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

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Checklists (1)
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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

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.

More Info

CLE Reporting Rules Change

Related Links

MLM Resources

MSBA Online