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Tool Box

Sample Policy: Halloween Costumes

October 10, 2024

Creating a policy for dressing up for Halloween in a law office is important to ensure that employees maintain professionalism while still having the opportunity to enjoy the holiday. Here's a suggested policy: [Law Office Name] Halloween Dress-Up Policy Purpose: The purpose of this policy is to allow employees to participate in Halloween festivities while maintaining a … [Read more...] about Sample Policy: Halloween Costumes

Model Client Engagement Letter

October 2, 2024

Why you need this Model Engagement Letter: An engagement letter is protection—for both the firm and the client. It prevents argument on what the firm is expected to do for the client and what the client is expected to do for the firm. So it needs to be clear, brief, and readable. How this Model Engagement Letter helps you: Use this Model Engagement Letter to educate your … [Read more...] about Model Client Engagement Letter

Your travel itinerary template

September 26, 2024

Use this template to organize all essential details for business trips, ensuring everything is streamlined, from flights to meetings. Traveler Information Name: Position: Travel Dates: Purpose of Trip: Flight Details Departure Flight: Airline: Flight Number: Departure Date & Time: Departure Airport: Arrival Airport: … [Read more...] about Your travel itinerary template

Technology and equipment maintenance checklist for a law office

September 17, 2024

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

Do you make your employees want to stay?

September 12, 2024

By Lynne Curry Your employees are leaving, because they want better opportunities. What are you giving them? If it’s not better opportunities, you’ll lose them. Here’s what you need to consider: Do you pay your employees what they’re worth? If you can’t afford competitive compensation, do you compensate by giving employees flexibility and autonomy, allowing … [Read more...] about Do you make your employees want to stay?

Monthly financial review checklist for a law office

August 20, 2024

Staying on top of your law office’s finances is crucial for long-term success. A well-structured monthly financial review ensures that you're not just meeting immediate financial needs but also planning effectively for the future. This checklist is designed to guide you through the key areas that require attention each month, from tracking expenses and revenue to assessing cash … [Read more...] about Monthly financial review checklist for a law office

Model Policy: Workplace violence and office security

August 14, 2024

It has become imperative, and in many states a legal requirement, that employers implement programs to prevent violence at the workplace. The centerpiece of the prevention effort is to adopt a written policy on workplace violence. … [Read more...] about Model Policy: Workplace violence and office security

Client confidentiality and data security quiz

August 8, 2024

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

Model Policy: Employee resignation

July 31, 2024

Establishing a formal policy for employee resignation will help ensure that staff transitions go smoothly; the firm treats employees fairly and consistently; and legal requirements are followed. … [Read more...] about Model Policy: Employee resignation

Office safety inspection checklist

July 1, 2024

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

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Sample Survey: Client Feedback

Adapting to and managing the logistics of virtual court appearances and depositions

Here’s how to hire or contract a courier/court runner

Keep those payables paid with these procedures

Set key performance indicators and track on a dashboard

Your Career

National Memo Day: A Reminder to Master the Art of the Office Memo

Administrator a key player in firm’s ethics and integrity

10 steps to build your confidence as a new office manager

8 proven ways to totally destroy your credibility as a manager

Do I Fire A Staffer Who Doesn’t Deserve It?

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