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
Managing the office
Exploring the Four-Day Workweek: A Map for Law Office Administrators
As the conversation around workplace flexibility continues to evolve, the four-day workweek is gaining attention across various industries, including the legal sector. There have been some developments in the United States regarding the potential shift to a four-day workweek, but no widespread changes to federal employment laws have been enacted … [Read more...] about Exploring the Four-Day Workweek: A Map for Law Office Administrators
How great managers delegate
When it comes to delegating work to staff, managers rarely hit a happy medium. Instead, they tend to fall at the ends of the spectrum: those who do not delegate enough and those who delegate too much. But by far, it is the under-delegators who are greatest in number. And it is under-delegation that most causes employees to lose interest in their jobs. Lack of delegation … [Read more...] about How great managers delegate
Law Office Staff Meeting Agenda and Minutes Template
Here’s a staff meeting agenda and minutes template tailored for a law office administrator. This template is structured to facilitate focused, productive meetings and to keep all team members informed of updates, priorities, and action items. Meeting Details Date: ___________________________ Time: ___________________________ Location: … [Read more...] about Law Office Staff Meeting Agenda and Minutes Template
Questions a new administrator should ask the managing partner
Congratulations on your new position as the law office administrator, reporting directly to the managing partner. As you prepare for your first meeting with the managing partner, it's essential to ask the right questions to gain clarity on your role and responsibilities. Here are some questions to consider. What are the key priorities for the law office in the next six … [Read more...] about Questions a new administrator should ask the managing partner
CHECKLIST: 8 High-Impact Projects for November
November is a crucial month for getting organized, closing out projects, and preparing for the year ahead in any law office. With the holiday season around the corner, it’s also the last stretch to tie up loose ends before December gets hectic. Here are some high-impact tasks to check off your list this month, so you can wrap up the year smoothly and set the foundation for an … [Read more...] about CHECKLIST: 8 High-Impact Projects for November
9 ways to maximize collections and boost revenue
Maximizing collections is crucial for maintaining a healthy cash flow and sustaining the growth of your firm. By implementing strategic initiatives and adopting proactive approaches, you can significantly boost your collection efforts. In this article, we will guide you through essential tips and best practices to help you optimize collections and increase revenue for your law … [Read more...] about 9 ways to maximize collections and boost revenue
How to help someone suffering domestic abuse
National Domestic Violence Awareness Month (DVAM), observed in October, is a time to recognize victims and raise awareness about the devastating impact of domestic violence. As the manager of a law office, you are in a unique position to detect possible abuse of both clients and staff members and to be of help. Domestic violence is a pattern of abusive behavior in any … [Read more...] about How to help someone suffering domestic abuse
Maximizing Productivity During Q4: End-of-Year Strategies for Law Office Administrators
As the year begins to wind down, the final quarter can often feel like a whirlwind. With year-end deadlines, holiday schedules, and the pressure to hit annual goals, Q4 is one of the busiest times for law offices. As a law office administrator, your role in keeping things running smoothly becomes more critical than ever. By implementing a few key strategies, you can … [Read more...] about Maximizing Productivity During Q4: End-of-Year Strategies for Law Office Administrators
Model Client Engagement Letter
Why you need this Model Engagement Letter: An engagement letter is protection—for both the firm and the client. It prevents argument on what the firm is expected to do for the client and what the client is expected to do for the firm. So it needs to be clear, brief, and readable. How this Model Engagement Letter helps you: Use this Model Engagement Letter to educate your … [Read more...] about Model Client Engagement Letter