There's a lot happening this month—everything from Thanksgiving to budget preparations. Here are a few things you should address this month. Make your reservations. If you are planning a holiday party and haven't yet booked a venue, don't wait any longer. Certain restaurants get booked up quickly, especially if your firm wants to do a holiday luncheon instead of a dinner. … [Read more...] about TO-DOs: Your November office checklist
Tool Box
TO-DOs: Your October office checklist
It's that time of year when law firm administrators must start planning how to invest their resources to meet next year's expectations. And the only way to do that is with a realistic budget. Here are some tasks you can address this month to help you get a sense of where the firm's at now, so that you can realistically plan for where you want it to go. Assemble your 2024 … [Read more...] about TO-DOs: Your October office checklist
Model Employee Social Networking Policy
Why you need this model policy: This model policy will help you protect your practice from the potential threat posed by employee blogging, tweeting, Instagramming, and other social networking. How this model policy helps you: The key to protecting your practice is by implementing clear and specific policies to establish your right to discipline employees for social network … [Read more...] about Model Employee Social Networking Policy
To-Dos: Your August office checklist
The middle of summer is a great time for tackling projects that you can't get to during the rest of the year. Here are a few suggestions: Ensure that data security is covered in your employee handbook, employee training, and BYOD policy. Include computer files as part of your summer office clean-up. Start planning for the last quarter of the year in terms of collections … [Read more...] about To-Dos: Your August office checklist
Information Security Checklist for Small Businesses
Why you need this checklist: This checklist, created by Sensei Enterprises, Inc., will help you identify what your cybersecurity program must address. How this checklist helps you: This checklist will help you pinpoint your cybersecurity policy's strengths and weaknesses. How to use this checklist: Print off this checklist and review it with members of your cybersecurity … [Read more...] about Information Security Checklist for Small Businesses
Model Client Satisfaction Survey
Why you need this model survey: Clients demand value and, in this competitive market, you need to find out if you are meeting your clients' needs and giving value for the fees you receive. A client survey is a relatively easy way to get this information. How this model survey helps you: The insight that these surveys provide is priceless and can be used to enhance client … [Read more...] about Model Client Satisfaction Survey
Model Notice: Alcohol consumption at firm’s party
Why you need this notice: Holiday and other office parties often include alcohol, and excessive alcohol consumption poses risks for employees. How this notice helps you: By letting employees know about your concerns for their safety, and providing recommendations for safe behavior, you are acting responsibly. How to use this notice: Modify this notice for your firm. … [Read more...] about Model Notice: Alcohol consumption at firm’s party
Model Tool: Monthly Attorney Report
Why you need this model tool: No firm can support even an excellent attorney who isn't profitable. Superb skills alone are not enough. Each attorney has to bring in a profit, and the numbers show in plain dollars and cents what profit each attorney is producing. How this model tool helps you: This simple chart tracks the monthly and yearly profitability of each … [Read more...] about Model Tool: Monthly Attorney Report
Workplace Etiquette Infographic
Click to expand Related reading: 10 tested ways to make your staff meetings more interesting and productive Six ways to keep or lose a good hire, all of them just basic management When co-workers can't get along … [Read more...] about Workplace Etiquette Infographic
Model Tool: Catastrophic Leave Program Donation Form
Why you need this form: Leave-sharing programs must meet certain criteria in order to be valid under the Internal Revenue Service's general tax rules and under various state laws. How this form helps you: A leave-sharing program must be in writing and created as a "leave bank" into which employees may deposit donated leave. How to use this form: Check with your state law to … [Read more...] about Model Tool: Catastrophic Leave Program Donation Form