Free front-desk SOP templates

Ten plain procedures for a law office. Ten for a veterinary clinic. Download them, fill in the brackets, and make them yours. No sign-up needed.

Each procedure is laid out the same way: a purpose, when it applies, numbered steps, a line or two to say, who to escalate to, and a last-reviewed line. Each is meant to be short enough to read at the front desk.

Law office front-desk SOP templates

• New client intake and conflicts check
• Scheduling and rescheduling
• Missed appointments
• Phone and message handling
• Mail, couriers, and service of process
• Records requests
• Payments and trust account questions
• Interpreters and accessibility
• Handling upset callers
• What the front desk never advises on

Veterinary clinic front-desk SOP templates

• New client and patient setup
• Appointment booking and cancellation
• Emergencies and triage calls
• Boarding drop-off and pick-up
• Medication refill requests
• Records transfer
• Payments and estimates
• Euthanasia and end-of-life calls
• Lost or found pets
• What the front desk never advises on

Starting points, not rules

These are templates. Your office does things its own way, and your attorneys or veterinarians should read and approve every procedure before you use it. Change the words in [brackets], cut what does not fit, and add what is missing. They are not legal or veterinary advice.

They are free to copy and adapt for your own office.

What to do next

• Find out where your handbook falls short. Our free gap report shows what a front-desk assistant could and could not answer from your current procedures. Get your free gap report.
• Want help writing them? We write your office’s procedures in plain language from how your team really works: front-desk SOP writing, $1,500 flat. Or email daldridge@forgeagentsio.com to talk it over.

Forge Agents LLC, Saint Paul, Minnesota.