Freelance Legal Practitioner Templates

Freelance Legal Practitioner Templates

There is a huge number of templates that someone in the Freelance Legal Practitioner 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 Practitioner. 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 Letter
2. Legal Research Memo
3. Contract Template
4. Demand Letter
5. Legal Opinion Letter
6. Court Pleading Template
7. Discovery Request Template
8. Settlement Agreement Template
9. Billable Hours Spreadsheet
10. Expense Report Spreadsheet

Reports

Reports are often prepared by a Freelance Legal Practitioner 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. Client Billing Report
2. Case Status Report
3. Time and Expense Report
4. Revenue and Expenses Report
5. Client Retainer Report
6. Accounts Receivable Report
7. Case Settlement Report
8. Client Satisfaction Survey Report
9. Marketing Campaign Performance 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 Practitioner does and how they do it.

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

Presentations

Freelance Legal Practitioner 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 Drafting Template
4. Client Consultation Template
5. Legal Briefing Template

Legal Docs

There are several key times when a Freelance Legal Practitioner 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. Letter of Demand
5. Legal Opinion

Health & Safety Templates

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

1. Monthly Schedule Calendar
2. Court Hearing Calendar
3. Deadlines Calendar
4. Client Meetings Calendar
5. Task and To-Do List Calendar

Invoice Templates

Several types of Freelance Legal Practitioner 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. Court Representation Invoice
5. Legal Advisory Invoice

Survey Templates

For a Freelance Legal Practitioner to get insights related to the work they do, they need to send out Freelance Legal Practitioner 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 Services Needs Assessment Survey

Meeting Agendas

Having premade Freelance Legal Practitioner 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 Strategy Meeting
3. Legal Research and Analysis Meeting
4. Document Review Meeting
5. Team Collaboration Meeting

Budget Templates

To manage finances well, a Freelance Legal Practitioner 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

Dashboards are a useful way for a Freelance Legal Practitioner 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. Case Management Dashboard
4. Time and Billing Dashboard
5. Compliance and Risk Management Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Legal Practitioner 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 and Analysis Proposal
3. Contract Drafting and Review Proposal
4. Litigation Support Proposal
5. Legal Consultation and Advisory 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 Practitioner 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.