Unpaid invoices and overdue accounts can lead to cash flow issues, hinder business growth, and strain client relationships. Consider these strategies to help you keep receivables low and improve the overall financial stability of your firm. Clear and Detailed Fee Agreements The foundation of any successful receivables management strategy begins with transparent and … [Read more...] about Could you be doing more to make your receivables less?
Client relations
Navigating challenges in billing, collections, and financial management, with the shift towards alternative fee arrangements
Navigating the complexities of billing and financial management in a law office can be challenging, particularly with the shift towards alternative fee arrangements. As a law office manager, you're at the helm of ensuring that the financial aspects of the practice run smoothly, from billing and collections to overall financial planning. First, let's talk about … [Read more...] about Navigating challenges in billing, collections, and financial management, with the shift towards alternative fee arrangements
New client onboarding checklist
Onboarding a new client effectively is crucial for setting the foundation for a successful attorney-client relationship. It ensures that all necessary information is gathered, legal obligations are met, and the client feels confident in their choice of representation. The following New Client Onboarding Checklist is designed to guide law office managers through each essential … [Read more...] about New client onboarding checklist
9 effective strategies to handle difficult clients
As a law office manager, you wear many hats, from overseeing administrative tasks to ensuring client satisfaction. One of the most challenging aspects of your role is dealing with difficult clients. Handling such clients effectively is crucial for maintaining the firm's reputation, ensuring smooth operations, and fostering a positive work environment. This article provides … [Read more...] about 9 effective strategies to handle difficult clients
Clients ask for more transparency, faster responses and value based services
Adapting to changing client expectations is a significant challenge for any law office. Clients today are more informed and have higher expectations than ever before. They demand transparency, faster responses, and value-based services. As a law office manager, it's your job to ensure that your firm meets these expectations and maintains strong client … [Read more...] about Clients ask for more transparency, faster responses and value based services
To-Dos: Your July office checklist
According to best-selling author Regina Brett, "Summer is the annual permission slip to be lazy. To do nothing and have it count for something. To lie in the grass and count the stars. To sit on a branch and study the clouds." You wish! That might happen on the weekend—if you're lucky—but Monday to Friday, there's still plenty of work to do at the office. Here are some … [Read more...] about To-Dos: Your July office checklist
Big changes: How to navigate a law office merger
The merger of law offices is a significant event that can reshape the landscape of a legal practice. As a law office manager, you play a central role in ensuring a smooth transition during this process. Office mergers present unique challenges and opportunities, and this article aims to provide guidance on how to navigate them effectively. Understanding the Merger … [Read more...] about Big changes: How to navigate a law office merger
How to use client exit surveys to improve service and increase revenue
Don't close out a matter without measuring the client's satisfaction. Do that with a survey that covers everything from the legal services to the freshness of the coffee. A survey gathers information that can help the firm do a better job. It highlights the areas of excellence. And it reveals the areas of dissatisfaction clients don't mention—except to other … [Read more...] about How to use client exit surveys to improve service and increase revenue
Manager Briefing: Extreme heat emergency protocols
Objective: To ensure the safety and well-being of staff and clients during extreme heat weather conditions through comprehensive planning, immediate response actions, and continuous monitoring. Preparation Emergency Plan Develop and/or update the office’s emergency plan to include protocols specific to extreme heat. Ensure all staff are familiar with the plan and … [Read more...] about Manager Briefing: Extreme heat emergency protocols
Turbocharge your firm’s client intake system
The intake process serves as the gateway to your law firm's client relationships. It's the first impression potential clients have of your firm and plays a crucial role in shaping their overall experience. An efficient and client-focused intake system not only streamlines your firm's operations but also fosters trust and satisfaction among clients. 1. Streamline and digitize … [Read more...] about Turbocharge your firm’s client intake system