Best Practices for Lawyers Checklist

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The purpose of this best practice checklist is to help you identify areas to implement best practices in your law firm. Please take a few moments to review all of the questions and note any areas you would like to discuss more thoroughly with a law practice advisor. We recommend that you discuss answers with all staff in the office to ensure that your actual office procedures are documented.



CLIENT INTAKE AND ENGAGEMENT
Yes No N/A
FEE AGREEMENTS
Yes No N/A
COMMUNICATIONS
Yes No N/A
CONFLICTS OF INTEREST
Yes No N/A
CONFLICTS OF INTEREST
Yes No N/A
CONFIDENTIALITY
Yes No N/A
RECORDS MANAGEMENT
Yes No N/A
DOCKET / CALENDARING
Yes No N/A
FINANCIAL MANAGEMENT, BILLING, and TIMEKEEPING
Yes No N/A
TRUST PROPERTY and TRUST ACCOUNTS
Yes No N/A
TECHNOLOGY
Yes No N/A
MARKETING and BUSINESS DEVELOPMENT
Yes No N/A
MARKETING ETHICS
Yes No N/A
STAFF MANAGEMENT
Yes No N/A
PROFESSIONAL PRACTICE and PLANNING
Yes No N/A
MANAGING YOUR TIME, PROJECTS, and TASKS
Yes No N/A
MANAGING YOURSELF and YOUR CAREER
Yes No N/A