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Client relations

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

How to hire a great receptionist

May 19, 2024

A receptionist is often the first point of contact for clients and can significantly influence their perception of your firm. Here’s a comprehensive guide to ensure you hire a great receptionist who aligns with your office’s needs and culture. 1. Define the Role Clearly Before starting the hiring process, define what you need from a receptionist. The responsibilities may … [Read more...] about How to hire a great receptionist

Harnessing voice technology for seamless operations

April 30, 2024

In the realm of modern legal practice, the integration of technology has become increasingly crucial for optimizing operations and maintaining a competitive edge. Among the array of technological innovations available, voice technology has emerged as a game-changer for law office administrators. Consider the ways in which voice technology can be harnessed to streamline various … [Read more...] about Harnessing voice technology for seamless operations

Notice to Client of Increase in Hourly Rate

April 16, 2024

Why you need this Model Notice to Client: Clients should be notified in writing of any fee increases 30 days in advance. This protects both the firm and the client. Informing your client of what to expect and when to expect it will help your client prepare for the extra expense. How this Model Notice to Client helps you: The Notice needs to be clear, brief, and readable. … [Read more...] about Notice to Client of Increase in Hourly Rate

Model Billing Statement

April 10, 2024

Why you need this Model Billing Statement: 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 ensure that your billing statement clearly outlines what services your clients are receiving for their money. How this Model Billing Statement helps you: Use this … [Read more...] about Model Billing Statement

9 tips for getting your lawyers onto the speaking circuit

March 22, 2024

One effective way to showcase your firm's expertise, build brand recognition, and enhance professional development is by encouraging your lawyers to participate in conferences and web events as speakers. By leveraging these platforms, your attorneys can make a significant impact, both individually and collectively. Consider these benefits that arise from encouraging your … [Read more...] about 9 tips for getting your lawyers onto the speaking circuit

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Safety Briefing: Driving Guidelines for Law Office Employees

Humorbragging: Where Charm Meets Confidence

Protect Your Firm from Ethical Risks with an Effective Conflict Checking Process

Beyond the Billable Hour: How Managers Can Help Drive Revenue

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Your Career

Humorbragging: Where Charm Meets Confidence

When the Partners Don’t Agree: Staying Neutral Without Getting Stuck

After Vacation Blues: Fixing the Post-Vacation Slump

Working on everything everywhere all at once? Try monotasking

Wide Awake and Working (in Your Head)? Here’s How to Power Down for Real

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