Minnesota State Bar Association
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Practice Management Forms and Materials

Forms, retainer agreements, and client management tools to build, maintain, and market your practice.



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Title Form PDFWordSource
Minnesota Family Law Limited Scope Representation - Risk Management Materials Download PDF
The Basics of Client Files and Paperless Systems: Opening, Closing, Documentation, and TicklersMLM-025 Download PDF
Avoiding Conflicts of Interest: A Malpractice Insurance Company's PerspectiveMLM-065 Download PDF
Succession Planning and Sale of a Law PracticeMLM-075 Download PDF
Non-Engagement LetterMLM-085 Download Word Doc
Sample File Closing LetterMLM-090 Download Word Doc
Sample Contingent Fee AgreementMLM-120 Download Word Doc
Sample Client Termination LetterMLM-180 Download Word Doc
Authorization for Transfer of Client FileMLM-190 Download Word Doc
Working with Your Lawyer (Client Pamphlet v1)MTK-010 Download Word Doc
Working with Your Lawyer (Client Pamphlet v2)MTK-011 Download Word Doc
Working with Your Lawyer (Client Pamphlet v3)MTK-012 Download Word Doc
Working with Your Lawyer (Client Pamphlet v4)MTK-013 Download Word Doc
Working with Your Lawyer (Client Pamphlet v5)MTK-014 Download Word Doc
Ten Ways to Help Your Attorney to Help You (Client Letter v1)MTK-015 Download Word Doc
Wills: Why You May Need One (Will Pamphlet v1)MTK-050 Download Word Doc
Wills in Minnesota (Will Pamphlet v2)MTK-051 Download Word Doc
Why You Need a Will (Will Pamphlet v3)MTK-052 Download Word Doc
Wills: Why You May Need One (Will Pamphlet v4)MTK-053 Download Word Doc
Wills: Why You May Need One (Will Pamphlet v5)MTK-054 Download Word Doc
Wills in Minnesota (Will Letter v1)MTK-055 Download Word Doc
Probate in Minnesota (Probate Pamphlet v1)MTK-060 Download Word Doc
Probate in Minnesota (Probate Pamphlet v2)MTK-061 Download Word Doc
Probate Law and Procedure in Minnesota (Probate Pamphlet v3)MTK-062 Download Word Doc
Probate Law and Procedure in Minnesota (Probate Pamphlet v4)MTK-063 Download Word Doc
Probate Law and Procedure in Minnesota (Probate Pamphlet v5)MTK-064 Download Word Doc
Probate Law and Procedure in Minnesota (Probate Letter v1)MTK-065 Download Word Doc
Intake Form - ProbatePBT-001 Download Word Doc
Status Report LetterPM-004 Download Word Doc
Hourly Retainer AgreementPM-100 Download Word Doc
Fixed-Fee Retainer AgreementPM-110 Download Word Doc
Limited Scope Legal Services AgreementPM-115 Download Word Doc
Notice of Limited Scope RepresentationPM-116 Download Word Doc
Keeping Client Trust Accounts with GnuCashPM-200 Download PDF
Keeping Records for Client Trust Accounts Using Microsoft Office Accounting 2006 or 2007PM-201 Download PDF
Using QuickBooks 6.0 for Lawyers' Trust AccountingPM-202 Download PDF
Trust Accounting with QuickBooks 2005 ProfessionalPM-203 Download PDF
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CLE Reporting Rules Change

2010 Fee Changes Effective July 1, 2010, the Rules of the CLE Board require that a Minnesota lawyer who files a paper affidavit to report CLE attendance must pay a $10.00 filing fee. There is no charge for filing CLE attendance using the CLE Board’s OASIS system (Online Attorney Sponsor Integrated System).

MLM Resources

MLM IconMinnesota Lawyers Mutual has provided practicelaw with practice forms and with its Law Practice Management booklets. The booklets are a compilation of information and 'best practices' developed by MLM attorneys over the years.

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