Law Office Manager

Tool Box

Stay Ahead of Trouble: Safeguard Your Clients and Your Practice

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

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

10 Good Things to Work on in June: A To-Do List for Law Office Managers

June is a bit of a transitional month in many law offices. Court schedules might be lighter, attorneys may start planning summer vacations, and support staff might have more flexibility in their workload. For a law office manager, this makes June an ideal time to catch up, clean up, and plan ahead. Here are ten productive projects you can focus on this month to set the tone for … [Read more...] about 10 Good Things to Work on in June: A To-Do List for Law Office Managers

Sample Survey: Client Feedback

Obtaining client feedback is crucial for a law office as it serves multiple vital purposes in maintaining and improving the quality of legal services. Firstly, client feedback provides valuable insights into the overall client experience, allowing the law office to identify areas of strength and areas that may require improvement. This information is invaluable in enhancing … [Read more...] about Sample Survey: Client Feedback

Vacation staffing checklist for law office administrators

Planning for summer staffing, when many people want to be away on vacation, should have started well before today, but here's a checklist to make sure you have thought of everything. 1. Plan Early and Communicate: Request Vacation Schedules Early: Ask staff to submit their vacation requests at least 2-3 months in advance. Create a Vacation Calendar: Display a shared … [Read more...] about Vacation staffing checklist for law office administrators

Case Management Audit Checklist

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

Why Every Office Manager Should Create Standard Operating Procedures (SOPs)

You’re the hub of activity and the go-to problem solver when you are an office manager. You’ve probably answered the same questions more times than you can count or had to troubleshoot chaos when key team members were out of the office. These scenarios—and many more—underscore the critical need for Standard Operating Procedures (SOPs) in your office. SOPs might not … [Read more...] about Why Every Office Manager Should Create Standard Operating Procedures (SOPs)

New Case Opening Checklist

Opening a new case properly sets the tone for the entire client experience and the case’s ultimate success. This checklist is designed to guide law office administrators through the critical internal steps needed to launch a new matter efficiently, securely, and in full compliance with office procedures. Completing each step ensures that attorneys and staff have everything they … [Read more...] about New Case Opening Checklist

Employee Safety Briefing: Ensuring a safe work environment in our law office

Dear Team, At [Law Firm Name], our top priority is the well-being and safety of our employees. We recognize that maintaining a safe work environment is crucial for our collective success. In light of this, we would like to provide you with important information and guidelines to ensure your safety while working at our law office. This briefing incorporates recommendations … [Read more...] about Employee Safety Briefing: Ensuring a safe work environment in our law office

Mastering the Small Law Office: Your Essential Cheat Sheet

Running a small law office means wearing a lot of hats — often at the same time. It’s a balancing act of managing tasks, supporting your team, keeping clients happy, and somehow finding time to breathe. This cheat sheet is your go-to guide for making it all run smoother. Whether you're a seasoned office manager or stepping into the role for the first time, these quick tips and … [Read more...] about Mastering the Small Law Office: Your Essential Cheat Sheet