LAW FIRM GUIDES AND TEMPLATES

Updated: May 15, 2023

GUIDES AND TEMPLATES FROM THE WSBA

These resources are developed to help you navigate law firm business ownership. If you have any questions, please send us an email or schedule a free telephone consultation.

Download (19 KB)

File Closing Checklist (docx)

Download (18 KB)

Download (24 KB)

Business Continuity Plan (docx)

Download (641 KB)

Download (763 KB)

Download (31 KB)

Download (1753 KB)

Engagement Agreement (docx)

Download (591 KB)

Download (3434 KB)

Matter Closure Letter (docx)

Download (581 KB)

Title	Type	Size
Best Practices for Account Management	docx	21 KB	Download
Business Continuity Plan	docx	641 KB	Download
Business Plan Prompts	docx	584 KB	Download
Business Plan Template	pdf	582 KB	Download
Checklist for a Document Retention Policy	docx	19 KB	Download
Client Acknowledgement of File	docx	14 KB	Download
Client Authorization of File Transfer Form	docx	14 KB	Download
Client Matter Management Template	xlsx	16 KB	Download
Closing Letter to Client	docx	581 KB	Download
Conflicts Check Database	xlsx	19 KB	Download
Consultation Agreement	docx	579 KB	Download
Deadline Import Template	xlsx	20 KB	Download
Declination Letter	docx	580 KB	Download
Engagement Agreement	docx	591 KB	Download
File Closing Checklist	docx	18 KB	Download
File Closure Tracking Spreadsheet	xlsx	16 KB	Download
IOLTA Ledger	xlsx	26 KB	Download
Law Firm Cloud Service Checklist	docx	31 KB	Download
Matter Closure Letter	docx	581 KB	Download
Questionnaire for a Prospective Law Firm Owner	docx	578 KB	Download