Freelance IP Lawyer Templates

There is a huge number of templates that someone in the Freelance IP Lawyer 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 IP Lawyer. 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. Intellectual Property Assignment Agreement
4. Trademark Registration Application
5. Patent Application
6. Copyright Registration Application
7. Cease and Desist Letter
8. Licensing Agreement
9. IP Due Diligence Checklist
10. IP Portfolio Management Spreadsheet

Reports

Reports are often prepared by a Freelance IP Lawyer 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. Client Billing Report
2. Case Status Report
3. Time and Expense Report
4. Revenue and Profitability Report
5. Contract Review Report
6. Intellectual Property Portfolio Report
7. Legal Research Report
8. Trademark Registration Report
9. Patent Application Report
10. Copyright Infringement 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 IP Lawyer does and how they do it.

1. Client Intake SOP
2. Legal Research SOP
3. Contract Drafting SOP
4. Trademark Registration SOP
5. Patent Application SOP
6. Copyright Registration SOP
7. Licensing Agreement SOP
8. Due Diligence SOP
9. Litigation Support SOP
10. Client Communication SOP

Presentations

Freelance IP Lawyer 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. Legal Research and Analysis Template
3. Contract Drafting and Review Template
4. Intellectual Property Rights Presentation Template
5. Legal Compliance and Risk Assessment Template

Legal Docs

There are several key times when a Freelance IP Lawyer 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. Intellectual Property Assignment Agreement
3. Licensing Agreement
4. Cease and Desist Letter
5. Trademark Registration Application

Health & Safety Templates

Health & Safety templates for a Freelance IP Lawyer 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

Calendars

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

1. Client Meeting Calendar
2. Court Hearing Calendar
3. Deadlines Calendar
4. Legal Research Calendar
5. Billing and Invoicing Calendar

Invoice Templates

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

1. Hourly Billing Invoice: This invoice is used to bill clients for the number of hours worked on a project. It includes the hourly rate and the total number of hours worked.

2. Fixed Fee Invoice: This invoice is used when a project has a fixed fee. It includes the total amount due and any additional expenses incurred during the project.

3. Retainer Invoice: This invoice is used when a client has paid a retainer fee. It includes the amount of the retainer fee and any additional expenses incurred during the project.

4. Expense Invoice: This invoice is used to bill clients for any expenses incurred during a project. It includes a detailed breakdown of the expenses and the total amount due.

5. Late Payment Invoice: This invoice is used to remind clients of overdue payments. It includes the original invoice amount, any late fees, and the total amount due

Survey Templates

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

1. Client Satisfaction Survey
2. Legal Research Feedback Survey
3. Contract Review Survey
4. Intellectual Property Consultation Survey
5. Legal Services Pricing Survey

Meeting Agendas

Having premade Freelance IP Lawyer 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 Strategy Meeting
3. Contract Negotiation Meeting
4. Legal Research and Analysis Meeting
5. Team Collaboration Meeting

Budget Templates

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

1. Client Engagement Dashboard
2. Revenue and Expenses Dashboard
3. Case Management Dashboard
4. Contract Analysis Dashboard
5. Intellectual Property Trends Dashboard

Proposal Templates

For bidding or requesting work, a Freelance IP Lawyer 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. Intellectual Property Licensing Agreement Proposal
2. Trademark Registration Proposal
3. Patent Application Proposal
4. Copyright Infringement Cease and Desist Proposal
5. Confidentiality and Non-Disclosure Agreement 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 IP Lawyer 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 IP Lawyer Templates