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
Tool Box
“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
Client confidentiality and data security quiz
Welcome to the Client Confidentiality and Data Security Quiz. This quiz is designed to assess your understanding of the importance of safeguarding client information and complying with data protection regulations. Select the best answer for each question. Question 1: What is the primary reason for maintaining client confidentiality in a law office? a) To impress clients with … [Read more...] about Client confidentiality and data security quiz
Employee Safety Briefing: Summer High Temperatures
Dear Team, As the summer heat intensifies, we want to ensure your well-being and safety both in the office and during your daily activities. High temperatures can pose health risks and affect your performance, so it’s important to take necessary precautions. This safety briefing will provide you with valuable guidelines for staying safe during summer high … [Read more...] about Employee Safety Briefing: Summer High Temperatures
Office safety inspection checklist
The examples outlined below do not list all the possible items for office inspections. The best checklist for your workplace is one that has been developed for your specific needs. Whatever the format of the checklist, provide space for the inspectors' signatures and the date. Inspectors: Date: (O) Satisfactory (X) Requires … [Read more...] about Office safety inspection checklist
Checklist: Before you leave on vacation
Your long-awaited and well-deserved summer vacation is approaching. Is your staff prepared to run the office smoothly in your absence? Use this list to see if you have the bases covered. Vacation Preparation Checklist for Law Office Administrators Delegate Responsibilities: Assign the paralegal to handle client intake and initial case assessments during your … [Read more...] about Checklist: Before you leave on vacation
Technology and equipment maintenance checklist for a law office
Maintaining your law office's technology and equipment is crucial for ensuring smooth operations and minimizing downtime. Here’s a comprehensive checklist to help you stay on top of regular maintenance tasks. Daily Tasks Check Server Uptime and Functionality Ensure the server is running without errors. Monitor server load and performance. … [Read more...] about Technology and equipment maintenance checklist for a law office
Points to make in your law firm parking policy
With convenience, safety and even prestige at stake, the law office parking lot can be the topic—and scene—of disputes. One way to keep things relatively civil is to establish a parking space policy. Here are some key points to cover in a policy. Space Allocation: Determine how parking spaces will be allocated within the firm's premises. Consider factors such as the total … [Read more...] about Points to make in your law firm parking policy
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