Why you need this Model Engagement Letter: An engagement letter is protection—for both the firm and the client. It prevents argument on what the firm is expected to do for the client and what the client is expected to do for the firm. So it needs to be clear, brief, and readable. How this Model Engagement Letter helps you: Use this Model Engagement Letter to educate your … [Read more...] about Model Client Engagement Letter
Risk management
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
Model Policy: Workplace violence and office security
It has become imperative, and in many states a legal requirement, that employers implement programs to prevent violence at the workplace. The centerpiece of the prevention effort is to adopt a written policy on workplace violence. … [Read more...] about Model Policy: Workplace violence and office security
Model Policy: Employee resignation
Establishing a formal policy for employee resignation will help ensure that staff transitions go smoothly; the firm treats employees fairly and consistently; and legal requirements are followed. … [Read more...] about Model Policy: Employee resignation
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
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
Office safety inspection checklist
The examples outlined below do not list all the possible items for office inspections. The best checklist for your workplace is one that has been developed for your specific needs. Whatever the format of the checklist, provide space for the inspectors' signatures and the date. Inspectors: Date: (O) Satisfactory (X) Requires … [Read more...] about Office safety inspection checklist
Manager Briefing: Extreme heat emergency protocols
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
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