Updated: April 20, 2026

Law Practice Management Guides, Checklists, and Templates

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  │ Cybersecurity  │  Hanging Your Own Shingle  │  Closing Your Practice


Document Retention

Disaster Planning & Recovery

Cybersecurity

Hanging Your Own Shingle

Closing Your Practice

All Guides and Templates

Title Type Size
docx Acknowledgment of Receipt of Client File docx 14 KB Download
docx Authorization of Client File Transfer Form docx 14 KB Download
docx Best Practices for Law Office Account Management docx 21 KB Download
docx Business Continuity Plan docx 641 KB Download
docx Checklist for a Law Office Document Retention Policy docx 19 KB Download
docx Client Matter Closure Letter docx 581 KB Download
xlsx Client Matter Management Template xlsx 16 KB Download
xlsx Client Trust Account (IOLTA) Transaction Register xlsx 26 KB Download
docx Closing Letter to Client Template docx 581 KB Download
xlsx Conflicts Check Database xlsx 19 KB Download
docx Declination Letter docx 580 KB Download
docx File Closing Checklist docx 18 KB Download
xlsx File Closure Tracking Spreadsheet xlsx 16 KB Download
docx Law Firm Cloud Service Checklist docx 31 KB Download
pdf Law Firm Disaster Preparedness and Recovery Guide pdf 763 KB Download
pdf Law Firm Guide to Client File Retention and Management pdf 1302 KB Download
pdf Law Firm Practice Management Self‑Assessment Checklist pdf 437 KB Download
xlsm Law Office Budget Planning Template xlsm 36 KB Download
xlsx Legal Case Deadline Tracker Template xlsx 20 KB Download
xlsx Legal Case Deadline Tracker Template xlsx 17 KB Download