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Stage 1 · Your progress

0/5 steps

Law Firm Launch Programme · Stage 1 of 9

Starting Your Law Firm

Put the practical foundations in place — banking, insurance, software, email and phone — before you take on your first matter.

≈ 2 days hands-on · 5 steps

How long

Your first week

You’ll have

A firm set up to trade

Steps

5 steps

Resources

4 resources

  1. 01 Step 01

    Step 01

    Open a business bank account

    Keep firm money separate from your own from day one.

    Do it yourself

    • Open a business current account in the firm’s name.
    • If you’ll hold client money, open a separate client account that meets your regulator’s rules.
    • Apply early — approval can take several days.

    Common mistake · Running everything through a personal account for the first few months — untangling it later is slow and looks careless.

    TimeA few days CostFree–£15/mo DifficultyEasy

    Resource for this step

    CHECKLIST

    Bank & client account checklist

    What to have ready and what to ask for.

    Open the checklist
  2. 02 Step 02

    Step 02

    Arrange professional indemnity insurance

    You need cover in place before you act for a single client.

    Do it yourself

    • Talk to a broker who knows the legal market.
    • Get quotes early — underwriting takes longer than you expect.
    • Check the minimum level and terms for how you practise.

    Common mistake · Leaving PII to the last minute and finding you can’t take on work when you’re ready.

    Time1–2 weeks CostVaries DifficultyMedium

    Resource for this step

    CHECKLIST

    PII readiness checklist

    The details a broker will ask for.

    Open the checklist
  3. 03 Step 03

    Step 03

    Choose practice-management software

    One system for matters, time, billing and records saves hours every week.

    Do it yourself

    • Shortlist two or three tools built for law firms, not generic ones.
    • Check it handles your accounting obligations.
    • Take the free trials before you commit.

    Common mistake · Picking a generic CRM that can’t handle legal accounting, then migrating later.

    Time2–3 days CostFrom ~£30/user/mo DifficultyMedium

    Resource for this step

    PDF

    Software shortlist worksheet

    Compare two or three tools side by side.

    Download the PDF
  4. 04 Step 04

    Step 04

    Set up email on your own domain

    An address at your own domain reads far more credibly than a free inbox — and lands in more inboxes.

    Do it yourself

    • Set up mailboxes on your firm’s domain.
    • Add SPF, DKIM and DMARC so your mail is trusted.
    • Test that your email reaches the inbox, not spam.

    Common mistake · Sending client email from a free @gmail address — it undercuts trust and hurts deliverability.

    Time~1 hour CostFrom ~£5/user/mo DifficultyEasy

    Resource for this step

    CHECKLIST

    Email setup checklist

    Mailboxes and the records that keep you out of spam.

    Open the checklist
  5. 05 Step 05

    Step 05

    Sort a business phone line

    A dedicated number keeps work and personal calls apart and lets you switch off in the evening.

    Do it yourself

    • Get a VoIP number so you’re not tied to a desk phone.
    • Set up voicemail and simple call handling.
    • Publish the number consistently everywhere.

    Common mistake · Using your personal mobile as the firm number, then never being off the clock.

    Time~1 hour CostFrom ~£10/mo DifficultyEasy

What you’ll have after this stage

  • A business bank account (plus a compliant client account if you hold client money)
  • Professional indemnity cover in place
  • Practice-management software chosen and trialled
  • Email running on your own domain
  • A dedicated business phone line

A law-firm website, wireframed

Click through the pages to see the shape a credible firm site takes — structure first, words and design later.

yourfirm.co.uk/

Grey blocks are placeholders — they show where things go, not how they look.