Minnesota Lawyers Professional Liability Resource Center
The 12-Point Law Firm Saving Checklist

• Update your internal procedures using this checklist.
• Train your staff in implementation.
• Discuss at staff meetings.
• Monitor compliance routinely.

Print and review this checklist. To Print, hit CTRL+P on your keyboard.

Hot Point #1
Do you have at least two types of docket control in place? Yes No Action: Person Responsible:

Hot Point #2
Does your firm cross-reference deadlines at least weekly? Yes No Action: Person Responsible:

Hot Point #3
Are engagement letters used consistently, including fee arrangement? Yes No Action: Person Responsible:

Hot Point #4
Are engagement letters updated regularly and frequently? Yes No Action: Person Responsible:

Hot Point #5
Are disengagement letters consistent used and clearly written? Yes No Action: Person Responsible:

Hot Point #6
Are non-engagement letters consistently used and clearly written? Yes No Action: Person Responsible:

Hot Point #7
Are procedures established for avoiding conflict of interest? Yes No Action: Person Responsible:

Hot Point #8
Are procedures established for resolving conflicts of interest when they do occur? Yes No Action: Person Responsible:

Hot Point #9
Are measures in place to avoid suing to collect fees? Yes No Action: Person Responsible:

Hot Point #10
Are screening procedures in place to confirm sufficient attorney experience/expertise? Yes No Action: Person Responsible:

Hot Point #11
Is there a sufficiently clear method of referral/non-engagement? Yes No Action: Person Responsible:

Hot Point #12
Does your firm conduct a proper and in-depth investigation of current client? Yes No Action: Person Responsible: