Here are a few tasks that should be addressed this month. Do a first quarter evaluation with employees who have a billing quota. Assess where they are in terms of reaching the annual goal and discuss any changes that need to be made, adjustments in procedures for capturing time or time management skills. Review the firm's profit and loss statement as it compares to the … [Read more...] about To-Dos: Your April office checklist
Tool Box
Sample Budget Spreadsheet
Why you need this budget spreadsheet: While many attorneys cringe at the thought of creating a budget, there are several important reasons why your law firm needs one, including helping you prepare for unexpected expenses. How this budget spreadsheet helps you: This 12-month, month-by-month spreadsheet lists some common fixed expenses of a law firm. How to use this budget … [Read more...] about Sample Budget Spreadsheet
To-Dos: Your February office checklist
February might be a short month, but there's a lot packed into it. Here are 7 areas you can tackle this month to help improve profits, protect the firm, and boost morale. 1. Review each department's revenues. By now the profit and loss statement for 2022 is in. Review the gross revenues of the firm and the revenues for each department if the firm practices in more than … [Read more...] about To-Dos: Your February office checklist
To-Dos: Your January checklist
Make a fresh start this year with a focused team, a financial plan, organized files, and a decluttered computer. Here are some tasks you can accomplish this month to help keep your office running smoothly and profitably throughout the year. 1. Help staff set and achieve goals. Addressing staff issues in January gets people charged up for the year and gives you a roadmap for … [Read more...] about To-Dos: Your January checklist
The 10 assumptions NOT to make when doing your OSHA 300s
December is here and it's time for the logs. No, not the yule logs—the OSHA 300 logs! It's time to get the year's injury and illness records in order and start getting the OSHA 300A ready for the Feb. 1 filing deadline. As you set about your task, here are 10 OSHA 300 assumptions you want to avoid at all costs. Bad assumption #1: We should record everything just to be … [Read more...] about The 10 assumptions NOT to make when doing your OSHA 300s
TO-DOs: Your December office checklist
Congratulations on making it through 2022! We hope it was a successful and satisfying year for you and your firm and that you take some time this month to celebrate your accomplishments. Of course, the work never stops, so here are some reminders for this month. Start thinking about the firm's taxes. Are there any bills you can pay this year to offset any unexpected income … [Read more...] about TO-DOs: Your December office checklist
TO-DOs: Your November office checklist
There's a lot happening this month—everything from Thanksgiving to budget preparations. Here are a few things you should address this month. Make your reservations. If you are planning a holiday party and haven't yet booked a venue, don't wait any longer. Certain restaurants get booked up quickly, especially if your firm wants to do a holiday luncheon instead of a dinner. … [Read more...] about TO-DOs: Your November office checklist
TO-DOs: Your October office checklist
It's that time of year when law firm administrators must start planning how to invest their resources to meet next year's expectations. And the only way to do that is with a realistic budget. Here are some tasks you can address this month to help you get a sense of where the firm's at now, so that you can realistically plan for where you want it to go. Assemble your 2024 … [Read more...] about TO-DOs: Your October office checklist
Model Employee Social Networking Policy
Why you need this model policy: This model policy will help you protect your practice from the potential threat posed by employee blogging, tweeting, Instagramming, and other social networking. How this model policy helps you: The key to protecting your practice is by implementing clear and specific policies to establish your right to discipline employees for social network … [Read more...] about Model Employee Social Networking Policy
To-Dos: Your August office checklist
The middle of summer is a great time for tackling projects that you can't get to during the rest of the year. Here are a few suggestions: Ensure that data security is covered in your employee handbook, employee training, and BYOD policy. Include computer files as part of your summer office clean-up. Start planning for the last quarter of the year in terms of collections … [Read more...] about To-Dos: Your August office checklist