Law Firm Practice StackbyLinksley.com

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Research, filing, matter management and client intake — the links a small practice opens daily.

The portals change; the routine shouldn't

Court, research, matters, intake

A small practice touches four kinds of site every day, and three of them are government portals with URLs nobody can remember. Put them in one place with the matter tools and the morning stops being a search exercise. Court and filing links are jurisdiction-specific — swap in your own state's.

Research

Who this is for

Solo attorneys, small-firm administrators and paralegals

Federal links are here; add your own state's court and revenue portals to the same columns. The intake checklist is the part worth copying to every new matter.

Filing & records
Matters & clients
New matter intake
0/6
  • Conflict check run and recorded
  • Engagement letter sent for signature
  • Matter opened in practice management with the right client code
  • Retainer invoiced and cleared
  • Key dates and the statute of limitations calendared
  • Client told who their point of contact is
The thinking behind this boardLegal research links that outlive the associate who found them
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