30 Minute Malpractice Checkup
A quick and easy way to assess your risk management readiness Read More +
Attorney-Client Agreements Toolkit
Sample retainer forms; engagement letters, nonengagement letters, and disengagement letters; ethical considerations Read More +
Attorney-Client Agreements Toolkit - Infographic
A snapshot of the 3 types of agreement forms you need to protect your practice. Read More +
Attorney-Client Relationships
Tips for everything from initial contact to closing the case Read More +
Avoiding Malpractice Traps
Top danger areas and tips for avoiding them Read More +
Calendar and Docket Control
Choosing and using the best calendaring system for your firm Read More +
Choosing Your Malpractice Provider
Everything you need to know – from claims to coverage Read More +
Conflicts of Interest
Screening and avoiding client conflicts, common scenarios Read More +
Dead but not Done: The Outdated Designation of Beneficiary
Practice tips for family law and estate planning attorneys to avoid issues arising when divorced clients fail to change the designation of beneficiary Read More +
File Management: Retention & Destruction - Infographic
A visual reference highlighting important issues concerning client file management. Read More +
File Management: Retention and Destruction
Retention periods, file closing forms and letters, ethics pointers Read More +
Medical & Personal Injury Lien Traps
A review of the most common liens on personal injury settlements, incl. forms and RPC's Read More +
Office Procedures Manual
Personnel policy, office systems and setup, sample forms Read More +
Opening a Law Firm Toolkit
Starting your practice, financial considerations, your first clients Read More +
Plan Ahead for Closing a Law Practice: Procedures for retirement, Moving to a new firm, or Your death or disability
Checklists for winding down a practice, financial planning, power of attorney, ethics issues Read More +
