Maintaining strong client relationships is essential to the success of your firm. One of the most effective ways to gauge client satisfaction and identify areas for improvement is through regular feedback. A Quarterly Client Satisfaction Survey will help you consistently collect and analyze feedback to ensure that your firm delivers top-tier legal services while addressing … [Read more...] about 6 steps to creating a quarterly client satisfaction survey
Tool Box
Sample Policy: Halloween Costumes
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
Your travel itinerary template
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
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?
Monthly financial review checklist for a law office
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
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
Model Policy: Employee resignation
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
To-Dos: Your July office checklist
According to best-selling author Regina Brett, "Summer is the annual permission slip to be lazy. To do nothing and have it count for something. To lie in the grass and count the stars. To sit on a branch and study the clouds." You wish! That might happen on the weekend—if you're lucky—but Monday to Friday, there's still plenty of work to do at the office. Here are some … [Read more...] about To-Dos: Your July office checklist
Model Policy: Religious Accommodations
Mere tolerance of religious differences in the workplace isn’t enough. Federal and state discrimination laws also require employers to take affirmative steps to accommodate the religious beliefs of employees and job applicants to the point of undue hardship. The starting point for compliance is implementing an accommodations policy. … [Read more...] about Model Policy: Religious Accommodations
Manager Briefing: Extreme heat emergency protocols
Objective: To ensure the safety and well-being of staff and clients during extreme heat weather conditions through comprehensive planning, immediate response actions, and continuous monitoring. Preparation Emergency Plan Develop and/or update the office’s emergency plan to include protocols specific to extreme heat. Ensure all staff are familiar with the plan and … [Read more...] about Manager Briefing: Extreme heat emergency protocols