Law Office Manager

Client relations

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

Administrator a key player in firm’s ethics and integrity

A law office administrator plays a vital role in maintaining the ethical standards and integrity of the firm. Your responsibilities encompass a range of tasks that have a direct impact on the firm's reputation, client relationships, and overall success. Here are key ethical considerations that should guide your actions and decisions as a law office … [Read more...] about Administrator a key player in firm’s ethics and integrity

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

Sending Holiday Cards? It’s Time to Get Cracking!

Sending holiday cards is a thoughtful way to show appreciation to your clients, colleagues, and business partners. With the end-of-year rush fast approaching, it’s important to start planning now to ensure everything goes smoothly. Here’s how you can break down the project so your cards are ready and out the door by early December. 1. Build Your List in Early November Begin … [Read more...] about Sending Holiday Cards? It’s Time to Get Cracking!

How to help set up a lawyer blog to market your firm

Assisting a lawyer in creating a legal blog can be a rewarding project, enhancing the law firm’s visibility and establishing the attorney as a thought leader in their practice area. As a law office administrator, your role will be crucial in streamlining this process. Here’s how you can effectively assist: 1. Identify the Blog's Purpose Help the lawyer clarify the blog’s … [Read more...] about How to help set up a lawyer blog to market your firm

9 ways to maximize collections and boost revenue

Maximizing collections is crucial for maintaining a healthy cash flow and sustaining the growth of your firm. By implementing strategic initiatives and adopting proactive approaches, you can significantly boost your collection efforts. In this article, we will guide you through essential tips and best practices to help you optimize collections and increase revenue for your law … [Read more...] about 9 ways to maximize collections and boost revenue

10 ways your law firm can observe Pro Bono Week 2024

Pro Bono Week, sponsored by the American Bar Association’s Standing Committee on Pro Bono and Public Service, is a national celebration that highlights the outstanding volunteer work lawyers provide to those who cannot afford legal services. It's a week dedicated to recognizing the importance of pro bono work and encouraging attorneys to give back to their communities, such as … [Read more...] about 10 ways your law firm can observe Pro Bono Week 2024