Even in the busiest law practices, taking time once a month to review your financials can prevent costly mistakes and keep the firm on solid ground. This checklist gives you a simple, structured way to stay on top of the numbers—whether you're tracking revenue, monitoring expenses, or making sure compliance obligations are met. Think of it as your monthly tune-up to keep the … [Read more...] about Monthly Financial Review Checklist
Tool Box
“The Client Was Rude—Now What?” Teaching Staff How to Navigate Difficult Conversations
Real-world scripts and de-escalation strategies for law office managers Even the best law firms will eventually face a client who’s frustrated, emotional—or just plain rude. Legal services are high-stakes, high-stress, and often high-cost, so it's no surprise that tensions sometimes spill over onto front desk staff, paralegals, or even the office manager. When that happens, … [Read more...] about “The Client Was Rude—Now What?” Teaching Staff How to Navigate Difficult Conversations
Preventing Workplace Harassment: Policies Every Law Office Needs
Introduction Workplace harassment is a serious issue that can disrupt your law office, damage morale, and expose your firm to legal risks. As a law office manager, it’s your responsibility to implement and enforce strong policies that protect employees and create a safe, professional work environment. Here are the essential policies every law office should … [Read more...] about Preventing Workplace Harassment: Policies Every Law Office Needs
January To-Do List for a Busy Law Office Manager
January marks the start of a new year, bringing opportunities to review, plan, and set your law office up for success. It’s the ideal time to address lingering tasks from the previous year while laying the groundwork for a productive and efficient year ahead. Here’s a detailed to-do list tailored to the needs of a busy law office manager. 1. Year-End Wrap-Up Ensure … [Read more...] about January To-Do List for a Busy Law Office Manager