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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Contents
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.
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. Non-Disclosure Agreement
3. Legal Opinion Letter
4. Due Diligence Checklist
5. Financial Statement Analysis Spreadsheet
6. Budgeting Template
7. Cash Flow Projection Spreadsheet
8. Tax Planning Worksheet
9. Risk Assessment Template
10. Compliance Checklist
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 Statements
2. Profit and Loss Report
3. Balance Sheet
4. Cash Flow Statement
5. Accounts Receivable Aging Report
6. Accounts Payable Aging Report
7. Budget Variance Analysis
8. Tax Compliance Report
9. Financial Ratios Analysis
10. Client Billing 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 Onboarding SOP
2. Contract Review SOP
3. Due Diligence SOP
4. Financial Analysis SOP
5. Compliance Audit SOP
6. Risk Assessment SOP
7. Legal Research SOP
8. Regulatory Reporting SOP
9. Dispute Resolution 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. Financial Analysis Report
2. Budget Planning Presentation
3. Tax Compliance Overview
4. Risk Assessment Presentation
5. Investment Strategy Proposal
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. Employment Contract
4. Partnership Agreement
5. Terms and Conditions Agreement
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
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. Court Hearing Calendar
4. Billing and Invoicing Calendar
5. Deadlines and Filing Calendar
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. Monthly Legal Consultation Invoice
2. Financial Analysis and Reporting Invoice
3. Tax Advisory Services Invoice
4. Compliance and Risk Management Invoice
5. Contract Review and Drafting Invoice
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. Financial Performance Survey
3. Compliance and Risk Assessment Survey
4. Employee Engagement Survey
5. Market Research Survey
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 Financial Review Meeting
2. Budget Planning Meeting
3. Tax Strategy Meeting
4. Risk Assessment Meeting
5. Compliance Update Meeting
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 Expense Tracker
2. Client Billing Template
3. Project Budget Template
4. Monthly Expense Report
5. Tax Deduction Tracker
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. Budget Analysis Dashboard
3. Cash Flow Management Dashboard
4. Client Billing Dashboard
5. Legal Compliance Dashboard
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. Monthly Financial Analysis Proposal
2. Tax Planning and Compliance Proposal
3. Risk Management and Insurance Proposal
4. Business Valuation and Due Diligence Proposal
5. Regulatory Compliance and Audit Proposal
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