LAW FIRM GUIDES AND TEMPLATES

Updated: March 22, 2021

GUIDES AND TEMPLATES FROM THE WSBA

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Title	Type	Size
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
Consultation Agreement	docx	579 KB	Download
Deadline Import Template	xlsx	20 KB	Download
Declination Letter	docx	580 KB	Download
Document Retention Provision	docx	24 KB	Download
Engagement Agreement	docx	591 KB	Download
File Closing Checklist	docx	18 KB	Download
File Closure Tracking Spreadsheet	xlsx	16 KB	Download
Law Firm Cloud Service Checklist	docx	31 KB	Download
Self-Audit Checklist	pdf	437 KB	Download
Starter Budget	xlsm	36 KB	Download
The Law Firm Guide to Cybersecurity	pdf	1753 KB	Download
The Law Firm Guide to Disaster Planning & Recovery	pdf	763 KB	Download