Legal Proposal Template - Downloadable

How to write your Legal Proposal Template

With a Proposal Pack, you can create variations of this document of any length to suit your specific needs. This template is built using the Proposal Pack Wizard software included with any Proposal Pack or the Proposal Kit Professional bundle.

We typically include more chapters in the templates than most people will need to give everyone more variety in the chapters they may need. You can trim down a long template by removing pages you do not need or combining multiple chapter topics into one page.

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Popular Proposal Pack Design Themes

The Proposal Pack for Any Business is a plain text design theme that does not include a visual design theme with logos or background photos. These design themes are commonly used to create this template. Any Proposal Pack can be used to create this template. Select a design theme based on your personal preferences for the visual look of the templates.

Use Cases

• A law firm proposing its services to a new corporate client.
• A legal consultant offering mediation services to a business.
• A business attorney seeking to establish a retainer agreement with a small business.
• An intellectual property lawyer explaining their services for patent applications.
• A law firm proposing their compliance and regulatory services to a healthcare provider.
• A legal expert offering contract review and negotiation services.
• A newly established law firm introducing itself and its services to the local business community.
• A legal professional presenting a case for legal outsourcing services to a larger firm.
• A tax attorney proposing their services for tax litigation to a corporation.
• A law firm detailing their expertise in international law to a company seeking global expansion.

Chapters Suggested For This Template

Components of the Legal Proposal Template

Creating this template involves assembling several chapters and filling them in with your details. While there's no one-size-fits-all template for every situation, Proposal Kit offers layouts that can be customized using its extensive chapter template library. The Wizard software builds this template for you, customized to your needs. The Wizard software is included in every Proposal Pack and the Proposal Kit Professional. You can customize this list of chapters as needed in the Wizard software, such as adding additional chapters, removing chapters, and changing the order of chapters.

Cover Letter

The Cover Letter serves as a personalized introduction to the legal proposal, highlighting the main intent of the document and briefly summarizing how the law firm can address the needs of the potential client or partner.

Title Page

The first page of the proposal where the name of the proposal, the name of the law firm, and the date are prominently displayed. This page sets a professional tone for the document.

Table of Contents

A clear index listing all the sections and their page numbers included in the proposal. This aids in easy navigation through the document for the recipient.

Executive Summary

This section provides a concise overview of the entire proposal, emphasizing the key points that will be discussed, including a brief mention of the services offered and the unique qualifications of the law firm.

Introduction

Introduces the purpose of the proposal and the specific legal issues or needs that it aims to address. This section sets the stage for a detailed discussion of the services and expertise offered.

Legal Services Provided

Describes in detail the various legal services the firm offers to clients. It can be customized to focus on particular areas relevant to the client, such as mediation, intellectual property, or tax litigation.

Expertise and Experience

Highlights the qualifications, credentials, and specific areas of expertise of the law firm and its team members, building credibility and trust.

Client Testimonials

Features positive reviews and endorsements from past clients, providing real-world examples of the firm's success and professionalism.

Cost Summary

Outlines the projected costs for the legal services offered, using automated data from the Proposal Kit's line-item database to ensure accuracy and clarity in presentation.

Fee Structure

Explains how the fees are structured, whether hourly, flat-rate, or contingency-based, giving the client clear expectations about payment terms.

Payment Terms

Details the terms of payment, including timelines, methods, and any conditions tied to the services rendered, ensuring both parties understand the financial arrangements.

Confidentiality Agreement

A section dedicated to outlining the agreement terms that protect both the law firm's and the client's confidential information throughout their partnership.

Guarantees and Warranties

Describes any guarantees or warranties provided by the law firm concerning the services offered, adding an extra layer of assurance for the client.

Company History

Provides a background on the law firm, including its foundation, growth, and major achievements. This helps to establish a narrative and connect personally with the client.

Mission Statement

Articulates the law firm's core values and mission, enhancing the firm's identity and aligning its goals with potential clients.

Management Team

Introduces the leadership of the law firm, including brief bios that highlight the management team's expertise and roles within the firm.

Client List

Presents a list of notable clients the firm has worked with, demonstrating its capacity and reputation in handling various legal matters.

References

Includes contact information for references who can testify to the law firm's professionalism and quality of service, providing an additional layer of credibility.

Back Page

The final page of the proposal, typically containing contact information, a thank you note, and any additional legal disclaimers or statements.

This template is also referred to as

• Law Firm Proposal
• Legal Services Proposal
• Lawyer Proposal Template
• Attorney Business Proposal
• Legal Consultation Proposal
• Legal Agreement Proposal
• Legal Practice Proposal
• Law Office Proposal
• Legal Contract Proposal
• Corporate Law Proposal Template

How to create this template with Proposal Pack Wizard

You can create this document using any of the logo-designed Proposal Packs. Pick any Proposal Pack with a logo design theme you like best; they will all work equally well. The Proposal Pack for Any Business has no extra logos or colors added. It is designed to be used plainly or customized with your logos and graphics.

This is a recipe for a template you can build in the Proposal Pack Wizard software using any of the Proposal Pack design themes. This template uses a new feature in the Wizard software for creating templates based on lists of chapters selected by the Business Proposal Outline Creator for Proposal Kit OpenAI GPT. We've used the GPT to generate this template recipe that you can paste into the Wizard's 'Select by AI' screen when selecting the templates for your project document. This Wizard feature will auto-select all the chapters generated by the GPT and map any mismatches to Proposal Kit chapter templates as best possible. This is a new experimental feature of the Proposal Pack Wizard software.

See this article, How to Streamline Your Business with AI Proposal Writer Tools, for more details on using ChatGPT to create your proposal outlines that can then be made by the Proposal Kit software.

If you have a ChatGPT Plus subscription for custom GPTs, use the Business Proposal Outline Creator for Proposal Kit OpenAI GPT to generate custom proposal chapter lists.

The Proposal Pack design theme you purchase will determine the visual look of this template. The screenshot above only shows the plain generic design theme.

We include a library of chapters to be assembled based on your needs. All proposals are different and have different needs and goals. We designed the Proposal Packs so you can customize the documents to suit your needs.

You will best create this document using the Proposal Pack Wizard - Expert Edition software to select this template and build it in the Proposal Pack logo design theme of your choice along with any desired customizations (such as adding additional chapters, removing unneeded chapters, changing the order of chapters, and importing your company logo). This template outlines a proposal for the described situation. Each user is responsible for typing in the actual content of the provided pages with their information to complete the proposal.

You create this template using the Wizard software, which includes the entire Proposal Pack library and software. We include the Expert Edition of the software in the Proposal Kit Professional bundle. Microsoft Word for Windows is required to use the customizing software.

Key Takeaways

• The Legal Proposal Template is built using a Proposal Pack or the Professional bundle using the included Wizard software.
• You can create unlimited custom variations of this template.
• The Wizard software automates quotes and other financial pages with a line-item database.
• There are no ongoing subscription fees. You get lifetime unlimited use.
• Proposal Kit is made for freelancers, small businesses, and non-profits.
• Proposal Kit product content (templates, samples, software) is 100% written by humans.

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