Winter weather can present significant safety challenges for office managers, employees, and visitors alike. Snow, ice, and freezing temperatures increase the risk of slips, trips, and falls, making it essential to take proactive measures to maintain safe and accessible conditions around your office. This comprehensive Winter Safety Checklist will help you address potential … [Read more...] about Winter Safety Checklist for Parking Lots, Walkways, and Office Entrances
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How to Give Your Collections Engine a Tuneup
When your collections process is humming along, cash flow stays steady, and everyone from partners to vendors feels confident. But over time, even the most efficient collections system can start to sputter. Let’s talk about how to give your collections machine a tuneup so you can keep your financial engine running strong. 1. Revisit Your Billing and Invoicing Processes Start … [Read more...] about How to Give Your Collections Engine a Tuneup
End-of-Year Compliance Review Checklist
As the year draws to a close, it’s the perfect time for law office administrators to take stock of compliance practices and ensure the firm is on solid ground heading into the new year. From trust accounting to CLE compliance, a thorough review can help identify any overlooked details, maintain regulatory standards, and set a strong foundation for the months ahead. Use this … [Read more...] about End-of-Year Compliance Review Checklist
Performance Reviews: Love Them, Hate Them, or Just Survive Them
Managers have mixed feelings about performance reviews, reflecting both their potential benefits and significant challenges. Many recognize the importance of performance reviews for employee development and organizational alignment. However, traditional review methods often come under criticism for being ineffective and overly time-consuming ... and stressful for both … [Read more...] about Performance Reviews: Love Them, Hate Them, or Just Survive Them
How to Shine at Business Social Events
The holiday season brings plenty of opportunities to network and leave a positive impression at business social events. For law office administrators, these gatherings are not just festive—they're strategic moments to strengthen relationships, showcase your professionalism, and represent your firm’s culture. Here’s how to navigate them with poise and confidence: 1. Dress the … [Read more...] about How to Shine at Business Social Events
Maximizing LinkedIn (and Some Other Networks) for Your Success
LinkedIn has evolved into a powerful platform for professionals across industries, including law office administrators. Whether you’re looking to excel in your current role or position yourself for advancement, mastering LinkedIn can make a meaningful difference in how you present yourself, network, and grow professionally. Here’s how to make the most of LinkedIn in your … [Read more...] about Maximizing LinkedIn (and Some Other Networks) for Your Success
HR Update: Employers Deploy the Perk Police
By Lynne Curry Question: My employer fired me this morning for an “offense” so minor it’s laughable—especially since dozens of other employees do the same thing. Here’s what happened. My employer issues meal vouchers employees can use if they have pizza or sandwiches delivered to them at their desks when they’re working through lunch or into the evening. Since I … [Read more...] about HR Update: Employers Deploy the Perk Police
Case Management Audit Checklist
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
Sample client intake checklist
Client Information Full Name of Client: Date of Birth: Gender: Contact Information: Mailing Address: Phone Number: Email Address: Preferred Method of Contact: Case Information 5. Type of Case: Case Number (if applicable): Date of Incident (if applicable): Jurisdiction (City/County/State): Opposing Party (if known): Referring … [Read more...] about Sample client intake checklist
How to Unplug from Work Over the Thanksgiving Holiday
Thanksgiving is almost here, and as a law office administrator, you’re no stranger to the fast-paced nature of your role. From managing deadlines to keeping operations seamless, it’s easy to let work take over your time. But even the most dedicated administrators need a chance to recharge. Thanksgiving offers a perfect opportunity to step back, enjoy the holiday, and return … [Read more...] about How to Unplug from Work Over the Thanksgiving Holiday