The San Francisco Law Library's Law Practice Management Collection includes many sample forms and other shortcuts for more efficient law practice. To find sample forms suited to your needs, please choose from the list of topics below to see a list of titles with relevant options.
Download a copy of the Guide to Forms in the Law Practice Management Collection.
Opening a Law Practice
How to Build and Manage a Family Law Practice, (on CD at appendix 4A (Office Start-up Time Line and Checklist)), with CD-ROM, by Mark A. Chinn. American Bar Association, Section of Family Law, Section of Law Practice Management, 2006. KF300 .C455 2006.
Law Firm Organizational Agreements
The Essential Formbook: Comprehensive Management Tools for Lawyers, (in book and on CD at volume 1, part I, chapters 1 (partnership agreement), 2 (other forms of business)), by Gary A. Munneke and Anthony E. Davis. Loose-leaf: 4 volumes, each with a CD-ROM. American Bar Association, Section of Law Practice Management, 2000–present. KF318 .M85 2000.
How to Manage Your Law Office, (in book at volume 2, appendices A (partnership agreement), B (professional corporation bylaws), B1 (shareholders’ agreement), F (of counsel agreement)), by Mary Ann Altman and Robert I. Weil. Loose-leaf, 2 volumes. Matthew Bender, 1973–present. KF318 .A758.
Law Firm Design
The Complete Guide to Designing Your Law Office, with CD-ROM, (CD contains forms, checklists, and other organizational materials relating to the design and renovation of a law firm), by Suzette S. Schultz and Jon S. Schultz. American Bar Association, Section of Law Practice Management, 2005. KF320.L39 S38 2005.
Office Sharing Agreements
How to Manage Your Law Office, (in book at appendix D), by Mary Ann Altman and Robert I. Weil. Loose-leaf, 2 volumes. Matthew Bender, 1973–present. KF318 .A758.
Charting a Course for Your Law Firm
How to Build and Manage a Family Law Practice, (on CD at appendix 3C (Firm Goals Worksheet)), with CD-ROM, by Mark A. Chinn. American Bar Association, Section of Family Law, Section of Law Practice Management, 2006. KF300 .C455 2006.
The Lawyer’s Guide to Strategic Planning: Defining, Setting, and Achieving Your Firm’s Goals, (on CD at chapter questions 6–12 (strategic planning questions)), with CD-ROM, by Thomas C. Grella and Michael L. Hudkins. American Bar Association, Section of Law Practice Management, 2004. KF318 .G74 2004.
Client Intake Forms
Collecting Your Fee: Getting Paid from Intake to Invoice, (on CD at appendix A), with CD-ROM, by Edward Poll. American Bar Association, Section of Law Practice Management, 2003. KF316 .P65 2003.
The Essential Formbook: Comprehensive Management Tools for Lawyers, (in book and on CD at volume 1, part II, chapters 1 (gathering information), 2 (managing the client-selection process), 4 (non-engagement letters)), by Gary A. Munneke and Anthony E. Davis. Loose-leaf: 4 volumes, each with a CD-ROM. American Bar Association, Section of Law Practice Management, 2000–present. KF318 .M85 2000.
How to Build and Manage a Family Law Practice, (on CD at appendices 7A (new client telephone screening), 7C (new client questionnaire), 7D (checklist for taking over file from another lawyer), 7E (intake evaluation for divorce clients)), with CD-ROM, by Mark A. Chinn. American Bar Association, Section of Family Law, Section of Law Practice Management, 2006. KF300 .C455 2006.
How to Build and Manage a Personal Injury Practice, (on CD at appendices D (initial contact report), E (initial client interview), F, (client questionnaire)), with CD-ROM, by K. William Gibson. American Bar Association, Section of Law Practice Management, 2d ed., 2006. KF300 .G53 2006.
How to Build and Manage an Estates Practice, (on CD at appendices D (estate planning questionnaire), E (drafting instructions for estate planning documents), F (estate and probate information)), with CD-ROM, by Daniel B. Evans. American Bar Association, Law Practice Management Section, and Section of Real Property, Trust, and Estate Law, 2d ed., 2008. KF300 .E94 2008.
How to Build and Manage an Entertainment Law Practice, (on diskette at appendices M (letter for waiver of conflict of interest), N-1 (personal management agreement), N-2 (artist recording agreement), N-3 (songwriter agreement), with diskette, by Gary Greenberg. American Bar Association, Section of Law Practice Management, 2001. KF300 .G74 2001.
The Lawyer’s Guide to Increasing Revenue: Unlocking the Profit Potential in Your Firm, (on CD at appendices E (client intake policies and procedure)), with CD-ROM, by Arthur G. Greene. American Bar Association, Section of Law Practice Management, 2005. KF316.5 G74 2005.
The Lawyer’s Guide to Marketing Your Practice, (on CD at section 17 (questions for lawyer before client interview)), with CD-ROM, edited by James A. Durham and Deborah McMurray. American Bar Association, Section of Law Practice Management, 2d ed., 2004. KF316.5 .L38 2004.
The Lawyer’s Guide to Strategic Planning: Defining, Setting, and Achieving Your Firm’s Goals, (on CD at appendices F (conflict client intake policy), G (work acceptance policy)), with CD-ROM, by Thomas C. Grella and Michael L. Hudkins. American Bar Association, Section of Law Practice Management, 2004. KF318 .G74 2004.
Fee Agreement Forms
The California Guide to Opening and Managing a Law Office, (at chapter 4). State Bar of California, 2008. KF318 .C28 2008.
Collecting Your Fee: Getting Paid from Intake to Invoice, (on CD at appendices B (fee issues checklist), C (sample fee agreements)), with CD-ROM, by Edward Poll. American Bar Association, Section of Law Practice Management, 2003. KF316 .P65 2003.
Documenting the Attorney-Client Relationship: Law Firm Policies on Engagement, Termination, and Declination, (on diskette at exhibits 3 (transactional engagement letter), 4 (litigation engagement letter), 5 (contingency fee engagement letter)), with diskette, edited by American Bar Association Committee on Law Firms. American Bar Association, Section of Business Law. KF311 .D63.
The Essential Formbook: Comprehensive Management Tools for Lawyers, (in book and on CD at volume 1, part II, chapter 3 (engagement letters), at volume 2, part II, chapters 4 (alternative fee arrangements), 5 (engagement letters)), by Gary A. Munneke and Anthony E. Davis. Loose-leaf: 4 volumes, each with a CD-ROM. American Bar Association, Section of Law Practice Management, 2000–present. KF318 .M85 2000.
How to Build and Manage an Estates Practice, (on CD at appendices A (hourly fee agreement), B (estate planning fixed-fee agreement), C (estate administration fixed-fee agreement)), with CD-ROM, by Daniel B. Evans. American Bar Association, Law Practice Management Section, and Section of Real Property, Trust, and Estate Law, 2d ed., 2008. KF300 .E94 2008.
How to Manage Your Law Office, (in book at appendix C (fee agreement letters)), by Mary Ann Altman and Robert I. Weil. Loose-leaf, 2 volumes. Matthew Bender, 1973–present. KF318 .A758.
Winning Alternatives to the Billable Hour: Strategies that Work, (on CD at exhibits 1 (letter to client listing alternative fee options), 2 (formal fee agreement (hourly or contingent)), 3 (increased hourly rate for negotiations; contingent fee if litigation is required), 4 (alternative billing proposal for either hourly rates or reduced hourly rates with a contingency fee if the business is acquired), 5 (fixed fee representation of a bank for major collection litigation with bonus clause), 6 (fixed fee corporation representation service election form), 7 (fixed fee retainer agreement for handling insurance defense cases based on a prescribed volume of cases), 8 (fee agreement incorporating hourly, fixed, and unit fees for a real estate development project)), with CD-ROM, by Mark A. Robertson and James A. Calloway. American Bar Association, Section of Law Practice Management, 3d ed., 2008. KF316 .R53 2008.
Case Management Forms
Collecting Your Fee: Getting Paid from Intake to Invoice, (on CD at appendices D (case status), E (case budget)), with CD-ROM, by Edward Poll. American Bar Association, Section of Law Practice Management, 2003. KF316 .P65 2003.
The Essential Formbook: Comprehensive Management Tools for Lawyers, (in book and on CD at volume 3, part I, chapter 2 (filing, retrieval, and document management systems)), by Gary A. Munneke and Anthony E. Davis. Loose-leaf: 4 volumes, each with a CD-ROM. American Bar Association, Section of Law Practice Management, 2000–present. KF318 .M85 2000.
How to Build and Manage a Family Law Practice, (on CD at appendices 13Q (order entry checklist), 14A (trial preparation checklist), 14B (discovery checklist), 15A (briefcase packing checklist), 15D (sample asset list), 15E (“what we want” sheet), 16A (case management docket), 16B (docket meeting checklist)), with CD-ROM, by Mark A. Chinn. American Bar Association, Section of Family Law, Section of Law Practice Management, 2006. KF300 .C455 2006.
How to Build and Manage a Personal Injury Practice, (on CD at appendices I (master case plan), on CD (personal injury case flowchart)), with CD-ROM, by K. William Gibson. American Bar Association, Section of Law Practice Management, 2d ed., 2006. KF300 .G53 2006.
How to Build and Manage an Estates Practice, (on CD at appendix E (drafting instructions for estate planning documents), F (estate and probate information), G (estate administration checklist), H (estate administration schedule)), with CD-ROM, by Daniel B. Evans. American Bar Association, Law Practice Management Section, and Section of Real Property, Trust, and Estate Law, 2d ed., 2008. KF300 .E94 2008.
The Lawyer’s Guide to Records Management and Retention, (on CD at appendices 1 (sample records management policy statement), 6 (destruction certification memorandum), 7 (client files review and documentation procedures), 8 (client files review announcement), 9 (client files review and sign-off memo), 10 (client notification letter for purging records)), with CD-ROM, by George C. Cunningham. American Bar Association, Section of Law Practice Management, 2006. KF320.R42 C86 2006.
Sample Bills and Billing Management
Collecting Your Fee: Getting Paid from Intake to Invoice, (on CD at appendices H (sample detailed bill), J (collection schedule), K (sample collection letter), L (sample letters to client regarding payment), O (overdue account call sheet), P (sample overdue bill dialogue)), with CD-ROM, by Edward Poll. American Bar Association, Section of Law Practice Management, 2003. KF316 .P65 2003.
The Essential Formbook: Comprehensive Management Tools for Lawyers, (in book and on CD at volume 2, part II, chapters 6 (managing the billing process), 7 (managing the collection process), 8 (arbitration of fee disputes)), by Gary A. Munneke and Anthony E. Davis. Loose-leaf: 4 volumes, each with a CD-ROM. American Bar Association, Section of Law Practice Management, 2000–present. KF318 .M85 2000.
How to Build and Manage a Family Law Practice, (on CD at appendices 8A (sample hourly billing contact), 8B (sample flat fixed-fee billing contract), 8C (sample monthly fixed-fee contract), with CD-ROM, by Mark A. Chinn. American Bar Association, Section of Family Law, Section of Law Practice Management, 2006. KF300 .C455 2006.
How to Build and Manage an Entertainment Law Practice, (on diskette at appendices K-1 (hourly billing retainer letter), K-2 (percentage billing retainer letter)), with diskette, by Gary Greenberg. American Bar Association, Section of Law Practice Management, 2001. KF300 .G74 2001.
The Lawyer’s Guide to Increasing Revenue: Unlocking the Profit Potential in Your Firm, (on CD at appendices A-2 (billable hours report), A-3 (billing and billing realization), G-1 (law firm plan for implementing value-based billing: document preparation)), G-2 (law firm plan for implementing value-based billing: fixed fee for small case), G-3 (law firm plan for implementing value-based billing: transactional matter), H (sample billable hour policy), I (sample time recording policy), J (variable hourly rate worksheet), N (paralegal billing guidelines)), with CD-ROM, by Arthur G. Greene. American Bar Association, Section of Law Practice Management, 2005. KF316.5 G74 2005.
Sample Communications with Clients
Documenting the Attorney-Client Relationship: Law Firm Policies on Engagement, Termination, and Declination, (on diskette at exhibits 2 (engagement letter: general provisions), 3 (transactional engagement letter), 4 (litigation engagement letter), 5 (contingency fee engagement letter), 6 (incorporation engagement letter), 7 (termination letter for continuing matter), 8 (termination letter for concluded matter), 9 (declination letter), 10 (waiver of confidentiality)), with diskette, edited by American Bar Association Committee on Law Firms. American Bar Association, Section of Business Law. KF311 .D63.
The Essential Formbook: Comprehensive Management Tools for Lawyers, (in book and on CD at volume 1, part II, chapter 4 (non-engagement letters)), by Gary A. Munneke and Anthony E. Davis. Loose-leaf: 4 volumes, each with a CD-ROM. American Bar Association, Section of Law Practice Management, 2000–present. KF318 .M85 2000.
How to Build and Manage a Family Law Practice, (on CD at appendices 7B (letter stating representation ended with initial interview), 10A (letter terminating representation), 13A (informing client of temporary order), 13B (informing client of joint complaint for divorce filed), 13C (informing client of discovery requests) 13D (enclosing waiver of process), 13E (informing Client of receipt of subpoena duces tecum), 13F (enclosing financial disclosure statement of spouse), 13G (enclosing Answer and Counterclaim for Divorce), 13H (client enclosing appellant’s brief), 13I (enclosing court reporter’s trial transcript certificate of completion), 13J, (regarding mediation), 13K (informing client of temporary hearing), 13L (enclosing Order Setting Time and Place for Hearing), 13M, (enclosing Order Setting Time and Place for Status Conference), 13N (informing client of scheduled deposition), 13P (exit interview checklist), 13R (divorce anniversary letter), 15B (trial tips for clients), 15C (letter to friends of client who will attend trial)), with CD-ROM, by Mark A. Chinn. American Bar Association, Section of Family Law, Section of Law Practice Management, 2006. KF300 .C455 2006.
How to Build and Manage a Personal Injury Practice, (on CD at appendices G (client service/satisfaction questionnaire), J p. 2 (initial letter to client), J p.3 (letter turning down case), J p. 4 (letter confirming rejection of offer to settle and filing lawsuit), with CD-ROM, by K. William Gibson. American Bar Association, Section of Law Practice Management, 2d ed., 2006. KF300 .G53 2006.
How to Build and Manage an Estates Practice, (on CD at appendices G (estate administration checklist), H (estate administration schedule), I (will execution instructions)), with CD-ROM, by Daniel B. Evans. American Bar Association, Law Practice Management Section, and Section of Real Property, Trust, and Estate Law, 2d ed., 2008. KF300 .E94 2008.
How to Build and Manage an Entertainment Law Practice, (on diskette at appendices M (letter for waiver of conflict of interest)), with diskette, by Gary Greenberg. American Bar Association, Section of Law Practice Management, 2001. KF300 .G74 2001.
The Lawyer’s Guide to Records Management and Retention, (on CD at appendix 10 (client notification letter for purging records)), with CD-ROM, by George C. Cunningham. American Bar Association, Section of Law Practice Management, 2006. KF320.R42 C86 2006.
Letters for Lawyers: Essential Communications for Clients, Prospects, and Others, (on CD at chapters 1 & 3), with CD-ROM, by Thomas E. Kane and Tammy A. Linn. American Bar Association, General Practice, Solo and Small Firm Section, 2d ed., 2004. KF320.L48 K36 2004.
Winning Alternatives to the Billable Hour: Strategies that Work, (on CD at exhibits 1 (letter giving alternative fee options to client), 8-2 (client service/satisfaction questionnaire), with CD-ROM, by Mark A. Robertson and James A. Calloway. American Bar Association, Section of Law Practice Management, 3d ed., 2008. KF316 .R53 2008.
Sample Communications with Witnesses and other Professionals
How to Build and Manage a Family Law Practice, (on CD at appendices 6A (thank you letter to referral source), 9A (civility letter to opposing counsel)), with CD-ROM, by Mark A. Chinn. American Bar Association, Section of Family Law, Section of Law Practice Management, 2006. KF300 .C455 2006.
How to Build and Manage a Personal Injury Practice, (on CD at appendices J p. 1 (thank you letter to referral source), J p. 5 (letter to witness of accident), J p. 6 (request for medical bills), J p. 7 (request for physician’s narrative report of client’s injury and prognosis), J p. 8 (letter to medical provider agreeing to pay bills upon settlement), J p. 9 (request for medical records), J p. 10 (representation letter to insurance company regarding uninsured motorist claim), J p. 11 (representation letter to adverse insurance company)), with CD-ROM, by K. William Gibson. American Bar Association, Section of Law Practice Management, 2d ed., 2006. KF300 .G53 2006.
How to Build and Manage an Entertainment Law Practice, (on diskette at appendices J (letter of direction for payment of legal fees), N-3 (songwriter agreement), N-4 (music producer agreement), N-5 (loan-out actor agreement), N-6 (screenwriter agreement), N-7 (film producer agreement), O-1 (release form), O-2 (collaboration agreement)), with diskette, by Gary Greenberg. American Bar Association, Section of Law Practice Management, 2001. KF300 .G74 2001.
Letters for Lawyers: Essential Communications for Clients, Prospects, and Others, (on CD at chapters 3 & 4), with CD-ROM, by Thomas E. Kane and Tammy A. Linn. American Bar Association, General Practice, Solo and Small Firm Section, 2d ed., 2004. KF320.L48 K36 2004.
Transaction Forms
How to Build and Manage an Entertainment Law Practice, (on diskette at appendices N-3 (songwriter agreement), N-4 (music producer agreement), N-5 (loan-out actor agreement), N-6 (screenwriter agreement), N-7 (film producer agreement), O-1 (release form), O-2 (collaboration agreement)), with diskette, by Gary Greenberg. American Bar Association, Section of Law Practice Management, 2001. KF300 .G74 2001.
Anatomy of a Law Firm Merger: How to Make or Break the Deal, (on diskette at exhibits 22 (sample merger agreement), with diskette, by Hildebrandt International. American Bar Association, Section of Law Practice Management, 2d ed., 2000. KF300 .M35 2000.
Law Firm Financial Management
Collecting Your Fee: Getting Paid from Intake to Invoice, (on CD at appendices M (bill aging analysis report), N (accounts receivable aging schedule by percent by quarter)), with CD-ROM, by Edward Poll. American Bar Association, Section of Law Practice Management, 2003. KF316 .P65 2003.
The Essential Formbook: Comprehensive Management Tools for Lawyers, (in book and on CD at volume 3, part II, chapters 1 (analyzing a law firm’s finances), 2 (managing client funds)), by Gary A. Munneke and Anthony E. Davis. Loose-leaf: 4 volumes, each with a CD-ROM. American Bar Association, Section of Law Practice Management, 2000–present. KF318 .M85 2000.
How to Build and Manage a Family Law Practice, (on CD at appendices 18A (sample financials dashboard), 18B (sample cash flow report), 8C (sample monthly fixed-fee contract), with CD-ROM, by Mark A. Chinn. American Bar Association, Section of Family Law, Section of Law Practice Management, 2006. KF300 .C455 2006.
The Lawyer’s Guide to Increasing Revenue: Unlocking the Profit Potential in Your Firm, (on CD at appendices A-1 (profit and loss statement), A-2 (billable hours report), A-3 (billing and billing realization), A-4 (cash and cash collection realization), A-5 (origination credit), A-6 (aged work-in-process), A-7 (aged receivables), A-8 (firm pipeline report), A-9 (balance sheet), B (financial indicators worksheet), C (revenue capacity worksheet), D (financial scorecard), O (sample law firm collection policy)), with CD-ROM, by Arthur G. Greene. American Bar Association, Section of Law Practice Management, 2005. KF316.5 G74 2005.
The Lawyer’s Guide to Strategic Planning: Defining, Setting, and Achieving Your Firm’s Goals, (on CD at appendices H–J (income statement, schedule of revenues, schedule of compensation, schedule of expenses)), with CD-ROM, by Thomas C. Grella and Michael L. Hudkins. American Bar Association, Section of Law Practice Management, 2004. KF318 .G74 2004.
Staff Management Forms and Communications
The Essential Formbook: Comprehensive Management Tools for Lawyers, (in book and on CD at volume 2, part I, chapters 1 (general human resource considerations), 2 (recruitment and hiring), 3 (training and development), 4 (evaluation, compensation, and benefits), 5 (discipline and termination)), by Gary A. Munneke and Anthony E. Davis. Loose-leaf: 4 volumes, each with a CD-ROM. American Bar Association, Section of Law Practice Management, 2000–present. KF318 .M85 2000.
How to Build and Manage a Family Law Practice, (on CD at appendices 11A (Attorney Commitment Sheet), 11B (Support Staff Commitment Sheet), 11C (Firm Values and Standards Statement), 11D (Annual Assessment Worksheet), 11E (Termination Letter for Resigning Associate)), with CD-ROM, by Mark A. Chinn. American Bar Association, Section of Family Law, Section of Law Practice Management, 2006. KF300 .C455 2006.
How to Build and Manage a Personal Injury Practice, (on CD at appendix H (task management staff assignment list)), with CD-ROM, by K. William Gibson. American Bar Association, Section of Law Practice Management, 2d ed., 2006. KF300 .G53 2006.
How to Manage Your Law Office, (in book at appendices B2 (employment agreement), B3 (compensation plan), F (of counsel agreement)), by Mary Ann Altman and Robert I. Weil. Loose-leaf, 2 volumes. Matthew Bender, 1973–present. KF318 .A758.
The Lawyer’s Guide to Increasing Revenue: Unlocking the Profit Potential in Your Firm, (on CD at appendices L (sample paralegal hiring policy), M (paralegal profitability worksheet), N (paralegal billing guidelines)), with CD-ROM, by Arthur G. Greene. American Bar Association, Section of Law Practice Management, 2005. KF316.5 G74 2005.
The Lawyer’s Guide to Records Management and Retention, (on CD at appendix 1 (sample records management department charter), with CD-ROM, by George C. Cunningham. American Bar Association, Section of Law Practice Management, 2006. KF320.R42 C86 2006.
The Lawyer’s Guide to Strategic Planning: Defining, Setting, and Achieving Your Firm’s Goals, (on CD at appendices A (firm administrator job description), B (technology committee mission statement), C (management committee succession plan), D (management compensation plan), E (simplified partner voting procedure), L (sample policy for computer and internet usage), M (partner equipment purchase policy)), with CD-ROM, by Thomas C. Grella and Michael L. Hudkins. American Bar Association, Section of Law Practice Management, 2004. KF318 .G74 2004.
Letters for Lawyers: Essential Communications for Clients, Prospects, and Others, (on CD at chapter 2), with CD-ROM, by Thomas E. Kane and Tammy A. Linn. American Bar Association, General Practice, Solo and Small Firm Section, 2d ed., 2004. KF320.L48 K36 2004.
Marketing and Publicity for a Law Practice
How to Build and Manage a Family Law Practice, (on CD at appendices 13O (sample newsletter)), with CD-ROM, by Mark A. Chinn. American Bar Association, Section of Family Law, Section of Law Practice Management, 2006. KF300 .C455 2006.
How to Build and Manage a Personal Injury Practice, (on CD at appendices A (marketing plan), B (market analysis), C (market analysis: firm differentiation)) with CD-ROM, by K. William Gibson. American Bar Association, Section of Law Practice Management, 2d ed., 2006. KF300 .G53 2006.
The Lawyer’s Guide to Marketing Your Practice, (on CD at sections 1 (assessing the market and firm), 2 (marketing plans), 3 (personal marketing plan form), 4 (marketing list), 5 (external communications—ways to “get known”), 6 (publicity for deals and cases), 7 (getting the most out of networking), 8 (critical tip for initiating new business), 9 (finding the time to build a practice), 11 (requests for proposals), 12 (internet marketing), 13 (partnering outlines and suggestions), 14 (keys to understanding and developing a niche practice)), with CD-ROM, edited by James A. Durham and Deborah McMurray. American Bar Association, Section of Law Practice Management, 2d ed., 2004. KF316.5 .L38 2004.
Forms for Specific Practice Areas
How to Build and Manage a Family Law Practice, with CD-ROM, by Mark A. Chinn. American Bar Association, Section of Family Law, Section of Law Practice Management, 2006. KF300 .C455 2006.
How to Build and Manage a Personal Injury Practice, with CD-ROM, by K. William Gibson. American Bar Association, Section of Law Practice Management, 2d ed., 2006. KF300 .G53 2006.
How to Build and Manage an Entertainment Law Practice, (at chapter 13), with diskette, by Gary Greenberg. American Bar Association, Section of Law Practice Management, 2001. KF300 .G74 2001.
How to Build and Manage an Estates Practice, with CD-ROM, by Daniel B. Evans. American Bar Association, Law Practice Management Section, and Section of Real Property, Trust, and Estate Law, 2d ed., 2008. KF300 .E94 2008.
Forms for Law Firm Mergers
Anatomy of a Law Firm Merger: How to Make or Break the Deal, (on diskette at exhibits 1 (practice development questionnaire), 2 (first meeting agenda), 3 (strategic merger checklist), 4 (calendar of events), 5 (merger committee responsibilities), 6 (merger finance subcommittee responsibilities), 7 (merger practice integration subcommittee responsibilities), 8 (merger conflicts subcommittee responsibilities), 9 (merger retirement and benefits subcommittee responsibilities), 10 (merger business development and marketing subcommittee responsibilities), 11 (merger associate/paralegal subcommittee responsibilities), 12 (partner compensation system comparison), 13 (management system comparison), 14 (expertise chart: commercial litigation), 15 (practice management structure comparison), 16 (list of information required for merger analysis), 17 (pro forma meeting agenda), 18 (cash basis income statement analysis (excel and word perfect)), 19 (cash flow statement (excel and word perfect)), 20 (economic balance sheet (excel and word perfect)), 21 (merger prospectus table of contents), 22 (sample merger agreement), 23 (public relations checklist), 24 (fact sheet), 25 (list of typical press questions), 26 (merger discussion agenda for the administrators)), with diskette, by Hildebrandt International. American Bar Association, Section of Law Practice Management, 2d ed., 2000. KF300 .M35 2000.
Evaluations, Policies, and Checklists for Law Practice Management
The Essential Formbook: Comprehensive Management Tools for Lawyers, (in book and on CD at volume 4, part II, chapters 5 (disaster relief), 11 (risk management)), by Gary A. Munneke and Anthony E. Davis. Loose-leaf: 4 volumes, each with a CD-ROM. American Bar Association, Section of Law Practice Management, 2000–present. KF318 .M85 2000.
The Lawyer’s Guide to Increasing Revenue: Unlocking the Profit Potential in Your Firm, (on CD at appendices K (sample client-centered service policy), P (planning worksheet)), with CD-ROM, by Arthur G. Greene. American Bar Association, Section of Law Practice Management, 2005. KF316.5 G74 2005.
The Lawyer’s Guide to Marketing Your Practice, (on CD at sections 15 (practice group leader manual), 16 (follow-up strategy in a client feedback program), 18 (client satisfaction program plan)), with CD-ROM, edited by James A. Durham and Deborah McMurray. American Bar Association, Section of Law Practice Management, 2d ed., 2004. KF316.5 .L38 2004.
The Lawyer’s Guide to Strategic Planning: Defining, Setting, and Achieving Your Firm’s Goals, (on CD at chapter questions 6–12 (strategic planning questions)), with CD-ROM, by Thomas C. Grella and Michael L. Hudkins. American Bar Association, Section of Law Practice Management, 2004. KF318 .G74 2004.
Risk Management: Survival Tools for Law Firms, (on CD at questionnaires 1 (management structure evaluation), 2 (risk management oversight evaluation), 3 (new client/matter intake evaluation), 4 (client relations evaluation), 5 (docket and calendar systems evaluation), 6 (practice and human resource management evaluation), 7 (trust accounts evaluation), 8 (disaster recovery planning evaluation)), with CD-Rom, by Anthony E. Davis. American Bar Association, Section of Law Practice Management and Section for Professional Responsibility, 2d ed., 2007. KF313 .D38 2007.
Winning Alternatives to the Billable Hour: Strategies that Work, (on CD at exhibit 8-1 (checklist for closing a file)), with CD-ROM, by Mark A. Robertson and James A. Calloway. American Bar Association, Section of Law Practice Management, 3d ed., 2008. KF316 .R53 2008.
Forms for Career Development and management
The Essential Formbook: Comprehensive Management Tools for Lawyers, (in book and on CD at volume 1, part I, chapter 3 (dissolution agreements)), by Gary A. Munneke and Anthony E. Davis. Loose-leaf: 4 volumes, each with a CD-ROM. American Bar Association, Section of Law Practice Management, 2000–present. KF318 .M85 2000.
How to Build and Manage a Family Law Practice, (on CD at appendices 3B (personal goal setting worksheet), 17A (attorney’s daily worksheet), 21A (exit plan worksheet)), with CD-ROM, by Mark A. Chinn. American Bar Association, Section of Family Law, Section of Law Practice Management, 2006. KF300 .C455 2006.
The Lawyer’s Guide to Marketing Your Practice, (on CD at sections 3 (personal marketing plan form), 7 (getting the most out of networking), 8 (critical tip for initiating new business), 9 (finding the time to build a practice), 10 (keys to successful presentations), 15 (practice group leader manual)), with CD-ROM, edited by James A. Durham and Deborah McMurray. American Bar Association, Section of Law Practice Management, 2d ed., 2004. KF316.5 .L38 2004.
