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Forms

The following forms are available as PDF files. Call the LPM Department at 404-527-8772 if you have any questions about downloading these forms and request for other practice management specific forms.
Case Management Forms
Client Agreements, Interview Forms and Surveys
Closing a Law Practice Forms
File and Work Management Forms
Firm Financial and Employment Agreements
Miscellaneous Management Forms

Case Management Forms

Authority to Release Medical and/or Hospital Records
Authorization for Wage and Salary Information
Consumer Bankruptcy Checklist
Client Records Authorization
Contract for Sale of Real Estate
Corporate Checklist
Criminal Case Checklist
Defense Checklist
Divorce Action Checklist
Hearing Speed Letter
Litigation Preparation Report
Negligence Action Checklist
Personal Injury Action Checklist
Personal Injury Case Status Checklist
Personal Injury Client Interview Sheet
Personal Injury Tracking Procedure
Personal Injury Witness Report Form
Pleading Summary Form
Purchase of Real Estate Checklist
Residential Lease With Option to Purchase
Worker's Compensation Intake Form

Client Agreements, Interview Forms and Surveys

Client Intake and Retainer Agreement
Client Satisfaction Questionnaire
Contingency Fee Agreement and Retainer Agreement
Contract for Legal Services
Contract for Legal Services - Sample
Disclosure and Consent
Disengagement Letter - Closing Letter Sample
Disengagement Letter - Unpaid Fees Sample
Divorce Retainer Agreement
Engagement Agreement Checklist
Engagement Letter
Fee Agreement
Letter of Withdrawal from Representation
New Business Information Form
New Matter Report and Checklist
Nonengagement Letter - Samples
Nonengagement Letter - After One-Time Consultation Sample
Nonengagement Letter - After Review Sample
Nonengagement Letter - Declining Case After Research/Investigation Sample
Nonegagement Letter Checklist
Phone Call Policy
Prospective Client Interview

Closing a Law Practice Forms

Acknowledgement of Receipt of File Form
Agreement to Close Law Practice - Full Form
Agreement to Close Law Practice in the Future
Agreement to Consent to Close Law Practice Form - Short Form
Authorization and Consent to Close Law Office
Authorization for Transfer of Client File Form
Authorization to Return or Destroy Files Letter
Checklist of Concerns When Assuming Responsibility for Another Attorneys Practice - Purchase or Acquisition
Checklist of Concerns When Assuming Temporary Responsibility for Another Attorney's Practice - Disability or Suspension
Checklist for Closing Your Own Office
Checklist for Lawyers Planning to Protect Clients Interests in the Event of the Lawyer’s Disability, Impairment, Incapacity or Death
Checklist for the Fiduciary of a Sole Practitioner
Law Firm Master List of Contacts Form
Letter Advising That Lawyer is Closing His or Her Practice
Letter from Firm Offering to Continue Representation
Letter of Understanding
Limited Power of Attorney to Manage Law Practice at a Future Date
Notice of Designated Successor Lawyer Form
Power of Attorney - Limited Agreement Form
Request for File Form
Special Provisions for Attorney’s Will - Instructions Regarding My Law Practice
Specimen Signature of Attorney-in-Fact Form
State Bar of Georgia Succession Planning Form
Timeline for Closing Your Law Practice 
Will Provisions
Withdrawal from Representation Forms

File and Work Management Forms

Case File Closing Form
Conflict of Interest Search Form
Criminal File Information Sheet
Document Removal Form
Electronic Mail Policy
File Activity Sheet
File Closing Checklist
Master Docket
Telephone Conference Record
Termination Checklist
Work Assignment Sheet

Firm Financial and Employment Agreements

Associate Employment Agreement
Buy-Sell Agreement
Employment Agreement - Employee and Partnership Employer
Law Practice Financial Data Form
Model Chart of Accounts
Of Counsel Agreement
Partners' Benefits Sample
Partnership Agreement
Partnership Agreement Checklist
Periodic Bonus Plan
Professional Corporation Articles of Incorporation
Professional Corporation Employment Agreement
Sample Billing Statement
Trust Accounting Disbursements - Procedural Statement
Trust Accounting Receipts - Procedural Statement
Trust Account Monthly Certificate

Miscellaneous Management Forms

Associate Feedback: Assignments
Associate Marketing Evaluation Form
Client Confidentiality Policy
* Malpractice self-audit
Manager's Self Audit
New Employee Checklist
Staff Feedback Regarding Assigned Tasks
Staff Management Self-Audit
* Staff Policies

* Please contact Law Practice Management to order these forms.