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Checklists

Ask an Expert

Practice HQ now includes two easy ways for ISBA members to get their legal technology and law practice management questions answered by an expert at Affinity Consulting Group. At no cost, members can now email their question to an expert or schedule a one-on-one, remote consultation.

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Technology

  • New Firm Technology Checklist
  • Essential Questions for your Managed Services Provider

Time, Billing & Accounting

  • Trust Account Reconciliation Summary and Checklist
  • Bank Reconciliation Summary and Checklist
  • Time, Billing & Accounting Software Feature Consideration Checklist

Practice Management

  • Practice Management Key Features Checklist

Document Management

  • Document Management System Considerations Checklist

Protect a Practice

  • Winter Weather Checklist
  • Tornado Prep Checklist
  • Disaster Recovery Kit Checklist
  • Crisis Communication Checklist

Start, Merge, or Close a Practice

  • Succession Planning Checklist
  • Start a Law Firm Consideration Checklist
  • Merge Law Firms Consideration Checklist
  • Close a Law Firm Consideration Checklist

Working with Clients

  • Email Etiquette