A collection of sample forms to help you communicate with your clients
ClientKeeper (PDF) ClientKeeper (Word)
Includes sample flat fee, hourly fee, and contingency fee contracts
Word Sample Fee Agreements - Table of Contents Sample Fee Agreements Forms & Comments
Sample Fee Agreements (PDF)
All licensed attorneys must certify compliance with Supreme Court Rule 4-1.15 relating to trust accounts. Each attorney must provide information about the trust account(s) they use, or certify a valid exemption for not maintaining a trust account. www.moiolta.org
Forms Eligible Financial Institutions
A practical guide for setting up your trust account and making trust account decisions.
Lawyer Trust Account Handbook - PDF Lawyer Trust Account Handbook - Word
Self-Audit to assist with improving your law practice
File Retention and Destruction Guidelines Sample Policy Developed by The Bar Plan
File Retention and Destruction Guidelines Sample Policy
This ready-made plan allows you to appoint a successor lawyer in case of your disability or sudden death.
Planning Ahead Guide (Word)
Various tips from Practice Management Advisors working in bar associations throughout the U.S. and Canada.
Check Scams That Target Lawyers
courtesy of the Oklahoma Bar
Survival in Turbulent Times: Using a Business Plan to Focus the Small Law Firm by John W. Olmstead, MBA, Ph.D., CMC
Lawyer Resources for a Changing Economy
Survival Tips to Swim and Not Sink
RSS Feed to ABA Practice Management Advisors' blogs that contain helpful tips and information about managing your law practice.
Law Pay Credit Card Processing: Credit Card Processing for Attorneys. Trust your transactions to the only payment solution suggested by over 50 bar associations. Correctly safeguard and separate client funds into trust and operating accounts. Funds are never commingled. The ability to accept credit cards attracts clients, improves cash flow and reduces collections. Plus, members will save up to 25% off their credit card processing fees. If you are considering accepting credit cards or want to confirm that you are processing credit card transactions correctly, call 866-376-0950 or visit LawPay Credit Card Processing.
Ethics opinions include formal opinions and informal advisory opinions.
These links to assist you to manage your practice are provided as a courtesy only.
Olmstead and Associates
Law Practice Published by the ABA contains practical articles on managing your law practice.
Law Practice TodayWebzine newsletter published by the ABA Law Practice Management Section that contains helpful and useful articles on management, marketing, finance, technology and others.
LawPRO MagazinePublished by the Lawyers' Professional Indemnity Company in Toronto, Ontario
Where is that Blankety-Blank File? Filing Tips to Stay OrganizedLaw Office Green GuideConflict Checking Systems from A to ZFrom a Walk in the Park to the Wild Side: Getting Ready for Wild Side Budgeting Is Your Practice on the Money? Turn to Financial Analysis and Planning If You Want to Profit and Grow Six Steps to Improve Your Practice Profitability Expanding Your Practice - A Dollars and Sense Analysis Ethical Office Sharing What To Do With Client Files 12 TIPS for Making Your Seminars a Superior Marketing Machine The Dangerous Link Between Chronic Office Chaos, Stress, Depression, and Substance Abuse Finding a Life While Practicing Law Good Timekeeping Practices When Bad Habits Happen to Good People: How to Rid Yourself of Procrastination and Other Work Related Vices How to Make Persuasive Presentations With Power and Influence Rx for Communication Faux Pas that Cause Ill Will with Your Clients and Colleagues While the Public Perception of Lawyers is Nothing New, There are Steps You Can Take to Change It Helpful Hints for Staff Performance Reviews The Young and The Restless Are Lawyers Like the Cobbler's Child When It Comes to Protecting Themselves and Their Firm? No Gaps in Legal Malpractice Insurance Looking for a Deal: When Comparing LPL Policies Consider More Than Cost Digital Dictation - Is it Right for Your Firm? The Green Law Firm Do Your Homework When Hiring Temporary Lawyers Departing Employee Technology Checklist: Keeping the Fox Out of the Henhouse Are You Prepared for Your 'Second Season'? 7 Emerging Trends that Could Change How You Manage Your Firm
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