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3 Tips to Organizing Your Office For Success

When I first started my legal nurse consulting business, I was slammed with cases and I never took the time to properly organize my office. When things slowed down around the holidays, I finally had a little downtime to do some serious organizing, and I realized I had forgotten so many important documents because I was so disorganized!


There were times I even forgot to send over retainer fee contracts (and it took me 2 YEARS to get paid!!!) Learn from my mistakes, take at least one full day to organize your office, so that you have exactly what you need when you need it, and you don’t miss a single step.


My 3 Office Organizing Tips to Help You Achieve Success:

Create a drawer for the files you will need. I include in my file drawer blank case screening forms, retainer fee contracts, contracts for work, and subcontractor contracts. To ensure I don’t miss a single step, I’ve typed out a list of the documents I need for every case that comes in, laminated it, and attached it to my desk. Sometimes when you are drowning in medical records, it so easy to forget what you have and haven’t done.


I have numerous return clients, so I have created a File on my Desktop for each attorney-client. Here I store work product and invoices, and other information pertinent to them. Don’t forget to keep a password on your computer.

List of attorney names, addresses, and birthdate. Yes, it’s a little cheesy, but I can’t tell you how many attorney clients have returned because I sent them cookies or something special on their birthdays or special holidays. I often get text messages with pictures of the gifts on their desks. This makes me smile and I know I helped to brighten their day.

As nurses, it’s in our nature to make people feel better, and I love that we can incorporate that into our business. Make them feel special, they’ll take care of you when you do!


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