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Free templates for law firms

Each one on its page, with Word and PDF downloads.

  1. 01Client care letter template and checklistWhat the letter must cover under the SRA rules, the template and a checklist to run before it goes.Template · Everyday adminWord and PDF
  2. 02Attendance note template for solicitorsThe fields a good note records, when to write it, and drafting notes from dictation with AI.Template · Everyday adminWord and PDF
  3. 03AI policy template for law firmsApproved tools, client information, checking outputs and what to do when something goes wrong.Template · ComplianceWord and PDF

Also in the guides: the COLP breach record and the AML file-opening checklist.

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