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Client relations

January To-Do List for a Busy Law Office Manager

January 9, 2025

January marks the start of a new year, bringing opportunities to review, plan, and set your law office up for success. It’s the ideal time to address lingering tasks from the previous year while laying the groundwork for a productive and efficient year ahead. Here’s a detailed to-do list tailored to the needs of a busy law office manager. 1. Year-End Wrap-Up Ensure … [Read more...] about January To-Do List for a Busy Law Office Manager

7 strategies for effective client relationship management in a legal setting

January 1, 2025

Building and nurturing strong client relationships is a critical aspect of ensuring the success and growth of your law firm. A solid client relationship management strategy can set your firm apart from the competition and establish a reputation for excellence. In this article, we'll delve into some essential strategies that can help you excel in client relationship management … [Read more...] about 7 strategies for effective client relationship management in a legal setting

End-of-Year Compliance Review Checklist

December 11, 2024

As the year draws to a close, it’s the perfect time for law office administrators to take stock of compliance practices and ensure the firm is on solid ground heading into the new year. From trust accounting to CLE compliance, a thorough review can help identify any overlooked details, maintain regulatory standards, and set a strong foundation for the months ahead. Use this … [Read more...] about End-of-Year Compliance Review Checklist

Sample client intake checklist

November 25, 2024

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

Staff training quiz: Managing client funds

November 18, 2024

Questions: What are client trust accounts used for in a law office? a) Personal savings of the attorneys b) Holding and managing client funds for legal matters c) Paying office expenses d) Making personal investments True or False: Client funds should always be kept separate from the law firm's operating funds. When should client funds be deposited into the trust … [Read more...] about Staff training quiz: Managing client funds

Sending Holiday Cards? It’s Time to Get Cracking!

October 31, 2024

Sending holiday cards is a thoughtful way to show appreciation to your clients, colleagues, and business partners. With the end-of-year rush fast approaching, it’s important to start planning now to ensure everything goes smoothly. Here’s how you can break down the project so your cards are ready and out the door by early December. 1. Build Your List in Early November Begin … [Read more...] about Sending Holiday Cards? It’s Time to Get Cracking!

How to help set up a lawyer blog to market your firm

October 23, 2024

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

9 ways to maximize collections and boost revenue

October 22, 2024

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

10 ways your law firm can observe Pro Bono Week 2024

October 19, 2024

Pro Bono Week, sponsored by the American Bar Association’s Standing Committee on Pro Bono and Public Service, is a national celebration that highlights the outstanding volunteer work lawyers provide to those who cannot afford legal services. It's a week dedicated to recognizing the importance of pro bono work and encouraging attorneys to give back to their communities, such as … [Read more...] about 10 ways your law firm can observe Pro Bono Week 2024

6 steps to creating a quarterly client satisfaction survey

October 18, 2024

Maintaining strong client relationships is essential to the success of your firm. One of the most effective ways to gauge client satisfaction and identify areas for improvement is through regular feedback. A Quarterly Client Satisfaction Survey will help you consistently collect and analyze feedback to ensure that your firm delivers top-tier legal services while addressing … [Read more...] about 6 steps to creating a quarterly client satisfaction survey

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Sample Survey: Client Feedback

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