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Client relations

7 Steps to Effective Document Management

August 27, 2025

In the legal industry, documents serve as the lifeblood of cases, transactions, and client relationships. Efficient document management ensures that crucial information is easily accessible, reducing the risk of errors and missed deadlines. Moreover, a well-organized document system enhances collaboration among team members, fosters compliance with legal requirements, and … [Read more...] about 7 Steps to Effective Document Management

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

August 18, 2025

In the world of law, precision and attention to detail are paramount. Legal documents and communications must be meticulously crafted to protect the rights and interests of clients and uphold the integrity of the legal profession. Proofreading is an essential skill for law office staff, as it plays a crucial role in maintaining accuracy, credibility, and professionalism. In … [Read more...] about The Art of Proofreading in a Law Office: Ensuring Precision and Professionalism

Model Client Engagement Letter

August 18, 2025

Why you need this Model Engagement Letter: An engagement letter is protection—for both the firm and the client. It prevents argument on what the firm is expected to do for the client and what the client is expected to do for the firm. So it needs to be clear, brief, and readable. How this Model Engagement Letter helps you: Use this Model Engagement Letter to educate your … [Read more...] about Model Client Engagement Letter

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

August 18, 2025

By Elizabeth M. Miller  bio The first thing you might be wondering is why do I need a business continuity plan? With technology being what it is today, I bet every lawyer and law firm think they have a "business continuity plan" in place already. A business continuity or contingency plan will allow a law firm to have daily access to client information, financial … [Read more...] about 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

August 18, 2025

Billing errors are common and can lead to disputes, loss of client trust, and financial setbacks. Here’s an overview of common mistakes in client billing and strategies to avoid them. One frequent mistake is inaccurate time tracking. Lawyers often juggle multiple clients and tasks, making it easy to misrecord billable hours. To avoid this, implement a robust time-tracking … [Read more...] about 8 Common Mistakes in Client Billing and How to Avoid Them

9 Ways to Maximize Collections and Boost Revenue

August 16, 2025

Maximizing collections is crucial for maintaining a healthy cash flow and sustaining the growth of your firm. By implementing strategic initiatives and adopting proactive approaches, you can significantly boost your collection efforts. In this article, we will guide you through essential tips and best practices to help you optimize collections and increase revenue for your law … [Read more...] about 9 Ways to Maximize Collections and Boost Revenue

Make Your Office Welcoming and Inclusive for Clients with Disabilities

August 15, 2025

As a law office manager, it's essential that you create a welcoming and inclusive environment for all clients, including those with disabilities. It's important to understand that people with disabilities face unique challenges, and it's your responsibility to ensure that they feel comfortable and respected when interacting with your office. Here are some tips to help you … [Read more...] about Make Your Office Welcoming and Inclusive for Clients with Disabilities

How to Help Set Up a Lawyer Blog to Market Your Firm

August 3, 2025

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 confidentiality and data security quiz

July 31, 2025

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

July 6, 2025

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

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5 Best Onboarding Practices for Law Office Administrators

Improve Your Case and Matter Management

Maximizing LinkedIn (and Some Other Networks) for Your Success

Your Travel Itinerary Template

7 Steps to Effective Document Management

Your Career

Maximizing LinkedIn (and Some Other Networks) for Your Success

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

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