Law client office manual

An office policies and procedures manual should be written in simple, easy to understand language. Sentences should be twenty words long or fewer. The idea is that readers can glance at the manual and quickly grasp the concepts being presented to them. writing a Manual An office policies and procedures manual is composed of two distinct sections.  · · A law firm operations and procedures manual is a document that contains your law firm’s processes and business policies. It’s critical for law office management, thoroughly outlining client acquisition, day-to-day workflows, financial systems, and more. Client Relations 12 Staff Confi dentiality 13 Appendix: Sample Forms Confi dentiality Forms 14 Outgoing Fax Log 15 Telephone Log 16 RISK MANAGEMENT HANDOUTS OF LAWYERS MUTUAL Offi ce Procedures Manual updated December File Size: KB.

An office policies and procedures manual should be written in simple, easy to understand language. Sentences should be twenty words long or fewer. The idea is that readers can glance at the manual and quickly grasp the concepts being presented to them. writing a Manual An office policies and procedures manual is composed of two distinct sections. You may want to include the following in your office manual: Client intake procedures; Billing processes; Filing and matter numbering conventions; Best practices for time tracking and productivity Your collections process Systems for running a paperless law firm; Best practice: Review and revise your law office procedures manual on a regular basis. Outline of a Law Office Manual I. Preliminaries A. Introduction to the firm 1 History of the firm 2 Mission/vision/value statement 3 Organization of the firm: list of partners, associates, and support staff; organizational chart; committees B. Law as a profession and a business 1 Commitment to quality.

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