As the second quarter of the year begins, April presents the perfect opportunity to refresh your law office’s operations, tie up loose ends from the first quarter, and get ahead of upcoming projects. Tax deadlines, compliance checks, and office efficiency improvements should all be on your radar this month. Use this to-do list to stay proactive and ensure your law office is in … [Read more...] about Your April To-Do List for a Smooth-Running Law Office
toolbox
Case file organization checklist for law office administrators
Maintaining an organized and efficient case file management system is essential to ensuring that your team can work effectively and that clients receive the best possible representation. This checklist is designed to help you streamline the process, minimize errors, and keep everything running smoothly. Whether you're dealing with physical files, digital records, or a … [Read more...] about Case file organization checklist for law office administrators
Safety Briefing: How to weather winter storms
Stormy weather, with snow, ice, rain and wind are a distinct possibility this time of year. You can use this sample safety briefing to remind your staff to keep themselves, their families, patients and co-workers safe during winter storms. Subject: Winter Storm Emergency Safety Briefing Dear [Law Office Staff], As we approach the winter season, it is crucial … [Read more...] about Safety Briefing: How to weather winter storms
New client onboarding checklist
Onboarding a new client effectively is crucial for setting the foundation for a successful attorney-client relationship. It ensures that all necessary information is gathered, legal obligations are met, and the client feels confident in their choice of representation. The following New Client Onboarding Checklist is designed to guide law office managers through each essential … [Read more...] about New client onboarding checklist
Staff training quiz: Managing client funds
Questions: What are client trust accounts used for in a law office? a) Personal savings of the attorneys b) Holding and managing client funds for legal matters c) Paying office expenses d) Making personal investments True or False: Client funds should always be kept separate from the law firm's operating funds. When should client funds be deposited into the trust … [Read more...] about Staff training quiz: Managing client funds
Mid-November Checklist for Your Holiday Staff Party
Hosting a staff party is a great way to celebrate achievements, recognize hard work, and strengthen bonds among team members in a law office. For a law office administrator, mid-November is an ideal time to make sure all plans are on track and that no detail is overlooked. This checklist is tailored to help you organize every aspect of the event, from finalizing the guest list … [Read more...] about Mid-November Checklist for Your Holiday Staff Party
Your travel itinerary template
Use this template to organize all essential details for business trips, ensuring everything is streamlined, from flights to meetings. Traveler Information Name: Position: Travel Dates: Purpose of Trip: Flight Details Departure Flight: Airline: Flight Number: Departure Date & Time: Departure Airport: Arrival Airport: … [Read more...] about Your travel itinerary template
Sample Survey: Client Feedback
Obtaining client feedback is crucial for a law office as it serves multiple vital purposes in maintaining and improving the quality of legal services. Firstly, client feedback provides valuable insights into the overall client experience, allowing the law office to identify areas of strength and areas that may require improvement. This information is invaluable in enhancing … [Read more...] about Sample Survey: Client Feedback
Monthly financial review checklist for a law office
Staying on top of your law office’s finances is crucial for long-term success. A well-structured monthly financial review ensures that you're not just meeting immediate financial needs but also planning effectively for the future. This checklist is designed to guide you through the key areas that require attention each month, from tracking expenses and revenue to assessing cash … [Read more...] about Monthly financial review checklist for a law office
Manager Briefing: Extreme heat emergency protocols
Objective: To ensure the safety and well-being of staff and clients during extreme heat weather conditions through comprehensive planning, immediate response actions, and continuous monitoring. Preparation Emergency Plan Develop and/or update the office’s emergency plan to include protocols specific to extreme heat. Ensure all staff are familiar with the plan and … [Read more...] about Manager Briefing: Extreme heat emergency protocols