Assisting a lawyer in creating a legal blog can be a rewarding project, enhancing the law firm’s visibility and establishing the attorney as a thought leader in their practice area. As a law office administrator, your role will be crucial in streamlining this process. Here’s how you can effectively assist: 1. Identify the Blog's Purpose Help the lawyer clarify the blog’s … [Read more...] about How to Help Set Up a Lawyer Blog to Market Your Firm
Client relations
Client confidentiality and data security quiz
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
Checklist: Before you leave on vacation
Your long-awaited and well-deserved summer vacation is approaching. Is your staff prepared to run the office smoothly in your absence? Use this list to see if you have the bases covered. Vacation Preparation Checklist for Law Office Administrators Delegate Responsibilities: Assign the paralegal to handle client intake and initial case assessments during your … [Read more...] about Checklist: Before you leave on vacation
Client Communication Is Evolving—Is Your Law Office Keeping Up?
Clients today aren’t just looking for good legal advice—they’re also looking for a firm that communicates the way they want to. As a law office administrator, you play a key role in making sure your team is equipped to meet those expectations. That means going beyond the basics and taking a fresh look at how your office connects with clients. Offer Communication Tools That Fit … [Read more...] about Client Communication Is Evolving—Is Your Law Office Keeping Up?
Points to make in your law firm parking policy
With convenience, safety and even prestige at stake, the law office parking lot can be the topic—and scene—of disputes. One way to keep things relatively civil is to establish a parking space policy. Here are some key points to cover in a policy. Space Allocation: Determine how parking spaces will be allocated within the firm's premises. Consider factors such as the total … [Read more...] about Points to make in your law firm parking policy
From Prep to Pitch: How Office Managers Can Help Seal the Deal
A well-crafted client pitch can be the deciding factor between landing a new client or watching them walk out the door. While lawyers bring the legal expertise, as a law office manager, you play a key role in helping them present that expertise in the most compelling, polished, and client-focused way possible. Think of yourself as part strategist, part coach, and part quality … [Read more...] about From Prep to Pitch: How Office Managers Can Help Seal the Deal
Stay Ahead of Trouble: Safeguard Your Clients and Your Practice
Client Compliance and Risk Management Audit ChecklistEven the most meticulous law office can overlook a weak spot in compliance or risk management—and those blind spots can turn into major liabilities. This checklist helps you take a clear-eyed look at how well your firm is protecting client data, upholding professional standards, and managing risk. Whether it’s regulatory … [Read more...] about Stay Ahead of Trouble: Safeguard Your Clients and Your Practice
Sample client intake checklist
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
Sample Survey: Client Feedback
Obtaining client feedback is crucial for a law office as it serves multiple vital purposes in maintaining and improving the quality of legal services. Firstly, client feedback provides valuable insights into the overall client experience, allowing the law office to identify areas of strength and areas that may require improvement. This information is invaluable in enhancing … [Read more...] about Sample Survey: Client Feedback
How and when to ask a client for a referral
A new client should be a planned event, not an accident. And the most productive way to get a continuing stream of planned events is to follow an established process for generating referrals. Referrals are the highest producing form of marketing. In fact studies have shown that as many as seven out of 10 referrals turn into new clients. By contrast, cold calls for … [Read more...] about How and when to ask a client for a referral