Legal Office System: Maximizing Efficiency

As your legal practice evolves and grows with more clients, it is important, and rather necessary, to implement efficient and effective office management systems so you may best serve your clients and maintain a healthy work and life balance. Attend this program and learn the best practices on how to: automate, and also personalize, your client intake; process a case through your office and utilize staff time; create and maintain boundaries to better serve your clients and yourself; use technology within your office systems; create forms; and establish roles within the office and end the attorney/client relationship.

Attorneys from all levels of experience and practice areas who are looking to increase efficiency and create or improve intra-office case processing systems are encouraged to attend this program.

Learning Objectives:

• Delineate how to automate, and also personalize, client intake
• Understand how to process a case through your office and utilize staff time
• Investigate creating and maintaining boundaries, allowing you to serve clients better and live your best life
• Explore the use of technology within office systems
• Learn how to create a repeat form
• Discuss case closure