Start Your FREE Membership NOW
 Discover Proven Ways to Be a Better Law Office Manager
 Get Our Weekly eNewsletter, Law Office Manager Bulletin,
    and MUCH MORE
 Absolutely NO Risk or Obligation on Your Part -- It's FREE!

Upgrade to Premium Membership NOW for Just $90!
Get 3 Months of Full Premium Membership Access
Includes Our Monthly Newsletter, Office Toolbox, Policy Center, and Archives

Take advantage of case management software benefits

By Elizabeth Miller  bio Case management software is now so popular in law firms that it is rare to hear of a firm that does not have it. The problem is that even though firms have the software, they don’t take advantage of all the benefits. Managing incoming leads and cases Give your law firm an advantage over other firms by providing potential clients with an exceptional experience without the need for face to face interaction. Offer your clients e-signature to sign retainer agreements and other documents from anywhere. Digitize your client intake with forms making it efficient and convenient to sign on with your firm. Centralized case details The great thing about case management software is that all client information, communications, time entries and notes are in one place. … . . . read more


TOOL: Model Notice and Waiver of Conflict of Interest

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.

. . . download here


Model Tool: Employee referral form

Why you need this form:

Employee referral continues to be the number one source of external hires. Good employees know other good employees, so why not tap this valuable pipeline of potential job candidates?

. . . download here


Model Client Satisfaction Survey

Why you need this model survey:

Clients demand value and, in this competitive market, you need to find out if you are meeting your clients’ needs and giving value for the fees you receive. A client survey is a relatively easy way to get this information.

. . . download here


Model Tool: Monthly Attorney Report

Why you need this model tool:

No firm can support even an excellent attorney who isn’t profitable. Superb skills alone are not enough. Each attorney has to bring in a profit, and the numbers show in plain dollars and cents what profit each attorney is producing.

. . . download here


Model Tool: Catastrophic Leave Program Donation Form

Why you need this form:

Leave-sharing programs must meet certain criteria in order to be valid under the Internal Revenue Service’s general tax rules and under various state laws.

. . . download here


Model Tool: New matter intake form

Why you need this form:

Before accepting a new matter from an existing client, you should obtain as much information about the new case as possible. This process, known as “case screening,” can help you avoid many potential problems.

. . . download here