Looking for Freelance Legal Professional Templates to download? See the main templates that a Freelance Legal Professional would use in their day-to-day work.
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Freelance Legal Professional Templates
Contents
Freelance Legal Professional Templates
There is a huge number of templates that someone in the Freelance Legal Professional 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 Professional. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Employee Handbook Template
2. Job Application Template
3. Performance Evaluation Template
4. Training Manual Template
5. Non-Disclosure Agreement Template
6. Employment Contract Template
7. Termination Letter Template
8. Leave Request Form Template
9. Disciplinary Action Form Template
10. Employee Satisfaction Survey Template
Reports
Reports are often prepared by a Freelance Legal Professional 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. Employee Performance Report
2. Training Needs Assessment Report
3. Compliance Audit Report
4. Employee Satisfaction Survey Report
5. Training Evaluation Report
6. HR Metrics Report
7. Employee Turnover Report
8. Diversity and Inclusion Report
9. Training Cost Analysis Report
10. Succession Planning 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 Professional does and how they do it.
1. Employee Onboarding SOP
2. Performance Evaluation SOP
3. Training and Development SOP
4. Employee Termination SOP
5. Recruitment and Selection SOP
6. HR Policy and Procedure SOP
7. Employee Benefits Administration SOP
8. Employee Grievance Handling SOP
9. Workplace Safety and Security SOP
10. HR Data Management SOP
Presentations
Freelance Legal Professional 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. Monthly HR Training Report
2. Employee Performance Evaluation
3. Workplace Harassment Prevention Training
4. Diversity and Inclusion Workshop
5. Legal Compliance Update
Legal Docs
There are several key times when a Freelance Legal Professional 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Employee Handbook Template
4. Independent Contractor Agreement Template
5. Termination Letter Template
Health & Safety Templates
Health & Safety templates for a Freelance Legal Professional 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 Inspection Checklist Template
4. Training Attendance Register Template
5. Emergency Evacuation Plan Template
Calendars
Setting up Freelance Legal Professional calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Work Schedule Calendar
2. Training Calendar
3. Deadlines and Court Dates Calendar
4. HR Events and Meetings Calendar
5. Client Consultation Calendar
Invoice Templates
Several types of Freelance Legal Professional 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. HR Policy Development Invoice
3. Training Workshop Invoice
4. Employment Contract Review Invoice
5. Compliance Audit Invoice
Survey Templates
For a Freelance Legal Professional to get insights related to the work they do, they need to send out Freelance Legal Professional surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Employee Satisfaction Survey
2. Training Needs Assessment Survey
3. Performance Evaluation Survey
4. Diversity and Inclusion Survey
5. Workplace Culture and Engagement Survey
Meeting Agendas
Having premade Freelance Legal Professional 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 HR Team Meeting
2. Training Needs Assessment Meeting
3. Performance Review Meeting
4. Employee Onboarding Meeting
5. Legal Compliance Update Meeting
Budget Templates
To manage finances well, a Freelance Legal Professional would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Billing and Payment Tracker
3. Business Expenses Tracker
4. Tax Deductions Tracker
5. Savings and Investment Tracker
Dashboards
Dashboards are a useful way for a Freelance Legal Professional to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. HR Performance Dashboard
2. Training Effectiveness Dashboard
3. Employee Engagement Dashboard
4. Compliance Monitoring Dashboard
5. Talent Acquisition Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Legal Professional 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. Employee Training Program Proposal
2. HR Policy and Procedure Proposal
3. Workplace Diversity and Inclusion Proposal
4. Performance Management System Proposal
5. Employee Benefits and Compensation 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 Professional 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.
