Checklist

closing out the year law firm financial management
Law Firm Financial Management: A 5-Step Checklist to Close Out the Year

This checklist will help you tidy up by the end of the year and give you a clear picture of your firm’s financial performance.

Peggy Gruenke - October 9, 2024
law firm holiday card planner
Law Firm Holiday Card Planner

A 12-step law firm holiday card planner and a timeline. Open up your calendar and note these deadlines!

Elizabeth A. Butcher - September 27, 2024
law firm checklists
Law Firm File Management Checklist: Five Steps to Make Your Practice More Efficient and Profitable

Checklists are great for making sure you are completing routine processes in your practice without mistakes.

Peggy Gruenke - August 27, 2024
Checklist Law Firm Client Communication
Client Communications Checklist for Law Firms

Every day offers opportunities to build trust with a client or prospect, thereby setting your firm apart from the competition. Here are eight easy ways to do just that in your communications.

Danielle Flagg - November 29, 2022
law firm training
10 Elements of a Highly Effective Law Firm Training Program

Checklist | Here's a breakdown of the key points to consider when evaluating a law firm training program for your firm.

Affinity Consulting - October 25, 2022
Marina Shepelsky
Marina Shepelsky: How to Be a Top Lawyer in Your Niche

Interview | Immigration and divorce lawyer — and social media star — Marina Shepelsky. 

Chere Estrin - September 28, 2022
maintaining a positive cash flow
5 Small Changes That Can Improve Your Law Firm’s Cash Flow

LawPay Checklist | Maintaining a positive cash flow is essential for your law firm. This white paper, we’ll lay out five ways to impact your bottom line.

LawPay - June 10, 2022
client intake checklist
The Only Client Intake Checklist You’ll Ever Need

Lawmatics Client Intake Checklist | The client intake process is one of the most time-consuming parts of being a lawyer. Here's how to streamline the process.

Lawmatics - October 27, 2021
law firm financials
5 Ways Law Firms Fail at Their Financials

CosmoLex + Attorney at Work Checklist | A breakdown of the common mistakes that happen whenever money changes hands between lawyer and client.

The Editors - October 3, 2020
Legal Document automation women holding legal automation in her hands
Six Steps to Efficient Document Automation

Checklist | Here's a breakdown of the key points to consider when evaluating document automation tools for your firm.

The Editors - March 23, 2020
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