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
Client relations
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
To make a point, use the body language that supports your words
Few managers realize that successful communication depends heavily on body language. When people don't get the response they expect, they need to understand that their bodies aren't sending the messages they think they're conveying. Much of the message that gets picked up in a conversation comes from motions and gestures. And it works both ways. A manager has to know body … [Read more...] about To make a point, use the body language that supports your words
How Attorneys and Staff Can Improve Timekeeping Habits to Avoid Lost Revenue
Accurate time tracking is the foundation of a profitable law firm. Yet, many firms lose thousands—if not millions—of dollars each year due to untracked or underreported billable time. Poor timekeeping habits, delayed entries, and inefficient processes can eat away at revenue without anyone noticing. As a law office manager, you can help attorneys and staff develop better time … [Read more...] about How Attorneys and Staff Can Improve Timekeeping Habits to Avoid Lost Revenue
Clients cite their top 6 turnoff points with law firms
Don't jeopardize repeat business by unwittingly antagonizing the clients. Keeping them satisfied is a worthwhile investment. Lose one client and you have to work twice as hard to find someone else. An Illinois firm developed a list of client turn-offs after it conducted a series of client satisfaction surveys. The firm began its research informally with one-on-one discussions … [Read more...] about Clients cite their top 6 turnoff points with law firms
Navigating challenges in billing, collections, and financial management, with the shift towards alternative fee arrangements
Navigating the complexities of billing and financial management in a law office can be challenging, particularly with the shift towards alternative fee arrangements. As a law office manager, you're at the helm of ensuring that the financial aspects of the practice run smoothly, from billing and collections to overall financial planning. First, let's talk about … [Read more...] about Navigating challenges in billing, collections, and financial management, with the shift towards alternative fee arrangements
How to Give Your Collections Engine a Tuneup
When your collections process is humming along, cash flow stays steady, and everyone from partners to vendors feels confident. But over time, even the most efficient collections system can start to sputter. Let’s talk about how to give your collections machine a tuneup so you can keep your financial engine running strong. 1. Revisit Your Billing and Invoicing Processes Start … [Read more...] about How to Give Your Collections Engine a Tuneup