| 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
|
