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Checklist

law firm checklists
Five Checklists to Make Your Law Practice More Efficient and Profitable

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

Peggy Gruenke - February 27, 2024
Law Firm Holiday Card Planner
Law Firm Holiday Card Planner

Here is a 12-step guide and a timeline for getting your holiday card done. Open up your calendar and note these deadlines!

Elizabeth A. Butcher - October 15, 2023
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
crisis communication
Is Your Crisis Communication Plan Ready to Handle a Pandemic?

Gina Rubel says if your firm has an existing plan, it's time to activate your crisis management team. If your firm does not have a crisis plan in place, this outbreak should be the impetus you need to develop one.

Gina Rubel - March 9, 2020
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