Law Firm Survival Checklist

For Office Managers, Admins, and Ops staff who keep the firm running — even when the tech doesn’t.

Use this checklist to catch issues early, reduce chaos, and finally show what’s been piling up behind the scenes.

Review it monthly or quarterly.

Use it before audits, vendor switches, or when things start breaking.

Keep it handy as proof when it’s time to ask for help.

cover guide.pdf

What's Inside

  • 5 core sections covering essential areas like File Systems, Access & Permissions, Security, Recovery, and Ongoing Improvements.

  • 25 straightforward checkpoints to identify what’s working, what’s vulnerable, and what’s quietly breaking

  • Designed for non-technical teams — written in plain English, not IT jargon

  • Comes in a clean, printable format and a digitally editable PDF so it’s easy to fill out and reuse

Just want to talk it through?

Sometimes a quick conversation is all it takes to get clarity on what to fix, what to prioritize, and what to ignore.