Looking for Freelance Legal Expert Templates to download? See the main templates that a Freelance Legal Expert 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 Expert 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 Expert. 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 Agreement Template
2. Non-Disclosure Agreement Template
3. Legal Research Template
4. Contract Template
5. Legal Memo Template
6. Invoice Template
7. Case Brief Template
8. Legal Opinion Template
9. Discovery Request Template
10. Legal Document Review Template
Reports are often prepared by a Freelance Legal Expert 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. Billing Report
2. Time Tracking Report
3. Revenue Report
4. Expense Report
5. Client Retainer Report
6. Case Status Report
7. Case Progress Report
8. Case Outcome Report
9. Client Satisfaction Report
10. Marketing 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 Expert 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. Discovery Process SOP
8. Case Management SOP
9. Legal Billing SOP
10. Client Communication SOP
Freelance Legal Expert 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 Consultation Template
5. Legal Brief Template
There are several key times when a Freelance Legal Expert 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 for a Freelance Legal Expert 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 Expert 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. Legal Research Calendar
Several types of Freelance Legal Expert 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
For a Freelance Legal Expert to get insights related to the work they do, they need to send out Freelance Legal Expert 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
Having premade Freelance Legal Expert 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 Consultation Meeting
2. Legal Research and Analysis Meeting
3. Case Strategy and Planning Meeting
4. Contract Review and Negotiation Meeting
5. Team Collaboration and Progress Update Meeting
To manage finances well, a Freelance Legal Expert 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. Monthly Budget Planner
4. Tax Deduction Worksheet
5. Savings and Investment Tracker
Dashboards are a useful way for a Freelance Legal Expert 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
For bidding or requesting work, a Freelance Legal Expert 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 Consultation Proposal
2. Contract Review Proposal
3. Legal Research Proposal
4. Litigation Support Proposal
5. Legal Document Drafting Proposal
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 Expert 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.