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Firm Management Checklists

This section includes a variety of checklists and guides to assist you in creating and maintaining good risk management practices in the running of your firm. The checklist/guideline areas range from setting up practice to managing your files. These resources are intended to help minimise the risks arising from the daily operations of the firm. 

The checklists provided are intended as a general guide only and should be adapted to suit your firm's needs. 

You can quickly move between documents simply by clicking on the tabs below.

Setting Up A New Firm

Start Up Checklist  PDF Word
Partnership Agreement Checklist PDF Word
Basic Hiring Checklist PDF Word
Guide to Writing A Business Plan PDF Word

File Management

File Closure Checklist PDF Word
File Transfer Checklist PDF Word
Conflict System Setup Guide PDF Word


Business Continuity Checklist PDF Word
Contingency Checklist PDF Word
Critical Information List PDF Word
Human Resource Policy & Procedures PDF Word
Succession Plan Template PDF Word
Simple Ways to Improve and Avoid a Claim PDF Word