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Tool Box

To-Dos: Your July office checklist

June 25, 2024

According to best-selling author Regina Brett, "Summer is the annual permission slip to be lazy. To do nothing and have it count for something. To lie in the grass and count the stars. To sit on a branch and study the clouds." You wish! That might happen on the weekend—if you're lucky—but Monday to Friday, there's still plenty of work to do at the office. Here are some … [Read more...] about To-Dos: Your July office checklist

Model Policy: Religious Accommodations

June 19, 2024

Mere tolerance of religious differences in the workplace isn’t enough. Federal and state discrimination laws also require employers to take affirmative steps to accommodate the religious beliefs of employees and job applicants to the point of undue hardship. The starting point for compliance is implementing an accommodations policy. … [Read more...] about Model Policy: Religious Accommodations

Manager Briefing: Extreme heat emergency protocols

June 18, 2024

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

To-Dos: Your June office checklist

May 30, 2024

As we near the end of the second quarter, it's a good time to see if the firm, staff, and you are all on track with respect to the goals you set in January or if any course corrections are needed. Here are a few areas you can address. 1. Check the budget. Review the budget to see if and where alterations are needed. Are the goals still appropriate? Are employees making good … [Read more...] about To-Dos: Your June office checklist

Model Policy: Office Room Temperature

May 15, 2024

The purpose of this policy is to establish guidelines for maintaining a comfortable and productive work environment for all staff and clients by regulating the temperature in the law office. By implementing this office temperature policy, the law office aims to maintain a comfortable and productive work environment for all staff and clients. Consistent communication, … [Read more...] about Model Policy: Office Room Temperature

Checklist: Before you leave on vacation

April 30, 2024

Your long-awaited and well-deserved summer vacation is approaching. Is your staff prepared to run the office smoothly in your absence? Use this list to see if you have the bases covered. Vacation Preparation Checklist for Law Office Administrators Delegate Responsibilities: Assign the paralegal to handle client intake and initial case assessments during your … [Read more...] about Checklist: Before you leave on vacation

Model Retainer Agreement

April 24, 2024

Why you need this Model Retainer Agreement: Many clients don't like to pay their legal bills and without having measures in place to ensure payments, law firms can run into huge headaches. One best practice is to lay out your billing arrangements and hourly fees charged by partners, associates, and paralegals in your retainer agreement. How this Model Retainer Agreement helps … [Read more...] about Model Retainer Agreement

Notice to Client of Increase in Hourly Rate

April 16, 2024

Why you need this Model Notice to Client: Clients should be notified in writing of any fee increases 30 days in advance. This protects both the firm and the client. Informing your client of what to expect and when to expect it will help your client prepare for the extra expense. How this Model Notice to Client helps you: The Notice needs to be clear, brief, and readable. … [Read more...] about Notice to Client of Increase in Hourly Rate

Model Billing Statement

April 10, 2024

Why you need this Model Billing Statement: Many clients don't like to pay their legal bills and without having measures in place to ensure payments, law firms can run into huge headaches. One best practice is to ensure that your billing statement clearly outlines what services your clients are receiving for their money. How this Model Billing Statement helps you: Use this … [Read more...] about Model Billing Statement

Model Form: Applause Sheet

April 1, 2024

Why you need this model Applause Sheet: This is a quick and easy way to help develop and maintain positive relationships among the people in your office. How this model Applause Sheet helps you: Using this form at your regular staff meetings may not only end negative attitudes among staff, it might also help keep a positive attitude going indefinitely. How to use this model … [Read more...] about Model Form: Applause Sheet

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National Memo Day: A Reminder to Master the Art of the Office Memo

Using Performance Improvement Plans (PIPs) Effectively with Staff

Vacation staffing checklist for law office administrators

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How and when to ask a client for a referral

Your Career

National Memo Day: A Reminder to Master the Art of the Office Memo

Administrator a key player in firm’s ethics and integrity

10 steps to build your confidence as a new office manager

8 proven ways to totally destroy your credibility as a manager

Do I Fire A Staffer Who Doesn’t Deserve It?

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