Looking for Freelance Legal Strategy Advisor Templates to download? See the main templates that a Freelance Legal Strategy Advisor would use in their day-to-day work.
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Freelance Legal Strategy Advisor Templates
Contents
Freelance Legal Strategy Advisor Templates
There is a huge number of templates that someone in the Freelance Legal Strategy Advisor 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 Strategy Advisor. 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. Legal Research Report
3. Case Analysis Spreadsheet
4. Contract Review Checklist
5. Legal Memo Template
6. Discovery Request Template
7. Legal Opinion Letter
8. Litigation Strategy Plan
9. Due Diligence Checklist
10. Client Billing Invoice
Reports
Reports are often prepared by a Freelance Legal Strategy Advisor 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 Performance Report
2. Client Retention and Acquisition Report
3. Case Progress and Outcome Report
4. Legal Research and Analysis Report
5. Competitor Analysis Report
6. Marketing and Advertising Effectiveness Report
7. Client Satisfaction Survey Report
8. Time and Expense Tracking Report
9. Staff Productivity and Utilization Report
10. Industry Trends and Regulatory Updates 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 Strategy Advisor does and how they do it.
1. Client Intake SOP
2. Legal Research SOP
3. Case Analysis SOP
4. Contract Review SOP
5. Legal Writing SOP
6. Document Preparation SOP
7. Negotiation SOP
8. Litigation Support SOP
9. Regulatory Compliance SOP
10. Client Communication SOP
Presentations
Freelance Legal Strategy Advisor 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 Template
4. Client Presentation Template
5. Strategy Recommendation Template
Legal Docs
There are several key times when a Freelance Legal Strategy Advisor 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. Legal Opinion Letter
5. Memorandum of Understanding
Health & Safety Templates
Health & Safety templates for a Freelance Legal Strategy Advisor 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 Response Plan Template
5. Health and Safety Inspection Checklist Template
Calendars
Setting up Freelance Legal Strategy Advisor calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Client Meeting Calendar
2. Court Hearing and Trial Calendar
3. Legal Research and Writing Calendar
4. Business Development and Networking Calendar
5. Administrative and Deadlines Calendar
Invoice Templates
Several types of Freelance Legal Strategy Advisor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Legal Strategy Consultation Invoice
2. Legal Research and Analysis Invoice
3. Contract Review and Drafting Invoice
4. Litigation Support Services Invoice
5. Legal Compliance and Risk Assessment Invoice
Survey Templates
For a Freelance Legal Strategy Advisor to get insights related to the work they do, they need to send out Freelance Legal Strategy Advisor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Market Research Survey
3. Competitor Analysis Survey
4. Legal Trends Survey
5. Industry Benchmarking Survey
Meeting Agendas
Having premade Freelance Legal Strategy Advisor 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 Strategy Review Meeting
2. Client Intake Meeting
3. Case Assessment Meeting
4. Legal Research and Analysis Meeting
5. Project Planning and Execution Meeting
Budget Templates
To manage finances well, a Freelance Legal Strategy Advisor would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Income Budget Template
2. Expense Budget Template
3. Client Billing Template
4. Tax Planning Template
5. Savings and Investment Template
Dashboards
Dashboards are a useful way for a Freelance Legal Strategy Advisor 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. Legal Research Dashboard
5. Compliance and Risk Management Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Legal Strategy Advisor 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. Litigation Strategy Proposal
3. Contract Review Proposal
4. Regulatory Compliance Proposal
5. Intellectual Property Strategy Proposal
Get Your Template Made
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