Updated: May 18, 2020
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.
View the Law Firm Guide to Document Retention
All Guides and Templates
| Title | Type | Size | |
| pdf Business Plan Template | 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 | 14 KB | Download |
| xlsx Conflicts Check Database | xlsx | 14 KB | Download |
| docx Example Closing Letter to Client | docx | 29 KB | Download |
| docx Example Document Retention Provision | docx | 24 KB | Download |
| docx Example File Closing Checklist | docx | 18 KB | Download |
| xlsx Example File Closure Tracking Spreadsheet | xlsx | 16 KB | Download |
| pdf Self-Audit Checklist | 437 KB | Download | |
| pdf The Law Firm Guide to Document Retention | 1302 KB | Download | |
| pdf Timelines for File Retention | 499 KB | Download |
