ABA Section of Business Law
Pro Bono: ABC Toolbox: Sample Operating Forms
Intake and Screening
- Attorney Engagement Letter

- 2001 Revised Retainer Form

- Request for Legal Assistance Form

- Referral Agreement

- Client Authorization Form

- Client Grievance Procedure

- Application Questionnaire

- Full Representation Confirmation Letter

- Attorney Acceptance Form Letter

- Attorney Survey Cover

- Client Acceptance Letter

- Client Referral Letter

- Attorney Referral Letter

- Boston Intake Form (revised)

- Request for Legal Assistance Form

- Attorney Engagement Letter

- CLR Checklist

- Retainer Agreement For Referrals Through Michigan Legal Services

- Tips for Community Partnership Law Firms

- Tips for CLR Community Partnership Client Organizations

- Application for Pro Bono Legal Services

- Appointment Confirmation Letter

- Consent for Disclosure of Case Information Letter

- Neighborhood Clinic Fact Sheet

- Free Legal Clinic Application Form

- Law Firm Guidelines

- Application Intake Questions

- Tips for Working With Pro Bono Lawyers

- Sample Retainer Agreement

- Intake Packet

- Retainer--Professional Services Agreement

- Sample Partnership Retainer Agreement

- Acknowledgement Form


