Resource Library
Guides, checklists, templates, official sources, ethics opinions, court resources, and more. Every resource shows its authority, source, and review date. Report outdated information with one click.
Plan for incapacity, absence, or closure with a designated successor.
Locate federal courts by state and type.
Official IRS resources for small businesses and self-employed individuals.
A Latin term meaning 'for this occasion' — admission to appear in a matter in a jurisdiction where you are not licensed.
Issues to address in every engagement letter.
A starting policy for responsible AI use — requires firm-specific and jurisdiction-specific review.
The percentage of worked hours that are actually billed to a client.
Steps to take during and after a security incident.
Discover your effective rate after nonbillable time, write-downs, and collection loss.
Worksheet for verifying citations with status tracking and attorney sign-off.
Directory of state and local bar associations from the ABA.
Core operational workflows from lead response through matter opening.
Track leads, conversion, utilization, realization, collection, and more.
ABA formal opinion on lawyers' use of generative AI — general background only.
Official paid-access system for federal court dockets. Check current fee and waiver rules.
IRS publication on starting a business and keeping records.
Build client-acquisition systems that comply with your jurisdiction's advertising rules.
Price flat fees to cover labor, hard costs, scope creep, risk, and your target margin.
Recovery and continuity procedures for your firm.
Entity formation, EIN, banking, IOLTA, and accounting — with professional review guidance.
The official website of the federal judiciary.
What to check before launching in any jurisdiction — licensure, CLE, trust, advertising, and entity rules.
Compare the real monthly and startup cost of a traditional office against a virtual setup.
The ABA Model Rules — context only. Each jurisdiction's adopted rules control.
A framework for honestly evaluating whether solo practice fits your finances, temperament, and goals.
A structured review cadence to catch problems early and adjust course.
A dynamic checklist that adjusts by state, practice area, office model, fee model, and client funds.
A plain-English explanation of three-way reconciliation and why it matters.
Professional liability, cyber, general liability, and the technology stack to protect your firm.
How to open for business with a controlled first wave of clients.
Score eight dimensions of readiness — no pass/fail, just strengths, risks, and next actions.
Match your capital, risk tolerance, and client type to a viable business and practice model.
Interest on Lawyers' Trust Accounts — a trust account where client funds are held and interest supports legal services.
Monthly trust reconciliation controls and recordkeeping.
Calculate the collected revenue you need to hit your pay, overhead, and reserve targets.
Estimate the fully loaded cost and capacity gained from a new hire.
Standard conflict-screening questionnaire for every new matter.
Representation of a client for part, but not all, of a matter — permitted in most jurisdictions under RPC 1.2(c).