AI Checklist Generator

From the makers of Manifestly Checklists

Email address

Home > Law Firm > Freelancing Contact Checklist

Freelancing Contact Checklist

Initial Contact Information

Gather the freelancer's full name, address, phone number, and email address.

Note any additional contact information such as social media handles or website.

Obtain the freelancer's preferred method of communication.

Freelancer's Expertise and Experience

Determine the freelancer's area of expertise within the legal field (e.g., litigation, corporate law, intellectual property).

Assess the freelancer's level of experience and years of practice in the legal industry.

Review the freelancer's educational background and certifications, if applicable.

Inquire about any specialized skills or knowledge relevant to the law firm's needs.

Availability and Work Arrangements

Discuss the freelancer's availability for projects and if they have any ongoing commitments.

Determine the preferred work arrangement (e.g., remote work, in-person meetings, flexible hours).

Inquire about the freelancer's expected workload and capacity to handle additional assignments.

Portfolio and Samples

Request the freelancer's portfolio or samples of their previous legal work.

Review the quality and relevance of the samples to assess their suitability for the law firm's projects.

Consider any confidential or sensitive information present in the samples and ensure proper handling.

Rates and Payment Terms

Discuss the freelancer's hourly rate, project-based fee, or any other pricing structure.

Clarify the payment terms, including invoicing frequency and preferred payment methods.

Determine if the freelancer requires any upfront or retainer payments.

Confidentiality and Non-Disclosure Agreement (NDA)

Discuss the freelancer's understanding and commitment to maintaining client confidentiality.

Determine if the freelancer is willing to sign a non-disclosure agreement (NDA) to protect sensitive information.

Review any existing NDAs or confidentiality agreements the freelancer may have signed.

Communication and Reporting

Establish the desired communication channels and frequency of updates.

Discuss the preferred format for progress reports or project updates.

Determine the responsiveness and availability expectations for communication.

Contractual Agreement and Legal Considerations

Prepare a written contract or agreement outlining the terms discussed.

Include provisions related to scope of work, deadlines, termination, and dispute resolution.

Consult with the law firm's legal team to ensure compliance with relevant laws and regulations.

References and Background Checks

Request references from previous clients or employers to verify the freelancer's credibility.

Conduct background checks, if necessary, to ensure the freelancer's professional reputation.

Trial Period and Evaluation

Consider implementing a trial period to assess the freelancer's suitability.

Establish evaluation criteria and milestones to review the freelancer's performance.

Schedule periodic performance reviews to provide feedback and address any concerns.

Additional Notes and Comments

Document any additional notes or comments relevant to the freelancer's profile.

Make a note of any additional discussions or agreements reached during the contact process.

Remember to tailor this checklist to your specific needs and requirements as a law firm organization.

Download CSV Download JSON Download Markdown

Use in Manifestly

Related Checklists

Conflict of Interest Checklist

A Conflict of Interest Checklist is an important tool for law firms to ensure that their legal services are provided ethically and in accordance with professional standards.

view →

Professional Conduct Checklist

A Professional Conduct Checklist is essential to ensuring that all legal professionals abide by ethical and professional standards.

view →

Compliance Checklist

A Compliance Checklist is an essential tool for ensuring that a Law Firm is in compliance with applicable laws and regulations.

view →

File Closure Checklist

The File Closure Checklist is an essential tool for ensuring that all required tasks have been completed and that no critical information has been overlooked before closing a case.

view →

Employee Performance Evaluation Checklist

The Employee Performance Evaluation Checklist is essential for assessing and improving employee performance, as well as helping ensure legal compliance.

view →

Professional Responsibility Checklist

The Professional Responsibility Checklist is essential for ensuring that all legal work is conducted with the highest ethical standards.

view →

Attorney Offboarding Checklist

The Attorney Offboarding Checklist is an important tool for ensuring that all necessary paperwork and processes are completed when an attorney leaves the firm.

view →

Document Management Checklist

The Document Management Checklist is an essential tool for ensuring that documents are properly managed, stored, and tracked within a law firm.

view →

Client Intake Checklist

The Client Intake Checklist is important for ensuring that all necessary information is collected from the client to ensure efficient and effective representation.

view →

Risk Management Checklist

The Risk Management Checklist is an essential tool for helping law firms identify and address potential risks in a timely and effective manner.

view →

Case Management Checklist

The Case Management Checklist helps Law Firms to ensure that all important tasks related to a case are completed in an efficient and organized manner.

view →

Employee Onboarding Checklist

A comprehensive Employee Onboarding Checklist is essential for ensuring that all new employees receive the necessary information, resources, and support to be successful in their new roles.

view →

Attorney Onboarding Checklist

The Attorney Onboarding Checklist is essential to ensure a successful onboarding process, helping to streamline the lawyer's transition into the firm and ensure they have the necessary resources to do their job.

view →

Employee Offboarding Checklist

The Employee Offboarding Checklist is essential in ensuring a smooth and efficient transition process for departing employees.

view →

Client Feedback Checklist

The Client Feedback Checklist is an essential tool for a law firm to ensure client satisfaction and continued success.

view →

Billing Checklist

The Billing Checklist is an essential tool for ensuring accurate and timely billing and payments for legal services rendered.

view →

Hey there! Here's a little about us or visit our recurring workflow SaaS: Manifestly Checklists

Light Dark