Objective: Ensure efficiency, compliance, and client satisfaction in the case management process. Use this checklist during regular audits to assess the effectiveness of case management practices and identify areas for improvement. 1. Case Load Distribution Workload Balance: Verify that cases are distributed equitably among attorneys to avoid … [Read more...] about Case Management Audit Checklist
Exploring the Four-Day Workweek: A Map for Law Office Administrators
As the conversation around workplace flexibility continues to evolve, the four-day workweek is gaining attention across various industries, including the legal sector. There have been some developments in the United States regarding the potential shift to a four-day workweek, but no widespread changes to federal employment laws have been enacted … [Read more...] about Exploring the Four-Day Workweek: A Map for Law Office Administrators
3 articles on payroll
Article 1: How to Decide Whether to Hire Payroll Staff or Outsource Payroll As a law office administrator, managing payroll is a critical but often time-consuming task. Deciding whether to hire in-house payroll staff or outsource the function can significantly impact your office's efficiency and compliance. Here’s how to evaluate your options. In-House Payroll: When to … [Read more...] about 3 articles on payroll
Use an LMS to get your new hires up to speed
By Doug Striker New hire training at your law firm: It can seem like Groundhog Day. With the revolving door of today’s marketplace, law firms are constantly saying goodbye to employees and hiring their replacements. While new blood can infuse a firm with energy and new ideas, it can also disrupt systems and efficiency. Seasoned attorneys who … [Read more...] about Use an LMS to get your new hires up to speed
7 ways to protect confidential client data
As a manager of a law office, it's crucial that you prioritize the protection of confidential client information. With the increasing number of cybersecurity threats in today's digital age, it's important to implement strong security measures to ensure that your clients' data is safe. Here's some advice on how to implement effective security measures for your law office: … [Read more...] about 7 ways to protect confidential client data
Just promoted to office manager? Follow these 9 critical rules to avoid problems managing former friends and colleagues
Getting promoted to office manager can be a mixed blessing. As a former staffer, the new manager comes into the job knowing the good performers, the bad performers, the shortcuts, the troublemakers—and a few secrets. But the former peers also know their new boss, including strengths, weaknesses, and what buttons to push. Along with that, they are wondering how their … [Read more...] about Just promoted to office manager? Follow these 9 critical rules to avoid problems managing former friends and colleagues
Sample client intake checklist
Client Information Full Name of Client: Date of Birth: Gender: Contact Information: Mailing Address: Phone Number: Email Address: Preferred Method of Contact: Case Information 5. Type of Case: Case Number (if applicable): Date of Incident (if applicable): Jurisdiction (City/County/State): Opposing Party (if known): Referring … [Read more...] about Sample client intake checklist
A primer on document management systems
Are you wondering how to modernize your office's system of managing documents? A document management system, or DMS, refers to the tools and processes your organization uses to store and manage documents. A modern DMS will often provide robust search capabilities, metadata tagging, access controls, and increased security processes to protect files. NetDocument, a … [Read more...] about A primer on document management systems
How to Unplug from Work Over the Thanksgiving Holiday
Thanksgiving is almost here, and as a law office administrator, you’re no stranger to the fast-paced nature of your role. From managing deadlines to keeping operations seamless, it’s easy to let work take over your time. But even the most dedicated administrators need a chance to recharge. Thanksgiving offers a perfect opportunity to step back, enjoy the holiday, and return … [Read more...] about How to Unplug from Work Over the Thanksgiving Holiday
Cross-train your staff: Benefits, strategies & examples
Cross-training your law office staff can be a game-changer, allowing your team to become more versatile, efficient, and adaptable. By equipping your employees with a broader skill set, you're better prepared to handle the diverse demands of the legal profession. Consider the following advantages of cross-training and examples of administrative duties where cross-training can … [Read more...] about Cross-train your staff: Benefits, strategies & examples