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Professional Services · Family lawyers

HR for Family Lawyers: Wills, Custody, Property and Long-Running Files

A family law practice handles wills, succession, custody, maintenance and property within families. Files run long, feelings run high and the practice often serves the same families across generations.

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A family law practice covers wills, probate and succession, partition of family property, guardianship, custody, maintenance and related disputes. The team is a principal advocate, junior advocates, clerks, a drafting assistant for wills and settlement deeds, and a front desk for walk-in families. Matters can run for years, and old files return when a relative dies or a dispute reopens. Papers include originals such as wills, deeds and family trees, which must be kept safely. Clients may be elderly, grieving or in conflict with relatives who also call the office. Staff must keep neutral and keep secrets. Juniors learn the field slowly, and a lost date or paper can hurt a family badly. See also HR for professional services.

  1. Plan
  2. Hire
  3. Onboard
  4. Manage
  5. Develop
  6. Perform
  7. Engage
  8. Retain
  9. Exit
  10. Improve

When HR is weak in family lawyers, you may see

  • Old files come back after years
  • Original wills and deeds need safe keeping
  • Relatives contact the office from both sides
  • Elderly clients need patience
  • Juniors wait years for responsibility
  • Drafting of wills depends on one assistant
  • Hearing dates stretch across years
  • Fees are collected at the end, if at all

These are the places the people side of this kind of business tends to give way. The rest of this page works through them.

Who does the work in family lawyers

HR here has to work for each of these groups, not only the office. The set-up below is written with all of them in mind.

  • Principal advocate
  • Junior advocates
  • Clerks and court assistants
  • Drafting assistants for wills and deeds
  • Front-desk and appointment staff
  • Records and strong-room keepers
  • Accounts and office staff

Roles we help you hire in family lawyers

GullyHR runs talent acquisition for permanent roles in family lawyers. For each role we agree the job description with you, find and screen candidates against it, and support the offer through to joining. Tell us the role and the number of people, and we start there.

We recruit permanent employees. We do not supply contract or temporary staff.

We set up the interview and hiring process for family lawyers

Every business interviews, but few have a written process that works the same way for every role and every interviewer. GullyHR designs yours, from the role brief to the offer, trains your managers to run it, and can run it for you on the roles you hand us.

  1. 1. Role brief and scorecard

    We agree what the role must deliver, the must-have and nice-to-have skills, and how each will be scored.

  2. 2. Stages and sequence

    Screening call, assessment, interview rounds and decision points, sized to the role and the number of people you hire.

  3. 3. Question bank and scoring

    Structured questions for each role family and a rating guide, so two interviewers judge the same answer the same way.

  4. 4. Interviewer readiness

    A short briefing for your managers on what to ask, what to avoid and how to give a clear yes or no.

  5. 5. Offer and follow-up

    Who approves, how the offer is made, and how candidates are kept informed from first call to joining.

Where HR strains in family lawyers

  • Old files come back after years

    A reopened succession dispute needs a file from long ago, and if the clerk who knew it has left, no one can find the papers.

  • Original wills and deeds need safe keeping

    Valuable originals sit in cupboards with no register, and a loss would harm the family and the practice.

  • Relatives contact the office from both sides

    Staff receive calls from family members on opposite sides and may say too much, causing complaints.

  • Elderly clients need patience

    They need longer meetings, repeats and visits, and staff are pushed for time without guidance on how to treat them.

  • Juniors wait years for responsibility

    Cases are slow, so juniors do not get to see a matter through, and some leave to find faster growth.

  • Drafting of wills depends on one assistant

    A trusted assistant drafts all wills and deeds in their own way, and quality drops when they are away.

  • Hearing dates stretch across years

    Long gaps between dates mean they are forgotten, or recorded in different places.

  • Fees are collected at the end, if at all

    Matters conclude after years, so income is uneven and staff pay feels uncertain.

HR topics for family lawyers

Start with the topics that matter most here: Employee Administration; Career and Succession Management; Policies, Compliance and Governance. Then work through the rest. Each topic is written for professional services, not in general.

Employee Administration

Records, attendance, leave and the day-to-day HR that must simply work.

Career and Succession Management

Named backups for the roles that cannot be vacant.

Policies, Compliance and Governance

Policies a manager can apply, and obligations with owners and dates.

HR Strategy and Workforce Planning

How many people, in which roles, by when — and what they will cost.

Organisation Design

Structure, reporting lines and who is allowed to decide what.

Recruitment and Talent Acquisition

Requisition to joining, the same way every time.

Onboarding and Probation

A first day that is the same for the fifth joiner as the first.

Compensation, Payroll and Benefits

Salary structure, payroll inputs and a month that closes on time.

Performance Management

Goals, reviews and ratings that hold up in a conversation.

Learning and Development

Training planned from need rather than from the calendar.

Employee Engagement and Experience

Communication, recognition and the conditions people actually work in.

Employee Relations

Two routes — one for complaints, one for conduct — kept separate.

Health, Safety and Wellbeing

Induction, records, incident reporting and follow-through.

Retention and Attrition Management

Who leaves, when, why — and which of them mattered.

Exit and Alumni Management

Resignation to relieving letter, in a defined order.

HR Technology and Automation

Records that survive people, and approvals that do not queue.

HR Analytics and Management Reporting

A short monthly pack management actually reads.

HR Operations and Governance

An HR function that runs the same way every month.

What a working HR set-up looks like

The pieces a family lawyers business puts in place, in an order that makes each easier. Open any card for the detail.

Create a file index that outlives staff

Each matter with a number, parties, status, storage place and the advocate responsible, stored in the office rather than a personal device.

What this covers

Each matter with a number, parties, status, storage place and the advocate responsible, stored in the office rather than a personal device.

Keep a register for originals

Every will, deed and certificate logged in, with a signed record when it is taken out.

What this covers

Every will, deed and certificate logged in, with a signed record when it is taken out. Document staff duties through the HR documentation process.

Write a rule for family contacts

What staff may say to relatives, who is the client and when to refer the caller to the advocate.

What this covers

What staff may say to relatives, who is the client and when to refer the caller to the advocate.

Prepare staff to meet elderly clients

Longer slots, a quiet seat, a plain explanation of steps and travel help.

What this covers

Longer slots, a quiet seat, a plain explanation of steps and travel help. Use workplace health, safety and wellbeing thinking for the office layout.

Give juniors a visible path

Small matters of their own, a share in long files and regular feedback.

What this covers

Small matters of their own, a share in long files and regular feedback. The performance management process can organise it.

Standardise will and deed drafts

Checklists and templates reviewed by an advocate, with a second assistant trained.

What this covers

Checklists and templates reviewed by an advocate, with a second assistant trained. See the learning and development process.

Start by checking where you stand

Before changing anything, find out what is true today. These checks take an afternoon and tell you which of the topics above to start with.

Share your requirements
  • Ask how you would find a family's file from five years ago.
  • Check how many original wills and deeds are in the office and where.
  • Ask staff what they would say to a relative who phones about a case.
  • Look at how elderly clients are received at the front desk.
  • Ask a junior what matter they have seen through from start to end.
  • See who else can draft a will if the main assistant is away.
  • Confirm with a qualified professional the registrations, record duties and employment rules that apply to your practice.

Confirm with a qualified professional. What applies to you depends on your business, your state and your arrangements, and it changes. This page describes practice. It does not state a legal position.

How GullyHR helps

The services below fit this kind of business best. Each starts by recording where you stand, and every later report compares against that. We do not promise outcomes.

Start with a free conversation, or see the paid HR Diagnostic.

Our HR transformation approach

  1. 1

    Assess

    Understand the business, its workforce, current processes and HR challenges.

  2. 2

    Identify gaps

    Find the missing, weak, inconsistent or person-dependent processes.

  3. 3

    Design

    Create the structure, processes, policies, SOPs, dashboards and systems needed.

  4. 4

    Implement

    Help HR and department managers actually adopt the new system.

  5. 5

    Automate

    Digitise repetitive and approval-based workflows where it is worth doing.

  6. 6

    Measure

    Track hiring, attendance, employee cost, performance, training and attrition.

  7. 7

    Improve

    Strengthen the people-management system continuously, not once.

Blogs worth reading first

From the GullyHR blog: one on HR in professional services, and one on each of the topics this page points to.

More on the GullyHR blog.

Questions owners ask

Keep an index with matter number, parties, storage and responsible advocate, and update it whenever a file moves. Do not rely on a clerk's memory.

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