Legal Project Staffing Request Form

Streamline Legal Project Staffing with Paperform

Finding the right legal talent for complex projects shouldn't mean endless email chains and spreadsheet chaos. This Legal Project Staffing Request Form template helps law firms, legal departments, and legal operations professionals efficiently request and allocate legal resources for matters ranging from litigation support to corporate transactions.

Why Legal Project Staffing Forms Matter

Modern legal practices operate in an increasingly dynamic environment where matter complexity, budget pressures, and client expectations demand strategic resource allocation. Whether you're a litigation partner staffing a document-intensive discovery project, a legal ops manager coordinating contract attorney needs, or a practice group leader planning for a major transaction, having a structured intake process ensures you get the right skills, experience levels, and availability aligned with your matter requirements.

This template captures everything staffing coordinators need to know: the nature and scope of the legal work, required practice area expertise, seniority preferences, timeline constraints, budget parameters, and diversity goals—all in one professional, easy-to-complete form.

Built for Legal Workflow Efficiency

Paperform's doc-style editor makes it simple to customize this template to match your firm's specific staffing policies, practice areas, and approval workflows. Add your firm's branding, adjust practice area options to reflect your specialties, and use conditional logic to show relevant follow-up questions based on matter type or urgency.

The form captures detailed skill requirements including specific legal software proficiency, language capabilities, and certification needs, ensuring your staffing team can match the right professionals to each matter. Experience level preferences, hourly rate constraints, and expected duration help staffing coordinators identify candidates who fit both the technical requirements and budget parameters.

Automate Your Staffing Workflow with Stepper

Once a staffing request is submitted, Stepper (stepper.io)—your AI-native workflow builder—can automatically route requests to the appropriate staffing coordinator based on practice area, send notifications to relevant partners or practice group leaders for approval, and even create candidate tracking records in your legal project management system or Airtable database.

You can set up workflows that trigger different approval paths for high-budget requests, expedite urgent matters, or automatically check attorney availability in your resource management system before sending confirmation emails. This eliminates manual handoffs and ensures every staffing request follows your firm's governance standards.

Track Diversity Goals and Compliance

This template includes optional fields for diversity and inclusion objectives, helping firms track and achieve their commitments to diverse legal teams. Whether you're responding to client diversity requirements or advancing internal DEI initiatives, capturing these preferences at the intake stage ensures staffing decisions align with firm values and client expectations.

Professional, Branded Experience

Legal professionals expect polished, professional interactions—even for internal requests. With Paperform's design flexibility, this form can match your firm's visual identity with custom fonts, colors, and your logo. Embed it directly into your intranet or legal operations portal, or share it as a standalone link that maintains your firm's professional aesthetic.

Ideal for Law Firms and Legal Departments

This Legal Project Staffing Request Form is perfect for:

• Law firms managing attorney and paralegal staffing across multiple matters and practice areas
• Legal operations teams coordinating contract attorney and legal staff resources
• Litigation support managers requesting document review teams and discovery support
• Corporate legal departments sourcing specialized legal talent for projects and transactions
• Legal staffing agencies gathering client requirements for legal placements
• Professional services firms with in-house legal teams managing resource allocation

Secure, Compliant Data Handling

Built on Paperform's SOC 2 Type II compliant platform, this form ensures your staffing requests and matter information are handled with enterprise-grade security. Set up role-based permissions so only authorized staff can view submissions, and integrate with your document management system to maintain proper matter file organization.

Whether you're staffing a single urgent motion or planning resources for a multi-month litigation, this template brings structure, efficiency, and professionalism to your legal staffing process—so your teams can focus on delivering exceptional client service.