New Year, New Resource

The Law Society’s Practice Management Resources page has been overhauled! The renovated page features a new look, clearer navigation, and easier access to its valuable content. Brought to you by the great minds of the Law Society of Ontario’s Practice Management Resources team, lawyers and paralegals can find and access everything from templates and tools to essential information and guidelines. Whether you’re starting a new practice, managing client relationships, navigating conflicts of interest, or organizing your files, the updated page has got you covered. 

The page’s new and improved design also gives us a handy opportunity to highlight its useful practice aids, grouped by topic and type: 

• Guides contain very helpful, comprehensive and specific information, with tips that address several key facets from contingency fees to selecting technology. 

• Practice notes explore the relevant issues and provide best practices to assist licensees in performing specific legal tasks, from recordkeeping requirements to working with self-represented parties. 

• Precedents include a range of useful templates, from sample letters like direction to transfer client files, funds or other property  to general agreements such as a  confidentiality agreement. 

• Checklists, worksheets & tools are valuable aids for all legal practitioners, ensuring critical steps or questions don’t get missed. Downloadable checklists provide key steps for a variety of tasks and transactions, including key trust account requirements, Successor Checklist: Guidelines for taking over the legal practice of another licensee and Generative AI: Your quick start checklist, to name just a few! 
   

For more information, check out the ​Practice Management Helpline’s frequently asked questions.