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Managing the office

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

Model Form: Applause Sheet

April 1, 2024

Why you need this model Applause Sheet: This is a quick and easy way to help develop and maintain positive relationships among the people in your office. How this model Applause Sheet helps you: Using this form at your regular staff meetings may not only end negative attitudes among staff, it might also help keep a positive attitude going indefinitely. How to use this model … [Read more...] about Model Form: Applause Sheet

TOOL: Model Notice and Waiver of Conflict of Interest

March 20, 2024

Why you need this model Notice: This model Notice will help your efforts to protect your practice from the risk of violating conflict of interest rules. How this model Notice helps you: If a potential conflict of interest exists, but the parties still want the firm to represent their legal interests, have all parties sign a Waiver of Conflict of Interest, acknowledging the … [Read more...] about TOOL: Model Notice and Waiver of Conflict of Interest

Keep your firm’s goals current

February 12, 2024

We traditionally set our firm's goals for the beginning of the year, but setting targets on a quarterly or on-going basis keeps these goals current and relevant. Goals provide crucial support in guiding year decisions through this year and the years ahead. Goals mean that instead of reacting to whatever happens, you’re proactively driving your firm to where you want to … [Read more...] about Keep your firm’s goals current

4 steps to take immediately when a workplace romance blossoms in your office

February 9, 2024

To meet that one special guy or gal. . . . it's the stuff dreams are made of. But when that love connection takes place within a workplace, it can be an employer's worst nightmare. Couples that live happily ever after are manageable. But when a workplace romance ends in breakup, it usually creates big problems at work. This hasn't changed in the era of remote work; studies have … [Read more...] about 4 steps to take immediately when a workplace romance blossoms in your office

5 proven ways to delegate work and set the staffer up for success on the task

January 31, 2024

Being a successful administrator calls for an investment. It is the investment of time and patience to train staff to take on delegated tasks and do the work satisfactorily. The payoff is big. Besides ending the frustration of having to do much of the busy work, it allows the administrator to excel in managing the firm. It is the key to professional productivity and … [Read more...] about 5 proven ways to delegate work and set the staffer up for success on the task

To avoid a messy workplace theft investigation, can we just fire our prime suspect?

January 30, 2024

Question: Several years ago, when one of our employees was stealing from other employees’ purses and desks, we called the police. The process—calling the police, alerting our insurance carrier and interviewing multiple employees to show fairness so we wouldn’t get sued for wrongful termination when we fired the one employee—tore apart our office. Some of our best … [Read more...] about To avoid a messy workplace theft investigation, can we just fire our prime suspect?

How to ask the partners for an evaluation

January 24, 2024

A formal performance evaluation is an opportunity for you to showcase your hard work and accomplishments, as well as a chance to identify any discrepancies in expectations. Ask the partners these four questions to establish the evaluation criteria and then start a diary to record your achievements. To assure continuing success at the job, the new administrator should make … [Read more...] about How to ask the partners for an evaluation

8 signs your firm needs an operations analysis

January 23, 2024

An operational analysis is an in-depth analysis of the firms's operations, or, put simply, getting somebody from outside to take a look at the inside. Most firms do that when they are facing problems, particularly financial problems, but it is better to do it before problems occur. Here is what the job entails, starting with the signs that it's time to get the review … [Read more...] about 8 signs your firm needs an operations analysis

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7 Good Habits for an Office Manager

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Your Career

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