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Free Starting-a-Practice Resource

Opening Your Practice: The 47-Point Checklist

Everything to set up before you take your first client — entity, bar, insurance, trust accounting, office, and your first ten clients. Work through it at your own pace.

How to use this checklist

Tap an item to check it off as you go — your progress shows at the top. Nothing is saved or sent anywhere; it is a working tool for you. When you want a hard copy, use Print / Save as PDF at the bottom. Rules marked “check your bar” vary by state — the details are jurisdiction-specific, so confirm them with your own bar.

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Decide & plan

Business structure & registration

Licensing & bar compliance

Insurance & risk

Banking & money

Office & systems

Online presence & first clients

Launch admin & go-live