| Form # |
Name |
Format |
1- A
|
Partner and Non-practicing Executive Firm Management
Administrator(s) Interview and SWOT (strengths, weaknesses, and
opportunities, threats) Analysis Grid
|
Microsoft Word/WordPerfect
|
1-B
|
Associate Interview and SWOT Analysis Grid
|
Microsoft Word/WordPerfect
|
1-C
|
Staff Interview and SWOT Analysis Grid
|
Microsoft Word/WordPerfect
|
1-D
|
Summary of Interviews
|
Microsoft Word/WordPerfect
|
1-E
|
Summary of SWOT
|
Microsoft Word/WordPerfect
|
1-F
|
Summary of Strategic Vision and Strategic Area
Responses
|
Microsoft Word/WordPerfect
|
1-G
|
Tally of Strategic Areas of Focus Response
|
Microsoft Word/WordPerfect
|
1-H
|
Sample Strategic Planning Document
|
Microsoft Word/WordPerfect
|
2-A
|
New Matter Conflict Check and Opening Form
|
Microsoft Word/WordPerfect
|
2-B
|
New Matter Form - Opening Entry
|
Microsoft Word/WordPerfect
|
| 4-A |
Preparation for Annual Performance
Appraisal |
Microsoft Word/WordPerfect
|
4-B
|
Legal Secretary Review Form
|
Microsoft Word/WordPerfect
|
4-C
|
Administrative Staff Review Form
|
Microsoft Word/WordPerfect
|
| 4-D |
Managerial and Supervisory Review
Form |
Microsoft Word/WordPerfect
|
| 4-E |
Job Description Template |
Microsoft Word/WordPerfect
|
|
Job Descriptions |
|
| 4-F |
Director of Legal Administration |
Microsoft Word/WordPerfect
|
| 4-G |
Accounting Manager |
Microsoft Word/WordPerfect
|
| 4-H |
Administrative Assistant |
Microsoft Word/WordPerfect
|
| 4-I |
Human Resources Manager |
Microsoft Word/WordPerfect
|
| 4-J |
Librarian |
Microsoft Word/WordPerfect
|
| 4-K |
Paralegal |
Microsoft Word/WordPerfect
|
| 4-L |
Receptionist |
Microsoft Word/WordPerfect
|
| 4-M |
Records Manager |
Microsoft Word/WordPerfect
|
| 4-N |
Support Analyst/Trainer |
Microsoft Word/WordPerfect
|
| 4-P |
Word Processor |
Microsoft Word/WordPerfect
|
| 4-Q |
Employment Application |
Microsoft Word/WordPerfect
|
| 5-A |
Travel and Entertainment Expense Form |
Microsoft Word/WordPerfect
|
| 5-B |
Check Request and Petty Cash Form |
Microsoft Word/WordPerfect
|
| 6-A |
Sample RFP Form - Outsourcing Office
Services |
Microsoft Word/WordPerfect
|
| |
Exhibit 1: Background Information |
|
|
Exhibit 2: Description of Office
Operations and Current Services |
|
| |
Exhibit 3: Vendor Profile |
|
| |
Exhibit 4: Service Questionnaire |
|
|
Exhibit 5: Contract Terms and Cost
Structure |
|
| |
Exhibit 6: References |
|
| 7-A |
Business Recovery Plan Template |
Microsoft Word/WordPerfect
|
| 7-B |
Go Green: Checklist to Help Your Firm Get
Started |
Microsoft Word/WordPerfect
|
| 7-C |
Go Green: The ABA-EPA law Office Limate
Challenge |
Microsoft Word/WordPerfect
|
| 8-A |
Sample IT Assessment Scope |
Microsoft Word/WordPerfect
|
