Law Office Management
Manage the operations of a law firm with these template forms for law office administrators and managing partners.
Effectively manage the operations of your law firm with a comprehensive selection of template forms designed specifically for law office administrators and managing partners. These resources support both Canadian and U.S. legal practices, as well as offer generic forms suitable for a variety of jurisdictions.
Available Administrative Forms
These templates are designed to streamline common tasks and ensure professional standards are met. Our collection includes essential administrative forms and documents frequently used in legal practices, including:
- Fee agreements and client intake forms
- Independent legal advice certificates
- Employee confidentiality agreements
- Conflict letters
Downloadable and Customizable Templates
All template forms are available in convenient Microsoft Word and PDF formats, allowing for easy downloading and customization to meet your firm’s specific needs.
Flexible Purchasing Options
Purchase only the templates you require, exactly when you need them, ensuring a cost-effective solution for your law office management.
Referral Acknowledgement and Release
Download this free Referral Acknowledgement and Release form to be signed 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.
- The client acknowledges that they are relying solely on the advice of the lawyer they have been referred to.
- This is a generic form which can be used in many jurisdictions.
- Available in MS Word format.
Lawyer Client Intake Questionnaire for Personal Injury Claims
Lawyers can use this Client Intake Questionnaire to collect the information they need from a client to launch a personal injury case.
- The 24-page form contains numerous sections for information gathering, including:
- personal details about the client, spouse/partner and children,
- employment, education, community involvement,
- military service,
- hobbies and activities,
- the accident / incident that resulted in the injury,
- details about the injury, diagnosis, prognosis, treatment and ongoing effects,
- medical expenses, vehicle repair costs, and other related costs,
- insurance details for all vehicles involved,
- medical history,
- driving records,
- criminal history,
- a section for slip and fall injury claims.
- Available in MS Word format and fully editable to fit your exact needs.
