How to use these templates
Choose a kit or search by task. Open the fields and checks, then download a text file or copy the template. Use fictional information for practice. Downloading submits nothing to the site. Keep completed records in the approved channel; mandates, reviews and permissions remain separate.
Register as a research volunteer for free →The template library
3 templates shown ·Selected for this workflow.
Research & evidenceChronology
Create a sourced sequence of material events.
Open fields and completion checks
Required fields
- Date and time
- Event or decision
- Actor
- Source and exact location
- Confidence
- Disputed account
- Legal or policy significance
Completion checks
- Use primary sources where available
- Give exact page, paragraph, section or timestamp
- Separate facts, allegations, opinions, law, inferences and open questions
- Record material contrary evidence and unresolved gaps
Typical roles: researcher
Research & evidenceCounsel handoff inventory
Transfer only an approved, bounded package to counsel.
Open fields and completion checks
Required fields
- Matter and package version
- Recipient entity
- Authorized scope
- File inventory
- Access classes
- Completed review gates
- Known gaps
- Correction history
- Delivery method
- Acknowledgement
Completion checks
- Research staff do not create privilege by labelling a file privileged
- Counsel controls legal strategy
- Use an authorized secure channel
Typical roles: legal liaison · coordinator
Research & evidenceOriginal evidence preservation and custody log
Keep originals traceable and distinguish them from working copies.
Open fields and completion checks
Required fields
- Record ID, collector, collection date/time and time zone
- Original source, lawful access method and precise location
- Original filename, format, size and optional verified digest
- Controlled storage reference and access class; no passwords
- Transfer history: from/to, date, purpose and receipt
- Working copies, annotations, redactions and version links
- Retention instruction, owner and review date
- Missing provenance, integrity concerns and escalation
Completion checks
- Do not overwrite or annotate the preserved original
- Do not claim this worksheet proves court admissibility
- Use approved storage and collect only necessary personal data
Typical roles: researcher · coordinator · legal liaison