To run a successful law practice, you’ll need to implement policies and procedures. Policies and procedures ensure consistency across your practice, streamline operations, and provide instructions to staff (and in an emergency, to a backup attorney). Here is a listing of the basic policies and procedures you should have for your office:
  • Intake Procedures
  • Opening File Procedures
  • Closing File Procedures (Retention, Storage, Destruction)
  • Document Management Procedures (Storage, Organization, Naming, Security, Backups)
  • Calendaring System
  • Administrative Procedures (Telephone, Email, Computer, Mail)
  • Written Information Security Plan (WISP)
  • Billing and Collections Procedures
  • Financial and Accounting Procedures
  • Personnel Manual
  • Client Relations Policy

Law Office Policy & Procedures Manual (Howard Hatoff & Robert Wert, American Bar Association)

Law Office Procedures Manual for Solos and Small Firms (Demetrios Dimitrious, American Bar Association)

Records Management in the Legal Environment: A Handbook of Practice and Procedure (ARMA International)