LAW FIRM GUIDES AND TEMPLATES

Updated: Nov. 19, 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.

Title	Type	Size
Best Practices for Account Management	docx	21 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	14 KB	Download
Conflicts Check Database	xlsx	14 KB	Download
Conflicts Check Database	xlsx	19 KB	Download
Consultation Agreement	docx	579 KB	Download
Declination Letter	docx	580 KB	Download
Engagement Agreement	docx	591 KB	Download
Example Business Continuity Plan	docx	641 KB	Download
Example Client Matter Management Spreadsheet	xlsx	16 KB	Download
Example Closing Letter to Client	docx	29 KB	Download
Example Deadline Import Template	xlsx	20 KB	Download
Example Document Retention Provision	docx	24 KB	Download
File Closing Checklist	docx	18 KB	Download
File Closure Tracking Spreadsheet	xlsx	16 KB	Download
IOLTA Ledger	xlsx	26 KB	Download