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
Technology
Prove tech competency at your law firm
By Doug Striker Clients are increasingly asking law firms to prove tech competency before signing contracts for work. Why? Because they know that good tech skills translate into more efficient production, which translates into more bang for their buck. Simply put: Clients don’t want to pay high hourly rates if the people producing the work don’t know how to, say, format a … [Read more...] about Prove tech competency at your law firm
Why Every Office Manager Should Create Standard Operating Procedures (SOPs)
You’re the hub of activity and the go-to problem solver when you are an office manager. You’ve probably answered the same questions more times than you can count or had to troubleshoot chaos when key team members were out of the office. These scenarios—and many more—underscore the critical need for Standard Operating Procedures (SOPs) in your office. SOPs might not … [Read more...] about Why Every Office Manager Should Create Standard Operating Procedures (SOPs)
Building a Future-Ready Law Office: How to Embrace New Legal Tech Without Disrupting Your Team
Adopting new technology can feel a little like trying to fix a moving car. You know your law office needs to stay competitive, efficient, and secure, but introducing change without causing confusion—or outright resistance—can be tricky. The good news is, you can guide your team through a tech transition smoothly by being intentional about how you approach it. Start by … [Read more...] about Building a Future-Ready Law Office: How to Embrace New Legal Tech Without Disrupting Your Team
How to Develop an Effective Knowledge Management System for Your Law Office
If you’ve ever watched your team spend too much time digging for a document, asking around for a template, or reinventing the wheel on routine tasks, you already know why knowledge management matters. An effective system makes your law office smarter, faster, and more consistent—and building one doesn’t have to be overwhelming if you approach it step-by-step. Start by … [Read more...] about How to Develop an Effective Knowledge Management System for Your Law Office
Is AI Pushing You Into a Career Change?
By Lynne Curry Tish spent fifteen years as a legal assistant. She’d honed her skills and mastered the ins and outs of case files and court scheduling. She knew the quirks of each of her senior partners. A year ago new software rolled in—AI tools that scanned thousands of pages of case law in seconds, summarized legal documents with eerie precision, and auto-generated … [Read more...] about Is AI Pushing You Into a Career Change?
Time to Talk Time Off: Getting Summer Vacations on the Calendar
April is the perfect time to get ahead of the summer scramble by nailing down everyone’s vacation plans. As an office manager, you know that warm weather brings sunshine, sandals—and a flurry of PTO requests that can leave you short-staffed if you’re not careful. The earlier you start organizing summer schedules, the smoother the season will be for everyone. Here’s how to … [Read more...] about Time to Talk Time Off: Getting Summer Vacations on the Calendar
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
The Benefit of a Wind-Down Ritual
By Camille Stell Transitioning from work to home was never something I had to think about. In the before (pandemic) times, I stepped away from work by getting in my car for an hour commute. I thought about my day, but I also began to naturally transition away from my work mindset. I listened to music or a podcast, I ran errands, or thought about meal planning, and by the … [Read more...] about The Benefit of a Wind-Down Ritual
How to Assess Tech Skills When Hiring Law Office Administrators
Making Sure Candidates Can Navigate Case Management Software, E-Filing Systems, and Other Legal Tech Tools Hiring the right law office administrator means finding someone who not only understands legal procedures but is also tech-savvy enough to keep your office running smoothly. From case management software to e-filing systems, legal technology plays a major role in today’s … [Read more...] about How to Assess Tech Skills When Hiring Law Office Administrators