Law Firm Operations Resources

Start with the question your team needs to answer. Use these practical tools to clarify ownership, review workload and choose the next operating improvement.

What does your firm need to work out?

Who owns the work?

Responsibilities and Intake Toolkit

Put responsibilities, decision authority and intake handoffs into a format your team can use. Includes a responsibilities map, decision-rights worksheet, intake handoff checklist and blank handoff note.

For firm owners and operations leaders clarifying ownership. Four-page editable Word document and printable PDF.

Get the responsibilities toolkit

Do we need more capacity?

Law Firm Capacity and Hiring Planner

Map the work that is waiting, compare demand with available hours and prepare a clear role brief before deciding what help the firm needs.

For firm owners, operations leaders and team managers reviewing workload. Four-page editable Word document and printable PDF.

Get the capacity planner

What should we review each week?

Weekly Operations Scorecard and Meeting Kit

Choose a few useful measures, prepare a short working meeting and leave with clear actions, owners and review dates. Includes a scorecard, meeting agenda, action log and 30-day improvement test.

For firm owners and operations leaders building a weekly review. Four-page editable Word document and printable PDF.

Get the weekly scorecard

6

Operations systems
for a growing law firm

Where should we start?

6 Ops Systems Every Growing Law Firm Needs

Review intake, client onboarding, team handoffs, billing and collections, staff feedback and repeatable procedures. Choose one process, name an owner and set a review date.

For firm owners and team leaders choosing a first operating improvement. Two-page printable PDF.

See the operations checklist