65+ Free Legal Resources for Law Firms

From marketing to legaltech to ethics, our downloadable guides, templates, and checklists are designed to help your law firm grow more efficiently.

Email Templates For PI Firms-Effective Client Engagement

Email Templates for Personal Injury Firms: Effective Client Engagement

Make a powerful first impression with email templates designed to introduce your firm, set client expectations, and foster trust in your personal injury cases.

Get the Guide

Email Templates for Personal Injury Firms: Gathering Case Information

Speed up the information-gathering process for important case details, medical records, and documentation from your clients.

Get the Guide

Email Templates for Personal Injury Firms: Third-Party Requests

Ensure timely and effective communications with insurance companies, medical professionals, and other legal entities.

Get the Guide

Email Templates for Personal Injury Firms: Updates on Case Progress

Keep your personal injury clients informed and reassured with timely case updates that include progress reports, next steps, and more.

Get the Guide

Email Templates for Personal Injury Firms: Close Cases & Seek Feedback

Wrap up your cases with professionalism and care—and get valuable feedback into your clients’ satisfaction.

Get the Guide

Meta Image Reviews & Referrals templates

Leveraging Testimonials and Reviews to Attract New Clients for Your Law Firm

Dive into this guide to learn how to use your positive reviews and testimonials in the most strategic ways possible.

Get the Guide

Email Templates: Requesting Feedback and Generating Referrals with Ease

Put these templates into place to make reviews and referrals a breeze.

Get the Guide

Meta Image Reviews & Referrals checklist

Obtaining Positive Reviews and Referrals: A Checklist for Law Firms

Use this five-star worthy checklist to help build positivity around your firm and gain referred clients.

Get the Guide

Optimizing Client Intake: Strategies and Tools for Efficiency and Effectiveness

Dive into this guide to ensure your client intake is as efficient and effective as possible.

Get the Guide

Email Templates: Effective Communications for Streamlined Intake

Discover how these email templates promote responsiveness from and build trust with your clients.

Get the Guide

Mastering the Client Intake Process: A Checklist for Law Firms

Use this checklist to ensure you aren’t missing any critical steps as you intake and onboard new clients at your firm.

Get the Guide

Strategies for Addressing Objections and Building Trust with Clients

Read this guide to learn how to deal with your clients’ concerns in a way that helps build trust.

Get the Guide

Building Trust and Showing Care in the Digital Era: Email Templates For Handling Hiring Objections

Put these templates into practice to help alleviate pricing, time, or outcome-based concerns.

Get the Guide

Key Hiring Objections and Effective Responses: A Checklist for Law Firms

Use this checklist to build a robust online presence and encourage potential clients to actively engage with your firm.

Get the Guide

Using Social Media to Enhance Client Intake and Nurturing

Dive into our guide on social media for law firms to learn where to post, how to post, and what the numbers mean.

Get the Guide

Building Trust and Showing Care in the Digital Era: Email Templates For Engaging Clients

We put together a collection of email templates to help you make those important introductions.

Get the Guide

How to Build Your Online Presence: A Checklist For Law Firms

Check out this checklist and put its tips into practice. Then, you can check online presence off your list.

Get the Guide

Understanding AI in Legal Practice: A Guide for Legal Professionals

Download Clio’s free guide to learn more about the fundamentals of AI in legal practice and how your firm can best leverage this technology.

Get the Guide

The Solo Lawyer Handbook

Download Clio’s Solo Lawyer Handbook and discover the best practices, strategies, and technology that will help your solo law firm thrive.

Get the Guide

Master Your Goal-Setting Strategy with Our Free Checklist

Download The Law Firm Leader’s Checklist for OKRs and KPIs to create clear, actionable goals, track meaningful metrics, and align your team for sustained growth.

Get the Guide

Meta Image A Guide to OKRs & KPIs for Firm Leaders Meta Image

Mastering Goal Setting for Mid-Sized Law Firms: A Comprehensive Guide to OKRs and KPIs for Senior Leaders

Discover how mid-market law firms can drive growth and alignment with this comprehensive guide to OKRs and KPIs. Learn strategies, examples, and tools to set clear goals, track progress, and achieve measurable success.

Get the Guide

Clio Duo AI Checklist Downloaded Web Assets Socials Meta Image

The Legal AI Buyer’s Guide: A Checklist for Legal Professionals

Download this free checklist to learn what questions you need to be asking when evaluating AI tools for your law firm.

Get the Guide

Meta Image NA 2024 LTR Section 1 Meta Image

Everything You Need to Know About AI in the Legal Industry

With the advancement of generative AI solutions like ChatGPT, we have more insight than ever into how these groundbreaking technologies will influence the future of the legal industry.

Get the Guide

Meta Image NA 2024 LTR Section 2 Meta Image

Is Flat Fee Billing Becoming the Norm in Law?

Flat fee billing is not new in the practice of law. Offering more transparency, predictability, and administrative efficiency, flat fee billing offers many benefits for both lawyers and their clients.

Get the Guide

Meta Image NA 2024 LTR Section 3 Meta Image

Are Law Firms Failing at Marketing and Client Engagement?

New advancements in AI automation could mean that law firms will need more clients—and this is especially true for firms focused on growth. To assess how well firms are equipped to engage clients when they…

Get the Guide

Meta Image NA 2024 LTR Section 4 Meta Image

What Law Firm Expenses Lead to Growth?

How law firms spend money can shape future growth and success. Spending decisions can set the foundation for sustained growth and competitive advantage—or hold firms back from reaching their full potential.

Get the Guide

Clio Manage Trust Accounting Best Practices for Law Firm Accounting Meta Image

Balancing the Books: Best Practices for Law Firm Accounting

Download Clio’s free guide to learn about the best practices for legal accounting and how legal practice management software can help.

Get the Guide

Meta Image Clio Manage Trust Accounting Get Started with Clio Accounting

Getting Started with Clio Accounting

Download this free checklist to learn everything you need to know about getting started with Clio Accounting, built specifically for legal professionals.

Get the Guide

From Desk to Docket: A Guide to E-Filing and Legal Document Automation

Download Clio’s free guide to overcoming the challenges associated with e-filing and harnessing the power of legal document automation.

Get the Guide

Meta Image Clio Draft Clio Draft Legal Workflow?Automation & Optimization Meta Image 1200x628

Legal Workflow Automation and Optimization: What Is It and How Does It Benefit Your Practice?

Download this free guide to learn about optimizing and automating your law firm—and how automation can take your law firm to the next level.

Get the Guide

Meta Image Client Intake and Onboarding for Law Firm Administrators Guide

Top Strategies for Client Intake and Onboarding for Law Firm Administrators

Read this guide to learn how to optimize your firm’s client intake and onboarding processes to maximize your firm's success.

Get the Guide

Client Intake: A Guide for Law Firms

Download Clio’s free guide covering what you need to know about creating a strong client intake process, including best practices and automating client intake.

Get the Guide

Get Your Finances Right From The Start Checklist

Get Your Finances Right From the Start: A Checklist for Launching Your Law Firm

Download Clio’s free checklist to uncover the financial steps every new firm should take to set themselves up for long-term success.

Get the Guide

Personal Injury Template Guide: From Retainer to Settlement

Every personal injury case (and personal injury client) is different. Despite this, most cases follow a similar trajectory. In this guide you’ll start by interviewing your new client—where you learn about the accident and its…

Get the Guide

Illustration of a person opening a door for another person with a doc template in the doorway

How to Convince Firm Partners to Upgrade Legal Software

Ready to say “good riddance” to your firm's aging software but struggling to get the buy-in from the partners? Download this template to put together a bulletproof business case on how a cloud-based legal software…

Get the Guide

Improving Payment Collections in Your Law Firm

Download Clio’s free guide to improving your law firm’s collection rates and the benefits of enabling online payments.

Get the Guide

How To Elevate Your Personal Injury Practice with Automation

Download Clio's free guide to automation for personal injury lawyers and discover the benefits of automation for PI firms.

Get the Guide

A Lawyer’s Guide to Artificial Intelligence

Download Clio's free guide to artificial intelligence for lawyers and get practical tips on how to leverage AI at your law firm.

Get the Guide

How to Automate Your Law Firm with Clio Draft

Learn how to minimize tedious work—so that you can put more time towards clients and a healthier work-life balance.

Get the Guide

Downloadable Client Intake Checklist

Use Clio's Client Intake Checklist to create a legal client intake process that ensures your law firm is onboarding the right new clients efficiently and effectively.

Get the Guide

Document Automation and Building Legal Documents in MS Word

Download this eBook to learn quick tips on using MS Word's free features to build legal documents, and how automation can help streamline your drafting workflow.

Get the Guide

Implementing Alternative Fee Agreements at Your Law Firm

In this eBook you will find best practices to consider when evaluating document automation solutions, and implementing them at your law firm.

Get the Guide

The Building Blocks of an Antifragile Law Firm

Drawing on many of the concepts that underpin Nassim Taleb’s bestselling book Antifragile, this guide will provide you with practical strategies for building an antifragile law firm and thriving as a modern business.

Get the Guide

How to Implement Process Optimization at Law Firms

Download this eBook for practical tips for law firms to effectively manage a remote team, keep employees productive, and enhance the client experience.

Get the Guide

Tips for Managing Remote and Hybrid Law Firms

Download this eBook for practical tips for law firms to effectively manage a remote team, keep employees productive, and enhance the client experience.

Get the Guide

Lawyers and Inflation: Staying Competitive in an Inflationary Economy

How to keep your practice competitive during inflation and steps to recession-proof your firm.

Get the Guide

How to Build a Scalable and Sustainable Legal Practice

How is your practice adapting to industry changes? Download this guide to learn how to protect your business as the market evolves, diversify your services, and build a sustainable business.

Get the Guide

Lawyer Mental Health: How to Practice Mindfulness and Avoid Burnout in Law

Download our guide to practicing mindfulness and avoiding burnout. Learn the importance of lawyer mental health, and ways to implement mindfulness throughout your day.

Get the Guide

Guide to Law Office Automation

Download our guide to law office automation. Learn the importance of law office automation and how to implement automation at your law firm.

Get the Guide

Business Plan Template

Download our free law firm business plan template. Start your law firm on the right foot with a clear plan that explains where you’re going, and how you’re getting there.

Get the Guide

Legal Accounting 101: A Guide for Law Firms

Learn everything you need to know about legal accounting for law firms, how to harness legal accounting technology, and how to prep for tax season.

Get the Guide

The Essential Guide to Legal Document Automation

In this eBook you will find best practices to consider when evaluating document automation solutions, and implementing them at your law firm.

Get the Guide

Everything You Need to Know About Legal Payment Processing Solutions

This guide explains everything about how online payment processing systems benefit your firm, and clients. Includes security compliance considerations.

Get the Guide

7 Steps to Easier, More Efficient Law Firm Billing

This guide will help you make the most of your time with easier, more efficient billing.

Get the Guide

How to Start a Law Firm Checklist

This checklist outlines the steps needed to start a law firm—from business planning, creating an online presence and more.

Get the Guide

The Law Firm Website Scorecard

This scorecard will help you assess where you’re doing well—and where your site needs work. Get opportunities to improve your website and get more clients.

Get the Guide

The Ethics and Security of Cloud Computing

In this free guide, we’ll discuss the added business benefits of cloud computing that modern law firms can no longer ignore.

Get the Guide

A Lawyer’s Guide to Online Marketing

Master online marketing to increase brand awareness and earn more clients. Authored by the leading authorities on legal marketing, this guide will bring you quickly up to speed.

Get the Guide

How to Manage Your Trust Accounting With Clio

Learn how Clio’s unique ledger system can keep your law firm in compliance with industry rules.

Get the Guide

A Success Story: One Lawyer’s Recipe For Growth

In this free guide, learn how Clio customer Kevin H.Rosenthal has grown his practice and maximized his day by staying lightweight and agile.

Get the Guide

5 Secrets to Hiring for Law Firm Success

In this guide you’ll learn five key recruitment practices that will help you grow your law firm.

Get the Guide

How to Successfully Implement Cloud-based Legal Software at Your Firm

Managing costs, involving firm staff, and overcoming the abundance of software choices—this Q&A will help you foolproof your firm’s cloud-based legal software implementation strategy.

Get the Guide

Switching to the Cloud: A Guide for Law Firms

Learn how cloud-based software can help you meet the growing expectations of clients, staff, and an increasingly competitive legal marketplace.

Get the Guide

How Law Firms Should Adapt Their Business Due to COVID-19

COVID-19 has affected law firms of all types. Based on research data from tens of thousands of lawyers, this guide looks at how lawyers can meet the needs of clients amidst the coronavirus pandemic, and…

Get the Guide

Free Clio Guide: Working Remotely as a Lawyer

The Complete Guide to Working Remotely as a Lawyer

In this in-depth guide, we’ll cover practical tips for working remotely, whether you’re completely new to remote work, or whether you’ve tried it in the past.

Get the Guide

Becoming a Data-Driven Law Firm

Make a conscious effort to monitor crucial data points, and you’ll be better prepared to make better business decisions for your practice.

Get the Guide

Subscribe to our mailing list!

We'll email you whenever new webinars open for registration.