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Working with lawyers

How and when to ask a client for a referral

May 18, 2025

A new client should be a planned event, not an accident. And the most productive way to get a continuing stream of planned events is to follow an established process for generating referrals. Referrals are the highest producing form of marketing. In fact studies have shown that as many as seven out of 10 referrals turn into new clients. By contrast, cold calls for … [Read more...] about How and when to ask a client for a referral

Case Management Audit Checklist

May 13, 2025

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

Prove tech competency at your law firm

May 13, 2025

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

Enforce those billing and collection guidelines

May 13, 2025

Getting paid or not getting paid to a great extent depends on the firm’s billing and collection guidelines—and whether they are enforced. Without guidelines, the firm is asking for money loss. Billing is haphazard, collection work isn’t done regularly, personal clients aren’t always satisfied with their bills, and corporate clients may hold up payment or contest the … [Read more...] about Enforce those billing and collection guidelines

How to Manage Conflict Between Attorneys and Support Staff (Without Taking Sides)

April 29, 2025

You hear a paralegal venting to a coworker in the break room: "I can't work like this! He dumps last-minute filings on my desk and expects them done yesterday." Meanwhile, the attorney claims the assistant "just isn't responsive enough."Situations like this aren't unusual in a law office — but they can quickly escalate if not handled carefully. As the manager, you're often the … [Read more...] about How to Manage Conflict Between Attorneys and Support Staff (Without Taking Sides)

New Case Opening Checklist

April 29, 2025

Opening a new case properly sets the tone for the entire client experience and the case’s ultimate success. This checklist is designed to guide law office administrators through the critical internal steps needed to launch a new matter efficiently, securely, and in full compliance with office procedures. Completing each step ensures that attorneys and staff have everything they … [Read more...] about New Case Opening Checklist

How I Outsmart My To-Do List (with a Little Help from Tech)

April 23, 2025

By Camille Stell In the fast-paced world of small law firms, wearing multiple hats is the norm. Whether you're a paralegal juggling deadlines and client correspondence or an office manager coordinating calendars and compliance, staying organized and efficient is key. As someone who consults with law firms every day, I’ve discovered two tech tools that have transformed my … [Read more...] about How I Outsmart My To-Do List (with a Little Help from Tech)

To-Dos: Your May office checklist

April 20, 2025

It can be difficult to focus on work this month. May is when many of us come down with spring fever, yearning to get outside in the garden or the golf course. So this month's checklist is a nice balance of business and pleasure. 1. Start planning coverages for summer vacations. Many firms do not use temporary legal assistants or secretaries anymore. With stepped up … [Read more...] about To-Dos: Your May office checklist

How to Celebrate National Administrative Professionals Day

April 18, 2025

National Administrative Professionals Day, coming up on April 30, is an occasion to recognize and celebrate the hardworking administrative professionals who keep your office running smoothly. As an office manager, this day is an opportunity to show your appreciation for the critical role your administrative staff plays in the success of the organization. Here’s why National … [Read more...] about How to Celebrate National Administrative Professionals Day

Stress Awareness Month: A Chance to Foster Openness and Support

April 18, 2025

April is Stress Awareness Month, an observance that’s been held every year since 1992 and is sponsored by the Stress Management Society. As an office manager, this is a valuable opportunity to shine a light on a topic that affects everyone—especially in fast-paced, high-pressure workplaces. By using this month to acknowledge stress and talk openly about it, you can take … [Read more...] about Stress Awareness Month: A Chance to Foster Openness and Support

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Your Career

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Administrator a key player in firm’s ethics and integrity

10 steps to build your confidence as a new office manager

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Do I Fire A Staffer Who Doesn’t Deserve It?

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