Law Office Manager

General

Model Policy: Nondiscrimination and diversity

Why you need this policy: The diversity of the 21st century work force has made offering equality of opportunity to individuals regardless of race, ethnicity, religion, national origin, gender, age, sexual orientation, disability, or other personal characteristics not related to their professional abilities is not just a legal mandate but an economic imperative. How this policy … [Read more...] about Model Policy: Nondiscrimination and diversity

Model Policy: Client billing

Why you need this policy: Attorneys have every right—and need—to be paid. But getting clients to pay their bills on time is a major challenge that forces you to confront a bewildering array of fee arrangements, billing of non-fee expenses, and ethical constraints stemming from the attorney-client relationship. How this policy helps you: The centerpiece of juggling all of these … [Read more...] about Model Policy: Client billing

Model Policy: Client privacy

Why you need this policy: As with any other corporate website, law office websites collect and use personal information of site visitors, including "personally identifiable" information, i.e., names and other information that can be traced back to a specific individual. Such use and collection of personal information is subject to requirements under privacy laws. How this … [Read more...] about Model Policy: Client privacy

Model Policy: Client file retention and destruction

Why you need this policy: One of the thorniest challenges of managing a law office is the handling of client files. It's not just an administrative issue. Retention and destruction of client files are subject to legal and ethical requirements, including the ABA Rules of Professional Conduct. How this policy helps you: It's crucial to establish a written policy that explains how … [Read more...] about Model Policy: Client file retention and destruction

Use long-term vendor contacts to win long-term savings

Regular meetings with the vendors have led to significant savings for a North Carolina firm. Tracy Cook, administrator with Gailor, Wallis Hunt, an eight-attorney firm in Raleigh, NC, started the meetings when she came to the firm several years ago. One of her first actions as administrator was to go through the vendor files to see which vendors had contracts or did regular … [Read more...] about Use long-term vendor contacts to win long-term savings

Work stays on desktop

Here is a rule that is valuable but is found in few offices. Staff desks are for storing personal items. All work has to stay on top of the desk. That’s a good way to ensure that nothing gets overlooked. For the manager who questions the wisdom of the rule, take a look in any desk after someone quits. It’s amazing what people find there. And much of it is costly, such as … [Read more...] about Work stays on desktop

From ready dinners to errand helpers, Georgia firm supports families

An Atlanta firm makes work life balance easier with some unusual add-ons for employees. The firm has engaged several companies that provide personal services, often at a discount. One, for example, delivers ready-to-cook meals to the office, which gives employees a quick-fix dinner to take home that isn’t fast food. Errand service There’s also an onsite concierge who is “at … [Read more...] about From ready dinners to errand helpers, Georgia firm supports families

How to write a readable memo

An office memo has only one purpose, and that is to send a message as quickly and as clearly as possible. Here’s how to do just that. • Use wide margins and spaces between the paragraphs. That makes the page easier to look at, and if it’s easy to look at, people will read it. By contrast, picture a page filled top to bottom with type. Nobody wants to wade through that. • If … [Read more...] about How to write a readable memo

Keeping the records long enough . . . but not too long

Do you know how long you are required to keep the firm’s tax records? How about any reports of on-the-job injuries? And what about e-mails? Here’s a summary of what you need to keep and for how long. Record retention raises questions in almost all offices. And because of the uncertainty, offices tend to hang onto records far too long, says attorney and record management … [Read more...] about Keeping the records long enough . . . but not too long