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Working with lawyers

Model Retainer Agreement

May 27, 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

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

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

An inexpensive organizational fix: communication

March 27, 2024

By Dr. Steve M. Cohen I’ve found that most organizations can benefit significantly from a simple, low-cost change in their operations: more two-way communication. For busy law office managers, time can be among their most valuable commodities so I don’t make this recommendation lightly. But even a few minutes each day to foster better communication with your staff can … [Read more...] about An inexpensive organizational fix: communication

9 tips for getting your lawyers onto the speaking circuit

March 22, 2024

One effective way to showcase your firm's expertise, build brand recognition, and enhance professional development is by encouraging your lawyers to participate in conferences and web events as speakers. By leveraging these platforms, your attorneys can make a significant impact, both individually and collectively. Consider these benefits that arise from encouraging your … [Read more...] about 9 tips for getting your lawyers onto the speaking circuit

Nurturing talent: Unleashing the potential of employees

March 20, 2024

Retaining top talent is crucial for the success of any law office. To do so, law office managers must recognize the importance of developing and empowering high-potential employees. By identifying these individuals and providing them with leadership opportunities, you can not only increase their job satisfaction but also enhance the overall performance and growth of your law … [Read more...] about Nurturing talent: Unleashing the potential of employees

TOOL: Model Notice and Waiver of Conflict of Interest

March 20, 2024

Why you need this model Notice: This model Notice will help your efforts to protect your practice from the risk of violating conflict of interest rules. How this model Notice helps you: If a potential conflict of interest exists, but the parties still want the firm to represent their legal interests, have all parties sign a Waiver of Conflict of Interest, acknowledging the … [Read more...] about TOOL: Model Notice and Waiver of Conflict of Interest

To-Dos: Your March office checklist

February 29, 2024

March comes in like a lion and goes out like a lamb. That's outside, where winter storms give way to springtime calm. Inside, there can also be a whirlwind of activity, especially if you're tackling office-wide organizational and spring-cleaning projects. If this is the month you strive to bring order to the firm, here are some tasks you can tackle. The office: 1. … [Read more...] about To-Dos: Your March office checklist

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