Free Checklist Templates for Law Firm
Law Firm
Administrative Regulations Research Checklist
Scope the Research Question
Pull the Primary Regulatory Text
Analyze Agency Guidance and Case Law
Draft the Compliance Memo
Set Up Ongoing Monitoring
Close Out the Research File
Annual Attorney Professional Conduct Review
Bar Status and Licensing
CLE and Continuing Education
Conflict Check Discipline
Confidentiality and Data Security
Trust Account (IOLTA) Conduct
Client Communication and Matter Hygiene
Anti-Money Laundering Compliance Checklist
Firm Risk Assessment
AML Policies and Controls
Client Due Diligence
Ongoing Monitoring and SAR Reporting
Training and Awareness
Independent Audit and Review
Associate Professional Development Checklist
New Associate Orientation
Lateral Conflicts Screening
CLE Compliance
Skill Development
Mentorship and Bar Engagement
Performance Review
Attorney Offboarding Checklist
Departure Notice & Planning
Client Notification & Matter Transition
Trust Account & Billing Wrap-Up
Conflicts & Ethical Screening
Systems, Equipment & Records
Bar & Insurance Closeout
Attorney Onboarding Checklist
Pre-Hire and Conflicts Clearance
Day 1 Compliance Paperwork
Systems and Practice Training
Ethics, CLE, and Mentorship
30/60/90-Day Check-Ins
Attorney Performance Evaluation Checklist
Review Preparation
Substantive Legal Work
Practice Management and Ethics
Performance Rating and Goals
Review Meeting and Sign-Off
Attorney Performance Review Checklist
Pre-Review Data Gathering
Legal Work Quality
Client Service and Origination
Billing and Trust Account Discipline
Ethics and Professional Development
Review Meeting and Goal Setting
Billing and Invoicing Checklist
Matter and Client Setup Review
Time and Expense Capture
Pre-Bill Review
Trust Account Application
Invoice Finalization and Delivery
Payment, Collections, and Close
Business Continuity Planning Checklist
Risk Assessment and Business Impact Analysis
Emergency Response and Operations
Communication Plan
Data Protection and Backup
Alternative Work Arrangements
Vendor and Client Continuity
Training, Drills, and Compliance Sign-Off
Case Filing Checklist
Client Intake and Conflicts
Engagement and Funding
Case Research and Evidence
Drafting and Filing Prep
Filing and Service
Post-Filing Docketing
Case Investigation Checklist
Client Intake and Case Evaluation
Evidence Collection and Preservation
Legal Research and Case Evaluation
Witness Identification and Interviews
Expert Consultation
Litigation Plan and Client Approval
Case Law Research Checklist
Frame the Research Question
Identify Primary Authority
Consult Secondary Sources
Run Platform Searches
Analyze and Synthesize
Validate with Citators
Deliver the Research
Case Management Checklist
Client Intake and Conflicts
Matter Open and Strategy
Pleadings and Discovery
Hearing, Trial, and Settlement
Matter Closeout
Client Communication Protocol Checklist
Initial Client Contact
Consultation
Engagement and Channel Setup
Ongoing Matter Communication
Documentation and Records
Matter Closing
Client Confidentiality Compliance Checklist
Confidentiality Training and Acknowledgment
Physical File Security
Electronic Data Protection
Confidentiality Policy Management
Client Data Handling Procedures
Third-Party Vendor Diligence
Incident Response Readiness
Client Feedback Checklist
Matter Eligibility and Timing
Survey Preparation
Outreach and Tracking
Response Review
Closing the Loop
Client Feedback Collection Checklist
Design the Feedback Program
Confidentiality and Compliance Review
Launch and Distribution
Triage and Response
Quarterly Review and Continuous Improvement
Client Intake Checklist
Lead Capture and Screening
Conflict of Interest Check
Consultation and Matter Scoping
Engagement Letter and Retainer
Matter Open and Calendaring
Client Intake Checklist
Initial Contact and Screening
Consultation and Case Facts
Conflict Check
Engagement Letter and Fee Agreement
Retainer Funding and Trust Deposit
Matter Open and Team Kickoff
Client Matter Closure Checklist
Finalize Case Work
Trust Account Disbursement
Final Billing and Fee Resolution
Client Closure Communication
File Archiving and Records Retention
Compliance and Internal Wrap-Up
Client Relationship Management Checklist
Intake and Conflicts
Engagement and Funding
Kickoff and Communication Cadence
Mid-Matter Review and Feedback
Retention and Cross-Service
Matter Close and Exit
Client Retainer Agreement Checklist
Open the Engagement
Define Scope of Representation
Set Fee Structure and Costs
Document Billing and Trust Terms
Set Term and Termination
Confidentiality and Communication
Dispute Resolution
Execution and File Open
Client Trust Fund Management Checklist
Trust Account Setup
Client Funds Intake
Disbursements and Fee Transfers
Monthly Three-Way Reconciliation
Client Reporting and Sign-Off
Conflict of Interest Checklist
Matter and Party Identification
Conflict Database Search
Hit Review and Analysis
Waiver and Ethical Screen
Clearance and Matter Open
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