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Client relations

Client confidentiality and data security quiz

August 8, 2024

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

How to prioritize law firm management tasks

August 4, 2024

By Elizabeth M. Miller  bio What's the most important task you have to tackle today? Do you have so many you can't decide which to address first? In law firms, priorities change from day to day and even moment to moment. The truth of the matter is that there are often competing priorities. And unless there is an obvious crisis, it's sometimes not that easy to decide which … [Read more...] about How to prioritize law firm management tasks

Empathy an important workplace leadership quality

July 27, 2024

  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

To-Dos: Your July office checklist

June 25, 2024

According to best-selling author Regina Brett, "Summer is the annual permission slip to be lazy. To do nothing and have it count for something. To lie in the grass and count the stars. To sit on a branch and study the clouds." You wish! That might happen on the weekend—if you're lucky—but Monday to Friday, there's still plenty of work to do at the office. Here are some … [Read more...] about To-Dos: Your July office checklist

How to use client exit surveys to improve service and increase revenue

June 19, 2024

Don't close out a matter without measuring the client's satisfaction. Do that with a survey that covers everything from the legal services to the freshness of the coffee. A survey gathers information that can help the firm do a better job. It highlights the areas of excellence. And it reveals the areas of dissatisfaction clients don't mention—except to other … [Read more...] about How to use client exit surveys to improve service and increase revenue

Manager Briefing: Extreme heat emergency protocols

June 18, 2024

Objective: To ensure the safety and well-being of staff and clients during extreme heat weather conditions through comprehensive planning, immediate response actions, and continuous monitoring. Preparation Emergency Plan Develop and/or update the office’s emergency plan to include protocols specific to extreme heat. Ensure all staff are familiar with the plan and … [Read more...] about Manager Briefing: Extreme heat emergency protocols

Turbocharge your firm’s client intake system

June 12, 2024

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

18 ways your firm can run afoul of the law and regulations

June 2, 2024

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

Model Retainer Agreement

May 27, 2024

Why you need this Model Retainer Agreement: Many clients don't like to pay their legal bills and without having measures in place to ensure payments, law firms can run into huge headaches. One best practice is to lay out your billing arrangements and hourly fees charged by partners, associates, and paralegals in your retainer agreement. How this Model Retainer Agreement helps … [Read more...] about Model Retainer Agreement

8 common mistakes in client billing and how to avoid them

May 20, 2024

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

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