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
Client relations
Big Changes: How to Navigate a Law Office Merger
The merger of law offices is a significant event that can reshape the landscape of a legal practice. As a law office manager, you play a central role in ensuring a smooth transition during this process. Office mergers present unique challenges and opportunities, and this article aims to provide guidance on how to navigate them effectively. Understanding the Merger … [Read more...] about Big Changes: How to Navigate a Law Office Merger
Shifting Towards Alternative Fee Arrangements
Navigating the complexities of billing and financial management in a law office can be challenging, particularly with the shift towards alternative fee arrangements. As a law office manager, you're at the helm of ensuring that the financial aspects of the practice run smoothly, from billing and collections to overall financial planning. First, let's talk about … [Read more...] about Shifting Towards Alternative Fee Arrangements
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
How to Give Your Collections Engine a Tuneup
When your collections process is humming along, cash flow stays steady, and everyone from partners to vendors feels confident. But over time, even the most efficient collections system can start to sputter. Let’s talk about how to give your collections machine a tuneup so you can keep your financial engine running strong. 1. Revisit Your Billing and Invoicing Processes Start … [Read more...] about How to Give Your Collections Engine a Tuneup
Navigating Client Confidentiality in the Digital Age
In today's technology-driven world, managing client confidentiality is more complex than ever before. As a law office manager, you're at the forefront of ensuring that sensitive client information remains secure and protected, even as you embrace the tools and conveniences of the digital age. This responsibility is critical—not only for maintaining your firm's reputation but … [Read more...] about Navigating Client Confidentiality in the Digital Age
Staff Training Quiz: Managing Client Funds
Managing client funds is one of the most critical responsibilities in a law office, and mistakes can have serious ethical and legal consequences. That’s why it’s essential for every staff member to understand the rules around client trust accounts, from proper deposits and withdrawals to accurate recordkeeping. This quiz will test your knowledge on best practices for handling … [Read more...] about Staff Training Quiz: Managing Client Funds
Client Connection: Effective Strategies for Managing Client Relations
In the fast-paced world of law, managing client relations is more than just a task—it's an essential part of your firm’s success. Strong relationships with clients can lead to repeat business, referrals, and a positive reputation in the legal community. But how do you cultivate and maintain these relationships effectively? Whether you’re a seasoned office manager or new to the … [Read more...] about Client Connection: Effective Strategies for Managing Client Relations
9 Effective Strategies to Handle Difficult Clients
As a law office manager, you wear many hats, from overseeing administrative tasks to ensuring client satisfaction. One of the most challenging aspects of your role is dealing with difficult clients. Handling such clients effectively is crucial for maintaining the firm's reputation, ensuring smooth operations, and fostering a positive work environment. This article provides … [Read more...] about 9 Effective Strategies to Handle Difficult Clients
8 Ways to Keep your Clients Happy with You
Happy and satisfied clients not only contribute to the success of your firm but also become valuable advocates for your services. By providing exceptional client experiences, you can build strong relationships, foster loyalty, and promote positive word-of-mouth referrals. In this article, we will explore essential tips to help law office administrators improve client … [Read more...] about 8 Ways to Keep your Clients Happy with You