It’s easy to get swept up in the to-do lists, reports, scheduling, and troubleshooting that fill an office manager’s day. You’re juggling a hundred moving pieces, and just getting through the day without a printer jam or a staff meltdown feels like a win. But amid the whirlwind, there’s one small habit that can make a big difference—for morale, for relationships, and even for … [Read more...] about Why “Thank You” Matters More Than You Think
Client relations
Want to Work Smarter, Not Harder? AI Can Help You Do Just That
Artificial intelligence isn’t just for tech wizards and big law firms anymore—it’s quickly becoming a must-have tool in legal administration. Whether you're juggling scheduling, document management, billing, or legal research support, AI can help you streamline the busywork and free up time for higher-value tasks. And the best part? You don’t need a tech background to get … [Read more...] about Want to Work Smarter, Not Harder? AI Can Help You Do Just That
Sample client intake checklist
Client Information Full Name of Client: Date of Birth: Gender: Contact Information: Mailing Address: Phone Number: Email Address: Preferred Method of Contact: Case Information 5. Type of Case: Case Number (if applicable): Date of Incident (if applicable): Jurisdiction (City/County/State): Opposing Party (if known): Referring … [Read more...] about Sample client intake checklist
10 Good Things to Work on in June: A To-Do List for Law Office Managers
June is a bit of a transitional month in many law offices. Court schedules might be lighter, attorneys may start planning summer vacations, and support staff might have more flexibility in their workload. For a law office manager, this makes June an ideal time to catch up, clean up, and plan ahead. Here are ten productive projects you can focus on this month to set the tone for … [Read more...] about 10 Good Things to Work on in June: A To-Do List for Law Office Managers
Sample Survey: Client Feedback
Obtaining client feedback is crucial for a law office as it serves multiple vital purposes in maintaining and improving the quality of legal services. Firstly, client feedback provides valuable insights into the overall client experience, allowing the law office to identify areas of strength and areas that may require improvement. This information is invaluable in enhancing … [Read more...] about Sample Survey: Client Feedback
How and when to ask a client for a referral
A new client should be a planned event, not an accident. And the most productive way to get a continuing stream of planned events is to follow an established process for generating referrals. Referrals are the highest producing form of marketing. In fact studies have shown that as many as seven out of 10 referrals turn into new clients. By contrast, cold calls for … [Read more...] about How and when to ask a client for a referral
Case Management Audit Checklist
Objective: Ensure efficiency, compliance, and client satisfaction in the case management process. Use this checklist during regular audits to assess the effectiveness of case management practices and identify areas for improvement. 1. Case Load Distribution Workload Balance: Verify that cases are distributed equitably among attorneys to avoid … [Read more...] about Case Management Audit Checklist
Mastering the Small Law Office: Your Essential Cheat Sheet
Running a small law office means wearing a lot of hats — often at the same time. It’s a balancing act of managing tasks, supporting your team, keeping clients happy, and somehow finding time to breathe. This cheat sheet is your go-to guide for making it all run smoother. Whether you're a seasoned office manager or stepping into the role for the first time, these quick tips and … [Read more...] about Mastering the Small Law Office: Your Essential Cheat Sheet
Top 10 Essential Skills Every Law Office Manager Needs to Succeed
You play a pivotal role in keeping your firm running smoothly. Whether you're juggling case schedules, overseeing staff, or ensuring compliance with ever-changing regulations, your skill set is the backbone of the office. The expectations are higher than ever, and honing these 10 essential skills can set you apart and ensure your success. 1. Technology Proficiency Legal … [Read more...] about Top 10 Essential Skills Every Law Office Manager Needs to Succeed
How to Reduce Client Pushback on Legal Bills
One of the biggest headaches in law firm management is dealing with client pushback on legal bills. Whether it's confusion over charges, frustration with unexpected costs, or simple sticker shock, disputes over invoices can slow down payments and strain client relationships. As a law office manager, you play a key role in reducing billing conflicts by ensuring transparency, … [Read more...] about How to Reduce Client Pushback on Legal Bills