Showing posts from November, 2019

Organizing Estate Documents

Organizers are binders that can help gather important data and documents that will be needed in case of disability or death. Organizers usually include lists of advisors, assets, debits, passwords, and preferences for personal care and finances. Click here for an article about a binder help organize personal information and documents for family members, caregivers, and advisors.  

Marketing Checklists

Marketing plans help firms attract clients and retain existing ones.  The best plans set specific targets and measures progress towards achieving them.   They include timetables for using marketing tactics like networking, publishing, and public speaking.  Set aside sufficient time and money to ensure that your plan succeeds. Use the plan to be  proactive rather than reactive. Get started by review the resources listed below, including a  year-by-year plan for associates and a checklist for solos and small firms.   Articles Strategies to Grow Your Practice   Law Firm Marketing Tactics Writing a Business Development Plan Books Lawyers Guide to Marketing on the Internet . Checklists Associates Checklist Checkist for Solos and Small Firms

Conducting Legal Checkups

Legal checkups are a win-win for lawyers and their clients. Checkups enable firms to alert clients to opportunities for avoiding problems with a lawyer's help. Legal specialties suited to checkups include corporate, estate, employment, family, and real estate practices. Below are resources for conducting checkups for individuals, businesses, and non-profit organizations. The resources include articles, books, forms, and websites  for conducting checkups for legal checkups.  Articles Businesses Conducting Elderly Guidelines Issues Veterans Reasons Timing Books Legal Compliance Checkups Promoting Preventive Legal Health Forms Morningstar Mann Firm Mosten Firm NSW PracticePro Slideshare US Legal Forms Websites Canadian Bar Association American Federation of Government Workers

Conducting Managerial Audits

Managerial audits help organizations avoid malpractice by assessing procedures and processes. Law firms of all sizes can use managerial audits to implement best practices in the office and the courtroom. Below are tips for conducting a managerial audit and resources for implementing them.   Tips Checklist - create an audit questionnaire to identify strengths and weaknesses.  Frequency - conduct audits as a year-end review in December to assess progress and identify opportunities for improvement. Scope . - cover accounting, calendaring, communicating, marketing, personnel, and technical matters.   Report - prepare a checklist or a report  of findings and goals for improvement.  Articles Personal Development Plan Conducting a Managerial Audit Year-End Evaluations   Using Self-Assessments to Enhance Competency   Forms Business Colorado Bar   DC Bar Resources Management Assistance Programs Law Firm Consultants   Software Vendor

Using Checklists

Checklists have become popular method of getting things done properly in the accounting, construction, education, and healthcare. Read articles about using checklists to better serve clients  and  tips for using checklists to avoid problems . See sample checklists for  practice management , file management , and starting la law practice . Read the ABA's book about Checklists for Lawyers  and Forms, Checklists and Procedures for the Family Lawyer .

Getting Organized

Getting organized can help you improve your productivity and reduce stress. Techniques include creating checklists, managing by objectives, and setting deadlines, Get smarter by reading articles about apps for organizing ,  de-cluttering emai l,  organizing for lawyers , using checklists ,  proven strategies , using personal technology , and time management . For in-depth study, read books like   the ABA’s  Guide to Lawyer Well Being , CAP’s  Organized Lawyer  and Penguin’s Getting Things Done .