Index for Setting Up Practice Guide Acknowledgements CHECKLIST FOR OPENING A LAW OFFICE CASE ACCEPTANCE AND CLIENT SCREENING Forms: (Word Documents) • New Client Information Sheet CONFLICT OF INTEREST SYSTEMS Forms: (Word Documents) • Types of Names to be Added to Conflict List CLIENT RELATIONS AND COMMUNICATION Forms: (Word Documents) • Engagement Letter: General • Contingent Fee Agreement • Non-engagement Letter: General • Disengagement Letter: Closing Letter • Client Service Questionnaire CASE MANAGEMENT TICKLER AND CALENDAR SYSTEMS Forms: (Word Documents) • Date Reminder Form • Suggested Dates and Deadlines • File Opening Checklist CLIENT FILE MANAGEMENT AND FILE RETENTION Forms: (Word Documents) • File Opening Checklist • File Closing Checklist ACCOUNTING Forms: (Word Documents) • Chart of Accounts • Client Ledger Card TIMEKEEPING AND CLIENT BILLING Forms: (Word Documents) • Daily Timesheet • Daily Timesheet (with times) TRUST ACCOUNTING PROCEDURES Forms: (Word Documents) • Trust Account Check Requisition Form • Trust Account Deposit Form • Trust Transaction Form • Client Ledger Card MAIL MANAGEMENT INSURANCE DISASTER PLANNING