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
Tool Box
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
Model Guide: Behavioral interview questions
Why you need this guide: When interviewing job candidates, it's essential to ascertain whether they have the knowledge and skills required for the position. How this guide helps you: This guide provides open-ended questions to ask candidates—allowing for answers that will provide the insight you seek. How to use this guide: Organized alphabetically by topic area, this guide … [Read more...] about Model Guide: Behavioral interview questions
Model Tool: New matter intake form
Why you need this form: Before accepting a new matter from an existing client, you should obtain as much information about the new case as possible. This process, known as "case screening," can help you avoid many potential problems. How this form helps you: The New Matter Intake Form will not only help you quickly identify whether or not the subject matter is within your area … [Read more...] about Model Tool: New matter intake form