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Tool Box

To-Dos: Your June office checklist

May 30, 2024

As we near the end of the second quarter, it's a good time to see if the firm, staff, and you are all on track with respect to the goals you set in January or if any course corrections are needed. Here are a few areas you can address. 1. Check the budget. Review the budget to see if and where alterations are needed. Are the goals still appropriate? Are employees making good … [Read more...] about To-Dos: Your June office checklist

Model Retainer Agreement

May 27, 2024

Why you need this Model Retainer Agreement: Many clients don't like to pay their legal bills and without having measures in place to ensure payments, law firms can run into huge headaches. One best practice is to lay out your billing arrangements and hourly fees charged by partners, associates, and paralegals in your retainer agreement. How this Model Retainer Agreement helps … [Read more...] about Model Retainer Agreement

Model Policy: Office Room Temperature

May 15, 2024

The purpose of this policy is to establish guidelines for maintaining a comfortable and productive work environment for all staff and clients by regulating the temperature in the law office. By implementing this office temperature policy, the law office aims to maintain a comfortable and productive work environment for all staff and clients. Consistent communication, … [Read more...] about Model Policy: Office Room Temperature

Notice to Client of Increase in Hourly Rate

April 16, 2024

Why you need this Model Notice to Client: Clients should be notified in writing of any fee increases 30 days in advance. This protects both the firm and the client. Informing your client of what to expect and when to expect it will help your client prepare for the extra expense. How this Model Notice to Client helps you: The Notice needs to be clear, brief, and readable. … [Read more...] about Notice to Client of Increase in Hourly Rate

Model Billing Statement

April 10, 2024

Why you need this Model Billing Statement: Many clients don't like to pay their legal bills and without having measures in place to ensure payments, law firms can run into huge headaches. One best practice is to ensure that your billing statement clearly outlines what services your clients are receiving for their money. How this Model Billing Statement helps you: Use this … [Read more...] about Model Billing Statement

Model Form: Applause Sheet

April 1, 2024

Why you need this model Applause Sheet: This is a quick and easy way to help develop and maintain positive relationships among the people in your office. How this model Applause Sheet helps you: Using this form at your regular staff meetings may not only end negative attitudes among staff, it might also help keep a positive attitude going indefinitely. How to use this model … [Read more...] about Model Form: Applause Sheet

TOOL: Model Notice and Waiver of Conflict of Interest

March 20, 2024

Why you need this model Notice: This model Notice will help your efforts to protect your practice from the risk of violating conflict of interest rules. How this model Notice helps you: If a potential conflict of interest exists, but the parties still want the firm to represent their legal interests, have all parties sign a Waiver of Conflict of Interest, acknowledging the … [Read more...] about TOOL: Model Notice and Waiver of Conflict of Interest

Spelling bee: Top 100 misspelled words in the legal industry

March 7, 2024

So you think you can spell? Test your skill on these 100 most commonly misspelled words in the legal industry: Accommodate Acquiesce Adjudicate Admissibility Adverse Affidavit Aggregate Aggravate Allege Amicable Appellant Appraise Arraignment Assent Attainder A lot Benefit Calendar Certificate Consider Counsel … [Read more...] about Spelling bee: Top 100 misspelled words in the legal industry

To-Dos: Your March office checklist

February 29, 2024

March comes in like a lion and goes out like a lamb. That's outside, where winter storms give way to springtime calm. Inside, there can also be a whirlwind of activity, especially if you're tackling office-wide organizational and spring-cleaning projects. If this is the month you strive to bring order to the firm, here are some tasks you can tackle. The office: 1. … [Read more...] about To-Dos: Your March office checklist

Must employee notify our office of DUI?

February 13, 2024

QUESTION If one of our employees gets a DUI, do they have to notify us? ANSWER It depends. EXPLANATION There are at least four factors affecting whether the employee would have to come forward and tell you about the DUI? Your HR policies: What, if anything, do your current policies say about whether employees must notify you of their DUIs? Conviction or … [Read more...] about Must employee notify our office of DUI?

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The Art of Proofreading in a Law Office: Ensuring Precision and Professionalism

Model Client Engagement Letter

How to Support a Grieving Employee

The 6 Essentials to Include in your Business Continuity Plan to Help Your Firm Survive a Disaster

8 Common Mistakes in Client Billing and How to Avoid Them

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The Art of Proofreading in a Law Office: Ensuring Precision and Professionalism

Getting Your Head Back in the Game After Vacation

Humorbragging: Where Charm Meets Confidence

When the Partners Don’t Agree: Staying Neutral Without Getting Stuck

After Vacation Blues: Fixing the Post-Vacation Slump

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