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Forms

General Forms:

Law Office Setup Checklist
Closing Office Checklist/Timeline

Client-Related


Client intake form
Active Client List
Active Client List (Excel)
Client Feedback Form
Checklist for closing client files

Conflict Checking


Conflicts Checking System Checklist
Conflict of interest check form

Engagement Letters


Engagement letter - Follow up Letter After Initial Interview
Nonengagement letter - After Initial Consult
Nonengagement letter - After Initial Consult, short
Nonengagement letter - After document review
Nonengagement letter - Conflict of Interest
Disengagement letter - Representation Completed
Nonengagement letter checklist

Miscellaneous


Sample Closed Files Index
Sample Letter to Opposing Counsel after Retirement, Relocation, Disbarment, Suspension, etc.
Sample Independent Contractor Agreement

Sample Fee Agreements:

Sample Fee Agreements (definitions)
Sample Contingent Fee Agreement
Sample Hourly Fee Agreement
Sample Flat-Fee Agreement
Sample Miscellaneous Fee Agreement Provisions      

Trust Account Management Forms:

Trust Account Review
Client Ledger Form
General Ledger Form
Administrative/Bank Charges Ledger Form
3-Way Reconciliation Form
Trust Account Forms (Excel - Sample)
Trust Account Forms (Excel - Blank)

Trust Account Administrative Account Forms:

 Notification to IOLTA Approved Financial Institution
 Enrollment Form Instructions
 Arizona Attorney IOLTA Enrollment/Change Form
 List of Arizona Banks