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
Checklist
Office safety inspection checklist
The examples outlined below do not list all the possible items for office inspections. The best checklist for your workplace is one that has been developed for your specific needs. Whatever the format of the checklist, provide space for the inspectors' signatures and the date. Inspectors: Date: (O) Satisfactory (X) Requires … [Read more...] about Office safety inspection checklist
Checklist: Before you leave on vacation
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
Information Security Checklist for Small Businesses
Why you need this checklist: This checklist, created by Sensei Enterprises, Inc., will help you identify what your cybersecurity program must address. How this checklist helps you: This checklist will help you pinpoint your cybersecurity policy's strengths and weaknesses. How to use this checklist: Print off this checklist and review it with members of your cybersecurity … [Read more...] about Information Security Checklist for Small Businesses
Model Tool: Checklist of steps to take when conducting an investigation
Why you need this checklist: When an employee makes a complaint, whether it's an accusation of sexual harassment, bullying or an alleged workplace safety hazard, you have an obligation to conduct a thorough and timely investigation. In many circumstances, the filing of a complaint sets in motion several legal and regulatory requirements for a business. How this checklist helps … [Read more...] about Model Tool: Checklist of steps to take when conducting an investigation
Employer Checklist: Affordable Care Act
Why you need this checklist: The numerous provisions and requirements of the ACA can be overwhelming for employers. How this checklist helps you: This checklist will help you understand and manage employee benefits requirements. How to use this checklist: Refer to this checklist as needed to comply with ACA employee benefits requirements. … [Read more...] about Employer Checklist: Affordable Care Act
Model Tool: Office move checklist
Why you need this checklist: When moving offices, there is no room for error. For every day the attorneys can't get into the new location or can't see their clients, the practice is out of business. The key to success is good planning. How this checklist helps you: This checklist contains essential items you must consider for a successful move. How to use this … [Read more...] about Model Tool: Office move checklist
Model Tool: Calendar control self-review checklist
Why you need this checklist: Failure to meet a deadline, such as a statute of limitations, and other related calendaring issues continue to be the cause of the majority of legal malpractice claims in the United States. Yet despite this risk, many law firms still do not have a proper calendaring system in place. How this checklist helps you: This checklist will help you … [Read more...] about Model Tool: Calendar control self-review checklist
Model Tool: Checklist of docket entries
Why you need this checklist: Failure to meet a deadline, such as a statute of limitations, and other related calendaring issues continue to be the cause of the majority of legal malpractice claims in the United States. How this checklist helps you: By following a checklist, you can ensure that all important legal deadlines associated with a file, and their reminder dates, … [Read more...] about Model Tool: Checklist of docket entries
Model Tool: 90-Day File Report Card
Why you need this tool: When your clients are satisfied with your work, they're more likely to refer you to friends and colleagues. And one proven way to enhance client satisfaction and increase referrals is to provide clients with maximum personal contact. How this tool helps you: A major complaint from clients is a lack of access to their lawyers. As you implement policies to … [Read more...] about Model Tool: 90-Day File Report Card