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
Are you following these 8 steps for law office cybersecurity?
Cybersecurity is a critical issue for your law office, as you handle sensitive and confidential information on a daily basis. This includes client data, legal documents, and financial records. A breach of this information could have serious consequences, including financial losses, damage to reputation, and legal liability. How does your office stack up against these eight … [Read more...] about Are you following these 8 steps for law office cybersecurity?
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
Sample client intake checklist
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
Points to make in your law firm parking policy
With convenience, safety and even prestige at stake, the law office parking lot can be the topic—and scene—of disputes. One way to keep things relatively civil is to establish a parking space policy. Here are some key points to cover in a policy. Space Allocation: Determine how parking spaces will be allocated within the firm's premises. Consider factors such as the total … [Read more...] about Points to make in your law firm parking policy
Model Tool: Candidate rejection letter, job application
Why you need this model tool: After you've made a hiring decision, you have an obligation to get back to the people who applied for the position but did not get the job. How this model tool helps you: It can be difficult to know what to say to an applicant who was not hired. How to use this model tool: This model tool is a letter that can be customized for your firm and … [Read more...] about Model Tool: Candidate rejection letter, job application
Model Tool: Catastrophic Leave Program
Rules regarding an employee’s right to various types of leave differ from state of state, but most of the rules require that a leave-sharing program be in writing. … [Read more...] about Model Tool: Catastrophic Leave Program
Sample Policy: Halloween Costumes
Creating a policy for dressing up for Halloween in a law office is important to ensure that employees maintain professionalism while still having the opportunity to enjoy the holiday. Here's a suggested policy: [Law Office Name] Halloween Dress-Up Policy Purpose: The purpose of this policy is to allow employees to participate in Halloween festivities while maintaining a … [Read more...] about Sample Policy: Halloween Costumes
Employee safety briefing: Summer high temperatures
Dear Team, As the summer heat intensifies, we want to ensure your well-being and safety both in the office and during your daily activities. High temperatures can pose health risks and affect your performance, so it’s important to take necessary precautions. This safety briefing will provide you with valuable guidelines for staying safe during summer high … [Read more...] about Employee safety briefing: Summer high temperatures
Model Tool: Employee referral form
Why you need this form: Employee referral continues to be the number one source of external hires. Good employees know other good employees, so why not tap this valuable pipeline of potential job candidates? How this form helps you: This customizable sample form provides a mechanism for tracking employee referrals. How to use this form: This Model Form serves as a … [Read more...] about Model Tool: Employee referral form