Phone No: 01 4911866/ 086 1955919 or 087 222 7607

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Our Systems and Publications include

The Solicitors Toolkit

The Solicitors Toolkit is a Comprehensive Guide to managing a solicitors practice. The latest edition of the Toolkit for 2009/10 is now available and is designed as the basis for the LQ Mark.

Have a look at the table of contents for the Solicitor’s Toolkit below.

Chapter 1 Organisation & Management

  • Business  
  • Organisation      
  • Allocate Responsibilities
  • Management
  • Contingency Planning

Chapter 2 The Organised Office

  • Office Equipment           
  • Optimum Workstations     
  • Clean Desk Policy    
  • Office Procedures                  
  • Action Plan         

Chapter 3 The Perfect File 

  • Opening - First Steps           
  • Maintaining        
  • Reviewing           
  • Closing                  
  • Archiving              
  • Case Management                 

Chapter 4 Client Care

  • Why clients leave their solicitor
  • What the client wants
  • What the client sees
  • Quality service checks
  • Client Care Policy                  
  • Terms and Conditions         
  • First Meeting    
  • Client Complaints                 
  • Client Surveys
  • Building a client centred firm
  • Marketing and business development    

Chapter 5 Financial Management

  • Budget and Cash Flow        
  • Control Overheads               
  • Financial Management       
  • Solicitors Accounts Regulations           
  • Bill Early and Often               
  • Credit Control Plan              
  • Time Recording                       

Chapter 6 InformationTechnology

  • Action Plan         
  • Integrated Systems               
  • Automation        
  • IT Management                       
  • E-Mail & Internet policy   

Chapter 7 Knowledge Management

  • Whatis KM?
  • Benefits of a KM System
  • Develop a Strategy
  • Precedent Banks
  • Library

Chapter 8 Staff Care

  • Staff Value
  • Job Descriptions
  • Staff Planning
  • Recruitment
  • Induction
  • Appraisals
  • Training
  • Delegation
  • Supervision
  • Risk Management

Chapter 9 Leveraging Routine Work

  • Standardise work
  • Workflows
  • Progress sheets
  • Precedent forms
  • Procedures
  • Train staff

Chapter 10  Effective Billing Strategies

  • Case plans & bills
  • Pricing legal services
  • Loss leaders
  • The Traditional bill
  • Re-thinking the bill
  • Project effort
  • Marketing opportunities
  • 12 strategies

The Regulation Solicitors Toolkit
A Guide to Solicitors Regulation and Risk Management in Ireland

This Regulation Toolkit provides invaluable information on the myriad and complex statutory and regulatory obligations imposed on solicitors. It includes practical risk and practice management advice to help you manage these obligations. It contains down to earth advice on navigating the regulations and dealing with problems such as

  • Understanding the Regulatory Framework
  • Limiting your liability as a solicitor
  • Understanding the PII Regulations
  • General Regulations governing the day to day running of your practice
  • Solicitors Accounts and Financial Regulation
  • Avoiding the common pitfalls of practice
  • Strategies for dealing with the Law Society
  • The Complaints Regulations and Structures
  • Managing your Practice to minimise Complaints
  • Tips on preparing for your Law Society Audit
  • How to stop client complaints in their tracks
  • Dealing with the Legal Ombudsman
  • Commencing in Practice
  • The Solicitor’s Disciplinary Tribunal
  • Disposing of your Practice

The Legal Secretary’s Toolkit

The Legal Secretary’s Toolkit is part of the Solicitors Toolkit series which contains precedent forms and letters designed to help Legal Secretaries organise every aspect of their job of your Legal Secretary. It contains advice on topics such as Creating the Perfect File and Office Organisation and Management.

Have a look at the table of contents for the Legal Secretary’s Toolkit below.

Chapter 1 Office Organisation & Management

  • The Office Team  
  • The Partnership      
  • The Principal Solicitor/Managing
  • Partner
  • The Solicitor
  • The Legal Secretary, The Legal
  • Executive
  • The Bookkeeper, The Town Agent and
  • The Barrister
  • The Firm’ Accountant, The Banker and
  • The Legal Cost Accountant
  • Conclusion and Action Plan

Chapter 2 Work and Time Management

  • Planning your Work and Working          
  • your Plan   
  • A Short History of Legal Offices 
  • Where is the Job of a Legal Secretary       
  • Going?      
  • How to get more Work done in the
  • Time Available
  • Conclusion and Action Plan

Chapter 3 How to Deliver Outstanding
Client Care

  • Client Care Policy  
  • Your Firm’s Client Care Policy    
  • The Solicitor/Client Relationship           
  • How to Help your Boss Handle                  
  • Complaints              
  • Marketing and Action Plan             

Chapter 4 The Perfect File - Creating it,
The Building Blocks, Maintaining it and Closing it

  • Creating the Perfect File
  • File Labels
  • File Opening Form, Client Care
  • Statement,
  • Section 68 Letter, Letter setting out
  • Terms and Conditions    
  • Case Plan, Opening a New File,   
  • Running a File            
  • Document Production, File
  • •ntenance, Control System,
  • Computer Filing System   
  • Closing and Archiving a File and
  • Action Plan

Chapter 5 Case Management

  • Three Stages of a File   
  • Case Plans        
  • Workflows     
  • Progress Sheets         
  • Procedures     
  • Forms, Templates and Precedents
    and Action Plan           

Chapter 6 Knowledge Management

  • A Knowledge Business
  • What is Knowledge Management?
  • The Benefits of having a Knowledge
    Management System
  • What should a Knowledge Management
    System Do?
  • Develop your Knowledge Management
  • Knowledge Management and Training
  • Knowledge Management Forms
  • Building and Maintaining Precedent
  • Organising a Precedent Bank for
    Probate and for Conveyancing
  • Library and Action Plan

Chapter 7 Information Technology

  • Does your Firm have an IT Policy
  • Microsoft Office
  • Elements of an IT Policy
  • Elements of an Internet Policy
    and Action Plan                       

Chapter 8 Helping with Financial

  • How do Solicitors’ Accounts Operate?
  • Financial Regulation and the Law Society
  • The Bank Accounts
  • What to do when Money comes into
  • the Firm
  • What to do when you send Money out
  • How to Handle Petty Cash
  • Billing
  • Taxation and Fees
  • Claiming Expenses
  • Conclusion and Action Plan                                                

Chapter 9 The Office Environment

  • Office Equipment
  • Workstations
  • General Office Considerations
  • and Action Plan

Chapter 10 The Office Procedures

  • Telephone Calls and Facsimile
  • Filing Systems and Photocopying
  • Security Arrangements and Fire Procedures
  • and Action Plan   

Chapter 10 Office policies and Legislation

  •  Regulations
  • The Solicitors Acts 1954-2002 and other
  • Legislation
  • Money Laundering and Data Protection
  • Equality
  • Health and Safety
  • Law Clerks Joint Labour Committee
  • Employment Legislation
  • Policies and Action Plan     

The Toolkit Office Manual

The purpose of this manual is to provide a hard-copy resource for lawyers and staff, to advise them of in-house procedures, expectations, protocols and other information that explains how an office operates. This manual includes information for lawyers and support staff that will help them be the most effective in performing their duties, providing support services, dealing with client needs and responding to office emergencies. It is aimed at sole practitioners and firms with a staff of under 50 staff members.

Have a look at the table of contents for the Toolkit Office Manual below.

Chapter 1 Introduction

  • Firm Description                    
  • Purpose and Use of the Manual          
  • Revisions
  • Questions regarding the Manual

Chapter 2 Policies

  • Non-discrimination Policy                       
  • Medical Leave or Absence Policy
  • Maternity or Family Leave                      
  • Confidentiality Policy         
  • Use of Internet Policy
  • Bullying and Harassment Policy

Chapter 3 Employment

  • Probation Period                   
  • Personnel Files                        
  • Appraisals            
  • Performance     
  • Termination       
  • Disciplinary Procedure
  • Grievance Policies                            

Chapter 4 Personal Conduct

  • Dress Code         
  • Clean Desk Policy
  • Use of Personal Property
  • Personal Mobile Phones  
  • Use of USB Ports
  • Use of Office Equipment
  • Use of Office Supplies
  • Email Addresses

Chapter 5 Hours of Work

  • Office Hours       
  • Absences and Late Arrivals                     
  • Lunch Hour        
  • Adjustment of Workload  

Chapter 6 Compensation

  • Salary                      
  • Salary Confidentiality
  • Salary Review   
  • Overtime             
  • Bonus Schemes
  • Expense Reimbursement
  • Payroll Records
  • Deductions

Chapter 7 Benifits

  • VHI
  • Pension
  • Educational Advancement

Chapter 8 Holidays, Vacations and Sick Leave

  • Holidays                
  • Vacation Scheduling            
  • Holidays falling during a Staff member’s holiday
  • Sick Leave

Chapter 9 Office Structure

  • Office Lay-Out  
  • Reception           
  • Reception Procedures
  • Kitchen Area     
  • Post and DX Pick-Up
  • Keys and Security  

Chapter 10 Supplies and Equipment

  • Office Supplies
  • Office Equipment
  • Computers
  • Copier
  • Copy Services

Chapter 11 Office Procedures

  • Office Opening Procedures
  • Office Closing Procedures
  • Office Security
  • Office Maintenance
  • Office Access   

Chapter 12 Injury, Emergency or Disaster

  • Work Injuries
  • Disaster Recovery

Chapter 13 Representing the Firm

  • Greeting Clients and Visitors
  • Client Confidentiality
  • Telephone Answering

Chapter 14 Representing Clients

  • Engagement and Introductory letters
  • Firm Folder
  • Firm Brochure
  • Letter of Welcome
  • Business Cards
  • Client Complaints

Chapter 15 Office Filing System

  • Contacts List
  • File Number and Recording
  • File Management
  • File Labelling
  • New File Opening Procedure
  • Electronic Filing Procedure
  • High Risk Files
  • Closing File Procedure
  • Transfer of Files Outside the Office

Chapter 16 Finance

  • Time Recording
  • Billing
  • Fax Charges
  • Copying Charges
  • Post and Delivery Charges

Chapter 17 Office Format and Sample Forms

  • Format House Style
  • Typical Style Sheet
  • Spelling
  • Letters
  • Attendances
  • Recording Numbers on Pleadings

Chapter 18 Forms

  • Sample Documents
  • Macros

Our Systems
The Conveyancing System and Administration of Estates System

We have devised comprehensive systems setting out safe methods of running conveyancing and administration of estates files, while minimizing risk at every step. The systems describe how to deal with every step of a transaction. They describe how to run various strands of a file concurrently and give you a blue print to help you manage the financial, client care, risk management and marketing aspects of every file.

The systems contain:

  • detailed workflows
  • file opening and closing procedures
  • case plans
  • progress sheets
  • precedent documents and correspondence
  • forms
  • file reviews
  • precedent attendances
  • risk registers

These are unique systems, which analyse a transaction from before the client even gives instructions right through to when to shred the file. If properly implemented, these systems will increase your profitability, enhance quality control, minimize risk and manage your knowledge.

The Solicitor’s Toolkit €199.00 (no VAT)
The Solicitor’s Regulation Toolkit €199.00 (no VAT)
The Legal Secretary’s Toolkit €199.00 (no VAT)
The Toolkit Office Manual €125.00 (no VAT)
The Conveyancing System €399.00 (no VAT)
The Administration of Estates System €499.00 (no VAT)

If you would like to order a copy of any of these please contact us at

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