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
Tool Box
10 Good Things to Work on in June: A To-Do List for Law Office Managers
June is a bit of a transitional month in many law offices. Court schedules might be lighter, attorneys may start planning summer vacations, and support staff might have more flexibility in their workload. For a law office manager, this makes June an ideal time to catch up, clean up, and plan ahead. Here are ten productive projects you can focus on this month to set the tone for … [Read more...] about 10 Good Things to Work on in June: A To-Do List for Law Office Managers
Vacation staffing checklist for law office administrators
Planning for summer staffing, when many people want to be away on vacation, should have started well before today, but here's a checklist to make sure you have thought of everything. 1. Plan Early and Communicate: Request Vacation Schedules Early: Ask staff to submit their vacation requests at least 2-3 months in advance. Create a Vacation Calendar: Display a shared … [Read more...] about Vacation staffing checklist for law office administrators
Employee Safety Briefing: Ensuring a safe work environment in our law office
Dear Team, At [Law Firm Name], our top priority is the well-being and safety of our employees. We recognize that maintaining a safe work environment is crucial for our collective success. In light of this, we would like to provide you with important information and guidelines to ensure your safety while working at our law office. This briefing incorporates recommendations … [Read more...] about Employee Safety Briefing: Ensuring a safe work environment in our law office
Preventing Workplace Harassment: Policies Every Law Office Needs
Introduction Workplace harassment is a serious issue that can disrupt your law office, damage morale, and expose your firm to legal risks. As a law office manager, it’s your responsibility to implement and enforce strong policies that protect employees and create a safe, professional work environment. Here are the essential policies every law office should … [Read more...] about Preventing Workplace Harassment: Policies Every Law Office Needs
Your April To-Do List for a Smooth-Running Law Office
As the second quarter of the year begins, April presents the perfect opportunity to refresh your law office’s operations, tie up loose ends from the first quarter, and get ahead of upcoming projects. Tax deadlines, compliance checks, and office efficiency improvements should all be on your radar this month. Use this to-do list to stay proactive and ensure your law office is in … [Read more...] about Your April To-Do List for a Smooth-Running Law Office
Safety Briefing: Personal disaster preparedness at the office
Disasters can strike unexpectedly, even in the confines of an office environment. Being personally prepared for emergencies is essential to ensure your safety and well-being during challenging times. In this article, we will provide valuable advice on how you can be prepared for disasters while working in an office setting. Know the Emergency Procedures: Familiarize … [Read more...] about Safety Briefing: Personal disaster preparedness at the office
How to Implement a Leave Donation Program to Support Employees Affected by Disaster
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
CHECKLIST: 8 High-Impact Projects for November
November is a crucial month for getting organized, closing out projects, and preparing for the year ahead in any law office. With the holiday season around the corner, it’s also the last stretch to tie up loose ends before December gets hectic. Here are some high-impact tasks to check off your list this month, so you can wrap up the year smoothly and set the foundation for an … [Read more...] about CHECKLIST: 8 High-Impact Projects for November
Do you make your employees want to stay?
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?