Practice Management Articles and Resources
- Bookkeeping Guide For Lawyers
- Bookkeeping Guide for Paralegals
- Canada Deposit Insurance Corporation (CDIC) Sample Reporting Letter (PDF)
- Client/Case Screening [LawPRO]
- Client Communications and Quality of Service (pdf)
- Client Identification and Verification Resources for Lawyers (pdf): english | français
- Client Identification and Verification Resources for Paralegals (pdf): english | français
- Client Memorandum: Billing Information - Sample (pdf)
- Clients With Mental Health Issues (pdf)
- Commissioners for Taking Affidavits, Notaries Public and Swearing of Documents Outside of Ontario for Use Inside of Ontario (pdf)
- *NEW* Confidentiality Agreement (pdf)
- Conflicting Duties (pdf)
- Conflicts Issues - Acting For Spouses in Real Estate (pdf)
- Conflicts of Interest (pdf)
- Conflicts of Interest – Selecting a Conflict Checking System (pdf)
- Conflicts of Interest – Using a Conflict Checking System (pdf)
- Consent (pdf)
- Data Encryption - Slip Sliding Away [David Whelan] (pdf)
- Dealing With the Difficult Client [Carole Curtis] (pdf)
- Establishing the Retainer (pdf)
- Ethical Considerations and Technology (pdf)
- *NEW* File Opening Checklist (pdf)
- File Transfer on Termination of Retainer (pdf)
- Flat Fee Disbursement Billings (pdf)
- Guide to Closing Your Practice
- Guide to Opening Your Practice
- Guide to Retention and Destruction of Closed Client Files (PDF)
- How to Avoid the Complaint-Dealing with Unrepresented and Self-represented Parties in Family Law (pdf)
- Independent Legal Advice and Independent Legal Representation (pdf)
- Independent Legal Advice – Checklist [LawPRO]
- Joint Retainer – Acknowledgement and Consent (pdf)
- Joint Retainer – Acknowledgement and Consent for Use in Real Estate Transactions (pdf)
- Keeping Clients Satisfied – Tips [Milton Zwicker] (pdf)
- Lawyers on Boards [LawPRO] (pdf)
- Leaving a Firm (pdf)
- Leaving a Firm - Checklist for Departing Lawyer or Paralegal (pdf)
- Leaving a Firm - Checklist for Firm [LawPRO] (pdf)
- Legal Software and Other Online Resources for Your Practice (pdf)
- Litigation Cost Estimate Template (pdf)
- Managing Client Relationships – an Overview (pdf)
- Managing Risk Through Structure [LawPRO] (pdf)
- Mostly Common Sense - Staying Out of Trouble With the Law Society (pdf)
- Non-Engagement Letter – Checklist (pdf)
- Non-Engagement Letter – Sample (pdf)
- Office Sharing (pdf)
- Online Activity and Social Media Policy - Sample (pdf)
- Real Estate, Joint Retainers, Conflicts of Interest, Prohibition Against Acting for Borrower and Lender (pdf)
- Retainer Agreements – Precedents [LawPRO]
- Rules of Professional Conduct
- Solicitors Liens (pdf)
- Speaking to the Media [LawPRO]
- Time Docketing and Block Fees (pdf)
- Top Ten Technology Tools (and Tips on How to Use Them) [LawPRO] (pdf)
- Withdrawal of Services (pdf)
