The intake process serves as the gateway to your law firm's client relationships. It's the first impression potential clients have of your firm and plays a crucial role in shaping their overall experience. An efficient and client-focused intake system not only streamlines your firm's operations but also fosters trust and satisfaction among clients. 1. Streamline and digitize … [Read more...] about Turbocharge your firm’s client intake system
Client relations
18 ways your firm can run afoul of the law and regulations
It's crucial to ensure that the law firm operates within the boundaries of the law and adheres to relevant regulations. Running afoul of the law can have serious consequences for the firm's reputation, finances, and even legal standing. Here are some, but not all, the ways a law office can get into trouble with the law and regulations: Unauthorized Practice of Law: … [Read more...] about 18 ways your firm can run afoul of the law and regulations
Empathy an important workplace leadership quality
Empathy is the ability to understand and share the feelings, thoughts, and perspectives of others. It involves not only recognizing and acknowledging the emotions of others but also demonstrating care and concern for their well-being. In the context of a workplace leader, empathy is essential for several reasons: Building Trust: Empathetic leaders are … [Read more...] about Empathy an important workplace leadership quality
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
5 ways to make a great first impression
By Elizabeth M. Miller bio As the saying goes, you never get a second chance to make a first impression. So it's important to consider what judgment calls your clients are making about your firm's efficiency and professionalism based on their first impression. Balancing a client's perception of your firm's success, and therefore its competency, can be a double-edged … [Read more...] about 5 ways to make a great first impression
5 ways to keep the referrals rolling in
Referrals can be a powerful source of new clients, and they can help you build a strong reputation in your community. Here are some tips on how to get referrals for your law firm: Provide excellent service The first step to getting referrals is to provide excellent service to your current clients. When clients are happy with the service they receive from your firm, they … [Read more...] about 5 ways to keep the referrals rolling in
Staff training quiz: Managing client funds
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
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
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
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