Client-Related Forms
Conflicts of Interest Checklist Form
Client intake forms (Cover Sheet) (Intake interview guide)
Active Client List (Word) (Excel)
Client Feedback Form
Checklist for closing client files
Engagement Letters
*Note: the Individual Fee Agreement Clauses link under the Fee Agreement Library below is the most up-to-date version of each of those provisions. Where a provision in the full Sample Engagement Letters is different, we recommend using the individual clause.
Declining engagement letter - After Initial Consultation
Brief Nonengagement letter - After Initial Consultation
Detailed Nonengagement letter
Nonengagement letter due to conflict of interest
Disengagement letter after representation completed
Nonengagement letter checklist
Sample Engagement Letter
Fee Agreement Library
*Note: the Individual Fee Agreement Clauses link is the most up-to-date version of each of those provisions. Where a provision in the full Sample Agreement is different, we recommend using the individual clause.
Sample Contingent Fee Agreement
Sample Hourly Fee Agreement
Sample Flat-Fee Agreement
Sample Flat and Hourly Fee Agreement
Individual Fee Agreement Clauses
Trust Account Management & Administrative Forms
Trust Account Review
Client Ledger Form
General Ledger Form
Administrative/Bank Charges Ledger Form
3-Way Reconciliation Form
Trust Account Forms (Excel - Sample)
Trust Account Forms (Excel - Blank)
Notification to IOLTA Approved Financial Institution (Word) (PDF)
Arizona Attorney IOLTA Enrollment/Change Form
Miscellaneous
Sample Closed Files Index
Sample Letter to Opposing Counsel after Retirement, Relocation, Disbarment, Suspension, etc.
Sample Independent Contractor Agreement
Sample Joint Letter from Firm and Departing Lawyer to Client