Public Defender Templates

Public Defender Templates

There is a huge number of templates that someone in the Public Defender 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 Public Defender. 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 Summary Template
2. Witness Interview Template
3. Plea Bargain Template
4. Trial Preparation Template
5. Sentencing Memorandum Template
6. Motion to Suppress Template
7. Discovery Request Template
8. Subpoena Template
9. Bail Application Template
10. Client Intake Form Template

Reports

Reports are often prepared by a Public Defender 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 Load Report
2. Court Appearance Report
3. Trial Outcome Report
4. Plea Bargain Report
5. Sentencing Report
6. Case Disposition Report
7. Client Demographics Report
8. Legal Research Report
9. Witness Testimony Report
10. Case 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 Public Defender does and how they do it.

1. Case Evaluation SOP
2. Client Interview SOP
3. Discovery Process SOP
4. Plea Negotiation SOP
5. Trial Preparation SOP
6. Courtroom Procedures SOP
7. Sentencing Guidelines SOP
8. Appeals Process SOP
9. Legal Research SOP
10. Case Management SOP

Presentations

Public Defender 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. Opening Statement Template
2. Witness Examination Template
3. Closing Argument Template
4. Sentencing Recommendation Template
5. Motion to Suppress Evidence Template

Legal Docs

There are several key times when a Public Defender 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. Plea Bargain Agreement Template
2. Motion to Suppress Evidence Template
3. Witness Examination Template
4. Sentencing Memorandum Template
5. Bail Application Template

Health & Safety Templates

Health & Safety templates for a Public Defender 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 Public Defender 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 Public Defender invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Client Invoice
2. Court Appearance Invoice
3. Document Preparation Invoice
4. Travel Expenses Invoice
5. Expert Witness Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Case Outcome Survey
3. Courtroom Experience Survey
4. Legal Services Feedback Survey
5. Public Perception Survey

Meeting Agendas

Having premade Public Defender 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. Team Strategy Meeting
5. Courtroom Strategy Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Case Expenses Tracker
3. Office Supplies Budget
4. Professional Development Budget
5. Travel and Transportation Budget

Dashboards

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

1. Case Management Dashboard
2. Court Schedule Dashboard
3. Client Communication Dashboard
4. Performance Metrics Dashboard
5. Budget and Expenses Dashboard

Proposal Templates

For bidding or requesting work, a Public Defender 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. “Bail Reform Proposal”
3. “Juvenile Justice Proposal”
4. “Mental Health Diversion Proposal”
5. “Sentencing Reform 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 Public Defender 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.