One of the many practice resources offered by the Ohio State Bar Association is its award-winning law office management resource, OfficeKeeper.

OfficeKeeper is a nuts and bolts resource guide to opening, maintaining and closing a law office, covering both the day-to-day operations of a law office, as well as professional responsibility. It includes checklists, forms, references and links to websites and the new Model Rules.

Chapters include:

  • Opening and Maintaining a Law Practice, including choosing a business entity, developing a business plan, basic office equipment and office space considerations;
  • Time Billing and Accounting, including trust accounts, fraud prevention and financial accounting;
  • Case Management, including conflict checks, retainers, timekeeping and docketing, client communications, and case management software systems;
  • Office Staff, including hiring/firing, payroll, performance reviews and shared staff;
  • Marketing, including what is permitted, networking and specialization;
  • Practice Challenges, including cash flow, substance abuse, burnout and how to avoid malpractice;
  • Quality of Life, including pro bono opportunities, career satisfaction and achieving a balanced life;
  • Closing/Selling a Law Practice, including law practice valuation, records retention and professional responsibility issues.

In addition, forms previously available in the OSBA's ClientKeeper have been updated based on the new Model Rules and rolled into OfficeKeeper.

OfficeKeeper is a comprehensive law office management resource for all OSBA members, whether you're just entering the practice, thinking of winding one down or somewhere in between.

Click here to access this resource.

The OSBA would like to thank the OfficeKeeper Advisory Committee members for their hard work and dedication to this project: Colleen E. Cook, Marietta, chair; Gretchen K. Mote, Columbus; Lee E. Belardo, Avon; Grant B. Garverick, Galion; Barron K. Henley, Columbus; Theodore M. Mann Jr., Cleveland; Jeffrey P. Squire, St. Marys; and Kathleen A. Stoneman, Carrollton.

Funded in part by the Ohio Bar Liability Insurance Company.



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