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Tool Box

Cheat Sheet: Quick Conflict Resolution

February 3, 2025

Workplace conflicts happen—it’s just part of working with people. As an office manager, you’re often the go-to person for keeping things from boiling over and helping everyone get back on the same page. Whether it’s a disagreement between coworkers, frustration over office policies, or just a simple miscommunication, knowing how to step in the right way can make a big … [Read more...] about Cheat Sheet: Quick Conflict Resolution

Safety Briefing: How to weather winter storms

January 29, 2025

Stormy weather, with snow, ice, rain and wind are a distinct possibility this time of year. You can use this sample safety briefing to remind your staff to keep themselves, their families, patients and co-workers safe during winter storms.   Subject: Winter Storm Emergency Safety Briefing Dear [Law Office Staff], As we approach the winter season, it is crucial … [Read more...] about Safety Briefing: How to weather winter storms

New client onboarding checklist

January 20, 2025

Onboarding a new client effectively is crucial for setting the foundation for a successful attorney-client relationship. It ensures that all necessary information is gathered, legal obligations are met, and the client feels confident in their choice of representation. The following New Client Onboarding Checklist is designed to guide law office managers through each essential … [Read more...] about New client onboarding checklist

How to Implement a Leave Donation Program to Support Employees Affected by Disaster

January 15, 2025

As a law office manager, you're responsible for ensuring smooth operations and the well-being of your team. One way to support your employees during difficult times is by creating a catastrophic leave program. This program allows staff members to donate their unused leave time to a colleague who is facing a serious illness or emergency, offering them the chance to maintain … [Read more...] about How to Implement a Leave Donation Program to Support Employees Affected by Disaster

January To-Do List for a Busy Law Office Manager

January 9, 2025

January marks the start of a new year, bringing opportunities to review, plan, and set your law office up for success. It’s the ideal time to address lingering tasks from the previous year while laying the groundwork for a productive and efficient year ahead. Here’s a detailed to-do list tailored to the needs of a busy law office manager. 1. Year-End Wrap-Up Ensure … [Read more...] about January To-Do List for a Busy Law Office Manager

Winter Safety Checklist for Parking Lots, Walkways, and Office Entrances

December 17, 2024

Winter weather can present significant safety challenges for office managers, employees, and visitors alike. Snow, ice, and freezing temperatures increase the risk of slips, trips, and falls, making it essential to take proactive measures to maintain safe and accessible conditions around your office. This comprehensive Winter Safety Checklist will help you address potential … [Read more...] about Winter Safety Checklist for Parking Lots, Walkways, and Office Entrances

End-of-Year Compliance Review Checklist

December 11, 2024

As the year draws to a close, it’s the perfect time for law office administrators to take stock of compliance practices and ensure the firm is on solid ground heading into the new year. From trust accounting to CLE compliance, a thorough review can help identify any overlooked details, maintain regulatory standards, and set a strong foundation for the months ahead. Use this … [Read more...] about End-of-Year Compliance Review Checklist

Staff training quiz: Managing client funds

November 18, 2024

Questions: What are client trust accounts used for in a law office? a) Personal savings of the attorneys b) Holding and managing client funds for legal matters c) Paying office expenses d) Making personal investments True or False: Client funds should always be kept separate from the law firm's operating funds. When should client funds be deposited into the trust … [Read more...] about Staff training quiz: Managing client funds

Law Office Staff Meeting Agenda and Minutes Template

November 13, 2024

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

Mid-November Checklist for Your Holiday Staff Party

November 5, 2024

Hosting a staff party is a great way to celebrate achievements, recognize hard work, and strengthen bonds among team members in a law office. For a law office administrator, mid-November is an ideal time to make sure all plans are on track and that no detail is overlooked. This checklist is tailored to help you organize every aspect of the event, from finalizing the guest list … [Read more...] about Mid-November Checklist for Your Holiday Staff Party

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