KSL ATP Legal Practice Management study plan
KSL ATP Legal Practice Management · Give each week a clear focus.
8 weeks · About 7 hours per week
Legal Practice Management and Business Planning & Financial Management, Billing and Accounting for Law Firms
Draft a one-page practice business plan covering vision, target clients, service mix and revenue model
Map the firm's revenue cycle from engagement to cash collection and label every control point
Compare time-based, fixed-fee and value-based billing models and list the profitability risks of each
Build a simple budget template with fixed, variable and owner-draw lines
Your checkpoint
A one-page business plan plus a labelled revenue-cycle diagram and budget template
Legal Practice Management and Business Planning & Financial Management, Billing and Accounting for Law Firms
Calculate break-even revenue for a hypothetical two-lawyer firm given overhead assumptions
Draft a fee-arrangement letter explaining scope, rates, disbursements and billing frequency
Identify three key performance indicators for financial health and define how each is computed
Explain the difference between trust/client account money and office account money in your own words
Your checkpoint
A break-even worksheet with assumptions and a sample fee-arrangement letter
Client Care, Engagement and Professional Conduct & Conflict of Interest, Confidentiality and Client Money
Draft a client engagement letter covering scope, responsibilities, fees and complaint routes
Apply a structured conflict-check procedure to three hypothetical new matters and record outcomes
Distinguish actual, potential and imputed conflicts and state the correct response to each
Write a confidentiality protocol covering third parties, staff and storage
Your checkpoint
An engagement letter template and a completed conflict-check log for three scenarios
Conflict of Interest, Confidentiality and Client Money & Risk Management and Professional Indemnity
Design a client-money handling procedure covering receipt, recording, reconciliation and withdrawal
Perform a sample three-way reconciliation of client account records
Identify the main professional indemnity risk exposures in a small firm and rank them
Draft a notification checklist for when an insurer must be informed of a potential claim
Your checkpoint
A client-money procedure with a worked three-way reconciliation and a ranked risk register
File Management, Records and Information Technology & Risk Management and Professional Indemnity
Create a file-opening and file-closing checklist that satisfies record-keeping duties
Specify retention periods and destruction rules for at least four record categories
Draft an information security policy covering access control, backups and remote work
Map the steps to take when a data breach or file loss is discovered
Your checkpoint
A records-retention schedule and an information security policy draft
Law Firm Structures, Partnerships and Incorporation & Human Resource Management and Staff Development
Compare sole practitioner, partnership and incorporated practice structures on liability, tax and governance
Draft a partnership agreement outline covering profit sharing, decision-making and exit
Write job descriptions for one fee-earner and one support role with measurable competencies
Design an onboarding and supervision plan for a newly qualified lawyer
Your checkpoint
A structure comparison table plus a partnership outline and two job descriptions
Marketing, Business Development and Legal Ethics & Client Care, Engagement and Professional Conduct
Draft a marketing plan that complies with advertising and solicitation rules
Evaluate three promotional tactics against ethical constraints and reputational risk
Write a client care feedback process with a measurable satisfaction target
Prepare responses to two ethical dilemmas involving referral fees and testimonials
Your checkpoint
A compliant marketing plan and a written ethical-dilemma response set
Legal Practice Management and Business Planning & Risk Management and Professional Indemnity & Financial Management, Billing and Accounting for Law Firms
Assemble a consolidated practice management manual drawing on weeks 1-7 outputs
Complete a full timed mock exam and score each domain separately
Identify the three weakest domains and write a targeted remediation checklist
Rehearse explaining a risk-management failure and its corrective controls in writing
Your checkpoint
A consolidated manual, a scored mock-exam report and a remediation checklist
Milestones
Week 2: Score at least 70% on a self-made 20-question quiz covering domains 1 and 6
Week 4: Produce a reconciliation that balances to zero and a risk register with at least eight ranked entries
Week 6: Explain practice-structure trade-offs and HR supervision duties without notes in a 10-minute recorded summary
Week 8: Achieve at least 65% overall on the timed mock exam, with no domain below 55%