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Client relations

Client confidentiality and data security quiz

August 8, 2024

Welcome to the Client Confidentiality and Data Security Quiz. This quiz is designed to assess your understanding of the importance of safeguarding client information and complying with data protection regulations. Select the best answer for each question. Question 1: What is the primary reason for maintaining client confidentiality in a law office? a) To impress clients with … [Read more...] about Client confidentiality and data security quiz

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

To-Dos: Your July office checklist

June 25, 2024

According to best-selling author Regina Brett, "Summer is the annual permission slip to be lazy. To do nothing and have it count for something. To lie in the grass and count the stars. To sit on a branch and study the clouds." You wish! That might happen on the weekend—if you're lucky—but Monday to Friday, there's still plenty of work to do at the office. Here are some … [Read more...] about To-Dos: Your July office checklist

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

Unlocking the marketing potential of front desk staff in your law firm

June 13, 2024

The front desk staff often serve as the initial point of contact for clients, visitors, and callers. While their primary role may seem administrative, savvy law office managers recognize that these frontline team members wield significant influence in shaping the firm's image and marketing efforts. Here's how your front desk staff can become invaluable allies in marketing your … [Read more...] about Unlocking the marketing potential of front desk staff in your law firm

Model Policy: Office Room Temperature

May 15, 2024

The purpose of this policy is to establish guidelines for maintaining a comfortable and productive work environment for all staff and clients by regulating the temperature in the law office. By implementing this office temperature policy, the law office aims to maintain a comfortable and productive work environment for all staff and clients. Consistent communication, … [Read more...] about Model Policy: Office Room Temperature

9 tips for getting your lawyers onto the speaking circuit

March 22, 2024

One effective way to showcase your firm's expertise, build brand recognition, and enhance professional development is by encouraging your lawyers to participate in conferences and web events as speakers. By leveraging these platforms, your attorneys can make a significant impact, both individually and collectively. Consider these benefits that arise from encouraging your … [Read more...] about 9 tips for getting your lawyers onto the speaking circuit

Nurturing talent: Unleashing the potential of employees

March 20, 2024

Retaining top talent is crucial for the success of any law office. To do so, law office managers must recognize the importance of developing and empowering high-potential employees. By identifying these individuals and providing them with leadership opportunities, you can not only increase their job satisfaction but also enhance the overall performance and growth of your law … [Read more...] about Nurturing talent: Unleashing the potential of employees

TOOL: Model Notice and Waiver of Conflict of Interest

March 20, 2024

Why you need this model Notice: This model Notice will help your efforts to protect your practice from the risk of violating conflict of interest rules. How this model Notice helps you: If a potential conflict of interest exists, but the parties still want the firm to represent their legal interests, have all parties sign a Waiver of Conflict of Interest, acknowledging the … [Read more...] about TOOL: Model Notice and Waiver of Conflict of Interest

To-Dos: Your March office checklist

February 29, 2024

March comes in like a lion and goes out like a lamb. That's outside, where winter storms give way to springtime calm. Inside, there can also be a whirlwind of activity, especially if you're tackling office-wide organizational and spring-cleaning projects. If this is the month you strive to bring order to the firm, here are some tasks you can tackle. The office: 1. … [Read more...] about To-Dos: Your March office checklist

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