Strategies for Getting Organized

Note-taking promotes listening and learning. It can also be used to advance careers. Click here for an article with tips and tools to improve your note-taking techniques.

Organization can help you enhance productivity and reduce stress. Click here for an article with strategies and resources for getting organized in your law practice. 

Checklists can help you to organize, manage,  and prioritize. Use checklists to avoid relying solely on your memory. Checklists can help you check status, plot deadlines, and share responsibility with lawyers and support staff.  Digital checklists facilitate the process by enabling members of the firm to collaborate and stay up to date.  Purpose. Checklists compensate for cognitive limits on human memory and attention span. They help assure that all things are considered and completed.   Using. Checklists usually contain a concise list of important items, names, or tasks. They can be used for comparison, verification, and checking for completion. They apply to all areas of law practice including contracts, corporate, family, and litigation matters. Following are some practical applications for using checklists:   Name List – track names for litigation, marketing, networking purposes Responsibility List - delegate tasks to lawyers and support staff ...

Advisers, care managers and family members need access to your personal data and documents. Access is needed for health care, insurance claims, bill payments, and estate administration. Click here for an article about a ready-to-user binder to organize your personal information and documents for yourself and your care givers.