When a staff member leaves the law office, it’s important to ensure a smooth and secure transition. This checklist will help you cover all the necessary steps for offboarding a departing staff member, whether they are leaving voluntarily or due to termination. 1. Documentation and Communication Collect Resignation Letter or Termination Notice Ensure that the resignation … [Read more...] about Checklist: When a Staffer Departs
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Law Office Staff Meeting Agenda and Minutes Template
Here’s a staff meeting agenda and minutes template tailored for a law office administrator. This template is structured to facilitate focused, productive meetings and to keep all team members informed of updates, priorities, and action items. Meeting Details Date: ___________________________ Time: ___________________________ Location: … [Read more...] about Law Office Staff Meeting Agenda and Minutes Template
6 Steps to Creating a Quarterly Client Satisfaction Survey
Maintaining strong client relationships is essential to the success of your firm. One of the most effective ways to gauge client satisfaction and identify areas for improvement is through regular feedback. A Quarterly Client Satisfaction Survey will help you consistently collect and analyze feedback to ensure that your firm delivers top-tier legal services while addressing … [Read more...] about 6 Steps to Creating a Quarterly Client Satisfaction Survey
Your Travel Itinerary Template
Use this template to organize all essential details for business trips, ensuring everything is streamlined, from flights to meetings. Traveler Information Name: Position: Travel Dates: Purpose of Trip: Flight Details Departure Flight: Airline: Flight Number: Departure Date & Time: Departure Airport: Arrival Airport: … [Read more...] about Your Travel Itinerary Template
Getting Your Head Back in the Game After Vacation
As a dedicated law office administrator, taking time off for vacation is essential for personal well-being and professional growth. However, stepping back into your role after a break can be daunting due to the unique responsibilities and intricacies of the position. To ensure a seamless reintegration and effective prioritization of tasks, here are specific and tailored tips … [Read more...] about Getting Your Head Back in the Game After Vacation
Safety Briefing: Driving Guidelines for Law Office Employees
Dear Law Office Team, The purpose of this safety briefing is to emphasize the importance of safe driving practices for both work-related driving and personal commutes. As employees of our law office, it is crucial to prioritize safety on the road to protect not only ourselves but also our colleagues and the general public. Please take a few moments to review the following … [Read more...] about Safety Briefing: Driving Guidelines for Law Office Employees
Monthly Financial Review Checklist
Even in the busiest law practices, taking time once a month to review your financials can prevent costly mistakes and keep the firm on solid ground. This checklist gives you a simple, structured way to stay on top of the numbers—whether you're tracking revenue, monitoring expenses, or making sure compliance obligations are met. Think of it as your monthly tune-up to keep the … [Read more...] about Monthly Financial Review Checklist
After Vacation Blues: Fixing the Post-Vacation Slump
By Lynne Curry Question: Three hours after my red-eye landed, I arrived at the office Monday morning and booted up my computer. Unfortunately, my brain didn’t boot up with it. I’m just not ready for my inbox to glare at me with 247 unread messages and a calendar packed tighter than a TSA line. Ten days ago, I left my spreadsheets and Slack threads behind to hike … [Read more...] about After Vacation Blues: Fixing the Post-Vacation Slump
“The Client Was Rude—Now What?” Teaching Staff How to Navigate Difficult Conversations
Real-world scripts and de-escalation strategies for law office managers Even the best law firms will eventually face a client who’s frustrated, emotional—or just plain rude. Legal services are high-stakes, high-stress, and often high-cost, so it's no surprise that tensions sometimes spill over onto front desk staff, paralegals, or even the office manager. When that happens, … [Read more...] about “The Client Was Rude—Now What?” Teaching Staff How to Navigate Difficult Conversations
Payroll Part 1: In-House or Outsource
Payroll is one of those tasks that feels deceptively simple—until you’re the one responsible for it. It’s high-stakes, time-sensitive, and leaves no room for error. The decision to manage it internally or hire an outside provider deserves serious consideration. There’s no universal answer. The best option depends on your firm’s size, budget, staffing, and appetite for risk. … [Read more...] about Payroll Part 1: In-House or Outsource