Onboarding Essentials Small Law Firms Always Skip

[PLEASE NOTE: The following is not written using AI, these are my personal thoughts]

In my 15+ years supporting attorneys, I’ve noticed small law firms can be less able to onboard efficiently and miss important information that I was given up front at larger firms. 

Here are a few essential but necessary things I received at larger firms, but never at a small firm:

·        Formal job description – what all I am expected and not expected to work on

·        Firm contacts with a delineation of who to contact for what

·        Standard operating procedures for my job duties

·        Firm tech use and security rules regarding devices, email, spam/phishing, passwords, etc.

·        AI use policy

·        Non-discrimination policy

·        Preferred vendor lists for specific services

·        Policy for use of company accounts, credit cards, financials, expenses, etc.

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