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Compliance

End-of-Year Compliance Review Checklist

December 11, 2024

As the year draws to a close, it’s the perfect time for law office administrators to take stock of compliance practices and ensure the firm is on solid ground heading into the new year. From trust accounting to CLE compliance, a thorough review can help identify any overlooked details, maintain regulatory standards, and set a strong foundation for the months ahead. Use this … [Read more...] about End-of-Year Compliance Review Checklist

Get Ready for the 8 Top Compliance Challenges Coming in 2025

December 11, 2024

With new regulations, evolving technology, and increased scrutiny from both clients and regulators, 2025 is poised to bring a fresh set of hurdles for you to navigate. Being proactive and prepared can save your firm from potential pitfalls. Let’s explore the eight top compliance challenges on the horizon and how you can tackle them effectively. 1. … [Read more...] about Get Ready for the 8 Top Compliance Challenges Coming in 2025

4 Top Trends to Keep on Your Radar

November 13, 2024

As a law office manager, you’re likely already juggling various tasks and responsibilities. But emerging trends could impact your office’s operations, security, staffing, and client relationships. Staying informed about these developments will help you proactively manage challenges and guide your team through changes. 1. AI and Automation: Adapting to New … [Read more...] about 4 Top Trends to Keep on Your Radar

Get Ready for Employment Law Updates Coming in 2025

October 31, 2024

Coming up in 2025, there are several important employment law changes that managers should be aware of: Overtime Pay Threshold Increase: The Department of Labor (DOL) is expected to increase the salary threshold for overtime pay eligibility. Starting in early 2025, employees earning under $58,656 per year (up from $35,568) may become eligible for overtime pay under … [Read more...] about Get Ready for Employment Law Updates Coming in 2025

HR question: Political gear at work

October 23, 2024

By Lynne Curry Question: Our problems started in September. Four guys in the warehouse started wearing Camo “Make American Great Again” hats. Two weeks later, they installed in a handmade sign inside the warehouse door that said, “This is Trump Country.” It didn’t bother anyone, or so we thought. But apparently it did. Ten days later, two women in the accounting … [Read more...] about HR question: Political gear at work

Protect your firm from ethical risks with an effective conflict checking process

October 18, 2024

Conflict checking is a crucial process for a law office manager, ensuring that the firm avoids any conflicts of interest that could jeopardize client trust or violate legal ethics. Here’s a breakdown of how to manage the conflict checking process efficiently: 1. Understand the Importance of Conflict Checking Conflict checks help ensure that the law firm … [Read more...] about Protect your firm from ethical risks with an effective conflict checking process

Technology and equipment maintenance checklist for a law office

September 17, 2024

Maintaining your law office's technology and equipment is crucial for ensuring smooth operations and minimizing downtime. Here’s a comprehensive checklist to help you stay on top of regular maintenance tasks. Daily Tasks Check Server Uptime and Functionality Ensure the server is running without errors. Monitor server load and performance. … [Read more...] about Technology and equipment maintenance checklist for a law office

Model Policy: Employee resignation

July 31, 2024

Establishing a formal policy for employee resignation will help ensure that staff transitions go smoothly; the firm treats employees fairly and consistently; and legal requirements are followed. … [Read more...] about Model Policy: Employee resignation

18 ways your firm can run afoul of the law and regulations

June 2, 2024

It's crucial to ensure that the law firm operates within the boundaries of the law and adheres to relevant regulations. Running afoul of the law can have serious consequences for the firm's reputation, finances, and even legal standing. Here are some, but not all, the ways a law office can get into trouble with the law and regulations: Unauthorized Practice of Law: … [Read more...] about 18 ways your firm can run afoul of the law and regulations

Must employee notify our office of DUI?

February 13, 2024

QUESTION If one of our employees gets a DUI, do they have to notify us? ANSWER It depends. EXPLANATION There are at least four factors affecting whether the employee would have to come forward and tell you about the DUI? Your HR policies: What, if anything, do your current policies say about whether employees must notify you of their DUIs? Conviction or … [Read more...] about Must employee notify our office of DUI?

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