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
Topics
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
How to Unplug from Work Over the Thanksgiving Holiday
Thanksgiving is almost here, and as a law office administrator, you’re no stranger to the fast-paced nature of your role. From managing deadlines to keeping operations seamless, it’s easy to let work take over your time. But even the most dedicated administrators need a chance to recharge. Thanksgiving offers a perfect opportunity to step back, enjoy the holiday, and return … [Read more...] about How to Unplug from Work Over the Thanksgiving Holiday
Cross-train your staff: Benefits, strategies & examples
Cross-training your law office staff can be a game-changer, allowing your team to become more versatile, efficient, and adaptable. By equipping your employees with a broader skill set, you're better prepared to handle the diverse demands of the legal profession. Consider the following advantages of cross-training and examples of administrative duties where cross-training can … [Read more...] about Cross-train your staff: Benefits, strategies & examples
Staff training quiz: Managing client funds
Questions: What are client trust accounts used for in a law office? a) Personal savings of the attorneys b) Holding and managing client funds for legal matters c) Paying office expenses d) Making personal investments True or False: Client funds should always be kept separate from the law firm's operating funds. When should client funds be deposited into the trust … [Read more...] about Staff training quiz: Managing client funds
How great managers delegate
When it comes to delegating work to staff, managers rarely hit a happy medium. Instead, they tend to fall at the ends of the spectrum: those who do not delegate enough and those who delegate too much. But by far, it is the under-delegators who are greatest in number. And it is under-delegation that most causes employees to lose interest in their jobs. Lack of delegation … [Read more...] about How great managers delegate
Try reverse questions as a self-motivation tool
Traditional motivation strategies often emphasize goal setting and visualizing success. However, an unconventional yet powerful technique can enhance your effectiveness: the use of reverse questions. By flipping the typical narrative, reverse questions challenge you to confront fears and uncertainties, fostering a deeper sense of motivation and resilience. The … [Read more...] about Try reverse questions as a self-motivation tool
Streamline the Hiring Process with Technology
Recruiting staff for a law office requires precision, confidentiality, and efficiency. However, the traditional hiring process can often feel cumbersome and time-consuming, especially when navigating a busy legal environment. By incorporating technology, you can streamline the hiring process, making it quicker, more organized, and more appealing to today’s candidates. Here’s … [Read more...] about Streamline the Hiring Process with Technology
4 Top Trends to Keep on Your Radar
As a law office manager, you’re likely already juggling various tasks and responsibilities. But emerging trends could impact your office’s operations, security, staffing, and client relationships. Staying informed about these developments will help you proactively manage challenges and guide your team through changes. 1. AI and Automation: Adapting to New … [Read more...] about 4 Top Trends to Keep on Your Radar
Law Office Staff Meeting Agenda and Minutes Template
Here’s a staff meeting agenda and minutes template tailored for a law office administrator. This template is structured to facilitate focused, productive meetings and to keep all team members informed of updates, priorities, and action items. Meeting Details Date: ___________________________ Time: ___________________________ Location: … [Read more...] about Law Office Staff Meeting Agenda and Minutes Template