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
Client relations
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 to create a welcoming workspace with office design and ergonomics
You understand the significance of creating an environment that fosters productivity, comfort, and professionalism. The design and ergonomics of your law firm's workspace play a crucial role in enhancing employee satisfaction, promoting collaboration, and leaving a positive impression on clients. 1. Strike a balance between functionality and aesthetics When designing your … [Read more...] about How to create a welcoming workspace with office design and ergonomics
Could you be doing more to make your receivables less?
Unpaid invoices and overdue accounts can lead to cash flow issues, hinder business growth, and strain client relationships. Consider these strategies to help you keep receivables low and improve the overall financial stability of your firm. Clear and Detailed Fee Agreements The foundation of any successful receivables management strategy begins with transparent and … [Read more...] about Could you be doing more to make your receivables less?
Administrator a key player in firm’s ethics and integrity
A law office administrator plays a vital role in maintaining the ethical standards and integrity of the firm. Your responsibilities encompass a range of tasks that have a direct impact on the firm's reputation, client relationships, and overall success. Here are key ethical considerations that should guide your actions and decisions as a law office … [Read more...] about Administrator a key player in firm’s ethics and integrity
Case Management Audit Checklist
Objective: Ensure efficiency, compliance, and client satisfaction in the case management process. Use this checklist during regular audits to assess the effectiveness of case management practices and identify areas for improvement. 1. Case Load Distribution Workload Balance: Verify that cases are distributed equitably among attorneys to avoid … [Read more...] about Case Management Audit Checklist
To make a point, use the body language that supports your words
Few managers realize that successful communication depends heavily on body language. When people don't get the response they expect, they need to understand that their bodies aren't sending the messages they think they're conveying. Much of the message that gets picked up in a conversation comes from motions and gestures. And it works both ways. A manager has to know body … [Read more...] about To make a point, use the body language that supports your words
Clients cite their top 6 turnoff points with law firms
Don't jeopardize repeat business by unwittingly antagonizing the clients. Keeping them satisfied is a worthwhile investment. Lose one client and you have to work twice as hard to find someone else. An Illinois firm developed a list of client turn-offs after it conducted a series of client satisfaction surveys. The firm began its research informally with one-on-one discussions … [Read more...] about Clients cite their top 6 turnoff points with law firms