Freelance Legal Researcher Templates

Freelance Legal Researcher Templates

There is a huge number of templates that someone in the Freelance Legal Researcher 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 Researcher. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Case Brief Template
2. Legal Memorandum Template
3. Contract Template
4. Legal Research Template
5. Client Intake Form Template
6. Invoice Template
7. Time Tracking Spreadsheet Template
8. Legal Document Review Template
9. Legal Writing Sample Template
10. Legal Research Report Template

Reports

Reports are often prepared by a Freelance Legal Researcher 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 Legal Research Summary Report
2. Case Law Analysis Report
3. Legislative Updates Report
4. Comparative Legal Analysis Report
5. Legal Briefing Report
6. Contract Review Report
7. Legal Opinion Report
8. Regulatory Compliance Report
9. Intellectual Property Research Report
10. Legal Writing Sample 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 Researcher does and how they do it.

1. Research Methodology SOP
2. Legal Database Search SOP
3. Case Analysis SOP
4. Citation Formatting SOP
5. Legal Writing SOP
6. Proofreading and Editing SOP
7. Client Communication SOP
8. Project Management SOP
9. Confidentiality and Data Security SOP
10. Time Management SOP

Presentations

Freelance Legal Researcher 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. Executive Summary Template
2. Case Analysis Template
3. Legal Research Findings Template
4. Client Presentation Template
5. Comparative Analysis Template

Legal Docs

There are several key times when a Freelance Legal Researcher 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 Researcher 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 Researcher calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Task Calendar
2. Deadlines Calendar
3. Court Dates Calendar
4. Client Meetings Calendar
5. Billing and Invoicing Calendar

Invoice Templates

Several types of Freelance Legal Researcher invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Research Services Invoice
2. Writing Services Invoice
3. Translation Services Invoice
4. Editing and Proofreading Services Invoice
5. Consultation Services Invoice

Survey Templates

For a Freelance Legal Researcher to get insights related to the work they do, they need to send out Freelance Legal Researcher surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Client Satisfaction Survey
2. Market Research Survey
3. Content Quality Assessment Survey
4. Freelancer Performance Evaluation Survey
5. Industry Trends and Insights Survey

Meeting Agendas

Having premade Freelance Legal Researcher 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. Team Collaboration Meeting
3. Project Kick-off Meeting
4. Weekly Progress Review Meeting
5. End-of-Month Performance Evaluation Meeting

Budget Templates

To manage finances well, a Freelance Legal Researcher 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. Project Budget Planner
4. Tax Deduction Tracker
5. Savings and Investment Tracker

Dashboards

Dashboards are a useful way for a Freelance Legal Researcher to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Project Progress Dashboard
2. Financial Performance Dashboard
3. Client Satisfaction Dashboard
4. Time Management Dashboard
5. Research Productivity Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Legal Researcher 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. Writing Proposal
3. Translation Proposal
4. Content Creation Proposal
5. Editing and Proofreading 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 Researcher 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.