Law Office Manager

Tool Box

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

How to Implement a Leave Donation Program to Support Employees Affected by Disaster

As a law office manager, you're responsible for ensuring smooth operations and the well-being of your team. One way to support your employees during difficult times is by creating a catastrophic leave program. This program allows staff members to donate their unused leave time to a colleague who is facing a serious illness or emergency, offering them the chance to maintain … [Read more...] about How to Implement a Leave Donation Program to Support Employees Affected by Disaster

January To-Do List for a Busy Law Office Manager

January marks the start of a new year, bringing opportunities to review, plan, and set your law office up for success. It’s the ideal time to address lingering tasks from the previous year while laying the groundwork for a productive and efficient year ahead. Here’s a detailed to-do list tailored to the needs of a busy law office manager. 1. Year-End Wrap-Up Ensure … [Read more...] about January To-Do List for a Busy Law Office Manager

Top 10 Essential Skills Every Law Office Manager Needs to Succeed in 2025

As a law office manager, you play a pivotal role in keeping your firm running smoothly. Whether you're juggling case schedules, overseeing staff, or ensuring compliance with ever-changing regulations, your skill set is the backbone of the office. In 2025, the expectations are higher than ever, and honing these 10 essential skills can set you apart and ensure your success. 1. … [Read more...] about Top 10 Essential Skills Every Law Office Manager Needs to Succeed in 2025

Winter Safety Checklist for Parking Lots, Walkways, and Office Entrances

Winter weather can present significant safety challenges for office managers, employees, and visitors alike. Snow, ice, and freezing temperatures increase the risk of slips, trips, and falls, making it essential to take proactive measures to maintain safe and accessible conditions around your office. This comprehensive Winter Safety Checklist will help you address potential … [Read more...] about Winter Safety Checklist for Parking Lots, Walkways, and Office Entrances

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

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