Team messages, files and handovers

Conversations inside the firm, a shared file store, workload by person, and a handover checklist when someone leaves or goes on leave.

• Team conversations between people in the firm, kept with the firm rather than on personal phones.
• Firm files: a shared store for forms, precedents and office documents that are not tied to one matter.
• Workload: hours booked on matters each week against each person's capacity, and their open tasks, so work can be balanced.
• Handovers: when someone leaves or goes on leave, a checklist of their matters, tasks and upcoming dates moves their work to a colleague, step by step.