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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:
An online digital kit with over 30 AMAZING & USEFUL templates:
- Legal Operations Overview
- Timeline 1960s – 2020
- Group Organization Chart
- Job Descriptions for: – Operations Director, Legal – Operations Manager, Procurement – Operations Manager, Projects
- Strategic Planning
- Strategic Plan Presentation Template
- Operations Launch Check List
- Financial Management
- Alternative Fee Arrangement (AFA) Types
- Budget, Reconciliation and Reclass Template
- Guide to Month-end Reconciliation and Budget Estimate Update Processes
- Matter Budgets Best Practices Deck
- Matter Budget Template
- Matter Budget Reports Template
- Human Resources Management
- On & Off Boarding Checklists
- Onboarding Process Map
- Welcome Email Template
- Onboarding Deck
- Operations New Hire Training Template
- Vendor Management
- Dashboard & Metrics Mock-up
- Legal Billing Policy
- Rate Review Guidelines
- Terms of Engagement
- Vendor Scorecard Evaluation
- Model RFP for Outside Counsel Matter/Project – RFP Document – RFP Evaluation Deck
- Technology Management
- Tools List
- Model RFP for Technology Vendors
- RFP Capability Area Worksheet
- RFP Scoring
- Quick Guide CLM Tool Selection
- Designing Learning Journeys
- Generative AI Agent Builder Event Plan
- Project and Change Management
- Time and Task Tracking List
- Project Management Framework
- Gantt Chart
- Magic
- Flash Drive
- Magic Wand
- Sponge Ball
- 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