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Practice Aid Guide: The Essentials of Law Office Management

Published by the Louisiana State Bar Association and underwritten by Gilsbar, Inc. and CNA Insurance Company

The Practice Aid Guide Subcommittee of the LSBA Practice Assistance and Improvement Committee developed the guide to help attorneys with basic systems and forms to manage a law office.

 

   Practice Aid Guide Material

Abobe Acrobat Document Download the Practice Aid Guide Publication

Practice Aid Guide by Sections With Forms

 
Abobe Acrobat Document Section 1 - Establishing the Attorney-Client Relationship
 MS Word Document Establishing the Attorney-Client Relationship Checklist
MS Word Document Consultation Form
MS Word Document Sample Engagement Letter (General)
MS Word Document Sample Non-Engagement Letter (General)
MS Word Document General Information Questionnaire

Abobe Acrobat Document Section 2 - Conflicts of Interest
 MS Word Document Conflicts of Interest Checklist
MS Word Document Conflicts of Interest Search Form
MS Word Document Sample Conflict of Interest Disengagement Letter
MS Word Document Sample Conflict of Interest Informed Consent Letter
MS Word Document Sample Conflict of Interest Non-Engagement Letter
MS Word Document Conflicts of Interest Search Results Memo
MS Word Document Sample Conflict of Interest Financial Assistance Agreement

Abobe Acrobat Document Section 3 - Fees, Billing and Trust Accounts
 MS Word Document Fee Agreement and Authority to Represent (Contingency Fee)
MS Word Document Fee Agreement and Authority to Represent (Flat Fee)
MS Word Document Attorney-Client Fee Agreement (Hourlyw/ Advance Deposit, Domestic)
MS Word Document Fee Agreement and Authority to Represent (Hourly with Advance)
MS Word Document Approval and Receipt
MS Word Document Sample Invoice
MS Word Document Sample Settlement Statement
MS Word Document Trust Account Disclosure and Overdraft Notification Authorization Form

Abobe Acrobat Document Section 4 - Maintaining the Attorney-Client Relationship
 MS Word Document Authorization for Release of Financial Records
MS Word Document Authorization for Release of Information from Former Attorney
MS Word Document HIPAA Authorization to Disclose Protected Health Information
MS Word Document Confidentiality Agreement
MS Word Document Deposition Instructions to Client
MS Word Document Sample Client Activity Letter
MS Word Document Sample Court Appearance or Hearing Letter
MS Word Document Sample Deposition Scheduling Letter
MS Word Document Sample E-Mail Communication Letter

Abobe Acrobat Document Section 5 - File Management
 MS Word Document Checklist for Closing Files
MS Word Document File Management Checklist
MS Word Document Checklist for Opening Files

Abobe Acrobat Document Section 6 - Calendar Control
 MS Word Document Calendar Control Evaluation Checklist
MS Word Document Calendar Control System Installation Checklist
MS Word Document General Checklist

Abobe Acrobat Document Section 7 - Termination of the Representation
 MS Word Document Checklist for Termination of the Representation
MS Word Document Sample Disengagement Letter (Non-Payment)
MS Word Document Sample Disengagement Letter (Conclusion of Representation)

Abobe Acrobat Document Section 8 - Ethics and Professionalism
Abobe Acrobat Document Section 9 - Additional Resources for Louisiana Lawyers
  

 
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