Operational Tasks and Responsibilities Tracking Template

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Ensure the seamless operation of your law firm by efficiently tracking and prioritizing key operational tasks and responsibilities. This template is designed to help law firm Presidents and CEOs manage critical activities, from reviewing legal documents to client follow-ups and court preparation.

By utilizing this template, you can ensure effective operations management, helping your firm to run smoothly and successfully while ensuring no important task falls through the cracks.

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Operational Tasks and Responsibilities Tracking for Priority Matrix

Operational Tasks and Responsibilities Tracking in Priority Matrix

Track and prioritize operational tasks to ensure smooth management and success of your law firm.

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Proposed Tasks

Critical and Urgent

  • Review Legal Documents due in 1 day
    ☐ Review and Sign Legal Documents ☐ Forward to Relevant Parties
  • Client Meeting Follow-up due in 2 days
    ☐ Send Meeting Minutes ☐ Plan Next Steps
  • Prepare for Court Hearing due in 3 weeks
    ☐ Research Case Laws ☐ Prepare Arguments ☐ Compile Evidence

Critical but Not Urgent

  • Update Client Contracts due in 1 week
    ☐ Review Contract Terms ☐ Update as Required
  • Recruit New Associates due in 2 months
    ☐ Post Job Advertisements ☐ Conduct Interviews
  • Annual Performance Review due in 3 months
    ☐ Review Employee Performance ☐ Plan Promotions and Bonuses

Not Critical but Urgent

  • Client Billing due in 1 week
    ☐ Prepare Invoices ☐ Send to Clients
  • Office Maintenance due in 2 weeks
    ☐ Arrange for Repairs ☐ Upgrade Office Equipment
  • Lawyer Training due in 1 month
    ☐ Arrange for Training ☐ Ensure Participation

Not Critical or Urgent

  • Update Firm Website due in 3 months
    ☐ Update Content ☐ Ensure Accuracy of Information
  • Plan Firm Event due in 6 months
    ☐ Choose Date and Venue ☐ Plan Activities
  • Review Insurance Policies due in 1 year
    ☐ Check Coverage ☐ Update Policies as Needed