Practice Essentials: Setup & Operations

Templates to support the day-to-day operation of your practice including key areas such as risk management, compliance and business continuity.

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The team at Cahir & Company Solicitors, Clare

The team at Cahir & Company Solicitors, Clare

Core operational structures are essential to ensure continuity, consistency and reducing risk. Download key resources to help you below.

Business continuity template

This sample policy ensures firms are prepared for disruption supporting resilience and continuity of client service.

Business plan template

A practical template to support firms in setting objectives, identifying priorities and planning for future growth.

Cashflow forecast template

A simple forecasting tool designed to support financial planning and improve visibility of future cashflow requirements./

File retention and destruction policy

This sample policy provides clarity on regulatory obligations and reduces exposure to data protection and professional risk.

Risk register template

A simple template to help identify, assess and manage risks across your practice.

Practice Essentials will continue to evolve with additional resources and updates added throughout 2026.

If you have any queries, suggestions or feedback on the toolkit, we would be delighted to hear from you. Please contact the Solicitor Services Department – Solicitorservices@lawsociety.ie.