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WorksheetsChap 3 legal
Total questions: 33
Worksheet time: 44mins
are methods and approaches that
guide a legal assistant/secretary/
paralegal in relation to the legal
profession.
(a)
it directs the legal assistant in applying
his/her special skills, knowledge, and
character attributes required in the field.
- it helps the legal assistant identify and
complete general or corporate records and
finish the assigned tasks under supervision;
and
- it covers discreet and ethical behaviors that
are essential in the world of legal profession.
(a)
Management Areas in a Law Office:
Speaking with clients is a common part of and
While the receptionist of larger or medium-sized firms may be the
first person a client or visitor meets,and is nearly always
the liaison between the attorney and client.
(a)
Legal Secretary is in direct contact with the
client quite often, particularly when it comes to
how to deal with difficult or irate people.
While you may encounter sticky situations, keep in mind that the
three most important skills you must have a
(a)
In some situations, this may be difficult, such as in cases
of a criminal nature; however, you must remember that the
entire basis of the American justice system is the concept
that defendants ar
"innocent until proven guilty."
must consistently maintain a non-biased
attitude.
ability to mediate well,
Wherever possible, answer clients'
questions
True or False
Legal secretary should offer legal
advice to the clients?
(a)
When your office is hosting meetings, interrogatories,
or other business gatherings
1.Calls should be answered promptly.
2. The phone should be answered consistently with a standard
greeting;
Avoid putting callers on hold unless absolutely necessary. If
they are going to be waiting longer than a few minutes, tell them
this and give them the option of waiting, calling back, or having
your attorney call them back when he or she is free. While they
are on hold, check back with them periodically and let them know
what the status of the wait is.
(a)
Always speak
(a)
Always speak clearly, concisely, and with confidence.
Speak at an appropriate voice volume, not too softly and not
too loudly.
Both Statements are true
Both statements are true but not relate
The first statement is true and the second statement is false
The first statement is false and the second statement is true
Speak at an appropriate voice volume, not too softly and not too loudly.
Hold the mouthpiece too close to your mouth; doing this will
muffle your voic
A. Both statements are true and related
. The first statement is true and the second statement is false
Both statements are true but not related
The first statement is false and the second statement is true
Be polite and professional even if callers are rude. If they are abusive or
angry, tell them you will have someone call them back, then repeat their
information back them,
"Mr. or Mrs. H from J&R Law Firm at 999-999-9898,".
8. Terminate the calls courteously. Let caller hang-up the phone first.
Both statements are true and related
Both statements are true but not related
The first statement is true and the second statement is false
Both statements are false
For Outgoing calls
Allow the person answering to state their name and then provide
them with your name and the attorney you work for.
Dont State your business concisely and speak in a clear, confident
voice.
Both statements are true
Both statements are true but not related
The first statement is true and the second statement is false
The first statement is false and the second statement is true
are, in short, files that contain a
summary of a case.
(a)
Dockets
primarily used as information
sources. Each docket is a detailed record of a
case that covers everything that happens in
the case. During each stage in a case, a
docket can be used to ensure that each
person involved is up-to-date on what has
happened thus far. It can be especially
helpful if the case is transferred to a new
judge, district, or new counsel joins.
The terminology is used almost
interchangeably by legal professionals and it
can get confusing at times. To prevent issues
and confusion for clients who may not
understand, some law offices may want to
consider referring to the documented court
case summaries as "dockets" and schedules for
court events simply as a "calendar" or
"schedule." It can also help prevent confusion
or problems amongst staffers in the office
when there's a heavy caseload or new staffers
who might not understand.
maintained by the court system and
are chock full of information necessary to the
case. During a court case, all parties involved
have access to the associated docket and its
contents. A docket will be created at the start
of a case and maintained through to its
conclusion. Every legal action taken during a
case will be reflected and recorded in its
associated docket.
What Is Found Inside a Docket
Who Has Access to Court Dockets
(a)
Docket Management Techniques:
What are the possible problem to happen?
Every law office must maintain a master calendar that the attorney, legal
secretary, paralegal, and other staff can easily access. It’s usually
available on the computer network for everyone to see. The main
calendar keeps track of all the important events for the entire office,
including the following: Court appearances, Important filing deadlines,
Appointments, Meetings and conferences, Vacations and personal days
of all staff members.
The master calendar
The calendar system
Individual calendars
Calendars
your own personal calendar or the attorney’s traveling
calendar, that you regularly crosscheck against the master calendar.
Individual calendars are also called redundant calendars because they
contain copies of the entries from the master calendar that should be
performed by that specific person. They also contain events and tasks
that aren’t on the master calendar that only the owner of the individual
calendar needs to know about (like a lunch meeting with a malpractice
insurance agent).
The calendar system
The master calendar
Individual calendars
Calendar
a percentage of the award received in
CIVIL CASE that is paid to the attorney for his/her fee.
(a)
Attorney’s fees that are based on the work
the attorney performs, such as writing a will or preparing a
trust agreeme
(a)
Fees paid outset of the case by the client for
use only in that particular case.
(a)
Attorney fees set by statute, such as for the
probate of an estate.
(a)
Fees paid by clients for the services rendered
by the lawye
(a)
Main Steps
The billing cycle has three main steps:
In many cases, the law firm billing process looks
something like this:
1. The firm brings on a new client and opens a case.
2. Billable time and disbursement fees and expenses are not
logged throughout the case
Both statements are true and related
Both statements are true but not related
The first statement is true and the second statement is false
The first statement is false and the second statement is true
At the end of each month (or at the end of the case, if
it’s a shorter or contingency case), bills and expenses
for each client and case are not put into a draft bill.
4. Attorneys add notes and adjust costs as needed and
approve the bill.
Both statements are true and related
Both statements are true but not related
The first statement is true and the second statement is false
The first statement is false and the second statement is true
Legal Secretaryadd notes and adjust costs as needed and
approve the bill.
5. A final version of the bill is created and sent to the secretary's
for payment.
Both statements are true and related
The first statement is false and the second statement is true
The first statement is true and the second statement is false
Both statements are false
