ATTORNEY PRACTICE INVENTORY

Date This Form Updated:

PERSONAL INFORMATION

ATTORNEY NAME:
FIRM NAME:
SOCIAL SECURITY #:
DOB:
OH BAR #:
FEDERAL EMPLOYER
IDENTIFICATION #:
STATE TAX
IDENTIFICATION #:
Office Address:
Office Phone:
Office Fax:
Office Email:
Office Website:
Home Address:
Home Phone:
Cell Phone:
OTHER STATE ADMISSIONS:
State:
Bar #:
State:
Bar #:

Personal Information (cont’d)

SPOUSE/PARTNER:
Phone:
Email:
Work Phone:
Fax:
Employer:
OTHER FAMILY CONTACT:
Phone:
Email:
Address:
LOCATION OF WILL/TRUST:
LOCATION OF HEALTH CARE DIRECTIVE:
LOCATION OF POWER OF ATTORNEY:
ATTORNEY:
Phone:
Email:
Address:

KEY ADMINISTRATIVE PERSONNEL

OFFICE MANAGER:
Phone:
Email:
Address:
SECRETARY:
Phone:
Email:
Address:
BOOKKEEPER:
Phone:
Email:
Address:

NOMINEES TO HELP WITH PRACTICE CONTINUATION OR CLOSING

FIRST CHOICE:
Phone:
Email:
Address:
SECOND CHOICE:
Phone:
Email:
Address:
THIRD CHOICE:
Phone:
Email:
Address:

GENERAL OFFICE INFORMATION

LOCATION OF CALENDAR/DEADLINE LIST (File Path):
LOCATION OF CLIENT/MATTER LIST
(File Path):
PAYROLL COMPANY:
Contact:
Phone:
Email:
Address:
ACCOUNTANT:
Phone:
Email:
Address:
PROCESS SERVICE COMPANY:
Contact:
Phone:
Email:
Address:

General Office Information (cont’d)

MESSENGER SERVICE COMPANY:
Contact:
Phone:
Email:
Address:
ANSWERING SERVICE:
Phone:
Email:
Address:
OF COUNSEL WITH:
Phone:
Email:
Address:

General Office Information (cont’d)

FOR PROFESSIONAL CORPORATIONS[1]
Corporate Name:
Date Incorporated:
Location of Minute Book:
Location of Seal:
Location of Stock Certificates:
Location of Tax Returns:
Fiscal Year End Date:
Corporate Attorney:
Phone:
Email:
Address:

KEY TECHNOLOGY INFORMATION

SMARTPHONE:
Phone Number
Phone Passcode:
Carrier:
Voicemail Password:
COMPUTER:
PC Username:
PC Password:
Laptop Username:
Laptop Password:
Remote Desktop Username:
Remote Desktop Password:
EMAIL:
(1) Email Address:
Username:
Password:
(2) Email Address:
Username:
Password:
Email Web Address:
Email Web Username:
Email Web Password:
OFFICE PHONE:
Voicemail #:
Voicemail Password:
Carrier:
CLOUD SERVICES:
Cloud Service:
Login:

Key Technology Information (cont’d)

Password:
Facebook Login:
Facebook Password:
LinkedIn Login:
LinkedInPassword:
(1) Other Service:
Login:
Password:
(2) Other Service:
Login:
Password:
TECH SUPPORT:
Contact:
Phone:
Email:
Address:
PASSWORD SOFTWARE/ APP:
Login:
Password:
OR
LOCATION OF PASSWORD LIST (File Path):
CASE MANAGEMENT SOFTWARE:
Web Address:
Login:
Password:
BILLING/ACCOUNTING SOFTWARE:
Web Address:

Key Technology Information (cont’d)

Login:
Password:
WEBSITE:
URL:
Platform:
Login:
Password:
Host:
Login:
Password:
Domain Name Management:
Login:
Password:
BACKUP SYSTEMS:
Backup Application:
Password:
Laptop Username:
Laptop Password:
Online Backup Website:
Online Backup Support Phone:
Backup Location:
Encryption Password:
Recovery Media Location:
Support Phone:
Online Backup Service:
Online Backup Login:
Online Backup Password:
Encryption Password:

FINANCIAL INFORMATION

IOLTA BANK:
Contact:
Phone:
Email:
Address:
Account #:
Other Signatory:
Phone:
Email:
Address:
GENERAL OPERATING ACCOUNT BANK:
Contact:
Phone:
Email:
Address:
Account #:
Other Signatory:
Phone:
Email:
Address:

Financial Information (cont’d)

(1)OTHER ACCOUNT BANK:
Contact:
Phone:
Email:
Address:
Account #:
Other Signatory:
Phone:
Email:
Address:
(2)OTHER ACCOUNT BANK:
Contact:
Phone:
Email:
Address:
Account #:
Other Signatory:
Phone:
Email:
Address:
(1) CREDIT CARD
Account #:

Financial Information (cont’d)

(2) CREDIT CARD
Account #:
(3) CREDIT CARD
Account #:
(1) SAFE DEPOSIT BOX:
Institution:
Address:
Location of Key:
Box #:
Items Stored:
Other Signatory:
Phone:
Email:
Address:
(2) SAFE DEPOSIT BOX:
Institution:
Address:
Location of Key:
Box #:
Items Stored:
Other Signatory:
Phone:
Email:
Address:

INSURANCE AGENTS/COVERAGE

PROFESSIONAL LIABILITY INS. CO.:
Agent:
Phone:
Email:
Address:
Policy #:
ERRORS & OMISSIONS INS. CO.:
Agent:
Phone:
Email:
Address:
Policy #:
BUSINESS PREMISES INS. CO.:
Agent:
Phone:
Email:
Address:
Policy #:

Insurance Agents/Coverage (cont’d)

HEALTH INS. CO.:
Agent:
Phone:
Email:
Address:
Policy #:
Persons Covered:
LIFE INS. CO.
Agent:
Phone:
Email:
Address:
Policy #:
Persons Covered:

Insurance Agents/Coverage (cont’d)

DISABILITY INS. CO.:
Agent:
Phone:
Email:
Address:
Policy #:

BUSINESS STORAGE INFORMATION

(1) STORAGE COMPANY:
Contact:
Phone:
Email:
Address:
Location of Key:
Unit Number(s):
Items Stored:
(2) STORAGE COMPANY:
Contact:
Phone:
Email:
Address:
Location of Key:
Unit Number(s):
Items Stored:

LEASES

(1) ITEM LEASED:
Lessor:
Contact:
Phone:
Email:
Address:
Lease Expiration:
(2) ITEM LEASED:
Lessor:
Contact:
Phone:
Email:
Address:
Lease Expiration:
(3) ITEM LEASED:
Lessor:
Contact:
Phone:
Email:
Address:
Lease Expiration:

MAINTENANCE CONTRACTS

(1) ITEM COVERED
Vendor:
Phone:
Email:
Address:
Expiration:
(2) ITEM COVERED
Vendor:
Phone:
Email:
Address:
Expiration:

1

[1] Information and filing documents for professional corporations may be available on the website for the Ohio Secretary of State at: