Freelance Immigration Attorney Templates

Looking for Freelance Immigration Attorney Templates to download? See the main templates that a Freelance Immigration Attorney would use in their day-to-day work.

Need one of these templates? Request for it to be built by one of our experts.

Freelance Immigration Attorney Templates

There is a huge number of templates that someone in the Freelance Immigration Attorney 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 Immigration Attorney. 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. Petition Letter Template
5. Affidavit Template
6. Witness Statement Template
7. Client Invoice Template
8. Case Status Tracker Spreadsheet
9. Court Appearance Schedule Template
10. Case Closure Checklist Template


Reports are often prepared by a Freelance Immigration Attorney 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. Case Status Report
2. Visa Application Report
3. Client Consultation Report
4. Immigration Court Hearing Report
5. Document Review Report
6. Legal Research Report
7. Client Billing Report
8. Case Closure Report
9. Compliance Audit Report
10. Immigration Policy Update 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 Immigration Attorney does and how they do it.

1. Client Consultation SOP
2. Document Review SOP
3. Case Preparation SOP
4. Application Filing SOP
5. Interview Preparation SOP
6. Appeals Process SOP
7. Legal Research SOP
8. Client Communication SOP
9. Case Management SOP
10. Continuing Education SOP


Freelance Immigration Attorney 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
2. Client Consultation Presentation
3. Legal Research Presentation
4. Court Hearing Presentation
5. Immigration Policy Update Presentation

Legal Docs

There are several key times when a Freelance Immigration Attorney 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 Consultation Agreement
2. Retainer Agreement
3. Power of Attorney
4. Affidavit of Support
5. Application for Immigration Benefits

Health & Safety Templates

Health & Safety templates for a Freelance Immigration Attorney 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


Setting up Freelance Immigration Attorney calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Client Meeting Calendar
2. Court Hearing Calendar
3. Deadline Calendar
4. Case Progress Calendar
5. Legal Research Calendar

Invoice Templates

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

1. Client Consultation Invoice
2. Legal Research Invoice
3. Document Preparation Invoice
4. Court Representation Invoice
5. Case Closure Invoice

Survey Templates

For a Freelance Immigration Attorney to get insights related to the work they do, they need to send out Freelance Immigration Attorney surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Client Satisfaction Survey
2. Case Evaluation Survey
3. Immigration Policy Awareness Survey
4. Legal Services Feedback Survey
5. Attorney Performance Evaluation Survey

Meeting Agendas

Having premade Freelance Immigration Attorney 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. Client Consultation Meeting
2. Case Review Meeting
3. Legal Research and Strategy Meeting
4. Court Preparation Meeting
5. Team Collaboration Meeting

Budget Templates

To manage finances well, a Freelance Immigration Attorney 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. Office Supplies Budget
4. Marketing and Advertising Budget
5. Professional Development Expenses Tracker


Dashboards are a useful way for a Freelance Immigration Attorney to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Case Status Dashboard
2. Client Communication Dashboard
3. Revenue and Expenses Dashboard
4. Compliance and Deadlines Dashboard
5. Performance and Productivity Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Immigration Attorney 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. Initial Consultation Proposal
2. Visa Application Proposal
3. Adjustment of Status Proposal
4. Citizenship Application Proposal
5. Deportation Defense 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 Immigration Attorney 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.

Category: Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,