Client Compliance and Risk Management Audit ChecklistEven the most meticulous law office can overlook a weak spot in compliance or risk management—and those blind spots can turn into major liabilities. This checklist helps you take a clear-eyed look at how well your firm is protecting client data, upholding professional standards, and managing risk. Whether it’s regulatory … [Read more...] about Stay Ahead of Trouble: Safeguard Your Clients and Your Practice
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Follow These Tips to Check References Right
You’re hiring and have identified your top candidate for the role based on resumes and multiple rounds of interviews. So you’re set to make a job offer, right? Not quite yet—now it’s time to check references. Sure, you could take everything the candidate has said at face value, but due diligence demands that you get input from managers they’ve worked under at previous … [Read more...] about Follow These Tips to Check References Right
What Payment Methods Do Your Clients Want?
As a law office administrator, you know that handling client payments efficiently is key to maintaining a smooth and professional practice. But in today’s fast-evolving financial landscape, traditional payment methods might not always cut it. Clients are looking for more flexibility, convenience, and security when it comes to settling their bills. Offering diverse payment … [Read more...] about What Payment Methods Do Your Clients Want?
Recruiting, Hiring, and Onboarding a Records Manager
Hiring a records manager for your law office is a critical task. A good records manager ensures your firm’s sensitive legal documents are properly organized, stored, and compliant with all regulatory requirements. From maintaining digital archives to overseeing physical files, the role demands precision and confidentiality. Here’s how to effectively recruit, hire, and onboard … [Read more...] about Recruiting, Hiring, and Onboarding a Records Manager
Keep Those Payables Paid with These Procedures
Managing accounts payable is a critical aspect of running a law firm efficiently and responsibly. Establishing well-defined processes and practices for accounts payable can help your firm maintain financial stability, build strong relationships with vendors, and ensure compliance with financial regulations. Here's some advice on how to set up effective accounts payable … [Read more...] about Keep Those Payables Paid with These Procedures
Could You Be Doing More to Make Your Receivables Less?
Unpaid invoices and overdue accounts can lead to cash flow issues, hinder business growth, and strain client relationships. Consider these strategies to help you keep receivables low and improve the overall financial stability of your firm. Clear and Detailed Fee Agreements The foundation of any successful receivables management strategy begins with transparent and … [Read more...] about Could You Be Doing More to Make Your Receivables Less?
Safety Briefing: How to Weather Winter Storms
Stormy weather, with snow, ice, rain and wind are a distinct possibility this time of year. You can use this sample safety briefing to remind your staff to keep themselves, their families, patients and co-workers safe during winter storms. Subject: Winter Storm Emergency Safety Briefing Dear [Law Office Staff], As we approach the winter season, it is crucial … [Read more...] about Safety Briefing: How to Weather Winter Storms
Make Your Office Welcoming and Inclusive for Clients with Disabilities
As a law office manager, it's essential that you create a welcoming and inclusive environment for all clients, including those with disabilities. It's important to understand that people with disabilities face unique challenges, and it's your responsibility to ensure that they feel comfortable and respected when interacting with your office. Here are some tips to help you … [Read more...] about Make Your Office Welcoming and Inclusive for Clients with Disabilities
Here’s How to Hire or Contract a Courier/Court Runner
Hiring or contracting a courier or court runner is a crucial decision for a law office. These professionals play an essential role in ensuring that important legal documents, court filings, and deliveries are handled with efficiency and precision. Whether you choose to hire an employee or contract the role out, finding the right person is key. Here’s how you can recruit, … [Read more...] about Here’s How to Hire or Contract a Courier/Court Runner
Using Employee Feedback from the Past Year to Improve Operations
Turning surveys and comments into real improvements Over the past year, you’ve likely gathered a steady stream of employee feedback through surveys, one-on-one conversations, exit interviews, and informal comments shared in meetings or emails. Collecting feedback is only the first step. The real value comes from how that information is used to make meaningful improvements to … [Read more...] about Using Employee Feedback from the Past Year to Improve Operations