Forms

GENERAL FORMS:

Law Office Setup Checklist.doc
Client intake form
Conflict of interest check form
Engagement checklist
Engagement letter – Follow up Letter After Initial Interview 
Nonengagement letter – After Initial Consult
Nonengagement letter – After Initial Consult, short
Nonengagement letter – After document review
Nonengagement letter – Conflict of Interest
Disengagement letter – Representation Completed
Nonengagement letter checklist
Sample fee agreement- State Bar of Arizona
Sample fee agreement - LOMAP
Checklist for closing client files
Sample Closed Files Index
Closing Office Checklist/Timeline
Sample Letter to Opposing Counsel after Retirement, Relocation, Disbarment, Suspension, etc.
Sample Independent Contractor Agreement
Active Client List
Active Client List (Excel)
Client Feedback Form

TRUST ACCOUNT MANAGEMENT FORMS:

Trust Account Review.doc
Client Ledger Form
General Ledger Form
Administrative/Bank Charges Ledger Form
3-Way Reconciliation Form
 *Client Ledger Form (WordPerfect)
 *General Ledger Form (WordPerfect)
 *Administrative/Bank Charges Ledger Form (WordPerfect)
 *3-Way Reconciliation Form (WordPerfect)
Trust Account Forms (Excel – Sample)
Trust Account Forms (Excel – Blank)

*NOTE ON WORDPERFECT FILES: All four of these files are contained in one small .zip archive file, which is downloaded when you click on any of the asterisked files.

Notice to Financial Institution
Enrollment Form Instructions
Enrollment Form – New IOLTA or Update Existing IOLTA Account
List of Arizona Banks