Freelance Legal Consultant Templates

Looking for Freelance Legal Consultant Templates to download? See the main templates that a Freelance Legal Consultant 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 Legal Consultant Templates

There is a huge number of templates that someone in the Freelance Legal Consultant 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 Consultant. 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. Legal Research Report
3. Contract Template
4. Non-Disclosure Agreement
5. Legal Memo Template
6. Client Invoice
7. Case Analysis Spreadsheet
8. Legal Opinion Template
9. Discovery Request Template
10. Legal Brief Template


Reports are often prepared by a Freelance Legal Consultant 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 Financial Report
2. Client Billing Report
3. Case Status Report
4. Time and Expense Report
5. Client Retainer Report
6. Revenue and Expenses Report
7. Client Satisfaction Survey Report
8. Marketing Campaign Performance Report
9. Legal Research Report
10. Competitor Analysis 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 Legal Consultant does and how they do it.

1. Client Intake SOP
2. Legal Research SOP
3. Contract Drafting SOP
4. Document Review SOP
5. Court Filings SOP
6. Legal Correspondence SOP
7. Meeting Preparation SOP
8. Case Management SOP
9. Billing and Invoicing SOP
10. Client Communication SOP


Freelance Legal Consultant 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 Template
2. Legal Research Template
3. Contract Review Template
4. Client Presentation Template
5. Legal Compliance Template

Legal Docs

There are several key times when a Freelance Legal Consultant 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. Service Agreement
4. Independent Contractor Agreement
5. Letter of Demand

Health & Safety Templates

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

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

Invoice Templates

Several types of Freelance Legal Consultant 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 Drafting Invoice
4. Contract Review Invoice
5. Court Representation Invoice

Survey Templates

For a Freelance Legal Consultant to get insights related to the work they do, they need to send out Freelance Legal Consultant 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. Legal Document Drafting Survey
5. Legal Advice Effectiveness Survey

Meeting Agendas

Having premade Freelance Legal Consultant 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. Strategy Planning Meeting
5. Contract Negotiation Meeting

Budget Templates

To manage finances well, a Freelance Legal Consultant 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. Business Expenses Tracker Template
4. Tax Planning and Preparation Template
5. Savings and Investment Tracker Template


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

1. Financial Performance Dashboard
2. Client Retention Dashboard
3. Case Management Dashboard
4. Time and Billing Dashboard
5. Legal Research Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Legal Consultant 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. Intellectual Property Proposal
4. Compliance and Regulatory Proposal
5. Litigation Support 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 Consultant 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.

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