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
Information security
10 essential tech proficiencies for law office administrators
A law office administrator's role has expanded far beyond traditional administrative duties. Navigating the digital landscape is now crucial, with a myriad of tech tools at your disposal. From case management software to cybersecurity measures, developing proficiency in these technologies can transform your workflow, boost efficiency, and elevate the entire firm's performance. … [Read more...] about 10 essential tech proficiencies for law office administrators
7 ways to protect confidential client data
As a manager of a law office, it's crucial that you prioritize the protection of confidential client information. With the increasing number of cybersecurity threats in today's digital age, it's important to implement strong security measures to ensure that your clients' data is safe. Here's some advice on how to implement effective security measures for your law office: … [Read more...] about 7 ways to protect confidential client data
A primer on document management systems
Are you wondering how to modernize your office's system of managing documents? A document management system, or DMS, refers to the tools and processes your organization uses to store and manage documents. A modern DMS will often provide robust search capabilities, metadata tagging, access controls, and increased security processes to protect files. NetDocument, a … [Read more...] about A primer on document management systems
Here’s how to hire or contract a courier/court runner
Hiring or contracting a courier or court runner is a crucial decision for a law office. These professionals play an essential role in ensuring that important legal documents, court filings, and deliveries are handled with efficiency and precision. Whether you choose to hire an employee or contract the role out, finding the right person is key. Here’s how you can recruit, … [Read more...] about Here’s how to hire or contract a courier/court runner
Recruiting, hiring, and onboarding a records manager
Hiring a records manager for your law office is a critical task. A good records manager ensures your firm’s sensitive legal documents are properly organized, stored, and compliant with all regulatory requirements. From maintaining digital archives to overseeing physical files, the role demands precision and confidentiality. Here’s how to effectively recruit, hire, and onboard … [Read more...] about Recruiting, hiring, and onboarding a records manager
The 6 essentials to include in your Business Continuity Plan to help your firm survive a disaster
By Elizabeth M. Miller bio The first thing you might be wondering is why do I need a business continuity plan? With technology being what it is today, I bet every lawyer and law firm think they have a "business continuity plan" in place already. A business continuity or contingency plan will allow a law firm to have daily access to client information, financial … [Read more...] about The 6 essentials to include in your Business Continuity Plan to help your firm survive a disaster
How to organize workflow for paperless document management
Transitioning to a paperless document management workflow can significantly enhance the efficiency, security, and environmental footprint of your law firm. With advancements in technology, creating a paperless office is more feasible and beneficial than ever. Here is a step-by-step guide on how to create a paperless document management workflow for your law firm. 1. Assess … [Read more...] about How to organize workflow for paperless document management
7 steps to effective document management
In the legal industry, documents serve as the lifeblood of cases, transactions, and client relationships. Efficient document management ensures that crucial information is easily accessible, reducing the risk of errors and missed deadlines. Moreover, a well-organized document system enhances collaboration among team members, fosters compliance with legal requirements, and … [Read more...] about 7 steps to effective document management
This is not a drill: Preparing for and responding to crises
Unexpected events can disrupt operations and jeopardize client relationships. Whether it's a natural disaster, a data breach, or a key staff member's sudden departure, the ability to respond effectively is crucial. As a law office manager, your role in crisis management is pivotal. Let's explore how to create a comprehensive crisis management plan, handle emergencies with … [Read more...] about This is not a drill: Preparing for and responding to crises