Free Checklist Templates for Law Firm

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Employee Onboarding
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Attorney Offboarding Checklist

Administrative Offboarding

Update and store employee records (e.g. contracts, vacation, sick leave, etc.)

Terminate access to corporate systems (e.g. emails, networks, applications, etc.)

Remove employee from payroll and benefits system

Collect equipment, keys, and access cards

Notify relevant stakeholders (e.g. clients, colleagues, etc.)

Financial Offboarding

Close corporate bank accounts and credit cards

Update accounts receivable records

Update accounts payable records

Calculate vacation pay and other benefits

Finalize any outstanding payments or reimbursements

Legal Offboarding

Review existing contracts for termination or transfer clauses

Document the reasons for termination

Check for any potential legal liabilities

Check for any potential conflicts of interest

Ensure employee has received all required documents (e.g. severance agreement, COBRA forms, etc.)

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Attorney Onboarding Checklist

Recruiting

Post job advertisement

Screen and interview candidates

Verify qualifications

Create job offer and negotiate salary

Onboarding

Complete paperwork (e.g. W-4, I-9, Background Check)

Discuss benefits and discuss company policies

Perform orientation

Assign physical space and office equipment

Training

Develop individualized training plan

Orient attorney to legal software/systems

Provide detailed job instructions

Schedule training sessions

Monitor progress

Professional Development

Establish relationships with mentors

Establish relationships with other attorneys

Identify and discuss professional development goals

Develop strategies to reach goals

Ongoing Support

Assign an onboarding buddy

Provide frequent check-ins

Monitor progress towards goals

Offer resources for any issues that arise

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Billing Checklist

Client Information

Client name

Invoice number

Date of invoice

Invoice amount

Billing Details

Description of services

Number of hours/units billed

Hourly rate

Payment terms

Fee schedule

Accounting Information

Name of accountant

Accounting contact information

Accounting software used

Accounting policies and procedures

Payment Tracking

Receipt of payment

Payment method

Payment date

Payment amount

Filing Information

Date filing was sent

Date filing was received

Copy of filing

Copy of invoice

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Case Management Checklist

Client Intake

Gather all necessary documents and information

Review documents and information for accuracy

Draft a case intake form

Follow up with client for any additional information needed

Obtain signed retainer agreement

Case Management

Set up case file

Identify applicable laws and regulations

Research and review relevant case law

Draft pleadings and motions

Monitor deadlines

File pleadings and motions

Request discovery

Analyze and respond to discovery requests

Prepare witnesses and evidence

Attend hearings and trial

Negotiate settlements

Closing Out

Prepare and file final order or judgment

Follow up with client on status of case

Close out case file

Disburse funds

Send final invoice to client

Update practice management system with case status

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Client Feedback Checklist

Introduction

Provide a brief introduction to the purpose of the client feedback checklist

Explain the importance of gathering feedback from clients

Client Demographics

Collect information about the client such as name, contact information, and legal representation (if applicable)

Gather demographic information such as age, gender, and geographic location

Questions

Include questions about the law firm’s services, staff, environment, and overall client experience

Provide a variety of question formats such as multiple choice, open-ended, and rating scales

Include questions about the client’s satisfaction with their legal representation

Follow-Up

Provide contact information for questions or follow-up inquiries

Explain the timeline for when the feedback should be collected

Outline the process for reviewing and responding to client feedback

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Client Intake Checklist

Client Information

Name

Address

Phone Number

Email Address

Case Information

Case Summary

Legal Issue

Type of Matter

Objectives

Fees and Costs

Agreed Upon Fees

Estimated Costs

Payment Terms

Documentation

Relevant Documents

Client Authorization

Conflict of Interest Waiver

Retainer Agreement

Background Check

Previous Legal Representation

Criminal Record

Credit History

Background Information

Communication

Preferred Method of Communication

Timeline for Updates

Instructions for Reviewing Documents

Expectations for Service

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Compliance Checklist

General

Review of all policies and procedures

Development of a code of conduct

Implementation of a training program

Maintenance of records

Data Protection

Assessment of data privacy and security

Identification of data sources

Documentation of data access procedures

Implementation of data security measures

Monitoring of data usage

Consumer Protection

Development of consumer protection policies

Development of procedures for customer complaints

Implementation of consumer protection measures

Documentation of customer interactions

Monitoring of customer feedback

Ethical Considerations

Review of ethics policies

Documentation of ethical standards

Implementation of ethical guidelines

Monitoring of ethical practices

Enforcement of ethical standards

Conflict of Interest

Assessment of potential conflicts of interest

Identification of areas of potential conflicts

Documentation of conflicts of interest policies

Implementation of conflict of interest procedures

Monitoring of conflict of interest management

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Conflict of Interest Checklist

Ensure that all clients are informed of potential conflicts of interest.

Identify potential conflicts of interest for clients and the firm.

Make sure all conflicts are fully disclosed and explained to the client.

Ensure that all conflicts are addressed in a timely manner.

Develop a procedure for how conflicts of interest will be addressed.

Make sure the firm's procedures and policies comply with applicable legal and ethical standards.

Document all potential conflicts of interest.

Monitor any changes in the firm's clients or in the legal matters they are representing to identify any potential conflicts of interest.

Train all staff on the firm's conflict of interest policies and procedures.

Ensure that all staff members understand the firm's conflict of interest policies and procedures.

Take appropriate steps to prevent any conflicts of interest from arising.

In the event of a conflict of interest, take appropriate measures to resolve the conflict in a timely manner.

Document all decisions and actions related to conflicts of interest.

Monitor the firm's compliance with its conflict of interest policies and procedures.

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Document Management Checklist

Baseline Documents

Initial Client Intake Forms

Conflict of Interest Forms

Fee Agreement

Retainer Agreement

Informed Consent Agreement

Non-Disclosure Agreement

Archiving Documents

Establish a System for Archiving Documents

Create an Index of Document Categories

Create Folders for Each Document Category

Label Each Folder With a Unique Identifier

Set up Versioning for Documents

Set Up a Retention Policy

Accessing Documents

Develop a System for Accessing Documents

Set Up Secure Authentication and Authorization

Establish a System for Tracking Access

Generate Reports on Access

Set Up Automated Reminders for Document Access

Document Storage

Select a System for Storing Documents

Set Up a Secure Storage System

Set Up a Backup System

Establish an Auditing System

Security

Establish a System for Encrypting Documents

Implement Multi-Factor Authentication

Establish a System for Monitoring Access to Documents

Implement a System for Detecting Unauthorized Access

Establish a System for Reporting Security Breaches

Document Distribution

Set Up a System for Distributing Documents

Establish a Process for Reviewing and Approving Documents

Implement a System for Tracking Document Distribution

Establish a System for Notifying Recipients When Documents Change

Establish a System for Tracking Document Signatures

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Employee Offboarding Checklist

Legal

Gather and return all firm-owned documents and property

Document completion of all firm-related tasks

Collect and return keys, access cards, etc.

Submit final billable hours, if applicable

Finalize any legal proceedings

Human Resources

Complete all exit paperwork

Return company-issued equipment

Schedule final payroll and benefits processing

Make sure all payroll and benefits are up to date

Collect and return any company-issued uniforms

Provide details on how to access records, contact information, etc.

IT

Disconnect work computer and any related hardware

Remove access to all IT systems, networks, email, etc.

Collect and return any company-issued electronics

Facilities

Collect and return all company-issued supplies

Return any and all company-owned technology

Return any company-owned office furniture

Return any company-owned office keys

Finance

Submit final expense and reimbursement forms

Collect and return any company-issued credit cards

Collect and return any company-owned materials

Terminate any outstanding contracts

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Employee Onboarding Checklist

Create new employee's personnel file

Issue welcome letter and employment offer

Ensure employee completes necessary paperwork

Collect any required documents such as Social Security card, driver's license, and passport

Assign a workspace

Set up IT access and accounts

Schedule orientation and training

Introduce new employee to team and colleagues

Update employee handbook

Collect any necessary COBRA requirements

Ensure new hire is enrolled in benefit plans

Update pay and tax information

Ensure compliance with relevant laws and regulations

Schedule follow-up meetings with HR and supervisor

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Employee Performance Evaluation Checklist

Attendance

Productivity

Quality of Work

Communication

Teamwork

Leadership

Problem-Solving

Time Management

Work Ethic

Adaptability

Initiative

Creativity

Organization

Client Relations

Reliability

Judgement

Knowledge

Dependability

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File Closure Checklist

Documentation

Collect all documents related to the case

Organize documents for storage

Update/Review digital case file

Closing Conference

Notify all parties of the file closure

Gather final paperwork from all parties

Finalize any outstanding payments

Financial

Close all financial accounts associated with the case

Review and reconcile all expenses

Review and reconcile all invoices

Legal

File all necessary paperwork with the court

Collect all final orders/judgments

Review and close all dockets/calendars

Archiving

Create an archived file of all documents

Backup all digital files in a secure location

Label and store all physical documents in an appropriate location

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Professional Conduct Checklist

Professional Behavior

Treat colleagues and clients with respect

Follow the laws and regulations of the legal profession

Exercise good judgment and ethical decision-making

Maintain the highest standards of professional conduct

Avoid any behavior that compromises the integrity of the firm

Confidentiality

Maintain client confidentiality at all times

Only disclose information as required by law

Do not use confidential client information for personal gain

Secure all documents and information that contain confidential information

Client Relations

Respect client goals and objectives

Provide accurate and timely advice to clients

Remain up to date on the latest developments in the field

Respond promptly to client inquiries

Keep clients informed of the progress of their matters

Professional Responsibility

Be familiar with the applicable rules of professional conduct

Meet all deadlines for filing documents and other legal requirements

Maintain accurate records of all client matters

Prepare and submit accurate bills for services rendered

Submit accurate and timely reports to the firm

Conflict of Interest

Avoid any conflict of interest between the firm and its clients

Disclose any potential conflict of interest to the firm and the client

Do not engage in any activity that could be perceived as a conflict of interest

Refrain from representing clients that have conflicting interests

Refrain from using confidential client information for the benefit of another client

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Professional Responsibility Checklist

Ethical Issues

Adhere to applicable rules of professional conduct

Review and update policies and procedures to ensure compliance with applicable ethical requirements

Maintain client confidentiality

Avoid conflicts of interest

Enforce anti-discrimination policies

Competence and Professionalism

Adopt appropriate technology to maintain records

Take steps to reduce the risk of malpractice

Maintain continuing legal education

Ensure that staff are properly trained and supervised

Client Relations

Provide clients with timely and accurate communication

Provide clients with clear billing information

Adhere to fee agreements

Maintain client trust accounts

Marketing and Advertising

Ensure advertising and marketing materials comply with applicable rules

Avoid false or misleading statements

Maintain accurate records of advertising and marketing activities

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Risk Management Checklist

Legal Risks

Assess potential legal liabilities

Review and update insurance policies

Maintain records of contracts

Comply with relevant laws

Conduct regular staff training

Financial Risks

Prepare financial plans

Monitor cash flow

Develop and implement cost-control strategies

Ensure adequate capital reserves

Review income and expenses

Operational Risks

Conduct risk assessments

Develop and implement procedures for identifying and managing risks

Establish internal controls

Review staff qualifications

Monitor compliance with applicable regulations

Reputational Risks

Establish a customer feedback system

Monitor customer service levels

Implement a process for responding to customer complaints

Develop a crisis management plan

Monitor online reviews and social media

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