As legal practices handle sensitive client information, ensuring the confidentiality, integrity, and availability of this data is paramount. A comprehensive audit of data security and privacy practices helps identify vulnerabilities, ensure compliance with relevant laws and regulations, and implement best practices to safeguard information. Use this checklist as a guide to … [Read more...] about Law Office Data Security and Privacy Audit Checklist
Tool Box
Checklist: When a staffer departs
When a staff member leaves the law office, it’s important to ensure a smooth and secure transition. This checklist will help you cover all the necessary steps for offboarding a departing staff member, whether they are leaving voluntarily or due to termination. 1. Documentation and Communication Collect Resignation Letter or Termination Notice Ensure that the resignation … [Read more...] about Checklist: When a staffer departs
Cheat Sheet: Quick Conflict Resolution
Workplace conflicts happen—it’s just part of working with people. As an office manager, you’re often the go-to person for keeping things from boiling over and helping everyone get back on the same page. Whether it’s a disagreement between coworkers, frustration over office policies, or just a simple miscommunication, knowing how to step in the right way can make a big … [Read more...] about Cheat Sheet: Quick Conflict Resolution
Safety Briefing: How to weather winter storms
Stormy weather, with snow, ice, rain and wind are a distinct possibility this time of year. You can use this sample safety briefing to remind your staff to keep themselves, their families, patients and co-workers safe during winter storms. Subject: Winter Storm Emergency Safety Briefing Dear [Law Office Staff], As we approach the winter season, it is crucial … [Read more...] about Safety Briefing: How to weather winter storms
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
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
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