Resources
Absolutely Free
If you've seen my YouTube channel, then you know that I provide all sorts of tips and tricks for Paralegals. The templates below are simple but effective templates that I use in my everyday career. A Paralegal's job is often stressful, which is why I provide templates to increase your efficiency and save you time. No opt-in or sign-up required. This is FREE content from me to you because I want to help my Paralegal community. Need more? Book a free consultant for my Paralegal coaching services to learn more.
Medical Records Index
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Here is an index you can use and modify to keep track of all medical files in your case. Build a map of what you have and link it to documents on your network.
Document Production Index
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Here is an index you can use and modify to keep track of documents produced in your case. Build a linkable map to documents on your network for easy access.
Pleadings Index
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This is a simple index you can use and modify to keep track of all pleadings in your case. Create hyperlinks of the pleadings and map them to your network for easy access.
Deposition Index
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This is a simple index you can use and modify to keep track of all depositions in your case. Create hyperlinks of the deposition transcripts and map them to your network for easy access.
Client Docs Index
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This is a simple index you can use and modify to keep track of all client documents in your case. Create hyperlinks of the pertinent case documents and map them to your network for easy access.
Liens Index
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This is a simple index you can use and modify to keep track of all liens in your case. Create hyperlinks of the lien documents and map them to your network for easy access.
Written Discovery Index
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This is a simple index you can use and modify to keep track of all written discovery issued and answered in your case. Create hyperlinks of the written discovery and map them to your network for easy access.
P.C.F.C. Outline for Website Design
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This is a simple outline you can use when designing your web page. Outline your pages, color, fonts, and content using this simple outline. Remember to start small.
Subrogation Letter of Representation
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Download and modify this template Word Letter of Representation to send to healthcare, workers' compensation, ERISA, Medicare, and other lienholders who may have a right to recovery.
Subrogation Checklist
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As seen on YouTube. Use this checklist to track all of your cases, including where you are in the lien negotiating process.
Timesheet
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Easily track your time and capture it all using this easy timesheet template.
General Contract
for Paralegal Services
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Here is a General Contract for Paralegal Services, which you can modify. Please include anything necessary for your state laws.
Getting It Done Blueprint
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As seen on YouTube. Use this checklist and guide to start your freelance paralegal journey. GET IT DONE with this blueprint.
Timekeeping Infographic
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Print this infographic and keep it at your desk for a quick reference guide on tracking your time.