Looking for Freelance Real Estate Litigator Templates to download? See the main templates that a Freelance Real Estate Litigator would use in their day-to-day work.
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Freelance Real Estate Litigator Templates
Contents
Freelance Real Estate Litigator Templates
There is a huge number of templates that someone in the Freelance Real Estate Litigator 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 Real Estate Litigator. 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. Complaint Template
3. Answer Template
4. Discovery Request Template
5. Motion for Summary Judgment Template
6. Settlement Agreement Template
7. Deposition Outline Template
8. Trial Brief Template
9. Billing Invoice Template
10. Expense Report Template
Reports
Reports are often prepared by a Freelance Real Estate Litigator 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. Client Billing Report
3. Time and Expense Report
4. Settlement Report
5. Court Docket Report
6. Discovery Report
7. Deposition Report
8. Trial Preparation Report
9. Case Outcome Report
10. Financial Performance 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 Real Estate Litigator does and how they do it.
1. Client Intake SOP
2. Case Assessment SOP
3. Legal Research SOP
4. Drafting Pleadings SOP
5. Discovery Process SOP
6. Negotiation SOP
7. Trial Preparation SOP
8. Court Appearance SOP
9. Settlement Agreement SOP
10. Case Closure SOP
Presentations
Freelance Real Estate Litigator 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. Client Consultation Presentation
3. Trial Preparation Presentation
4. Settlement Negotiation Presentation
5. Legal Research Presentation
Legal Docs
There are several key times when a Freelance Real Estate Litigator 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. Complaint Template
2. Answer Template
3. Motion for Summary Judgment Template
4. Discovery Request Template
5. Settlement Agreement Template
Health & Safety Templates
Health & Safety templates for a Freelance Real Estate Litigator 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 Real Estate Litigator calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Court Hearing Calendar
2. Client Meeting Calendar
3. Deadline Calendar
4. Trial Preparation Calendar
5. Billing and Invoicing Calendar
Invoice Templates
Several types of Freelance Real Estate Litigator 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 legal services rendered during the month.
2. Expense Invoice: This invoice is used to request reimbursement for any expenses incurred on behalf of clients.
3. Retainer Invoice: This invoice is used to bill clients for upfront retainer fees required before starting any legal work.
4. Consultation Invoice: This invoice is used to bill clients for any consultation or advisory services provided during the month.
5. Court Filing Invoice: This invoice is used to bill clients for any court filing fees or related expenses incurred during the month
Survey Templates
For a Freelance Real Estate Litigator to get insights related to the work they do, they need to send out Freelance Real Estate Litigator surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Client Satisfaction Survey
2. Case Evaluation Survey
3. Attorney Performance Survey
4. Legal Research Feedback Survey
5. Courtroom Experience Survey
Meeting Agendas
Having premade Freelance Real Estate Litigator 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. Case Review Meeting
2. Client Consultation Meeting
3. Strategy Planning Meeting
4. Deposition Preparation Meeting
5. Settlement Negotiation Meeting
Budget Templates
To manage finances well, a Freelance Real Estate Litigator 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 and Investment Tracker
Dashboards
Dashboards are a useful way for a Freelance Real Estate Litigator to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Case Overview Dashboard
2. Client Management Dashboard
3. Financial Performance Dashboard
4. Task and Deadline Tracker Dashboard
5. Legal Research and Analysis Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Real Estate Litigator 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 Retainer Proposal
2. Litigation Support Proposal
3. Contract Review Proposal
4. Mediation Services Proposal
5. Trial Preparation 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 Real Estate Litigator 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.
