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

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