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
Billing & collections
7 projects to tackle in September
As the summer winds down and the pace picks up, September is the perfect time to dive into projects that will set your law office up for success in the months ahead. Here are seven key projects to focus on that will help you streamline operations, boost efficiency, and ensure that your team is prepared for the busy fall season. 1. Review and Update Case Management … [Read more...] about 7 projects to tackle in September
Monthly financial review checklist for a law office
Staying on top of your law office’s finances is crucial for long-term success. A well-structured monthly financial review ensures that you're not just meeting immediate financial needs but also planning effectively for the future. This checklist is designed to guide you through the key areas that require attention each month, from tracking expenses and revenue to assessing cash … [Read more...] about Monthly financial review checklist for a law office
How to help your staff become more financially literate
In a law office, financial literacy among staff is crucial for maintaining smooth operations and ensuring the firm’s financial health. When staff understand financial principles, they can contribute to better budget management, more accurate billing, and overall operational efficiency. Here’s how you can help your law office staff become more financially literate: 1. … [Read more...] about How to help your staff become more financially literate
Getting ahead: Tasks to tackle in the last two weeks of August
As a law office manager, you know that September often brings a surge of activity. Whether it’s new cases, court dates, or the ramping up of ongoing projects, the post-summer period can be intense. That’s why the last two weeks of August are the perfect time to focus on tasks that will set your office up for success in the months ahead. Here are some key jobs to consider … [Read more...] about Getting ahead: Tasks to tackle in the last two weeks of August
How to prioritize law firm management tasks
By Elizabeth M. Miller bio What's the most important task you have to tackle today? Do you have so many you can't decide which to address first? In law firms, priorities change from day to day and even moment to moment. The truth of the matter is that there are often competing priorities. And unless there is an obvious crisis, it's sometimes not that easy to decide which … [Read more...] about How to prioritize law firm management tasks
6 realities about client billing and how to address them
By Elizabeth M. Miller bio Nothing strikes a nerve with clients more than having to pay legal fees. I am not sure why, but some clients think it is acceptable to expect their lawyers to work for free, something they don't expect anyone else to do. In today's economy, clients are looking for reduced legal fees and results. Value billing and flat fee billing structures are … [Read more...] about 6 realities about client billing and how to address them
Spreadsheet savvy is vital to law office administration
In the dynamic landscape of legal administration, adept management of data and information is paramount. Law office managers serve as the backbone of law firms, ensuring smooth operations, client satisfaction, and adherence to regulatory requirements. Amidst the myriad responsibilities they shoulder, proficiency in utilizing spreadsheets emerges as a cornerstone skill, … [Read more...] about Spreadsheet savvy is vital to law office administration
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
10 ways to boost profitability for your law office
In today's competitive legal landscape, maintaining profitability is essential for the growth and sustainability of your practice. Effective management not only improves the bottom line but also enhances client satisfaction and staff productivity. To help you achieve these goals, we have curated a list of 10 proven strategies to boost your law office's profitability. These … [Read more...] about 10 ways to boost profitability for your law office