Are you a law office administrator or the managing partner of a law firm?
Buy and download template forms, agreements, checklists and information for the day-to-day management of a law office, including staffing, hiring junior partners and associates, fee splitting and referrals, and the relationships a firm develops with its clients.
Acknowledgement and Waiver of Independent Legal Advice (Canada)
Prepare an Acknowledgement and Waiver of Independent Legal Advice for a client with this template form for Canada. The person signing the document acknowledges that he / she has been offered independent legal advice to advise him/her of the ramifications, effect and scope of the document he/she i...
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Agenda & Discussion Topics for Lawyer Retreat
Form of agenda and list of discussion and review items for annual or semi-annual lawyers' retreat. Review of practice areas, client base, growth, office technology, practice management, firm philosophy and mission, firm projects....
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Appointment for Taxation and Affidavit of Solicitor in Support (Alberta)
Use these templates to prepare a Notice of Appointment for Taxation and Affidavit in support of the taxation. These forms would be filed in the Court of Queen's Bench in the Province of Alberta, and served on a client who has failed to pay his / her legal bills. The appointment is made by the lawyer...
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Attorney Retainer Agreement (California)
California lawyers, prepare an Attorney Retainer Agreement between you and your client with this easy-to-use template. The client’s retainer deposit will be deposited in a trust account and applied to legal fees, costs and expenses as billed. The rates for legal, paralegal and secretarial servic...
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Building a Successful Law Firm
Let this 7-page guide help you build your own successful law firm. "Building a Successful Law Firm' sets out a number of questions to help you assess and analyze the firm's present condition and future viability and profitability. The guide provides information on: how to develop a mission state...
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Certificate of Independent Legal Advice (Canada)
Prepare a Certificate of Independent Legal Advice with this ready-to-use form for use in Canada. The lawyer making the Certificate states that he / she has provided an individual with legal advice regarding a document independently from any other party. The individual confirms that they have rece...
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Confidentiality - A Client's Right, A Professional's Duty
Download this free article setting out the obligations of all legal and clerical staff of a law firm with respect to maintaining absolute confidentiality of client matters. This file is in Adobe PDF format....
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Fee Agreement between Lawyer and Clients (British Columbia)
British Columbia lawyers, prepare Fee Agreements for your clients with this easy-to-use template. The agreement sets out the understanding between the parties with respect to: billing rates of the lawyer(s) working on the file, methods of calculating legal fees, disbursements and expenses...
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Fee Splitting Disclosure & Consent Form - Associate
Prepare a Fee Splitting Disclosure and Consent form with this easy-to-use template. The Disclosure and Consent form would be used in situations where a client's legal representative wants to bring in additional counsel on an associate basis, with respect to a particular matter. This Fee Splitt...
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Fee Splitting Disclosure & Consent Form - Referral
Prepare a Fee Splitting Disclosure and Consent form with this easy-to-use template. The Disclosure and Consent form would be used in situations where a client's original legal counsel wishes to refer a particular legal matter to another law firm. This Fee Splitting Disclosure & Consent Form - ...
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Use this easy 1-page template to prepare a GST Agency Agreement for Canada, between a client and a lawyer. The client appoints and indemnifies the lawyer as its agent to pay fees for certain federal and provincial government services on its behalf, thus negating the charging of GST (Goods & Servi...
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Guarantees Acknowledgement Act Certificate of Notary Public (Alberta)
Download this free Certificate of Notary Public form for the Province of Alberta, Canada, pursuant to the Guarantees Acknowledgement Act. The notary public certifies that the guarantor has examined the guarantee, understands the contents and has acknowledged executing the same. This Alberta Gu...
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Independent Legal Advice Checklist (Canada)
Canadian lawyers, use this handy Independent Legal Advice Checklist to document the required information and the steps to be taken when providing independent legal advice to a client, including advice given regarding domestic contracts. This Canada Independent Legal Advice Checklist is a download...
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Law Office Administrative Systems
"Law Office Administrative Systems" discusses issues to be considered by the managing partner(s) in the following events: when determining whether or not to hire a full-time law office administrator; when developing a policy to review new clients or cases prior to acceptance; when developing file...
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Lawyer Partnership Agreement (USA)
USA lawyers, if you plan to go into partnership with other legal practitioners, use this template to draw up a Lawyer Partnership Agreement among the partners. Partners will not receive a salary for services rendered. Instead they will each have a drawing account from which they can make withdraw...
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Lawyer Practice Level Qualifications & Compensation
Download this free set of guidelines to help establish qualifications for each lawyer's level of practice in your firm, from junior associate lawyer to partner. The file contains a chart setting out the expectations of the firm with respect to ability to handle files and cases, deal with clients,...
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Lawyer's Contingency Agreement (Alberta)
Alberta lawyers, prepare a Lawyer's Contingency Agreement between you and your client with this easy-to-use template. The agreement sets out the understanding between the parties with respect to legal services provided in connection with a lawsuit. The legal fees charged to the client will be bas...
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Lawyer's Contingency Fee Agreement (Nova Scotia)
Nova Scotia lawyers, prepare a Contingency Fee Agreement between you and your client with this easy-to-use template. The Agreement sets out the understanding between the parties with respect to legal services provided in connection with a lawsuit. The legal fees charged to the client will be bas...
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Letter of Intent to Incoming Associate
Create a Letter of Intent for an incoming associate to a law firm, medical clinic or other professional association with this ready-made template. The Letter of Intent summarizes the practice support and services that the firm will agree to provide to the associate, including: marketing assista...
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It is critical for a law firm to set up and maintain an efficient and effective Limitation Date Diary. This article will show you how to do that. Learn how to develop an effective system to track all critical dates for limitation periods, and how to keep the limitation system thorough and up to d...
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Miscellaneous Boilerplate Agreement Clauses
Download this set of miscellaneous boilerplate agreement clauses which can be inserted into most types of legal agreements and contracts. The boilerplate clauses include provisions for: giving notice, governing law, severability of articles and clauses, counterpart execution, interp...
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Download this free Certificate of Notary Public form for use in Canada. The notary certifies that he/she has examined certain original documents and that the copies of documents attached to the certificate are true copies of those originals. This is a Canadian Notarial Certificate form in MS Word...
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Referral Acknowledgement & Release
Download this free Acknowledgement & Release form, which is given by a client who has been referred to a lawyer in a specific matter. The form releases the referring party with respect to any claims arising from the matter being referred, and acknowledges that the client is relying solely on the...
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Are you looking for a position with a law firm? Prepare your resume with this template Resume for Lawyer form. The Resume template contains sections for: work experience, education, professional development, bar admission and related activities, community involvement, publications, compete...
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Solicitor's Conflict Letter (Alberta)
Alberta lawyers, use this template Solicitor's Conflict Letter to inform a client about a potential conflict of interest, pursuant to Chapter 5 of the Province of Alberta Code of Professional Conduct. The letter should be sent to each party in a transaction where the lawyer has been asked to repr...
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Summary of Client's Rights and Responsibilities
Do you know what your rights and responsibilities as a legal client are? This free article contains information that every client of a lawyer should know about their rights and responsibilities in dealing with their legal counsel. A Summary of Client's Rights and Responsibilities is available ...
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Ten Tough Questions to Ask Before Retaining a Business Lawyer
Download this list of questions a client should ask any lawyer or firm that they are considering retaining as their commercial or corporate legal counsel. These questions are designed to gather information regarding background, training, billing practices and cost reduction strategies. In Adobe P...
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Download this free article which disscusses defamation law, and the Supreme Court of Canada's view of what a person's public image and reputation is worth. This file is in Adobe PDF format....
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