Stormy weather, with snow, ice, rain and wind are a distinct possibility this time of year. You can use this sample safety briefing to remind your staff to keep themselves, their families, patients and co-workers safe during winter storms. Subject: Winter Storm Emergency Safety Briefing Dear [Law Office Staff], As we approach the winter season, it is crucial … [Read more...] about Safety Briefing: How to Weather Winter Storms
Tool Box
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
New Case Opening Checklist
Opening a new case properly sets the tone for the entire client experience and the case’s ultimate success. This checklist is designed to guide law office administrators through the critical internal steps needed to launch a new matter efficiently, securely, and in full compliance with office procedures. Completing each step ensures that attorneys and staff have everything they … [Read more...] about New Case Opening Checklist
17 Productivity Tips for Law Office Managers
In the fast-paced world of law, juggling administrative tasks can be a daunting challenge. But don't worry—by prioritizing your daily tasks, organizing your workspace, and leveraging the right tools and strategies, you can turn chaos into order and boost your productivity. Let's dive into practical tips to help you manage your workload effectively and keep your law office … [Read more...] about 17 Productivity Tips for Law Office Managers
Case Management Audit Checklist
Objective: Ensure efficiency, compliance, and client satisfaction in the case management process. Use this checklist during regular audits to assess the effectiveness of case management practices and identify areas for improvement. 1. Case Load Distribution Workload Balance: Verify that cases are distributed equitably among attorneys to avoid … [Read more...] about Case Management Audit Checklist
Winter Safety Checklist for Parking Lots, Walkways, and Office Entrances
Winter weather can present significant safety challenges for office managers, employees, and visitors alike. Snow, ice, and freezing temperatures increase the risk of slips, trips, and falls, making it essential to take proactive measures to maintain safe and accessible conditions around your office. This comprehensive Winter Safety Checklist will help you address potential … [Read more...] about Winter Safety Checklist for Parking Lots, Walkways, and Office Entrances
January To-Do List for a Busy Law Office Manager
January marks the start of a new year, bringing opportunities to review, plan, and set your law office up for success. It’s the ideal time to address lingering tasks from the previous year while laying the groundwork for a productive and efficient year ahead. Here’s a detailed to-do list tailored to the needs of a busy law office manager. 1. Year-End Wrap-Up Ensure … [Read more...] about January To-Do List for a Busy Law Office Manager
End-of-Year Compliance Review Checklist
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
17 Proofreading Tips for the Law Office
Proofreading is part of your daily work life in a law office and you are probably already an expert. But here are 17 tips and tricks you can use to help you catch every typo, misplaced comma and wrong word. First and best tip is to proofread backwards. Begin at the end and work back through the document paragraph by paragraph or even line by line. This will force you to look … [Read more...] about 17 Proofreading Tips for the Law Office
Mastering the Small Law Office: Your Essential Cheat Sheet
Running a small law office means wearing a lot of hats — often at the same time. It’s a balancing act of managing tasks, supporting your team, keeping clients happy, and somehow finding time to breathe. This cheat sheet is your go-to guide for making it all run smoother. Whether you're a seasoned office manager or stepping into the role for the first time, these quick tips and … [Read more...] about Mastering the Small Law Office: Your Essential Cheat Sheet