Forms

NEED SOMETHING QUICK THAT’S NOT ON OUR SITE YET?

Email Nancy directly with your law office management, leadership, attorney or legal assistant topic of interest. If the subject is in Nancy’s vast library of forms she’s created through the years for law offices, we will be glad to send you a courtesy copy.

Please revisit often and many thanks for sharing a few minutes of your day with us.

ACTION PLAN – Simplified Format

The action plan is in PDF format and is also used for Strategic Plans, Marketing Plans, Employee Goals, etc.

Click either the image on the left,  or the link above to download the PDF.

ACTION PLAN – Simplified Format

The action plan is in Word format and is also used for Strategic Plans, Marketing Plans, Employee Goals, etc.

Click either the image on the left,  or the link above to download the DOC.

CLIENT SURVEY (Starter Version)

This is merely intended as a starter questionnaire for obtaining client feedback. Customize it and improve it! What better source of feedback regarding what we’re doing right and how we could improve client services and relations than the clients themselves?

Click either the image on the left,  or the link above to download the PDF.

Conference Record

NBJ highly recommends documenting phone calls, conferences, etc. via the appropriate data/case management software program, BUT…this form is at least better than NO documentation or unreadable notes)

Click either the image on the left,  or the link above to download the PDF.

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Nancy Byerly Jones
 

Nancy Byerly Jones is enthusiastically resourceful and tirelessly dedicated to helping her clients build success stories that last...and as a family law and workplace mediator, she is a passionate advocate for helping keep folks out of the courtroom and moving positively forward with their lives. And, oh yes, she also loves every minute at her family's mountainside ranch - the happy and always active home of 5 horses, 9 donkeys, 3 dogs and 1 very tough cat! She writes about the critters at Southern Fried Blog