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
Tool Box
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
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
Law Office Staff Meeting Agenda and Minutes Template
Here’s a staff meeting agenda and minutes template tailored for a law office administrator. This template is structured to facilitate focused, productive meetings and to keep all team members informed of updates, priorities, and action items. Meeting Details Date: ___________________________ Time: ___________________________ Location: … [Read more...] about Law Office Staff Meeting Agenda and Minutes Template
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
CHECKLIST: 8 High-Impact Projects for November
November is a crucial month for getting organized, closing out projects, and preparing for the year ahead in any law office. With the holiday season around the corner, it’s also the last stretch to tie up loose ends before December gets hectic. Here are some high-impact tasks to check off your list this month, so you can wrap up the year smoothly and set the foundation for an … [Read more...] about CHECKLIST: 8 High-Impact Projects for November
6 steps to creating a quarterly client satisfaction survey
Maintaining strong client relationships is essential to the success of your firm. One of the most effective ways to gauge client satisfaction and identify areas for improvement is through regular feedback. A Quarterly Client Satisfaction Survey will help you consistently collect and analyze feedback to ensure that your firm delivers top-tier legal services while addressing … [Read more...] about 6 steps to creating a quarterly client satisfaction survey
Sample Policy: Halloween Costumes
Creating a policy for dressing up for Halloween in a law office is important to ensure that employees maintain professionalism while still having the opportunity to enjoy the holiday. Here's a suggested policy: [Law Office Name] Halloween Dress-Up Policy Purpose: The purpose of this policy is to allow employees to participate in Halloween festivities while maintaining a … [Read more...] about Sample Policy: Halloween Costumes
Model Client Engagement Letter
Why you need this Model Engagement Letter: An engagement letter is protection—for both the firm and the client. It prevents argument on what the firm is expected to do for the client and what the client is expected to do for the firm. So it needs to be clear, brief, and readable. How this Model Engagement Letter helps you: Use this Model Engagement Letter to educate your … [Read more...] about Model Client Engagement Letter
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