--- title: Resources-V2-Templates description: Templates to help you run a great law firm. Free templates to start a new law firm, build a marketing plan, merge with another firm, and more. --- [![PerformLaw law firm consulting logo](https://www.performlaw.com/hs-fs/hubfs/Gavel_Logo_PerformLaw_bright.png?width=136&height=136&name=Gavel_Logo_PerformLaw_bright.png "PerformLaw law firm consulting logo")](https://performlaw.com) [ CONTACT US ](https://www.performlaw.com/contact-us) # TEMPLATES [Templates ](https://www.performlaw.com/hubfs/New%20Firm%20Start%20Up%20Planning%20and%20Implementation%20Support.pdf) ## [ New Law Firm Startup Planning & Implementation Steps](https://www.performlaw.com/hubfs/New%20Firm%20Start%20Up%20Planning%20and%20Implementation%20Support.pdf) [Templates ](https://www.performlaw.com/hubfs/Law%20Firm%20Management%20Functions%20Worksheet_Template.pdf) ## [ Law Firm Management Functions Worksheet](https://www.performlaw.com/hubfs/Law%20Firm%20Management%20Functions%20Worksheet_Template.pdf) [Templates ](https://www.performlaw.com/hubfs/Economic%20Model-new%20(1).pdf) ## [ One Page Economic Model](https://www.performlaw.com/hubfs/Economic%20Model-new%20(1).pdf) [Templates ](https://www.performlaw.com/hubfs/New-Law-Firm-Setup-Checklist_Editable_Template.pdf) ## [ New Law Firm Setup Checklist](https://www.performlaw.com/hubfs/New-Law-Firm-Setup-Checklist_Editable_Template.pdf) [Templates ](https://www.performlaw.com/hubfs/Marketing%20hours%20plan_EditableTemplate.pdf) ## [ Marketing Activities- Hours Plan](https://www.performlaw.com/hubfs/Marketing%20hours%20plan_EditableTemplate.pdf) [Templates ](https://www.performlaw.com/hubfs/Client%20Transition%20Map_editable_template.pdf) ## [ Client Transition Map](https://www.performlaw.com/hubfs/Client%20Transition%20Map_editable_template.pdf) ## [ Personnel Exit Form](https://www.performlaw.com/hubfs/Personnel%20Exit%20Form.pdf) [Templates ](https://www.performlaw.com/hubfs/Template-PracticePlan.pdf) ## [ Attorney Practice Plan](https://www.performlaw.com/hubfs/Template-PracticePlan.pdf) [Templates ](https://www.performlaw.com/hubfs/2022_Marketing_Activity_Calendar_Template.pdf) ## [ Marketing Activity Plan Template](https://www.performlaw.com/hubfs/2022_Marketing_Activity_Calendar_Template.pdf) [Templates ](https://www.performlaw.com/hubfs/Template_Capacity_Analysis.pdf) ## [ Capacity Analysis Template](https://www.performlaw.com/hubfs/Template_Capacity_Analysis.pdf) [Templates ](https://www.performlaw.com/hubfs/Template_Opportunity%20Analysis.pdf) ## [ Opportunity Analysis](https://www.performlaw.com/hubfs/Template_Opportunity%20Analysis.pdf) [Templates ](https://www.performlaw.com/hubfs/template_MANAGING%20PARTNER%20ENGAGEMENT%20WORKSHEEET%20(2).pdf) ## [ Managing Partner Engagement Worksheet](https://www.performlaw.com/hubfs/template_MANAGING%20PARTNER%20ENGAGEMENT%20WORKSHEEET%20(2).pdf) [Templates ](https://www.performlaw.com/hubfs/Marketing%20Mix%20Template_YearlyActivityPlan.pdf) ## [ Yearly Activity Plan](https://www.performlaw.com/hubfs/Marketing%20Mix%20Template_YearlyActivityPlan.pdf) [Templates ](https://www.performlaw.com/hubfs/BuyerPersona_Template.pdf) ## [ Buyer Persona Form](https://www.performlaw.com/hubfs/BuyerPersona_Template.pdf) [Templates ](https://www.performlaw.com/hubfs/Subjective%20Bonus%20Calculator%20(2).pdf) ## [ Subjective Bonus Calculator](https://www.performlaw.com/hubfs/Subjective%20Bonus%20Calculator%20(2).pdf) [Templates ](https://www.performlaw.com/hubfs/Template_Merger%20Checklist.pdf) ## [ Merger Checklist](https://www.performlaw.com/hubfs/Template_Merger%20Checklist.pdf) [Templates ](https://www.performlaw.com/hubfs/Expense%20Planning%20Sheet_Template.pdf) ## [ Start-Up Expense Planning ](https://www.performlaw.com/hubfs/Expense%20Planning%20Sheet_Template.pdf) [Templates ](https://www.performlaw.com/hubfs/Overhead%20Calculation%20Model-PDF.pdf) ## [ Overhead Calculation Model](https://www.performlaw.com/hubfs/Overhead%20Calculation%20Model-PDF.pdf) [![PerformLaw law firm consulting logo](https://www.performlaw.com/hs-fs/hubfs/PerformLaw_Gavel_logo_bright.png?width=144&height=144&name=PerformLaw_Gavel_logo_bright.png "PerformLaw law firm consulting logo")](https://www.performlaw.com/) PerformLaw provides the C-suite level business expertise small and mid-sized law firms need, without the full-time overhead. Since 2003, we've served as a dedicated strategic partner, acting as a virtual extension of your leadership team. We deliver practical, objective guidance and hands-on implementation support across finance, strategy, operations, and talent management, focusing on building durable systems and driving measurable results for lasting firm stability and success. #### CONTACT US 935 Gravier Street, Suite 2130  C/O Whiteside and Simms, CPA New Orleans, LA 70113 [brian@performlaw.com](mailto:brian@performlaw.com) [(504) 858-7428](tel:(504)%20858-7428) - [![PerformLaw LinkedIn](https://www.performlaw.com/hubfs/PerformLaw%202020/Home%20Page/Linkedin-icon1.png)](https://www.linkedin.com/company/performance-management-consulting) - [![PerformLaw Twitter](https://www.performlaw.com/hubfs/PerformLaw%202020/Home%20Page/TwT-icon.png)](https://twitter.com/performlaw) - [![PerformLaw Facebook](https://www.performlaw.com/hubfs/PerformLaw%202020/Home%20Page/FB-icon.png)](https://www.facebook.com/PerformLaw) - [![PerformLaw Youtube](https://www.performlaw.com/hubfs/PerformLaw%202020/Home%20Page/YT-icon.png)](https://www.youtube.com/channel/UCLZjlwUhJffo87lJVq7JSag) -   ![](https://px.ads.linkedin.com/collect/?pid=2475770&fmt=gif) [Privacy Policy](https://www.performlaw.com/privacy-policy) © 2026 All rights reserved ```json { "@context" : "https://schema.org", "@type" : "ProfessionalService", "address" : { "@type" : "PostalAddress", "addressCountry" : "US", "addressLocality" : "New Orleans", "addressRegion" : "LA", "postalCode" : "70113", "streetAddress" : "935 Gravier Street, Suite 2130" }, "areaServed" : "US", "description" : "Virtual C-suite consulting for law firms. Strategic planning, vCFO services, succession planning, and leadership development since 2003.", "email" : "brian@performlaw.com", "foundingDate" : "2003", "image" : "https://www.performlaw.com/hs-fs/hubfs/PerformLaw%20law%20firm%20consulting%20logo.png", "name" : "PerformLaw", "priceRange" : "$$", "sameAs" : [ "https://www.linkedin.com/company/performance-management-consulting", "https://twitter.com/performlaw", "https://www.facebook.com/PerformLaw" ], "serviceType" : [ "Law Firm Management Consulting", "Virtual CFO Services", "Succession Planning", "Strategic Planning" ], "telephone" : "+15048587428", "url" : "https://www.performlaw.com" } ```