It's that time of year when law firm administrators must start planning how to invest their resources to meet next year's expectations. And the only way to do that is with a realistic budget. Here are some tasks you can address this month to help you get a sense of where the firm's at now, so that you can realistically plan for where you want it to go. Assemble your 2024 … [Read more...] about TO-DOs: Your October office checklist
Tool Box
Model Employee Social Networking Policy
Why you need this model policy: This model policy will help you protect your practice from the potential threat posed by employee blogging, tweeting, Instagramming, and other social networking. How this model policy helps you: The key to protecting your practice is by implementing clear and specific policies to establish your right to discipline employees for social network … [Read more...] about Model Employee Social Networking Policy
To-Dos: Your August office checklist
The middle of summer is a great time for tackling projects that you can't get to during the rest of the year. Here are a few suggestions: Ensure that data security is covered in your employee handbook, employee training, and BYOD policy. Include computer files as part of your summer office clean-up. Start planning for the last quarter of the year in terms of collections … [Read more...] about To-Dos: Your August office checklist
Information Security Checklist for Small Businesses
Why you need this checklist: This checklist, created by Sensei Enterprises, Inc., will help you identify what your cybersecurity program must address. How this checklist helps you: This checklist will help you pinpoint your cybersecurity policy's strengths and weaknesses. How to use this checklist: Print off this checklist and review it with members of your cybersecurity … [Read more...] about Information Security Checklist for Small Businesses
Model Client Satisfaction Survey
Why you need this model survey: Clients demand value and, in this competitive market, you need to find out if you are meeting your clients' needs and giving value for the fees you receive. A client survey is a relatively easy way to get this information. How this model survey helps you: The insight that these surveys provide is priceless and can be used to enhance client … [Read more...] about Model Client Satisfaction Survey
Model Notice: Alcohol consumption at firm’s party
Why you need this notice: Holiday and other office parties often include alcohol, and excessive alcohol consumption poses risks for employees. How this notice helps you: By letting employees know about your concerns for their safety, and providing recommendations for safe behavior, you are acting responsibly. How to use this notice: Modify this notice for your firm. … [Read more...] about Model Notice: Alcohol consumption at firm’s party
Model Tool: Monthly Attorney Report
Why you need this model tool: No firm can support even an excellent attorney who isn't profitable. Superb skills alone are not enough. Each attorney has to bring in a profit, and the numbers show in plain dollars and cents what profit each attorney is producing. How this model tool helps you: This simple chart tracks the monthly and yearly profitability of each … [Read more...] about Model Tool: Monthly Attorney Report
Workplace Etiquette Infographic
Click to expand Related reading: 10 tested ways to make your staff meetings more interesting and productive Six ways to keep or lose a good hire, all of them just basic management When co-workers can't get along … [Read more...] about Workplace Etiquette Infographic
Model Tool: Catastrophic Leave Program Donation Form
Why you need this form: Leave-sharing programs must meet certain criteria in order to be valid under the Internal Revenue Service's general tax rules and under various state laws. How this form helps you: A leave-sharing program must be in writing and created as a "leave bank" into which employees may deposit donated leave. How to use this form: Check with your state law to … [Read more...] about Model Tool: Catastrophic Leave Program Donation Form
Model Guide: Behavioral interview questions
Why you need this guide: When interviewing job candidates, it's essential to ascertain whether they have the knowledge and skills required for the position. How this guide helps you: This guide provides open-ended questions to ask candidates—allowing for answers that will provide the insight you seek. How to use this guide: Organized alphabetically by topic area, this guide … [Read more...] about Model Guide: Behavioral interview questions