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
Compliance
Build a fortress: A strong workplace security culture
In today's increasingly digital and interconnected world, safeguarding sensitive information and protecting the privacy of clients is paramount for law offices. As the manager responsible for maintaining the security of your firm, fostering a strong workplace security culture is essential to mitigate risks and ensure the integrity of your operations. By implementing proactive … [Read more...] about Build a fortress: A strong workplace security culture
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
Do I Fire A Staffer Who Doesn’t Deserve It?
By Lynne Curry Question: When our newly hired general manager pulled me into his office this morning, he asked me to fire a staff member, an individual I know well and who’s always impressed me as a hard worker. I run our company’s HR department. I asked, “Could you give me the details, so I can create a solid case for our file?” The GM, a fifty-something white man … [Read more...] about Do I Fire A Staffer Who Doesn’t Deserve It?
Navigating Legal Risks in Return-to-Office Mandates
By Lynne Curry As employers push forward with their return-to-office (RTO) policies, many unknowingly step into legal minefield. The shift back to in-person work presents a host of challenges—especially for employers balancing productivity with legal obligations. Whether it’s handling accommodation requests, avoiding discrimination claims, or ensuring compliance with … [Read more...] about Navigating Legal Risks in Return-to-Office Mandates
Preventing Workplace Harassment: Policies Every Law Office Needs
Introduction Workplace harassment is a serious issue that can disrupt your law office, damage morale, and expose your firm to legal risks. As a law office manager, it’s your responsibility to implement and enforce strong policies that protect employees and create a safe, professional work environment. Here are the essential policies every law office should … [Read more...] about Preventing Workplace Harassment: Policies Every Law Office Needs
Your Role in Preventing Malpractice as a Law Office Administrator
You may not be drafting motions or standing in court, but your role as a law office administrator is absolutely central to safeguarding the firm against malpractice. The systems you build, the processes you enforce, and the oversight you provide all contribute to a legal environment where deadlines are met, client information is protected, and the risk of professional liability … [Read more...] about Your Role in Preventing Malpractice as a Law Office Administrator
7 steps to effective document management
In the legal industry, documents serve as the lifeblood of cases, transactions, and client relationships. Efficient document management ensures that crucial information is easily accessible, reducing the risk of errors and missed deadlines. Moreover, a well-organized document system enhances collaboration among team members, fosters compliance with legal requirements, and … [Read more...] about 7 steps to effective document management
Office Policy & HR Compliance Checklist
Maintaining a well-structured office policy and ensuring HR compliance is essential for a law office to operate smoothly and legally. This checklist serves as a comprehensive guide to help law office managers stay on top of critical HR responsibilities, from updating employee handbooks to ensuring compliance with employment laws. By following these steps, you can create a more … [Read more...] about Office Policy & HR Compliance Checklist
Second job or side hustle: How to work with moonlighting employees
Dealing with moonlighting employees can be a delicate situation for an office manager. Moonlighting refers to employees holding a second job or pursuing other sources of income outside of their primary employment. While moonlighting itself might not be inherently negative, it can potentially impact an employee’s performance and commitment to their primary job. Here’s how an … [Read more...] about Second job or side hustle: How to work with moonlighting employees