A well-crafted client pitch can be the deciding factor between landing a new client or watching them walk out the door. While lawyers bring the legal expertise, as a law office manager, you play a key role in helping them present that expertise in the most compelling, polished, and client-focused way possible. Think of yourself as part strategist, part coach, and part quality … [Read more...] about From Prep to Pitch: How Office Managers Can Help Seal the Deal
Client relations
Streamlining Law Firm Payments: Why Digital Options Are a Must and How to Offer Them
It’s no secret that today’s clients expect convenience—and that includes how they pay for legal services. Offering digital payment options isn’t just a nice touch; it’s becoming an essential part of running a modern, client-friendly law office. Clients want quick, secure, and flexible ways to pay their bills, and firms that don’t adapt risk falling behind. Here’s a look at why … [Read more...] about Streamlining Law Firm Payments: Why Digital Options Are a Must and How to Offer Them
Why “Thank You” Matters More Than You Think
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
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