Updated: March 26, 2025

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.

Document Retention  │  Disaster Planning & Recovery  â”‚ Cybersecurity  â”‚  Hanging Your Own Shingle  â”‚  Closing Your Practice


Document Retention

Disaster Planning & Recovery

Cybersecurity

Hanging Your Own Shingle

Closing Your Practice

All Guides and Templates

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