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January 6, 2025
Optional Sample Disclaimer Regarding Use of Generative AI
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December 27, 2024
Sample Disclaimer Regarding Use of Generative AI
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December 17, 2024
Pro Bono Toolkit for Limited Scope Representation
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November 15, 2024
New Website and Email Guide
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October 25, 2024
Succession Planning Guide
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October 21, 2024
Checklist – Trust Account Closure
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October 1, 2024
Practice Management Software Guide
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August 7, 2024
Checklist – New Trust Account
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June 14, 2024
Checklist – After Disaster Strikes 6.14.23
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January 19, 2024
Eligible Institution IOTA Error Form – FFLA
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January 19, 2024
Notice of Closed IOTA Account – FFLA
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January 19, 2024
Notice to Eligible Institution Form – FFLA
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January 19, 2024
Notice to FFLA Form
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December 12, 2023
Eligible Institution IOTA Error Form
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December 12, 2023
Checklist – New Office
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December 12, 2023
Checklist – E-Filing Checklist
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December 12, 2023
Sample Trust Account Plan for Law Firm
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September 1, 2023
Checklist – After Disaster Strikes
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August 29, 2023
New Office Checklist updated 8.28.23
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August 29, 2023
E-Filing Checklist updated 8.28.23
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August 12, 2022
Fee Contract Clause
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July 7, 2022
Professional Association Lawyer Employment Agreement
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May 26, 2021
Website Privacy Policy
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September 10, 2019
The Florida Bar Best Practices for Effective Electronic Communication
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April 12, 2019
Social Media Policy
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February 12, 2019
Notice to Clients: Data Breach
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October 23, 2018
Client Matter Status Report
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October 23, 2018
Authorization for Transfer of Client File
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October 23, 2018
Acknowledgement of Receipt of File
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August 10, 2018
Quick Start Guide on Cloud Computing
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August 3, 2018
Law Office Health Check
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August 3, 2018
Law Office Self Audit Checklist
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August 3, 2018
E-Filing Checklist
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August 3, 2018
Retirement/Closing a Law Office Checklist
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August 3, 2018
Starting a Law Practice Checklist
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July 31, 2018
New Office Checklist