Onboarding a new client effectively is crucial for setting the foundation for a successful attorney-client relationship. It ensures that all necessary information is gathered, legal obligations are met, and the client feels confident in their choice of representation. The following New Client Onboarding Checklist is designed to guide law office managers through each essential … [Read more...] about New Client Onboarding Checklist
Working with lawyers
4 Common Problems in Law Offices, and Some Solutions
Like any other workplace, law offices face their fair share of challenges. From managing administrative tasks to fostering effective communication, it's important to identify and tackle these issues proactively. In this article, we will discuss some common problems in law offices and provide possible solutions to help you enhance efficiency and productivity in your firm. 1 … [Read more...] about 4 Common Problems in Law Offices, and Some Solutions
Improve Your Case and Matter Management
In a busy law office, efficient case and matter management are vital to ensure that client needs are met promptly, deadlines are adhered to, and information is organized. An organized tracking system can streamline operations, improve communication among team members, and enhance overall productivity. Consider the following strategies for tracking cases and matters in a law … [Read more...] about Improve Your Case and Matter Management
Your Travel Itinerary Template
Use this template to organize all essential details for business trips, ensuring everything is streamlined, from flights to meetings. Traveler Information Name: Position: Travel Dates: Purpose of Trip: Flight Details Departure Flight: Airline: Flight Number: Departure Date & Time: Departure Airport: Arrival Airport: … [Read more...] about Your Travel Itinerary Template
7 Steps to Effective Document Management
In the legal industry, documents serve as the lifeblood of cases, transactions, and client relationships. Efficient document management ensures that crucial information is easily accessible, reducing the risk of errors and missed deadlines. Moreover, a well-organized document system enhances collaboration among team members, fosters compliance with legal requirements, and … [Read more...] about 7 Steps to Effective Document Management
Model Client Engagement Letter
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
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
Getting Your Head Back in the Game After Vacation
As a dedicated law office administrator, taking time off for vacation is essential for personal well-being and professional growth. However, stepping back into your role after a break can be daunting due to the unique responsibilities and intricacies of the position. To ensure a seamless reintegration and effective prioritization of tasks, here are specific and tailored tips … [Read more...] about Getting Your Head Back in the Game After Vacation
5 Things You Should Get Straight with the Managing Partner
One of your most critical relationships is with the managing partner. Having clarity on expectations, priorities, and communication will not only help you thrive but will also keep the entire office running smoothly. Here are five key areas to align on with the managing partner. 1. Office Priorities and Goals It’s essential to have a clear understanding of the managing … [Read more...] about 5 Things You Should Get Straight with the Managing Partner
How to Help Set Up a Lawyer Blog to Market Your Firm
Assisting a lawyer in creating a legal blog can be a rewarding project, enhancing the law firm’s visibility and establishing the attorney as a thought leader in their practice area. As a law office administrator, your role will be crucial in streamlining this process. Here’s how you can effectively assist: 1. Identify the Blog's Purpose Help the lawyer clarify the blog’s … [Read more...] about How to Help Set Up a Lawyer Blog to Market Your Firm