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Corganize for law firms

How your firm works internally shouldn’t need teaching to every new colleague separately.

In a law firm the substance of each matter differs, but there are many recurring tasks in the background. Opening a new matter, internal document naming, preparing meetings, handing over between colleagues and office administration are all processes where consistency matters. When these aren’t documented in one consistent way, it is harder for new trainee solicitors and assistants to find their own way.

Corganize gives your firm a shared place for its own working methods, internal templates and training material.

Try it for 5 days · £2.90See the features
Training planLegal assistant, week 1Day 1The firm and the teamDay 2Opening a matterDay 3Filing and templatesDay 4Preparing meetingsDay 5Final testTrainerAFAnna Fletchermanaging partnerProgress2 / 5days completedFile handling test9 / 10 pointspassedWorks on mobile too

Behind the legal work, too, there should be a system that’s easy to hand over

Experienced staff know many office practices that are rarely written down. For example, what information to gather before a first meeting, who an assistant can turn to with an administrative question, or where to find the approved letter and document templates. Recording these can make working together easier, without Corganize taking the place of professional legal decisions.

Four important areas of everyday office operations

1

Internal procedures and templates

Keep your firm’s internal guides on opening matters, filing and document handling in one place, along with the templates you share. Managing document versions helps keep internal guides up to date.

2

Preparing new staff

Put together separate training plans for trainee solicitors, legal assistants or office administrators. Internal documents and questions matched to each role can give them a more structured start.

3

Sharing knowledge within the team

Common questions about how the firm runs don’t always have to be answered by the same colleague. A shared Knowledge base helps people look up procedures, while internal messaging supports quick conversations.

4

Company records and access

You can also keep official documents relating to the firm’s own operations separate. Access can be controlled; however, case files and client data covered by legal professional privilege should still be handled in the appropriate system built for that purpose.

Example

A new legal assistant starts

On day one they receive the firm’s internal guides on opening matters and file handling, along with a training plan for their role. They learn where the templates are, when to turn to a solicitor and in what order the administrative steps happen. The manager can follow their progress, leaving more time for personal professional training.

All business types

Next step

Try it for 5 days for £2.90.

Get to know Corganize with your own company documents. Five days is enough to see how it fits your business.

Try it for 5 days · £2.90
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