TASK  DISSECTION      

3a.  law  management  www.3alawmanagement.com

 

 

 

COMPLIANCE FO/OM Red Flag Rule – Keep Files Under Lock And Key

AM Maintain Logo And Related Trademark Items AM Renew Business Tax License Annually AM Update And Maintain Organization's Legal Documents AM Update Status With Secretary of State AM Renew Malpractice Insurance Annually BK Scan And File Fed Tax ID AM Renew Umbrella Liability Insurance Annually AM Collect Signed Engagement Contracts And Scan AM Maintain Master Password List BK Scan And File EIN AM Maintain I9 documents Separate From HR AM Secure Domain Name For At Least Future 3 Years AM Secure Offsite Legal Documents AM Maintain Redundant Backup System For Daily, Weekly And Monthly Systems R Receive And Process (Including Scanning) All Faxes And Mail Daily

FO Secure Workspace For Future 24 months OM Purge Legal Files After 7 Years OM Purge Employee Files After 3 Years BK Purge Tax returns Per CPA FO Follow Iolta Disbursement Procedures

FO/OM Review Reports And Act on them AM Develop and Maintain Processes And Procedures FO Audit Processes Quarterly FO Review Compliance Accountability

ATTY Meet annual CLE and Continuing Education requirements P# Priority 1 (P1) = <10days; Priority 2 (P2) = 10-30days; Priority 3 (P3) = 30+days

FO Firm Owner AM Administrative Manager OM Office Manager

ATTY Attorney(s) BK Bookkeeper R Receptionist

 

TASK  DISSECTION      

3a.  law  management  www.3alawmanagement.com

 

HUMAN RESOURCES AM Participate In Performance Review

AM/OM Create And Maintain Job Descriptions AM Create And Maintain Compensation Structure By Position

AM/OM Create And Maintain New Hire Packet AM/OM Create And Maintain Employee Handbook

OM Maintain Organizational Chart AM Maintain Benefit Schedule And Employee Census BK Prepare And Submit 1099 Forms BK Prepare And Submit W2 Forms OM Post All Labor Law Posters OM Post All Worker's Comp Posters OM Post All OSHA Requirements A Submit Form 941 Quarterly

BK Maintain I9 Files BK Outsource Payroll AM Morale Check Schedule OM Outsource IT

AM Administrative Manager OM Office Manager BK Bookkeeper A Accountant

 

TASK  DISSECTION      

3a.  law  management  www.3alawmanagement.com

 

OPERATIONS OM Update Case Management Software Checklist R Pick-up Mail

OM Create and Update Ideal Templates

OM Divide Cases By Tiers R/LA/PL Timely Draft Legal Documents, Use Case Management Software, When Possible

ALL Record Client Related Telephone And Office Conferences Into Case Management Software

R Front Desk Process R Open Electronic And Physical File Processes

PL/LA/R Calendar And Appointment Process PL/LA/R Organize Documents Process

R Incoming/Outgoing Mail and Fax Processes and Logs PL/LA Deadline and Follow-up For Mail Process

PL Delegation Process PL/LA Intake Process PL/LA Individual Client Process

ATTY/LA Pre-Litigation Process ATTY/PL Litigation Client Process

ATTY/LA/PL Litigation Process ATTY/PL/LA Case Pipeline

PL/LA Notices Processes ATTY/PL File Review Process

PL/R Deposition Process PL Mediation Preparation Process PL Perfecting Service Process

ATTY/PL Settlement And Demand Process OM/LA Closing File Process

OM Office Manager PL Paralegal(s) LA Legal Assistant(s) R Receptionist

ALL All Staff ATTY Attorney(s)