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Billing & collections

Year-End Reflections: Taking Stock of Your Law Office’s Successes and Challenges

December 17, 2024

As the end of the year approaches, it’s an ideal time to step back and reflect on your law office’s performance. Year-end reflections provide a valuable opportunity to evaluate what went well, identify areas for growth, and set the stage for a more effective and productive year ahead. By taking an honest inventory of your successes and challenges, you can help your firm thrive … [Read more...] about Year-End Reflections: Taking Stock of Your Law Office’s Successes and Challenges

CHECKLIST: 8 High-Impact Projects for November

October 31, 2024

November is a crucial month for getting organized, closing out projects, and preparing for the year ahead in any law office. With the holiday season around the corner, it’s also the last stretch to tie up loose ends before December gets hectic. Here are some high-impact tasks to check off your list this month, so you can wrap up the year smoothly and set the foundation for an … [Read more...] about CHECKLIST: 8 High-Impact Projects for November

Maximizing Productivity During Q4: End-of-Year Strategies for Law Office Administrators

October 11, 2024

  As the year begins to wind down, the final quarter can often feel like a whirlwind. With year-end deadlines, holiday schedules, and the pressure to hit annual goals, Q4 is one of the busiest times for law offices. As a law office administrator, your role in keeping things running smoothly becomes more critical than ever. By implementing a few key strategies, you can … [Read more...] about Maximizing Productivity During Q4: End-of-Year Strategies for Law Office Administrators

7 projects to tackle in September

August 29, 2024

As the summer winds down and the pace picks up, September is the perfect time to dive into projects that will set your law office up for success in the months ahead. Here are seven key projects to focus on that will help you streamline operations, boost efficiency, and ensure that your team is prepared for the busy fall season. 1. Review and Update Case Management … [Read more...] about 7 projects to tackle in September

Monthly financial review checklist for a law office

August 20, 2024

Staying on top of your law office’s finances is crucial for long-term success. A well-structured monthly financial review ensures that you're not just meeting immediate financial needs but also planning effectively for the future. This checklist is designed to guide you through the key areas that require attention each month, from tracking expenses and revenue to assessing cash … [Read more...] about Monthly financial review checklist for a law office

Getting ahead: Tasks to tackle in the last two weeks of August

August 10, 2024

As a law office manager, you know that September often brings a surge of activity. Whether it’s new cases, court dates, or the ramping up of ongoing projects, the post-summer period can be intense. That’s why the last two weeks of August are the perfect time to focus on tasks that will set your office up for success in the months ahead. Here are some key jobs to consider … [Read more...] about Getting ahead: Tasks to tackle in the last two weeks of August

How to prioritize law firm management tasks

August 4, 2024

By Elizabeth M. Miller  bio What's the most important task you have to tackle today? Do you have so many you can't decide which to address first? In law firms, priorities change from day to day and even moment to moment. The truth of the matter is that there are often competing priorities. And unless there is an obvious crisis, it's sometimes not that easy to decide which … [Read more...] about How to prioritize law firm management tasks

How to use client exit surveys to improve service and increase revenue

June 19, 2024

Don't close out a matter without measuring the client's satisfaction. Do that with a survey that covers everything from the legal services to the freshness of the coffee. A survey gathers information that can help the firm do a better job. It highlights the areas of excellence. And it reveals the areas of dissatisfaction clients don't mention—except to other … [Read more...] about How to use client exit surveys to improve service and increase revenue

10 ways to boost profitability for your law office

June 6, 2024

In today's competitive legal landscape, maintaining profitability is essential for the growth and sustainability of your practice. Effective management not only improves the bottom line but also enhances client satisfaction and staff productivity. To help you achieve these goals, we have curated a list of 10 proven strategies to boost your law office's profitability. These … [Read more...] about 10 ways to boost profitability for your law office

8 signs your firm needs an operations analysis

January 23, 2024

An operational analysis is an in-depth analysis of the firms's operations, or, put simply, getting somebody from outside to take a look at the inside. Most firms do that when they are facing problems, particularly financial problems, but it is better to do it before problems occur. Here is what the job entails, starting with the signs that it's time to get the review … [Read more...] about 8 signs your firm needs an operations analysis

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Never Miss a Call: How a Virtual Receptionist Can Transform Your Law Office

Managing Policies, Technology, and Support Systems for Remote and Hybrid Work

Checklist: When a Staffer Departs

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