Processes are the means by which we get things done, and checklists can keep us on top of what needs to get done. That’s why pilots, surgeons and astronauts use checklists extensively. They help eliminate the fear of forgetting something important. When you set up a new client file, end a client matter or do any number of common law practice tasks, you have a standard process. It's most likely in your head, though, and not well documented. Checklists are great tools for making sure you are completing the routine processes in your practice without mistakes. They'll also save you time, especially if you want to delegate certain tasks. So let's get some of these processes out of your head ... READ THE REST
Originally published February 27, 2015Sign up for our free newsletter.