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5 steps of a legal document preparation scope of work

For paralegals who run an independent business, your offerings are straightforward and to the point — and your proposals should be too. Use our top legal document preparation scope of work template as a guide for your next proposal.

Welcome to Scope Smarter, Not Harder, a series from Wethos highlighting our services and scope of work templates from the Wethos Services Library. In this installment, we’re highlighting our Legal Document Preparation scope of work template!

Wethos users have access to over 80 scope of work templates and 1,000 services ranging from brand strategy to social media and design. Our scope of work tools streamline your proposal process so you can skip the freelance pricing mistakes and get to work.

Here’s our breakdown of a Legal Document Preparation scope of work so you know how to charge for your next project!

Please note that our pricing recommendations are powered by tens of thousands of data points, all from real studios on our platform. If you have feedback on the pricing below, please let us know! We always want our system to become smarter with your help.

Legal Document Preparation scope of work total: $3,600

Step 1: Review case file for $600

You’ll kick off the project by reviewing the case file. Then you’ll put together an itemization of all written incident reports, client statements, witness reports, and any police reports. 

Put together one document with initial findings for $600.

Step 2: Review injuries and treatment summary for $600

Next, you’ll review and list all injuries as per the incident reports as well as information collected from the client and medical reports. 

The treatment summary should also be completed with an itemized list of all providers, titles, dates of treatment, types of treatments, and any significant reports such as special ratings, opinions about future treatment, and/or independent medical evaluations.

You’ll put together one itemized document with your learnings for $600.

Step 3: Create negligence summary for $900

For the third step in the proposal, you’ll create a complete itemization of statute violations as a result of a case incident/accident as per case law.

Create one completed document for $900.

Step 4: Create expense summary for $900

Next, create an itemized list of expenses accrued as a result of the accident categorized by medical costs, mileage costs, miscellaneous expenses, and any lost time from employment as a result of the injury. 

The itemized list will go into one document, which our scope of work template recommends pricing at $900.

Step 5: Create statement of demand for $600

Finally, you’ll wrap up the service by creating a statement of demand highlighting the major areas of importance and cause for the demand amount. Include any noted enclosures and timeline for a reply.

Put together the final document for $600.


Ready to create your scope of work?