Managing finances

• Client trust account forms: There are two forms that you'll need to complete for each new IOLTA trust account. The Agreement to Notify Office of Lawyer Regulation of Overdrafts on Lawyer Trust Accounts can be obtained from the Office of Lawyer Regulation. The Attorney IOLTA Trust Account Agreement can be obtained from the Wisconsin Trust Account Foundation. For more information on the IOLTA program, please see SCR 13. For information on safekeeping of property, see SCR 20:1.15 244 KB.
• ABA LPM: Finance Resources: Finance resources from the Law Practice Management Section of the ABA.
• LMRC Documents: Financial Management: Forms, checklists, and articles provided by the Legal Management Resource Center.
• LMRC Documents: Trust Accounts and Segregated Assets : Articles provided by the Legal Management Resource Center.
• State Bar practice management & technology surveys: Research regarding the economics of law practice and technology in law practice.
• WALA Salary Survey: Learn how your law firm compares in the area of compensation and benefits by purchasing a copy of the Wisconsin Association of Legal Administrators' Compensation and Benefit Survey.
• Wisconsin Lawyer June 1998: Trust Accounting in Wisconsin: A Primer: This primer is a practical guide to help attorneys manage lawyers' trust accounts and to comply with recordkeeping requirements under SCR 20:1.15.

Malpractice insurance carriers

• Vendor Mall: Find insurance services for professional liability insurers in the State Bar of Wisconsin's Vendor Mall.

Marketing

• Communications Tool Kit: Branding the Profession: This tool kit explains the State Bar's message to the public that lawyers are expert advisers and problem solvers involved in their communities. Kit helps lawyers incorporate this message into their client communications.
• Enhance our firm's Web site with consumer information: Law firms can feature the concise, up-to-date consumer information contained in the State Bar consumer pamphlets on their Web sites.
• Lawyer Referral and Information Service: If you have a legal problem, and you need an attorney in Wisconsin, call the State Bar's Lawyer Referral and Information Service. Clients who need legal help are matched with concerned lawyers by professional legal assistants.
• ABA Law Practice Management Section: Marketing resources: Marketing resources from the Law Practice Management Section of the ABA.
• LawMarketing Portal: Practice management forms.
• Lawyer Marketing Advisor: Trey Ryder provides numerous articles on marketing.
• LMRC Documents: Marketing: Articles provided by the Legal Management Resource Center.
• William C. Mitchell Law School List of LPM Internet Links: Multiple resources on law practice management.

Forms

• IRS Forms: The Department of the Treasury offers free downloadable IRS forms, publications, and up-to-date information on the latest changes in tax law.
• KnowledgePoint: Employment forms and sample letters.
• Management Forms: Management forms provided by the Association of Legal Administrators.
• U.S. Department of Labor: Forms by Title: Employment forms listed by title, from the U.S. Department of Labor.

Client relations

• Educational Resource Library (YLD Collection): As a State Bar member, you have access to materials in the Educational Resource Library (YLD Collection) originally developed and still funded by the Young Lawyers Division.
• Law office videotapes - client education: State Bar videotapes educate clients on preparing for a deposition, going to court, and other legal matters.
• State Bar Fee Arbitration Program: This program is an informal and economic alternative to litigation for lawyers and clients who are unable to agree upon a fee charged for legal services.
• ABA Client Relations Search: Articles and book reviews regarding client relations issues.
• ABA General Practice, Solo & Small Firm Section: Access articles in their magazine and newsletter, learn about public service, programs, and other resources.
• LMRC Documents: Client Relations & Development: Articles provided by the Legal Management Resource Center.

Research

• Law Practice Management Page: Articles relating to the "nuts and bolts" of the day-to-day operation and long range planning and management of a law practice.
• Research & reports: The State Bar of Wisconsin consistently researches various practice management issues, including economics of practice and technology.

State Bar seminars, books & products

• CLE Books & products: CLE Books, ABA resources, seminar outlines, consumer education resources, and more.
• CLE Seminars: Register for CLE seminars online.

Resource links

• Educational Resource Library (YLD Collection): As a State Bar member, you have access to materials in the Educational Resource Library (YLD Collection) originally developed and still funded by the Young Lawyers Division.
• Law Practice Management articles from Wisconsin Lawyer Magazine: Law Practice Management articles from Wisconsin Lawyer Magazine.
• Research & reports: The State Bar of Wisconsin consistently researches various practice management issues, including economics of practice and technology.
• Administration and Management CLE from ALA: Programs, conferences, and seminars provided by the Association of Legal Administrators.
• Altman Weil: Articles on numerous management topics.
• FindLaw for Legal Professionals: Management research, community, and services.
• Hildebrandt International: Law practice management advice documents and white papers as well as for-fee consulting services.
• Institute of Management and Administration (IOMA): Management articles, conferences, training and other resources.
• Legal Management Resource Center: Created by the Association of Legal Administrators, the LMRC provides access to comprehensive information about legal management issues.