Practice Support and Resources

The Law Society provides a wide range of support, resources and advice to BC lawyers to help ensure the professional delivery of competent legal advice.

Contact a practice advisor

Log in to:

Record continuing professional development (CPD) credits
Submit your Annual Practice Declaration
File your trust report
Complete the reporting form for mortgage discharge failures
Manage trust administration fee invoices
Access the Locum and Succession Registries 
Seek family law alternate dispute resolution accreditation

Sample documents, model policies, articles and other resources

The following includes resources to help lawyers in carrying out your duties and managing your practices. The sample documents are intended to give you a place to start. Styles of drafting and use of words vary widely among lawyers. It is expected that the documents will be amended to suit the styles, needs and circumstances of the lawyers involved.

Lawyers must exercise your professional judgment respecting the correctness and applicability of the material. The Law Society accepts no responsibility for any errors or omissions, and expressly disclaims any such responsibility.

Law Society Manuals, Checklists and Forms

Juricert and Juricert application
PLTC Practice Material
Practice Checklist Manual 

Practice Resources

Capacity: Report on Common-Law Tests of Capacity (BCLI)
Client files
Client identification and verification 
Client service / communication 
Closing a law practice
Communication Toolkit (Online Learning Centre)
Confidentiality / privacy / conflict of interest 
Discipline Advisories
Family law – Best Practice Guidelines for Lawyers Practising Family Law
    (report of the Family Law Task Force, 2011)
Financial institutions and transactions 
Finances, tax and billing
Fraud Alerts
Garnishment of Lawyers' Trust Accounts [new]
Incorporation precedents
Independent legal advice [new]
Law Office Management
Lawyer leaving law firm
Lawyers Sharing Space 
Limitations and deadlines 
Model letters 
Model policies
Mortgage discharges
Preventing claims / risk management (Lawyers Insurance Fund)
Retainer agreements, limited scope retainers and joint retainer letters
Solicitors’ Liens and Charging Orders – Your Fees and Your Clients 
Succession planning 
Trust Accounting 
Undue influence – Recommended Practices for Wills Practitioners Relating to Potential Undue Influence: A Guide (BC Law Institute, 2011)
Wills – Recommended Practices for Wills Practitioners Relating to Potential Undue Influence: A Guide (BC Law Institute, 2011) 


Committee on Relations with the Judiciary (concerns with trials and judges)
Medical-Legal Liaison Committee (disputes between lawyers and physicians)
Protocols between Law Society and courts/government 
Western Law Societies Conveyancing Protocol (British Columbia)

Personal Assistance

Counsel in complaint and discipline process 
Counselling programs for lawyers
Harrassment and Equity Ombudsperson 
Maternity leave benefit loan program 
Practice Advisors

Education and other resources

CBA Mentoring Registry
Continuing professional development (CPD) 
Law Society Online Learning Centre
Legal research and other resources 
Solicitors' Legal Opinions Committee of British Columbia

Hot topics

Client identification and verification

Practice Checklists Manual 

Closed files: retention and disposition  [This article is being updated to reflect the Law Society Rules changes made on October 31, 2014. For information on how the rules changes affect the regulatory requirements for record retention, see Practice Watch in the Winter 2014 Benchers’ Bulletin or contact Barbara Buchanan, practice advisor, at]

BC Code

Code of Professional Conduct for British Columbia (BC Code) 
BC Code on YouTube

Billing / accounting

Benchers rescind rule 3.6-3, commentary [1] from the BC Code
Trust Accounting Handbook


Cloud computing guidelines
Cloud computing checklist


Bad cheque scam