Looking for Freelance Paralegal Associate Templates to download? See the main templates that a Freelance Paralegal Associate would use in their day-to-day work.
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Freelance Paralegal Associate Templates
Contents
Freelance Paralegal Associate Templates
There is a huge number of templates that someone in the Freelance Paralegal Associate 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 Paralegal Associate. 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 Memorandum Template
5. Contract Template
6. Discovery Request Template
7. Deposition Summary Template
8. Court Brief Template
9. Billing Invoice Template
10. Time Tracking Spreadsheet
Reports
Reports are often prepared by a Freelance Paralegal Associate 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 Retainer Report
5. Document Management Report
6. Research and Analysis Report
7. Court Filings Report
8. Legal Research Report
9. Client Communication Report
10. Case Status 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 Paralegal Associate does and how they do it.
1. Client Intake SOP
2. Legal Research SOP
3. Document Drafting SOP
4. Case Management SOP
5. Court Filing SOP
6. Discovery Process SOP
7. Contract Review SOP
8. Legal Correspondence SOP
9. Billing and Invoicing SOP
10. Client Communication SOP
Presentations
Freelance Paralegal Associate 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
2. Legal Research Findings Presentation
3. Client Consultation Presentation
4. Trial Preparation Presentation
5. Contract Review Presentation
Legal Docs
There are several key times when a Freelance Paralegal Associate 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. Legal Research Memorandum
4. Demand Letter
5. Complaint
Health & Safety Templates
Health & Safety templates for a Freelance Paralegal Associate 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 Paralegal Associate 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 Paralegal Associate invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Client Invoice: This invoice is used to bill clients for the legal services provided during the month.
2. Expense Invoice: This invoice is used to request reimbursement for any expenses incurred while working on a client’s case.
3. Retainer Invoice: This invoice is used to bill clients for the initial retainer fee required before starting any legal work.
4. Time and Billing Invoice: This invoice is used to detail the hours worked on each client’s case and bill them accordingly.
5. Late Payment Invoice: This invoice is used to remind clients about overdue payments and request immediate payment to avoid further action
Survey Templates
For a Freelance Paralegal Associate to get insights related to the work they do, they need to send out Freelance Paralegal Associate 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. Document Review Survey
Meeting Agendas
Having premade Freelance Paralegal Associate 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. Document Review Meeting
4. Team Collaboration Meeting
5. Progress Update Meeting
Budget Templates
To manage finances well, a Freelance Paralegal Associate 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 Budget Template
4. Tax Budget Template
5. Savings Budget Template
Dashboards
Dashboards are a useful way for a Freelance Paralegal Associate to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Case Management Dashboard
2. Billing and Invoicing Dashboard
3. Client Communication Dashboard
4. Document Management Dashboard
5. Time Tracking and Productivity Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Paralegal Associate 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. Contract Review Proposal
3. Litigation Support Proposal
4. Legal Writing Proposal
5. Document Drafting Proposal
Get Your Template Made
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