freelance Freelance Legal Project Manager 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 Inspection Checklist Template
4. Emergency Response Plan Template
5. Health and Safety Training Record Template
Calendars
Setting up Freelance Freelance Legal Project Manager 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. Client Meeting Calendar
5. Legal Research Calendar
Invoice Templates
Several types of Freelance Freelance Legal Project Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Client A Monthly Invoice
2. Client B Monthly Invoice
3. Client C Monthly Invoice
4. Client D Monthly Invoice
5. Client E Monthly Invoice
Survey Templates
For a Freelance Freelance Legal Project Manager to get insights related to the work they do, they need to send out Freelance Freelance Legal Project Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Team Performance Survey
3. Project Evaluation Survey
4. Legal Research Feedback Survey
5. Contract Review Survey
Meeting Agendas
Having premade Freelance Freelance Legal Project Manager 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. Kick-off Meeting Template
2. Progress Update Meeting Template
3. Stakeholder Meeting Template
4. Budget Review Meeting Template
5. Project Closure Meeting Template
Budget Templates
To manage finances well, a Freelance Freelance Legal Project Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Income and Expense Tracker
2. Client Billing Tracker
3. Project Budget Tracker
4. Time Tracking and Billing Tracker
5. Tax Deduction Tracker
Dashboards
Dashboards are a useful way for a Freelance Freelance Legal Project Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Project Overview Dashboard
2. Task Progress Dashboard
3. Budget and Expenses Dashboard
4. Client Communication Dashboard
5. Team Performance Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Freelance Legal Project Manager 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 Legal Research Proposal
2. Legal Writing and Document Drafting Proposal
3. Legal Case Management and Strategy Proposal
4. Contract Review and Negotiation Proposal
5. Legal Compliance and Risk Assessment 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 Freelance Legal Project Manager 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.