Practice Tips & Forms

Forms Bank

The forms bank contains a collection of sample forms and other resources to help you manage your law practice efficiently.  Sample forms include: sample fee agreements, practice self-audit, guides for planning ahead, avoiding scams and more. 

IOLTA (Mandatory)

All licensed attorneys must certify compliance with Supreme Court Rule 4-1.15 relating to trust accounts. Each attorney must provide information about the trust account(s) they use, or certify a valid exemption for not maintaining a trust account. www.moiolta.org

Law Practice Management Tips

Various tips from Practice Management Advisors  working in bar associations throughout the U.S. and Canada.

Credit Card Processing for Attorneys

Law Pay Credit Card Processing: Credit Card Processing for Attorneys. Trust your transactions to the only payment solution suggested by over 50 bar associations. Correctly safeguard and separate client funds into trust and operating accounts. Funds are never commingled. The ability to accept credit cards attracts clients, improves cash flow and reduces collections. Plus, members will save up to 25% off their credit card processing fees. If you are considering accepting credit cards or want to confirm that you are processing credit card transactions correctly, call 866-376-0950 or visit LawPay Credit Card Processing

Audio and Video Resources

Audio and Video Resources to Manage Your Practice

Marketing

Software to Manage Your Leads and Contacts

Ethics Opinions

Ethics opinions can be found here.

Using Checklists

Legal Management Consultants

These links to assist you to manage your practice are provided as a courtesy only.

Magazines and Webzines

  • Law Practice 
    Published by the ABA contains practical articles on managing your law practice.
  • LawPRO Magazine 
    Published by the Lawyers' Professional Indemnity Company in Toronto, Ontario