Jurist Templates

Jurist Templates

There is a huge number of templates that someone in the Jurist 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 Jurist. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Legal Brief Template
2. Contract Template
3. Legal Memo Template
4. Court Pleading Template
5. Legal Opinion Template
6. Legal Invoice Template
7. Legal Research Template
8. Legal Agreement Template
9. Legal Complaint Template
10. Legal Discovery Template

Reports

Reports are often prepared by a Jurist 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. Court Docket Report
3. Legal Research Report
4. Trial Outcome Report
5. Legal Briefing Report
6. Case Analysis Report
7. Legal Opinion Report
8. Precedent Review Report
9. Legal Compliance Report
10. Litigation Cost 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 Jurist does and how they do it.

1. Case Analysis SOP
2. Legal Research SOP
3. Client Intake SOP
4. Document Drafting SOP
5. Court Filing SOP
6. Trial Preparation SOP
7. Witness Interview SOP
8. Legal Briefing SOP
9. Contract Review SOP
10. Legal Compliance SOP

Presentations

Jurist 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. Courtroom Argument Presentation
4. Legislative Updates Presentation
5. Client Consultation Presentation

Legal Docs

There are several key times when a Jurist 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. Non-Disclosure Agreement Template
2. Employment Contract Template
3. Lease Agreement Template
4. Power of Attorney Template
5. Last Will and Testament Template

Health & Safety Templates

Health & Safety templates for a Jurist 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 Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Health and Safety Training Record Template

Calendars

Setting up Jurist calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Court Schedule Calendar
2. Trial Calendar
3. Hearing Calendar
4. Deadline Calendar
5. Meeting Calendar

Invoice Templates

Several types of Jurist 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 or to replenish retainer accounts.
4. Court Filing Invoice: This invoice is used to bill clients for any court filing fees or related expenses.
5. Consultation Invoice: This invoice is used to bill clients for any consultation or advisory services provided during the month

Survey Templates

For a Jurist to get insights related to the work they do, they need to send out Jurist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Client Satisfaction Survey
2. Case Evaluation Survey
3. Courtroom Experience Survey
4. Legal Research Feedback Survey
5. Continuing Education Needs Assessment Survey

Meeting Agendas

Having premade Jurist 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. Trial Preparation Meeting
3. Client Consultation Meeting
4. Legal Research Meeting
5. Team Collaboration Meeting

Budget Templates

To manage finances well, a Jurist would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Income and Expenses Budget Template
2. Client Billing Budget Template
3. Office Supplies Budget Template
4. Professional Development Budget Template
5. Marketing and Advertising Budget Template

Dashboards

Dashboards are a useful way for a Jurist to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Case Management Dashboard
2. Court Docket Dashboard
3. Legal Research Dashboard
4. Client Billing Dashboard
5. Performance Metrics Dashboard

Proposal Templates

For bidding or requesting work, a Jurist 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 Drafting Proposal
4. Legal Compliance Proposal
5. Client Representation 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 Jurist 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.