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Law Firm Operations

Office manager checklist for law firms

A daily, weekly, monthly, quarterly and annual checklist tuned to the reality of running operations inside a NZ law firm.

Law firm office and practice managers own a broad operational remit. Turning that into a routine is what keeps it manageable.

Daily

  • Triage supplier and system issues
  • Confirm anything due today (renewals, actions, meetings)
  • Check communication with key providers

Weekly

  • Review renewals due in the next 30–60 days
  • Check outstanding supplier and technology issues
  • Confirm reviews scheduled for the week ahead

Monthly

  • Practice management / document management supplier check-in
  • Contract review sweep
  • Cybersecurity, backup and MFA checks
  • Documentation and knowledge updates

Quarterly

  • Full technology stack review
  • Full supplier register review
  • Operational risk review (with the principal / partners)
  • Compliance and insurance status check

Annual

  • All supplier reviews complete
  • Renewal planning for the year ahead
  • PII, cyber and business insurance renewals
  • Trust compliance obligations reviewed
  • Business continuity review

The Office Manager Operations Checklist has the generic version; this one is tuned for firm life.

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