Looking for Freelance Legal Support Specialist Templates to download? See the main templates that a Freelance Legal Support Specialist would use in their day-to-day work.
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Freelance Legal Support Specialist Templates
Contents
Freelance Legal Support Specialist Templates
There is a huge number of templates that someone in the Freelance Legal Support Specialist 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 Support Specialist. 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 Intake Form
2. Legal Research Template
3. Case Summary Template
4. Legal Memo Template
5. Contract Template
6. Court Filing Template
7. Discovery Request Template
8. Deposition Summary Template
9. Billing Invoice Template
10. Monthly Expense Report Template
Reports
Reports are often prepared by a Freelance Legal Support Specialist 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. Case Summary Report
2. Billing and Invoicing Report
3. Time Tracking Report
4. Client Satisfaction Survey Report
5. Document Management Report
6. Research and Analysis Report
7. Court Filings Report
8. Legal Research Database Report
9. Case Status Update Report
10. Expense Tracking 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 Support Specialist does and how they do it.
1. Client Intake SOP
2. Document Preparation SOP
3. Legal Research SOP
4. Case Management SOP
5. Court Filing SOP
6. Contract Review SOP
7. Discovery Process SOP
8. Legal Writing SOP
9. Billing and Invoicing SOP
10. Client Communication SOP
Presentations
Freelance Legal Support Specialist 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 Presentation Template
2. Legal Research Findings Presentation Template
3. Contract Review and Analysis Presentation Template
4. Litigation Strategy Presentation Template
5. Legal Compliance Update Presentation Template
Legal Docs
There are several key times when a Freelance Legal Support Specialist 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
Health & Safety templates for a Freelance Legal Support Specialist 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 Support Specialist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Task Calendar
2. Court Hearing Calendar
3. Deadline Calendar
4. Client Meeting Calendar
5. Legal Research Calendar
Invoice Templates
Several types of Freelance Legal Support Specialist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Legal Research Invoice
2. Document Drafting and Review Invoice
3. Court Filings and Case Management Invoice
4. Legal Transcription and Proofreading Invoice
5. Administrative Support and Client Communication Invoice
Survey Templates
For a Freelance Legal Support Specialist to get insights related to the work they do, they need to send out Freelance Legal Support Specialist 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. Document Review Survey
5. Attorney Performance Evaluation Survey
Meeting Agendas
Having premade Freelance Legal Support Specialist 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 Team Meeting
2. Client Intake Meeting
3. Case Review Meeting
4. Legal Research Meeting
5. Billing and Invoicing Meeting
Budget Templates
To manage finances well, a Freelance Legal Support Specialist 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 Goal Tracker
Dashboards
Dashboards are a useful way for a Freelance Legal Support Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Client Billing Dashboard
2. Case Management Dashboard
3. Document Tracking Dashboard
4. Time and Expense Tracking Dashboard
5. Legal Research Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Legal Support Specialist 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. Monthly Legal Research Proposal
2. Contract Drafting and Review Proposal
3. Litigation Support Proposal
4. Legal Document Formatting and Proofreading Proposal
5. Legal Administrative Assistance Proposal
Get Your Template Made
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