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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
Preliminary DWI Defense ChecklistCRIM-050 Download Word Doc
Family Law: Contact Sheet (January 2011)JS-404 Download Word Doc
Practice Management: File Closing Checklist (January 2011)JS-800 Download Word Doc
Practice Management: Office Moving Checklist (January 2011)JS-801 Download Word Doc
Practice Management: Notes for Closing a Law Practice (Rev. March 2013)JS-802 Download Word Doc
Practice Management: Client Intake Sheet (March 2011)JS-803 Download Word Doc
Practice Management: Marketing Ideas (February 2012)JS-805 Download Word Doc
Practice Management: Resources for Lawyers (August 2012)JS-806 Download Word Doc
Practice Management: Streamlining Office Procedures (April 2012)JS-815 Download Word Doc
MLM: The Basics of Client Files and Paperless Systems: Opening, Closing, Documentation, and TicklersMLM-025 Download PDF
MLM: Ethical Considerations & Malpractice Risk Prevention in Client CommunicationsMLM-055 Download PDF
MLM: File RetentionMLM-060 Download PDF
MLM: Avoiding Conflicts of Interest: A Malpractice Insurance Company's PerspectiveMLM-065 Download PDF
MLM: Succession Planning and Sale of a Law PracticeMLM-075 Download PDF
MLM: Non-Engagement LetterMLM-085 Download Word Doc
MLM: Sample File Closing LetterMLM-090 Download Word Doc
MLM: Sample Engagement Agreement - Hourly RateMLM-100 Download Word Doc
MLM: Sample Contingent Fee AgreementMLM-120 Download Word Doc
MLM: Sample Client Termination LetterMLM-180 Download Word Doc
MLM: Authorization for Transfer of Client FileMLM-190 Download Word Doc
MLM Disaster Planning & Recovery: Overview-Lessons Learned MLM-251 Download PDF
MLM Disaster Planning & Recovery: Overview-Possible Disasters and Risk Assessment MLM-252 Download PDF
MLM Disaster Planning & Recovery: Disaster Planning Kit & Template MLM-256 Download PDF
MLM Disaster Planning & Recovery: Your InsuranceMLM-261 Download PDF
MLM Disaster Planning & Recovery: Other Disaster NeedsMLM-262 Download PDF
MLM Disaster Planning & Recovery: Protecting Client FilesMLM-266 Download PDF
MLM Disaster Planning & Recovery: File Retention in the Digital AgeMLM-267 Download PDF
MLM Disaster Planning & Recovery: PaperlessnessMLM-268 Download PDF
Intake Form - ProbatePBT-001 Download Word Doc
Status Report LetterPM-004 Download Word Doc
Launching a Law Practice in MinnesotaPM-050 Download PDF
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 GnuCash 2.2.4PM-200 Download PDF
Keeping Records for Client Trust Accounts Using Microsoft Office Accounting 2006 or 2007 PM-201 Download PDF
Using QuickBooks 6.0 for Lawyers' Trust AccountingPM-202 Download PDF
Trust Accounting with QuickBooks 2005 ProfessionalPM-203 Download PDF
Keeping Clients’ Trust Accounts with QuickBooks 2010 ProfessionalPM-204 Download PDF
Keeping Client Trust Accounts with QuickBooks Online Essentials (2012)PM-205 Download PDF
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Practice Management

Forms and guides across all areas that assist with office management, client services, and business development.

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MLM Resources

Minnesota 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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MSBA Certified Specialist

The MSBA has been continuously accredited since 1988 by the Minnesota State Board of Legal Certification to certify attorneys as Certified Real Property Law Specialists. The Certified Specialist designation is one way for the public to identify those attorneys who have demonstrated proficiency in their specialty area. Read More