Justice Templates

Justice Templates

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

1. Case Brief Template
2. Legal Research Template
3. Client Intake Form Template
4. Court Pleading Template
5. Legal Memorandum Template
6. Witness Statement Template
7. Discovery Request Template
8. Deposition Summary Template
9. Settlement Agreement Template
10. Billing Invoice Template

Reports

Reports are often prepared by a Justice 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. Trial Outcome Report
3. Legal Research Report
4. Client Billing Report
5. Court Docket Report
6. Case Status Report
7. Discovery Report
8. Legal Compliance Report
9. Case Settlement Report
10. Legal Expenses 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 Justice does and how they do it.

1. Case Management SOP
2. Legal Research SOP
3. Client Intake SOP
4. Court Filing SOP
5. Discovery Process SOP
6. Trial Preparation SOP
7. Document Drafting SOP
8. Contract Review SOP
9. Legal Correspondence SOP
10. Billing and Invoicing SOP

Presentations

Justice 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 Presentation Template
3. Trial Preparation Presentation Template
4. Client Consultation Presentation Template
5. Legal Strategy Presentation Template

Legal Docs

There are several key times when a Justice 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. Motion for Summary Judgment Template
3. Discovery Request Template
4. Settlement Agreement Template
5. Legal Opinion Template

Health & Safety Templates

Health & Safety templates for a Justice 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 Justice calendars ensures that they can visually see what’s coming up and plan events successfully.

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

Invoice Templates

Several types of Justice invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Client Billable Hours Invoice
2. Expense Reimbursement Invoice
3. Retainer Invoice
4. Court Filing Fee Invoice
5. Legal Research Invoice

Survey Templates

For a Justice to get insights related to the work they do, they need to send out Justice 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 Services Feedback Survey
4. Courtroom Experience Survey
5. Attorney Performance Survey

Meeting Agendas

Having premade Justice 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 Staff Meeting
2. Case Review Meeting
3. Client Consultation Meeting
4. Strategy Planning Meeting
5. Court Preparation Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Tracking Budget Template
3. Client Billing Budget Template
4. Office Supplies Budget Template
5. Professional Development Budget Template

Dashboards

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

1. Case Management Dashboard
2. Financial Performance Dashboard
3. Client Satisfaction Dashboard
4. Legal Research Dashboard
5. Compliance and Risk Management Dashboard

Proposal Templates

For bidding or requesting work, a Justice 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. Criminal Defense Proposal
2. Civil Litigation Proposal
3. Family Law Proposal
4. Corporate Law Proposal
5. Intellectual Property 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 Justice 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.