Resources

Our extensive resource library covers every risk management topic to help you understand, avoid, and successfully deal with every type of risk.

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Sample Retention Policy
View our sample retention policy.
Insurance Checklist: Starting a firm
Use this insurance checklist to be sure you have the coverage you need when starting…
Cyber Risk Assessment
Answer ten important questions to find out whether your firm is at risk.
Client Waiver and Informed Consent
Client waiver and informed consent to use experimental green products.
Go-, No-Go Checklist
The investigation of the client and project, as well as the client education, should lead…
Client Profile Form & Information Checklist
Since appropriate client selection is one of the most important steps in ensuring payment for…
Condo Project Evaluation Form
Use this form to evaluate your next condo project.
Post-project Evaluation Form
The end of a project may be viewed as a critical opportunity for preparation for…
BIM Execution Checklist
To help manage your risks with BIM, follow this checklist as the project develops. Checklist…
CCS Services Summary & Checklist
This summary and checklist will help you document that appropriate construction contract administration (CCA) services…
Project Documentation Checklist
This tool can help you get your documentation in order and be prepared in the…
Project Intake Checklist
This form may help you & your firm to evaluate and manage potential risk....
Claims Defense from the Attorney’s Perspective
By Gregory N. Ziegler, Esq. When a claim is made, counsel is retained by the…
Claims Management by the Architect
By Greg N. Ziegler, Esq. and James B. Atkins, FAIA A liability claim made against…
National Healthcare Reform Resources
The Patient Protection and Affordable Care Act (or ACA—also known as “Obama Care”) continues to…
What to Do About Employee Benefits
Employee benefits are often defined as compensation paid by an employer to an employee over…
Preventing Employee Lawsuits
Small firms are the most vulnerable to crises, disasters, and lawsuits. In fact, according to…
Employee Onboarding Best Practices
Leadership can be defined as the ability to influence, empower, and inspire others so that…