Resources
The resources provided below are uncomplicated yet efficient indexes, templates, checklists, guides, and more that I use in my daily work routine. Paralegal work can be stressful, which is why I offer resources to enhance your productivity and save time. No opt-in or sign-up is necessary. The resources provided below are completely free!
If you require more assistance, schedule a Paralegal discovery call.
Our Checklists
Looking for a way to stay organized and on top of your tasks? Look no further than our free checklist resources! Download the perfect tool to help you stay on track and achieve your goals. Click the image to open and download your resources.
Templates, Guides, and More ... Oh my!
Check out our additional recourses below. From template letters to desktop guides, we've got the tools you need to succeed! Click the images below to download your resources.
Subrogation Letter of Representation
Streamline your communication with lienholders using the customizable "Subrogation Letter of Representation" template. Designed for ease, this template is your starting point for correspondence with healthcare providers, workers' compensation, ERISA, Medicare, and other entities with a recovery right, ensuring your representation is clearly communicated. When the lienholder sends its official lien, you can track the information using my "Liens Index" provided above.
Timesheet Template
Maximize your billing accuracy and efficiency with my streamlined timesheet template. Designed for both in-house and freelance paralegals, this template allows for effortless time tracking and can be seamlessly integrated into a OneNote Notebook for convenience and offline access. It's an invaluable tool for those who manage their time independently, ensuring every billable hour is accurately captured.
General Contract for Paralegal Services*
Dive into customizing your very own General Contract for Paralegal Services for your freelance business with my adaptable template. Tailor it to ensure compliance with your state laws, adding that personal touch to meet your specific needs. *Disclaimer: While this template is sharper than a legal eagle's talons, remember, I'm not an attorney. This tool is designed to get you started, not substitute for legal advice. Always consult a legal professional to ensure your contract is court-ready and compliant.
Getting It Done Blueprint
Embark on your freelance paralegal journey with the "Getting It Done Blueprint," a comprehensive task list and checklist designed to guide aspiring business owners through the essentials of setting up their practice. This blueprint aids in tracking your progress, covering everything from initial considerations to crafting your website. After completing the blueprint, the P.C.F.C. outline becomes a crucial next step, helping to shape the visual and structural aspects of your online presence. It's your roadmap to turning freelance aspirations into reality, setting a solid foundation for your business venture.
Timekeeping Infographic
This essential guide illustrates how to accurately bill in .10th increments and demystifies various billing styles, including block billing and flat fee billing, offering a clear understanding of each method. It’s an invaluable tool for ensuring your time tracking is as efficient and effective as your legal work, perfect for those keen on optimizing their billing process. If you need a timesheet template, check out my Timesheet template.
Eisenhower Decision Matrix
Try implementing the Eisenhower Matrix to categorize your workload effectively and focus on what truly matters. This tool help you divide your tasks into four categories: the tasks you'll do first, the tasks you'll schedule for later, the tasks you'll delegate, and the tasks you'll delete (if any). Download our fillable PDF and start prioritizing your tasks like a boss!
The Pomodoro Technique
The Pomodoro Technique is a time management method that helps you stay focused and productive. It involves breaking your workday into 25-minute intervals, called "Pomodoros," with short breaks in between. Our desk infographic can be a helpful visual aid to remind you to take breaks and stay on track with your tasks. Give it a try and see how it can improve productivity!