Launch Checklist

Verify your license is active and in good standing in every jurisdiction where you will practice.

Check your jurisdiction's CLE requirements and reporting cycle.

Set up e-filing accounts for each court where you will appear.

Implement a conflict-check process before every engagement and new matter.

Read and bookmark your jurisdiction's adopted rules of professional conduct.

Select a permitted entity type and file formation documents with the Secretary of State.

Apply for an Employer Identification Number for your business entity.

File assumed name registrations as required by your jurisdiction.

Check and obtain any required local business licenses or registrations.

Consult a qualified CPA about entity tax elections and estimated tax planning.

Open a separate operating account for business income and expenses.

If you will hold client funds, open a compliant trust or IOLTA account.

Choose a trust-compliant payment processor for client payments.

Set up monthly three-way reconciliation for any trust account.

Secure professional liability insurance appropriate to your practice area.

Evaluate cyber liability coverage for data breach and security incidents.

Secure general liability insurance for your office and operations.

Document your business model, market, financial projections, and budget.

Draft engagement letter templates covering scope, fees, and communication terms.

Draft templates for declining representation and closing matters.

If offering limited-scope representation, prepare compliant templates.

Include privacy notice, terms, attorney advertising disclaimers, and jurisdiction notices.

Ensure all marketing and advertising complies with your jurisdiction's rules.

Configure professional email with encryption and a custom domain.

Set up encrypted file storage with automated backup and disaster recovery.

Turn on MFA for all accounts containing client or firm data.

Use a password manager for all firm credentials and shared access.

Select and implement a practice management system for matters, billing, and documents.

Create a structured intake form and qualification process.

Implement a docketing system with rules-based deadline calculation.

Standardize how new matters are opened and documented.

Implement time capture, billing cycle, and collections processes.

Adopt consistent file naming and document storage conventions.

Document how matters are closed and how long files are retained.

Review security, confidentiality, and data terms for every vendor.

Ensure vendors handling client data sign appropriate confidentiality agreements.

Create and document a firm policy for responsible AI use.

Document steps to take during and after a security incident.

Plan for disaster recovery and continued operations.

Plan for incapacity, absence, or closure with a designated successor.

Document how a successor would access files and client information in an emergency.

Begin client acquisition through compliant marketing and referral channels.

Review finances, KPIs, and systems at 30 days.

Review finances, KPIs, and systems at 90 days.