Organizing Your Files

Organizing your file systems can eliminate stress and speed workflows. Analyze existing systems for deficiencies and consider going paperless. Adopt a records retention policy, improve filing techniques, and switch to space-saving file cabinets. Learn more by reading articles about filing, organizing, and paperless offices.  For in-depth study, read ABA books about going paperless andrecords retention. Also read CAP's book titled The Organized Lawyer and WSBA's Document Retention Guide.

Organizing with Whiteboards

Whiteboards are an inexpensive and reusable surface for creating checklists, keeping calendars, and writing notes. Use them at home and in your office to get organized and be more productive.They are available in a variety of different sizes and styles. As such, you can utilize whiteboards almost anywhere, helping to increase your productivity in a number of settings. Read articles ideas for using whiteboards and tips for using them.

Helping Clients Get Organized

The Coronavirus situation has forced everyone to consider their mortality and prompted many to create or update estate plans. Take advantage of this trend by reminding clients about the need for organizing their personal information and important documents. The benefits Include appreciative clients and referrals.  For more information, read articles about estate planning for digital assets, helping clients get organized, and planning while you can.

Hosting Webinars

Webinars can attract prospects and enhance your reputation. Create a checklist to plan your webinar and use Zoom tor host it. Learn more by reading articles about giving speeches and organizing seminars.

Covid Proofing Your Office

Following are several steps to make offices safer during and after the Coronavirus situation:   Enhance surface cleaning by using UV lighting on ceilings. Give pocket-sized devices to workers for contact tracing and alerting users if they come too close.  Improve air quality by increasing intake of outside air, upgrading furnace filters, and using UV lights in HVAC. Reduce capacity in conference rooms. Rotate office staffing (e.g. maximum of 50% staff in office at any one time). Space cubicles further apart and install plexiglass dividers between them. Use touchless entry/elevators. Click here for additional tips for designing offices.

Planning Your Career

Planning can advance the careers of professional service providers like lawyers and accountants. The best plans set specific targets and measure progress towards achieving them.  Set aside sufficient time every year to insure that your plans succeed. Click here for a year-by-year plan for marketing legal services that was prepared by Larry Bodine, a marketing expert. Bodine's plan provide timetables for using tactics like networking, publishing, and public speaking.

Supplying Your Office

A legal supply checklist tracks supplies needed to work remotely or in your office.  The checklist can include paper supplies, online services, and marketing materials. Click here for a sample checklist and read articles about legal supplies, starting a law officeremote workingreopening offices, andusing checklists.