Freelance Legal Analyst Templates

Freelance Legal Analyst Templates

There is a huge number of templates that someone in the Freelance Legal Analyst 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 Legal Analyst. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Case Analysis Template
2. Legal Research Template
3. Contract Review Template
4. Legal Memorandum Template
5. Client Intake Form Template
6. Discovery Request Template
7. Deposition Summary Template
8. Court Brief Template
9. Legal Invoice Template
10. Time Tracking Spreadsheet

Reports

Reports are often prepared by a Freelance Legal Analyst 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 Analysis Report
2. Legal Research Report
3. Contract Review Report
4. Litigation Support Report
5. Regulatory Compliance Report
6. Due Diligence Report
7. Legal Opinion Report
8. Intellectual Property Report
9. Risk Assessment Report
10. Legal Writing 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 Legal Analyst does and how they do it.

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Presentations

Freelance Legal Analyst 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. Legal Case Analysis Template
2. Contract Review Template
3. Litigation Strategy Template
4. Legal Research Report Template
5. Regulatory Compliance Template

Legal Docs

There are several key times when a Freelance Legal Analyst 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Client Engagement Letter Template
4. Memorandum of Understanding Template
5. Legal Research Report Template

Health & Safety Templates

Health & Safety templates for a Freelance Legal Analyst 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 Legal Analyst calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Task Calendar
2. Court Hearing Calendar
3. Deadlines Calendar
4. Client Meeting Calendar
5. Research and Writing Calendar

Invoice Templates

Several types of Freelance Legal Analyst 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 Legal Analyst to get insights related to the work they do, they need to send out Freelance Legal Analyst 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 Research Feedback Survey
4. Attorney Performance Survey
5. Legal Industry Trends Survey

Meeting Agendas

Having premade Freelance Legal Analyst 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. Monthly Client Meeting Template
2. Legal Research and Analysis Meeting Template
3. Case Review and Strategy Meeting Template
4. Team Collaboration and Coordination Meeting Template
5. Professional Development and Training Meeting Template

Budget Templates

To manage finances well, a Freelance Legal Analyst would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Income and Expenses Budget Template
2. Client Billing and Payment Tracker Template
3. Tax and Deductions Tracker Template
4. Savings and Investment Budget Template
5. Business Expenses Tracker Template

Dashboards

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

1. Case Analysis Dashboard
2. Legal Research Dashboard
3. Client Communication Dashboard
4. Billing and Invoicing Dashboard
5. Task Management Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Legal Analyst 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. Legal Research Proposal
2. Contract Review Proposal
3. Compliance Analysis Proposal
4. Litigation Support Proposal
5. Regulatory Compliance 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 Legal Analyst 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.