Practical tools for your firm
Law Firm Operations Resources
Give your team a clearer way to decide who owns the work and what happens next. Start with a practical guide, then adapt the working tools to your firm.
Downloadable toolkit
Responsibilities and Intake Toolkit
Bring four working tools into your next team conversation: a responsibilities map, decision-rights worksheet, intake handoff checklist and blank handoff note.
Editable Word document and printable PDF.
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Start with the question you need to answer
Who owns the work in our firm?
Map responsibilities, clarify decision authority and give each person a clear primary manager.
What needs to happen at an intake handoff?
Give each inquiry an owner, a next action and a clear record of what the prospective client was told.
Need help putting the work into practice?
Waybound is a fractional operations and growth partner for law firms. Talk with us about the responsibilities or handoffs your team needs to clarify.