Checklists

Open a Firm

• New Firm Technology Checklist
• Starting a Law Firm Consideration Checklist
• Merging Law Firms Consideration Checklist
• Strategic Planning Worksheet
• Process Workflow Worksheet

Wind Down

• Succession Planning Checklist
• Transition Checklist
• Merging Law Firms – Formation Considerations
• Closing a Law Firm Consideration Checklist

Technology

• New Firm Technology Checklist
• Essential Questions for your Managed Service Provider

Working with Clients

• Email Etiquette Checklist
• Process Workflow Worksheet

Practice Management

• Employee Onboarding Plan Checklist
• Practice Management Features Checklist
• Moving to a New Practice Management System (AKA. Case Management System) Checklist
• Pre-Conversion Database Cleanup Checklist
• New Firm Technology Checklist
• Process Workflow Worksheet

Time, Billing & Accounting

• Bank Reconciliation Summary – Firm Account 
• Bank Reconciliation Summary – Trust Account
• Time, Billing, & Accounting Software Feature Considerations – Checklist
• Year End Review – Checklist
• Pre-Conversion Database Cleanup – Checklist

Documents

• New Firm Technology Checklist

Document Management

• Document Management Considerations Checklist
• Cloud Document Storage Comparison Chart

Document Assembly

• Getting Started with Document Automation Checklist

Protect a Practice

• The Definitive Guide to Disaster Planning
• Earthquake Preparedness Checklist
• Plan and Prepare Your Business for Wildfires
• Cybersecurity Checklist
• Tornado Preparedness Checklist
• Evacuation Checklist
• Crisis Communications Planning Checklist
• Flood Preparedness Checklist
• Plan and Prepare for Hurricanes
• 10 Steps to Business Continuity
• Winter Weather Preparedness Checklist