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Ops in a Box, Legal Edition is a magical kit to help jump start your legal operations journey.
With 30 templates and over 195 pages of content, it is a grab-and-go tool kit for legal professionals seeking to get the job done and won. Whether you are launching a strategic plan, need operations help aids or seeking to fine tune existing tools. accomplish your goals with Ops in a Box, Legal Edition.
Visit our "What's Inside" video here.
When you purchase the Ops in a Box - Legal Edition kit, we will also provide with a online digital version of the kit to get you started quickly!
Our kit includes:
A flash drive with over 30 AMAZING & USEFUL templates:
- Legal Operations Overview
a. Timeline 1960s – 2020
b. Group Organization Chart
c. Job Descriptions for: – Operations Director, Legal – Operations Manager, Procurement – Operations Manager, Projects - Strategic Planning
a. Strategic Plan Presentation Template
b. Operations Launch Check List - Financial Management
a. Alternative Fee Arrangement (AFA) Types
b. Budget, Reconciliation and Reclass Template
c. Guide to Month-end Reconciliation and Budget Estimate Update Processes
d. Matter Budgets Best Practices Deck
e. Matter Budget Template
f. Matter Budget Reports Template - Human Resources Management
a. On & Off Boarding Checklists
b. Onboarding Process Map
c. Welcome Email Template - Vendor Management
a. Dashboard & Metrics Mock-up
b. Legal Billing Policy
c. Rate Review Guidelines
d. Terms of Engagement
e. Vendor Scorecard Evaluation
f. Model RFP for Outside Counsel Matter/Project – RFP Document – RFP Evaluation Deck - Technology Management
a. Tools List
b. Model RFP for Technology Vendors
c. RFP Capability Area Worksheet
d. RFP Scoring - Project and Change Management
a. Time and Task Tracking List
b. Project Management Framework
c. Gantt Chart - Magic
a. Flash Drive
b. Magic Wand
c. Sponge Ball
d. Magic Ball Production Instructions
DURABLE REFERENCE MATERIALS covering:
- Legal Operations Overview
- Strategic Planning
- Financial management
- Human Resources
- Vendor Management
- Technology Management
- Project and Change Management
- and Magic