Templates & Downloads
Editable educational templates with jurisdiction-review warnings. These are not universally compliant legal forms — identify variables, make your decisions, and review for your jurisdiction before use.
Every template requires jurisdiction-specific review before use. Do not present these as universally compliant legal forms.
Client forms, engagement letters, fee agreements, and trust account forms adapted from a state bar practice-management guide, generalized for use in any jurisdiction.
Source forms libraryPlanning
Outline for your practice model, market, and financial projections.
Financial
One-time and recurring cost worksheets.
A basic chart of accounts for a solo practice.
Rolling weekly cash-flow projection.
Operations
Master checklist of launch tasks.
Steps to open a new matter correctly.
Cadence and standards for client updates.
Consistent document naming standard.
Closing matters and retention schedules.
SOP structure for any workflow.
Ethics
Standard conflict-screening questionnaire.
Intake
Client intake information collection form.
Pre-consultation and consultation steps.
Engagement
Issues to address in every engagement letter.
Templates for declining and closing matters.
Trust
Monthly trust reconciliation controls.
Security
Due diligence for software vendors.
Steps to take during a security incident.
Recovery and continuity procedures.
AI
Firm policy for responsible AI use.
Review steps before relying on AI output.
Worksheet for verifying citations.
Succession
Plan for incapacity or transition.
Hiring
Structured interview evaluation.
30/60/90-day onboarding template.
Appearance
Brief for appearance counsel.
Report template after an appearance.
Metrics
Track leads, conversion, utilization, and more.
Client Forms
Cover sheet plus a structured interview guide for new-client meetings.
Running list of open matters, clients, and status.
Short post-matter survey to capture client satisfaction.
Step-by-step checklist for properly closing a client file.
Engagement Letters
General-purpose letter confirming scope, fees, and terms of representation.
Letter declining representation following a consultation.
Short-form letter confirming no representation was undertaken.
Longer-form nonengagement letter with fuller explanation.
Nonengagement letter citing a conflict as the reason.
Letter confirming the matter is closed and representation has ended.
Checklist of items to confirm before sending a nonengagement letter.
Fee Agreements
Fee agreement template for contingent-fee representation.
Fee agreement template for hourly billing.
Fee agreement template for flat-fee representation.
Hybrid fee agreement combining flat and hourly components.
A library of standalone clauses to mix into any fee agreement.
Trust Account Forms
Self-audit checklist for reviewing trust account practices.
Per-client ledger tracking trust deposits and disbursements.
Trust account general ledger template.
Ledger for tracking bank and administrative charges against the trust account.
Worksheet to reconcile bank statement, client ledgers, and general ledger.
A filled-in sample set of trust account forms for reference.
Blank spreadsheet set of trust account forms ready to use.
Notice given to your bank when opening an IOLTA/trust account.
Generic enrollment or change-of-information form for your state IOLTA program — get the current version from your state bar or IOLTA foundation.
Miscellaneous
Index template for tracking closed and archived files.
Notice letter for retirement, relocation, disbarment, suspension, or similar events.
Agreement template for engaging independent contractors.
Joint notice letter when a lawyer departs the firm.
Boilerplate disclaimer language for websites, letters, and marketing materials.