Looking for Freelance Paralegal Templates to download? See the main templates that a Freelance Paralegal would use in their day-to-day work.
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Freelance Paralegal Templates
Contents
Freelance Paralegal Templates
There is a huge number of templates that someone in the Freelance Paralegal 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. 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 Management Spreadsheet
4. Contract Template
5. Court Document Template
6. Legal Memo Template
7. Billing Invoice Template
8. Discovery Request Template
9. Witness Statement Template
10. Legal Brief Template
Reports
Reports are often prepared by a Freelance Paralegal 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. Case Status Report
10. Client Communication 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 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 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 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. Contract Review Checklist
Health & Safety Templates
Health & Safety templates for a Freelance Paralegal 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 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 invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Client Services Invoice
2. Legal Research Invoice
3. Document Drafting Invoice
4. Court Filings Invoice
5. Case Management Invoice
Survey Templates
For a Freelance Paralegal to get insights related to the work they do, they need to send out Freelance Paralegal 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 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. Court Preparation Meeting
5. Team Collaboration Meeting
Budget Templates
To manage finances well, a Freelance Paralegal 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 Paralegal 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 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
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 Paralegal 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.
