Freelance Immigration Law Professional Templates

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

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Freelance Immigration Law Professional Templates

There is a huge number of templates that someone in the Freelance Immigration Law Professional 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 Law Professional. 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. Visa Application Template
4. Affidavit of Support Form
5. Letter of Recommendation Template
6. Legal Research Spreadsheet
7. Client Invoice Template
8. Case Status Tracker Spreadsheet
9. Immigration Court Brief Template
10. Client Agreement Form


Reports are often prepared by a Freelance Immigration Law Professional 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 Status Report
2. Visa Application Processing Report
3. Immigration Policy Updates Report
4. Client Consultation Report
5. Visa Denial Analysis Report
6. Compliance Audit Report
7. Immigration Court Hearing Schedule Report
8. Visa Approval Rate Report
9. Client Satisfaction Survey Report
10. Revenue and Expenses 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 Law Professional does and how they do it.

1. Client Consultation SOP
2. Document Collection SOP
3. Case Assessment SOP
4. Application Preparation SOP
5. Filing and Submission SOP
6. Follow-up and Communication SOP
7. Interview Preparation SOP
8. Appeal Process SOP
9. Legal Research SOP
10. Continuing Education SOP


Freelance Immigration Law Professional 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. Client Consultation Template
2. Visa Application Template
3. Immigration Court Hearing Template
4. Legal Research Template
5. Immigration Policy Update Template

Legal Docs

There are several key times when a Freelance Immigration Law Professional 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 Law Professional 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 Law Professional 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 Law Professional 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. Case Filing Invoice
5. Court Representation Invoice

Survey Templates

For a Freelance Immigration Law Professional to get insights related to the work they do, they need to send out Freelance Immigration Law Professional 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 Service Feedback Survey
5. Immigration Process Improvement Survey

Meeting Agendas

Having premade Freelance Immigration Law Professional 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 Meeting
4. Team Collaboration Meeting
5. Professional Development Meeting

Budget Templates

To manage finances well, a Freelance Immigration Law Professional 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 are a useful way for a Freelance Immigration Law Professional to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Client Case Overview Dashboard
2. Visa Application Status Dashboard
3. Compliance and Regulatory Dashboard
4. Financial Performance Dashboard
5. Team Productivity Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Immigration Law Professional 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 Immigration Consultation Proposal
2. Visa Application Assistance Proposal
3. Deportation Defense Proposal
4. Family Immigration Petition Proposal
5. Business Immigration Strategy Proposal

Get Your Template Made

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