Looking for Freelance Legal Assistant Templates to download? See the main templates that a Freelance Legal Assistant would use in their day-to-day work.
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Freelance Legal Assistant Templates
Contents
Freelance Legal Assistant Templates
There is a huge number of templates that someone in the Freelance Legal Assistant 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 Assistant. 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. Legal Research Template
3. Case Management Spreadsheet
4. Court Filing Checklist
5. Document Review Template
6. Billing Invoice Template
7. Legal Memo Template
8. Witness Interview Form
9. Discovery Request Template
10. Trial Preparation Checklist
Reports
Reports are often prepared by a Freelance Legal Assistant 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 Summary Report
2. Billing and Invoicing Report
3. Time Tracking Report
4. Client Communication Report
5. Document Management Report
6. Research and Analysis Report
7. Court Filings Report
8. Meeting and Hearing Schedule Report
9. Expense Tracking Report
10. Task and Project Management 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 Assistant does and how they do it.
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Presentations
Freelance Legal Assistant 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. Legal Research Findings Presentation
3. Client Meeting Presentation
4. Court Hearing Preparation Presentation
5. Contract Review Presentation
Legal Docs
There are several key times when a Freelance Legal Assistant 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 Engagement Agreement
2. Non-Disclosure Agreement
3. Letter of Demand
4. Employment Contract
5. Lease Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Legal Assistant 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 Assistant 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 Legal Assistant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Client Invoice
2. Expense Invoice
3. Retainer Invoice
4. Time-based Invoice
5. Project-based Invoice
Survey Templates
For a Freelance Legal Assistant to get insights related to the work they do, they need to send out Freelance Legal Assistant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Case Evaluation Survey
3. Attorney Performance Survey
4. Legal Research Feedback Survey
5. Document Preparation Survey
Meeting Agendas
Having premade Freelance Legal Assistant 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 Intake Meeting Template
2. Case Review Meeting Template
3. Discovery Meeting Template
4. Settlement Negotiation Meeting Template
5. Trial Preparation Meeting Template
Budget Templates
To manage finances well, a Freelance Legal Assistant would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Billing and Payment Tracker
3. Office Supplies and Equipment Budget
4. Marketing and Advertising Budget
5. Professional Development and Training Budget
Dashboards
Dashboards are a useful way for a Freelance Legal Assistant to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Client Billing Dashboard
2. Case Management Dashboard
3. Document Tracking Dashboard
4. Time Tracking Dashboard
5. Task Management Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Legal Assistant 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. Client Retainer Agreement Proposal
2. Legal Research Proposal
3. Contract Drafting Proposal
4. Litigation Support Proposal
5. Document Review 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 Assistant 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.
