Solicitor Templates

Solicitor Templates

There is a huge number of templates that someone in the Solicitor 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 Solicitor. 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 Engagement Letter
2. Legal Research Memo
3. Witness Statement Template
4. Court Pleading Template
5. Contract Drafting Template
6. Legal Opinion Template
7. Discovery Request Template
8. Case Evaluation Spreadsheet
9. Billing Invoice Template
10. Case Management Checklist

Reports

Reports are often prepared by a Solicitor 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. Monthly Financial Report
2. Client Billing Report
3. Case Status Report
4. Time and Expense Report
5. New Client Acquisition Report
6. Staff Productivity Report
7. Court Appearance Report
8. Client Satisfaction Survey Report
9. Marketing Campaign Performance Report
10. Legal Research 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 Solicitor does and how they do it.

1. Client Intake SOP
2. Case Assessment SOP
3. Legal Research SOP
4. Drafting Legal Documents SOP
5. Court Filing SOP
6. Discovery Process SOP
7. Negotiation and Settlement SOP
8. Trial Preparation SOP
9. Client Communication SOP
10. Case Closure SOP

Presentations

Solicitor 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. Courtroom Argument Presentation
5. Contract Negotiation Presentation

Legal Docs

There are several key times when a Solicitor 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. Letter of Demand
3. Witness Statement
4. Power of Attorney
5. Employment Contract

Health & Safety Templates

Health & Safety templates for a Solicitor ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Risk Assessment Template
2. Incident Report Template
3. Fire Safety Checklist Template
4. First Aid Kit Inspection Template
5. Health and Safety Training Attendance Template

Calendars

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

1. Court Calendar
2. Meeting Schedule
3. Deadlines Tracker
4. Client Appointments
5. Legal Events Calendar

Invoice Templates

Several types of Solicitor 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 request additional retainer payments.
4. Trust Account Invoice: This invoice is used to bill clients for any funds held in trust on their behalf.
5. Disbursement Invoice: This invoice is used to bill clients for any disbursements made on their behalf, such as court filing fees or expert witness fees

Survey Templates

For a Solicitor to get insights related to the work they do, they need to send out Solicitor 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. Lawyer Performance Survey
5. Legal Industry Trends Survey

Meeting Agendas

Having premade Solicitor 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. Team Collaboration Meeting
4. Court Preparation Meeting
5. Business Development Meeting

Budget Templates

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

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

Dashboards

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

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

Proposal Templates

For bidding or requesting work, a Solicitor 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. Client Retainer Proposal
2. Litigation Proposal
3. Contract Drafting Proposal
4. Legal Research Proposal
5. Estate Planning 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 Solicitor 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.