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Tools

Sample Survey: Client Feedback

May 27, 2025

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

Employee Safety Briefing: Ensuring a safe work environment in our law office

April 20, 2025

Dear Team, At [Law Firm Name], our top priority is the well-being and safety of our employees. We recognize that maintaining a safe work environment is crucial for our collective success. In light of this, we would like to provide you with important information and guidelines to ensure your safety while working at our law office. This briefing incorporates recommendations … [Read more...] about Employee Safety Briefing: Ensuring a safe work environment in our law office

Model Policy: Workplace violence and office security

August 14, 2024

It has become imperative, and in many states a legal requirement, that employers implement programs to prevent violence at the workplace. The centerpiece of the prevention effort is to adopt a written policy on workplace violence. … [Read more...] about Model Policy: Workplace violence and office security

Safety briefing – Preventing slips, trips, and falls

January 24, 2024

Dear [Practice Name] Team, Ensuring a safe and secure work environment is our top priority. To maintain a hazard-free workplace, it's essential that we all take proactive measures to prevent slips, trips, and falls. These incidents can lead to injuries that affect both individuals and overall productivity. Here are some guidelines to help you stay safe and prevent … [Read more...] about Safety briefing – Preventing slips, trips, and falls

Model Policy: Substance Abuse and Fitness for Duty

November 11, 2020

Workplace substance abuse remains a major challenge for law offices. Although sound in principle, the traditional zero tolerance policy is ill-suited to the legal complexities of the modern world. This is especially true in states that have legalized marijuana. You can still take a clear and firm line on employee drug and alcohol abuse for the purpose of health and safety. But … [Read more...] about Model Policy: Substance Abuse and Fitness for Duty

Model Policy: Employee computer use and social networking

October 3, 2014

Why you need this policy: The law governing your right to discipline employees for the things they say on blogs and social networks is still in its infancy stages. But even from the early cases, it has become clear that online conversations are not simply private matters. There's a big difference between bad mouthing a company, supervisor or colleague to a friend in a bar over … [Read more...] about Model Policy: Employee computer use and social networking

Model Policy: Telecommuting

August 1, 2014

Why you need this policy: Telecommuting offers significant business advantages to a law firm. But it also comes with some liability challenges for employers who choose to offer telecommuting. How this policy helps you: The best way to avoid the 8 pitfalls of telecommuting is to establish a policy that sets out clearly the arrangement, the expectations and the criteria for … [Read more...] about Model Policy: Telecommuting

Model Tool: New matter intake form

August 1, 2014

Why you need this form: Before accepting a new matter from an existing client, you should obtain as much information about the new case as possible. This process, known as "case screening," can help you avoid many potential problems. How this form helps you: The New Matter Intake Form will not only help you quickly identify whether or not the subject matter is within your area … [Read more...] about Model Tool: New matter intake form

Model Tool: New client intake form

August 1, 2014

Why you need this form: Before accepting a client, you should obtain as much information about both the client and the subject matter as possible. This process, known as "client screening" can help you avoid many potential problems. How this form helps you: The New Client Intake Form will not only help you quickly identify whether or not the subject matter is within your area … [Read more...] about Model Tool: New client intake form

Model Policy: Nondiscrimination and diversity

May 8, 2014

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

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Current Issue

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Law Firm Culture: What It Is—and Why It Matters More Than You Think

Client Communication Is Evolving—Is Your Law Office Keeping Up?

July Is a Great Month to… Tackle What Gets Overlooked the Rest of the Year

Streamline the Hiring Process with Technology

Technology and equipment maintenance checklist for a law office

Your Career

Law Firm Culture: What It Is—and Why It Matters More Than You Think

How to Delegate Without Micromanaging

Dealing with Mean Girls and Mood Leeches

You should learn your way around office politics

Why “Thank You” Matters More Than You Think

Deliver Your Message

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