The same information as in the Magical Kit to help jump start legal operations your legal operations journey in digital-only form. Accessible via download on purchase via a customer profile you create. You also gain access to all of the BONUS videos.
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.
Our kit includes 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