CHECKLIST FOR MOVING A LAW OFFICE
PROFESSIONAL LIABILITY FUND [Rev. 05/2023] Checklist for Moving a Law Office Page 1
Planning
1. Set a moving date.
2. Decide on layout of furniture and equipment in the new office.
a. Take measurements to ensure current furniture and equipment will fit. Allow adequate
space around equipment for service and repair.
b. Seek staff input on work area requirements, including placement of electrical outlets,
telephone jacks, and network or cable connections in relation to furniture layout.
c. Verify electrical and technology-related installations meet current and future needs.
3. Designate a liaison to coordinate electrical, phone, network, and cable installation. Confirm
wiring and placement of jacks, outlets, or other connections work with planned furniture and
equipment layouts.
Notification of Move
4. Advise current clients of the upcoming move several weeks before the move. Provide clients
with directions or a map to the new location. Update the map and directions on the firm
website, if applicable.
5. Create a Contact Card in Outlook with new information and enclose this card with emails to
clients and business contacts.
6. Notify opposing counsel, courts, and others involved in current matters of the move during
the move. UTCR 2.010(14) provides: “An attorney or self-represented party whose court
contact information changes must immediately provide notice of that change to the trial court
administrator and all other parties.”
7. If you are an entity, you must file a change of address with the Oregon Secretary of State at
https://sos.oregon.gov/business/Pages/update-registration.aspx.
8. If you are the Registered Agent for any of your clients, you must also file change of registered
agent/address forms for each separate business with the Oregon Secretary of State. This
can be done online at https://sos.oregon.gov/business/Pages/update-registration.aspx.
9. If you are serving as the correspondence address for an applicant with the U.S. Patent
Office, submit a change of address on the U.S. Patent Office website at
https://www.uspto.gov/trademarks-application-process/filing-online/correspondence-and-
attorneydomestic-representative. Once the correspondence address is established for a
particular application, it is not changed unless there is a written request by the applicant or
their representative.
10. Get a small red stamp that says, “Note new address.Stamp your billing statements,
especially if you enclose return envelopes. Otherwise, your client may use an old return
envelope and delay your payment. Use this next for letterhead on all correspondence mailed
for the first couple of months after the move. People may not make the change when they
receive a formal notice of a move.
CHECKLIST FOR MOVING A LAW OFFICE
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11. Update e-mail signatures. Include a notice that states, “Note new office address,” or “Note
new mailing address,” as needed.
12. Have your receptionist incorporate a message regarding the move when answering phone
calls.
13. Change the recorded phone message for the office main number to include a notification of
the new location.
14. If attorneys and staff have direct phone lines, ask them to include a brief message about the
new address in their voicemail messages.
15. Order or prepare formal notices of the move to be sent to:
Former clients
Other lawyers
Friends/family
Vendors
Affinity groups, membership organizations, or marketing portal websites
Government agencies
Oregon State Bar (Note: Use the Change of Address form provided in the Membership
Directory, on the bar’s website at www.osbar.org. Updating your address with the bar also
serves as notice to the PLF.)
OSB Bulletin advertisement
Local bar
Others with whom you do business
16. Contact your phone company. If you must change your phone number, arrange for a referral
message to be placed on your prior phone number. Check if automatic forwarding is
available. Call your old phone number to verify that your requested message or
message and automatic call forward service is in place. See this article for more
information about phone systems in general.
17. Notify the post office to arrange for mail-forwarding. (If you are leaving a firm, the post office
will not separate out your mail from firm mail. Arrange mail-forwarding with your prior firm.)
18. Notify insurance companies of the new address and inquire whether a rider is needed.
Printing Needs
19. Notify your bank and order new checks.
20. Arrange for new business cards, letterhead, and envelopes.
21. Update pleading templates and other court forms.
22. Arrange for new signage.
Website
CHECKLIST FOR MOVING A LAW OFFICE
PROFESSIONAL LIABILITY FUND [Rev. 05/2023] Checklist for Moving a Law Office Page 3
23. Notify your website designer, if applicable, early to allow timely changes, including hyperlinks
to office location maps from mapping services.
24. Update information posted online about your law office. Search for your law firm name and
your former address to locate any listings that need revision.
Preparing to Move Furniture and Equipment
25. Arrange for movers. Check references. Provide movers with keyed office furnishings plan,
including staff plans of office areas, before the move.
26. Arrange for the phone company to install new lines for phone, fax, and Internet well in
advance of move. Provide the phone company with a keyed office furnishings plan, including
staff plans of office areas, in advance of installation.
27. Arrange with a computer consultant to set up equipment/network at the new location.
Postpone computer upgrades or other major changes until after the move to avoid creating
additional opportunities for something to go wrong with your computer system. Provide a
keyed office furnishings plan, including staff plans of office areas, before the move.
28. Arrange with a copier company, if applicable, to have the copier set up at the new location.
Provide a keyed office furnishings plan before the move.
29. Based on planned layout of furniture and equipment in the new office, re-measure spaces to
ensure current furniture and equipment will fit. Allow adequate space around equipment for
service and repair.
The Actual Move
30. Each person should pack their office the day before the move.
31. Label each box and label each drawer with a corresponding number. This way the morning
after the move when you absolutely have to have something you know was kept in drawer
“32,” you can go to box “32and find it.
32. Give your staff the day off. It will be easier for the movers to work without the extra bodies.
33. Have the staff set up their offices after the furniture is set up and labeled boxes are delivered
to the proper office room or area.
34. Post a notice at your old office location directing visitors to the new address.
Advertise Move
35. Use the move as a marketing opportunity. Have an open house. The budget can be modest
or a catered affair. If possible, including offerings that will allow all clients and friends to
participate.
CHECKLIST FOR MOVING A LAW OFFICE
PROFESSIONAL LIABILITY FUND [Rev. 05/2023] Checklist for Moving a Law Office Page 4
IMPORTANT NOTICES
This material is provided for informational purposes only and does not establish, report, or
create the standard of care for attorneys in Oregon, nor does it represent a complete analysis of
the topics. Readers should conduct their own appropriate legal research. The information
presented does not represent legal advice. This information may not be republished, sold, or
used in any other form without the written consent of the Oregon State Bar Professional Liability
Fund except that permission is granted for Oregon lawyers to use and modify these materials
for use in their own practices. © 2023 OSB Professional Liability Fund