Risk and Practice Management
Precedents/checklists
Some sample letters are located here for your use. As always, these precedents should be adapted for your specific situation. Content can simply be highlighted, copied and pasted into a new document as required.
NOTE: Please check back periodically as we will continue to add valuable precedents.
Confidentiality Agreement - General
Confidentiality Agreement - Service Provider
Departing lawyers (General checklist)
Departing lawyers (File transfer checklist)
Engagement letter for client as residential purchaser
Engagement letter for client as residential vendor
Personal injury retainer - may be sent with a Contingency Fee Agreement
Probate questionnaire (testator is deceased)
Sample retainer agreement - 1 (short)