Practice Management

The Law Society’s practice management advisor is available to all members for free consulting. We also offer many free and practical resources on a variety of topics related to the business of running a practice. The focus is on what will be most useful to small firms and solo practitioners, while also being useful to members in larger firms.

TitleFormatUpdated
pm-pdf Generative Artificial Intelligence:
Guidelines for Use in the Practice of Law
PDF2024/04
pm-library Trust SafetyResource Library2019/02
pm-pdf Withdrawal of Legal Services PDF2023/05
pm-course Trust Accounting Fundamentals Online Course2019/02
pm-pdf Retirement: Winding up a Practice PDF2020/01
pm-pdf Retainers PDF2019/12
pm-library Remote Witnessing Resource Library2024/03
pm-tool Practice Management Self-Assessment Tool2022/11
pm-pdf Opening Your Own Law Office PDF2023/11
pm-pdf File Closing, Retention, and Storage PDF2023/11
pm-library Cyber Security Resource Library2023/08
pm-pdf Conflicts of Interest PDF2024/03
pm-pdf Client Communications PDF2023/05
pm-library Anti-Money Laundering Resource Library2024/06
pm-pdf Absences and Contingency Planning PDF2020/03