Updated: March 21, 2025

GUIDES AND TEMPLATES FROM THE WSBA

These resources are developed to help you navigate law firm business ownership. If you have any questions, please send us an email or schedule a free telephone consultation.

Document Retention  │  Disaster Planning & Recovery  â”‚ Cybersecurity  â”‚  Hanging Your Own Shingle


Document Retention

Disaster Planning & Recovery

Cybersecurity

Hanging Your Own Shingle

Closing Your Practice

Courts Directory

Contact AOC

  • Washington State Administrative Office of the Courts

    1112 Quince St SE, Olympia, WA
    360-753-3365

    aocpio@courts.wa.gov

Trainings from vLex Fastcase

Tenga en cuenta:

  • WSBA no proporciona asesoría legal ni recomendaciones para abogados privados.

    Preguntas frecuentes sobre como encontrar asistencia legal en el estado de Washington.

Contact the LLLT Program

Contact the LPO Program

Questions about the RFP?

  • Contact: Catherine Schur, assistant general counsel
    ✉ catherines@wsba.org

    Washington State Bar Association
    1325 Fourth Ave., Suite 600
    Seattle, WA 98101-2539
    📞 800-945-9722

Quick Clicks

Washington Courts News

Questions About Volunteering?

Comuníquese con Nosotros

En Español

Contact Admissions

Past Members of the Board of Governors

Questions about WSBACommunity?

Designate a Custodian

  • The Disaster Recovery and Planning Guide addresses the voluntary designation of a custodian for your practice in case you are unable to practice, even temporarily.

     

2025 Powerful Communities Grant Application

  • The Powerful Communities grant application is now closed for 2025. Please check back in November for the 2026 application. 

Contact Practice Management Assistance

Starting Your Practice

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    Resources and information about starting your practice, including marketing, finance, best management practices, and effective consultation.

    Learn More.


Resources

All Guides and Templates

Title Type Size
docx Best Practices for Account Management docx 21 KB Download
docx Business Continuity Plan docx 641 KB Download
docx Business Plan Prompts docx 584 KB Download
pdf Business Plan Template pdf 582 KB Download
docx Checklist for a Document Retention Policy docx 19 KB Download
docx Client Acknowledgement of File docx 14 KB Download
docx Client Authorization of File Transfer Form docx 14 KB Download
xlsx Client Matter Management Template xlsx 16 KB Download
docx Closing Letter to Client docx 581 KB Download
xlsx Conflicts Check Database xlsx 19 KB Download
docx Consultation Agreement docx 579 KB Download
xlsx Deadline Import Template xlsx 20 KB Download
docx Declination Letter docx 580 KB Download
docx Engagement Agreement docx 591 KB Download
docx File Closing Checklist docx 18 KB Download
xlsx File Closure Tracking Spreadsheet xlsx 16 KB Download
xlsx IOLTA Ledger xlsx 26 KB Download
docx Law Firm Cloud Service Checklist docx 31 KB Download
docx Matter Closure Letter docx 581 KB Download
docx Questionnaire for a Prospective Law Firm Owner docx 578 KB Download