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.

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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. Legal Contract Template
2. Non-Disclosure Agreement Template
3. Invoice Template
4. Time Tracking Spreadsheet Template
5. Client Intake Form Template
6. Legal Brief Template
7. Legal Memo Template
8. Legal Research Template
9. Discovery Request Template
10. Deposition Summary Template

Reports

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. Project Status Report
4. Time Tracking Report
5. Client Satisfaction Survey Report
6. Marketing Campaign Performance Report
7. Revenue Forecast Report
8. Expense Analysis Report
9. Project Profitability Report
10. Legal Research 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 Consultant does and how they do it.

1. Client Intake SOP
2. Legal Research SOP
3. Contract Drafting SOP
4. Document Review SOP
5. Legal Writing SOP
6. Translation SOP
7. Proofreading SOP
8. Client Communication SOP
9. Billing and Invoicing SOP
10. Project Management SOP

Presentations

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. Legal Research and Analysis Template
2. Contract Drafting and Review Template
3. Legal Compliance and Risk Assessment Template
4. Intellectual Property Rights Template
5. Legal Document Formatting and Proofreading 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. Non-Disclosure Agreement (NDA)
2. Service Agreement
3. Independent Contractor Agreement
4. Copyright Assignment Agreement
5. Terms and Conditions Agreement

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. Health and Safety Inspection Checklist Template

Calendars

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. Client Meeting Calendar
3. Deadlines Calendar
4. Billing and Invoicing Calendar
5. Marketing and Networking 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. Legal Consultation Invoice
2. Translation Services Invoice
3. Writing Services Invoice
4. Editing and Proofreading Invoice
5. Research and Analysis Invoice

As a freelance legal consultant in the writing and translation industry, I would use a variety of invoice templates each month. The first would be a legal consultation invoice, which would detail the services provided to clients seeking legal advice. The second would be a translation services invoice, which would outline the cost of translating documents from one language to another. The third would be a writing services invoice, which would cover the cost of writing content for clients. The fourth would be an editing and proofreading invoice, which would detail the cost of reviewing and correcting written work. Finally, I would use a research and analysis invoice to bill clients for conducting research and analyzing data on their behalf

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. Feedback on Legal Document Quality Survey
3. Communication Effectiveness Survey
4. Time Management and Efficiency Survey
5. Market Research 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. Monthly Client Update Meeting
2. Legal Research and Analysis Meeting
3. Contract Review and Negotiation Meeting
4. Team Collaboration and Strategy Meeting
5. Project Planning and Progress 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. Project Budget Template
4. Tax and Deductions Tracker Template
5. Savings and Investment Budget Template

Dashboards

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 Acquisition Dashboard
3. Project Management Dashboard
4. Time Tracking Dashboard
5. Legal Compliance 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. Legal Writing Proposal
5. Translation Services 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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