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MANAGEMENT RESOURCES

 

Facilities Management

Twenty-Five Lease Terms a Tenant Representative Can Help You With

Conklin, Robert E.  This article gives definitions of 25 property lease terms that will help you better understand the language of your lease.

Moving Your Law Firm

Neitzel, Lisa L. Surviving an office relocation depends on careful planning well in advance of the actual move date. This article gives an overview of the details that need to be considered and offers suggestions on ways in which to involve staff members.

Law Department Office Space – An Altman Weil Flash Survey

The idea for this survey arose when a number of General Counsel asked about law department office trends. Corporation-wide space efficiency and cost cutting measures are causing a number of corporate law departments to move some or all of their lawyers into cubicles.

Buying Tips for Postage Meters

Keenan, Michael Arithurai, Dinasha The USPS has established a deadline of December 31, 2006 for all rotary postage meters to have the enhanced security (Timeout) feature. These tips can help you make a wise buying decision as you look to upgrade your current postage meter.

Financial Management

 

Critical List of Internal Control Points

 

Managing Client Trust Accounts Manual & Workbook

 

Recreated Safekeeping Property SCR Rules

 

 

 

General Administration

 

Antitrust Guide

Association of Legal Administrators (ALA). This article discusses antitrust rules, which affect professional associations.

 

Good Clients Gone Bad – When Clients Don’t Pay: Collecting Your Firm’s Receivables.

Pasch, Robert, Esq. This article discusses collecting law firm receivables.

 

Disposition of Closed Client Files E-98-1

Basting, Thomas J., Esq. This document is Formal Opinion E-98-1, which discusses the State Bar of Wisconsin’s Disposition of Closed Client Files.

 

Records Retention and Disposal of Files Policy

This document is an example policy for records retention and file disposal.

 

Example Notice to Client re Storage of Files

This document is an example form for client notification regarding file storage policy.

 

Example Letter re Disposal of File

This document is an example letter regarding notice to client of file storage.

 

Free Resources – Courtesy of the Badger State

Dedolph, Jennifer.  This article provides information regarding locating research information on a vast array of topics.

 

Do You Have the Right Tools to Effectively Manager Your Law Firm Today?

Gleason, Maureen. This article provides information regarding tools to effectively manage a law firm. Topics include personnel and technology.

 

Are Wisconsin Administrative Decisions Online?

Schmitt, Carol. This article discusses how administrators can find Wisconsin agency decision on-line. Categories covered include employment, ethics, licensing, tax, hearings, grievances and awards.

 

Librarians Save Time and Money for the Attorneys and Clients

Selden-Huston, Kellee. This article describes the importance and value of finding the right research resources.

 

Human Resources Management

I-9 Verification of Employment [Nov 2007]

Department of Labor issues Final COBRA Regulations

 

Employee Theft

 

Are Your Group Health Plans HIPAA Compliant?

 

Is Your Organization an Employer of Choice?

Tatlock, Todd. This article provides a checklist on how law firms rank as being an employer of choice.

 

Employee Performance Evaluation

This is an example of an employee performance evaluation.

 

Employee Performance Evaluation 2

This is an example of an employee performance evaluation which includes support staff, paralegal and associate review formats.

 

Employee Performance Review

This is an example of an employee performance evaluation.  It includes a section for reviewing the Administrator.

 

Staff Evaluation Questionnaire

This is an example of a staff evaluation questionnaire.

 

Support Staff Evaluation

This is an example of a support staff performance evaluation.

 

Support Staff Evaluation 2

This is an example of a performance summary for legal support staff.

 

Support Staff Evaluation 3

This is an example of an employee performance evaluation.

 

Support Staff Self-Evaluation

This is an example of a support staff self-evaluation form.

 

Support Staff Self-Evaluation 2

This is an example of a performance self-evaluation.

 

Marketing

An Enlisting Approach.

To Sponsor or Not to Sponsor.

Marketing Your Law Firm

Experiencing The Benefits of Public Relations

 

The Five Biggest Marketing Mistakes Law Firms Make

Tooher, Nora Lockwood . This article summarizes what four leading legal marketing experts (Calloway, Kane, Bodine, Riskin) consider to be the five biggest mistakes that law firms make in marketing their firms and how to fix them.

 

The “Big Picture” Ten Questions CMOs must be Ready to Answer

Gary, Richard.

 

Technology

Beyond Google – Alternate Search Engines

Butula, Beverly. This article describes alternate search engines that enhance legal research.

When Disaster Strikes

Cherny, Jeremy. This article discusses approaches to disaster prevention and recovery.

Information Technology:  Put Your Computer Systems on a Regular Maintenance Schedule

Cherny, Jeremy. This article provides computer maintenance guidelines.

WISBAR BLOGS – Another Online Resource

Butula, Beverly. This article explains what web BLOGS are and how they can benefit law firms.

 

How to Make Good Technology Decisions

Slattery, Timothy, Esq. This article discusses how to make good technology decisions. It provides practical steps and processes for obtaining useful results of technology decisions.

Email Disclaimers

This article contains examples of email disclaimers used at law firms.

 

 



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