As the year draws to a close, it’s the perfect time for law office administrators to take stock of compliance practices and ensure the firm is on solid ground heading into the new year. From trust accounting to CLE compliance, a thorough review can help identify any overlooked details, maintain regulatory standards, and set a strong foundation for the months ahead. Use this … [Read more...] about End-of-Year Compliance Review Checklist
Information security
10 essential tech proficiencies for law office administrators
A law office administrator's role has expanded far beyond traditional administrative duties. Navigating the digital landscape is now crucial, with a myriad of tech tools at your disposal. From case management software to cybersecurity measures, developing proficiency in these technologies can transform your workflow, boost efficiency, and elevate the entire firm's performance. … [Read more...] about 10 essential tech proficiencies for law office administrators
7 ways to protect confidential client data
As a manager of a law office, it's crucial that you prioritize the protection of confidential client information. With the increasing number of cybersecurity threats in today's digital age, it's important to implement strong security measures to ensure that your clients' data is safe. Here's some advice on how to implement effective security measures for your law office: … [Read more...] about 7 ways to protect confidential client data
A primer on document management systems
Are you wondering how to modernize your office's system of managing documents? A document management system, or DMS, refers to the tools and processes your organization uses to store and manage documents. A modern DMS will often provide robust search capabilities, metadata tagging, access controls, and increased security processes to protect files. NetDocument, a … [Read more...] about A primer on document management systems
The 6 essentials to include in your Business Continuity Plan to help your firm survive a disaster
By Elizabeth M. Miller bio The first thing you might be wondering is why do I need a business continuity plan? With technology being what it is today, I bet every lawyer and law firm think they have a "business continuity plan" in place already. A business continuity or contingency plan will allow a law firm to have daily access to client information, financial … [Read more...] about The 6 essentials to include in your Business Continuity Plan to help your firm survive a disaster
This is not a drill: Preparing for and responding to crises
Unexpected events can disrupt operations and jeopardize client relationships. Whether it's a natural disaster, a data breach, or a key staff member's sudden departure, the ability to respond effectively is crucial. As a law office manager, your role in crisis management is pivotal. Let's explore how to create a comprehensive crisis management plan, handle emergencies with … [Read more...] about This is not a drill: Preparing for and responding to crises
Get a move on: Tips for relocating your office
Moving a law office can feel like an overwhelming task, but with the right planning, it doesn't have to be. Whether you're expanding to a bigger space or relocating for a fresh start, a smooth transition is all about the details. Here’s a guide to help you plan your move efficiently and keep your practice running seamlessly. Start Early The key to a successful move is … [Read more...] about Get a move on: Tips for relocating your office
Client confidentiality and data security quiz
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
Our staff fell for a cyber attack
By Lynne Curry Question: Four of our staffers fell for a cyber attack last week. They opened an email attachment they thought originated from our HR department, which regularly emails policy updates to all staff. This email had the subject line: Changes to Vacation Policies. Even though we’ve trained our staff members not to click on suspicious emails, and … [Read more...] about Our staff fell for a cyber attack
There’s no escaping AI in today’s office
By Lynne Curry Artificial intelligence has infiltrated every part of our lives. Increasing numbers of businesses use AI to handle routine customer inquiries; craft job postings, emails, reports, and PowerPoint presentations; evaluate candidate applications, and automate other tasks once performed by researchers and entry-level employees. Many fear AI, voicing concerns … [Read more...] about There’s no escaping AI in today’s office