What is Notion? Notion wants to bring the “duct-taped” tools that include email, document editors, databases, task management and more into one product. Notion lets you collaborate, annotate, store, search, generate and manage tasks, documents, workflows, and information. It can be used by an individual or as a team. They further describe it as a toolbox of building blocks to…
Whether you are preparing for retirement, already retired, or just cleaning up old files that have long passed the retention period you probably have some documents that need shredding. What are the ethical requirements and the practical realities of shredding old legal documents? Read on! Keep, Toss, or Shred? In a private law firm records include, but are not limited…
Securing and protecting your firm’s data are essential. Client files, important communications, and valuable work product often exist exclusively in digital format today, and thus a major data loss could have catastrophic professional and ethical ramifications. Whether you are creating a plan for business continuity that contemplates natural disasters, fabricated disasters, pandemics, or other things that go bump in the…
If an attorney or support team member is terminated or quits, law firms should have a checklist of items that need to be acted on to ensure that firm and client data is not compromised and ensure client needs are met. Offboarding Checklists Most firms and businesses hold exit interviews. However, that is just one of many things to do…
Have you ever had a client write down a bill? Or question an amount? Your bill is one of your most important client communications. Find ways to show the value of the work you do for clients, follow best practices for billing and send invoices that clients pay without question. You can also develop standardized descriptions for your whole firm…
You have a thriving practice. Almost too thriving. The phone is constantly ringing. Clients say that you are not responding to calls, but they often do not leave a message. Your team is overwhelmed. Is there some way to help deal with the incessant and time-consuming phone communication? Outsourcing If you do not have a dedicated receptionist and you or…
Does your firm have employee reviews for the support team and associates? Is there a system in place to provide regular performance evaluations? Do you have a way for support staff and associates to offer feedback on supervising and managing attorneys? Without regular reviews any disciplinary actions or termination may feel baseless and personal. A regular cadence of feedback will…
Guest Post by Rosario Canales and Nikki D Green from Ave Staffing Have you ever felt so frustrated at your current position that you have seriously considered throwing in the towel? Have you ever felt that although you don’t have a plan B to resort to, the feeling of quitting feels very tempting? Perhaps you had a disagreement with your manager,…
Microsoft continues to improve MS To-Do, the app they purchased from Wunderlist in June 2015. While you can get MS To Do as a free stand-alone product, integrations with MS Planner, MS Teams and expanded integrations with MS Outlook/Exchange in the MS 365 suite mean that you have more intelligent suggestions for what should go on your daily task list….
A recent lawsuit involving the control of a popular social media profile serves as a reminder to law firms and business owners to make sure that their web presence – including websites, social media profiles, domain names, and Google profiles – are owned and controlled by the firm. Considerations regarding admin rights, logins, fine print regarding portability and content of…