Preface |
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vii | |
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1 | (40) |
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1 | (1) |
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1 | (1) |
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Structure and Organization |
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2 | (8) |
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2 | (1) |
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3 | (1) |
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4 | (5) |
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9 | (1) |
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10 | (13) |
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10 | (2) |
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12 | (2) |
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Professional Corporations |
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14 | (3) |
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Limited Liability Corporation and Limited Liability Partnership |
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17 | (1) |
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18 | (1) |
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Office-Sharing Associations |
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18 | (2) |
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20 | (3) |
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23 | (7) |
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Corporate Legal Departments |
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23 | (3) |
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26 | (2) |
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Attorney Service and Nonprofit Companies |
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28 | (2) |
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30 | (4) |
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30 | (3) |
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33 | (1) |
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33 | (1) |
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33 | (1) |
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34 | (2) |
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Multidisciplinary Practice |
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34 | (1) |
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35 | (1) |
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Law Firm Structure and Organization |
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35 | (1) |
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36 | (1) |
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36 | (1) |
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37 | (1) |
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37 | (1) |
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38 | (1) |
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38 | (1) |
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39 | (1) |
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40 | (1) |
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41 | (31) |
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41 | (1) |
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41 | (1) |
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42 | (1) |
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42 | (26) |
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43 | (2) |
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45 | (3) |
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48 | (5) |
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53 | (7) |
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60 | (1) |
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61 | (1) |
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62 | (1) |
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63 | (3) |
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66 | (2) |
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68 | (1) |
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68 | (1) |
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69 | (1) |
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69 | (1) |
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70 | (1) |
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70 | (1) |
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71 | (1) |
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72 | (43) |
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72 | (1) |
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72 | (1) |
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Management Objectives and Employee Relations |
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73 | (14) |
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The Manager's Role in Personnel Relations |
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74 | (1) |
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Functions of a Personnel Manager |
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74 | (4) |
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78 | (9) |
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Employee Objectives and Management Relations |
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87 | (11) |
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87 | (1) |
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88 | (1) |
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89 | (2) |
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91 | (2) |
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93 | (5) |
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98 | (7) |
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100 | (1) |
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100 | (1) |
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101 | (1) |
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101 | (1) |
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102 | (3) |
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105 | (1) |
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106 | (1) |
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107 | (2) |
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109 | (1) |
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109 | (3) |
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112 | (1) |
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113 | (1) |
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114 | (1) |
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The Attorney-Client Relationship |
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115 | (49) |
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115 | (1) |
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115 | (1) |
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Variables Affecting Client Relations |
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116 | (4) |
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117 | (1) |
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117 | (2) |
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119 | (1) |
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119 | (1) |
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120 | (21) |
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120 | (2) |
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122 | (10) |
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132 | (2) |
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134 | (1) |
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135 | (6) |
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The Attorney-Client Relationship |
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141 | (9) |
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When Does the Attorney-Client Relationship Begin? |
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142 | (1) |
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The Five Cs of Client Relations |
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142 | (7) |
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When Does the Attorney-Client Relationship End? |
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149 | (1) |
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150 | (5) |
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151 | (1) |
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151 | (1) |
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151 | (1) |
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152 | (1) |
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152 | (1) |
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Other Forms of Discipline |
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153 | (2) |
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155 | (1) |
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155 | (1) |
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156 | (2) |
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158 | (1) |
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158 | (1) |
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159 | (2) |
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161 | (2) |
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163 | (1) |
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Paralegal Ethics and Client Relations |
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164 | (34) |
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164 | (1) |
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164 | (1) |
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Evolvement of Paralegal Ethics |
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165 | (3) |
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165 | (2) |
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Role of Paralegal Associations |
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167 | (1) |
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Paralegal Ethics and Client Relations |
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168 | (10) |
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168 | (2) |
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170 | (1) |
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170 | (5) |
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175 | (1) |
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176 | (2) |
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The Unauthorized Practice of Law |
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178 | (11) |
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Representing Clients in Court or Government Agency Proceedings |
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178 | (1) |
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Preparing Legal Documents |
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179 | (1) |
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180 | (3) |
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183 | (2) |
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185 | (4) |
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189 | (1) |
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190 | (1) |
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191 | (1) |
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192 | (1) |
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193 | (2) |
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195 | (1) |
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195 | (2) |
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197 | (1) |
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198 | (43) |
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198 | (1) |
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198 | (1) |
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199 | (1) |
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199 | (13) |
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199 | (2) |
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201 | (3) |
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204 | (1) |
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205 | (2) |
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207 | (2) |
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209 | (1) |
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210 | (1) |
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210 | (1) |
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211 | (1) |
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212 | (1) |
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Division of Fees Among Lawyers |
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212 | (1) |
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Division of Fees with Nonlawyers |
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212 | (1) |
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213 | (6) |
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213 | (1) |
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214 | (1) |
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215 | (4) |
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Statutory and Judicial Guidelines |
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219 | (9) |
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Calculation of a Reasonable Fee |
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219 | (4) |
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223 | (1) |
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224 | (1) |
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224 | (4) |
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228 | (2) |
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228 | (1) |
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228 | (1) |
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Flat Fee Agreements (Fixed Fee) |
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228 | (1) |
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Contingency Fee Agreements |
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229 | (1) |
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230 | (1) |
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231 | (2) |
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233 | (1) |
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234 | (1) |
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235 | (2) |
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237 | (2) |
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239 | (1) |
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240 | (1) |
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241 | (27) |
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241 | (1) |
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241 | (1) |
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242 | (5) |
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Billable and Nonbillable Hours |
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243 | (1) |
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Calculation of a Billable Hour |
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244 | (1) |
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245 | (1) |
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Billable Hour versus Actual Hour |
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246 | (1) |
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Timekeeping Records and Reports |
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247 | (4) |
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248 | (1) |
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Compensating Hourly Employees |
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248 | (1) |
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Calculating Employee Productivity |
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248 | (1) |
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248 | (2) |
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Monitoring Work in Progress |
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250 | (1) |
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250 | (1) |
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250 | (1) |
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251 | (4) |
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252 | (1) |
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Contingency Fee Law Firms |
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253 | (1) |
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Corporate Legal Departments |
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253 | (2) |
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255 | (1) |
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255 | (4) |
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255 | (2) |
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257 | (2) |
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259 | (3) |
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261 | (1) |
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262 | (2) |
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Keep the Time Sheet Handy |
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262 | (1) |
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Record the Largest Amount of Time |
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262 | (1) |
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Document the Time as a Project Is Finished |
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263 | (1) |
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263 | (1) |
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263 | (1) |
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Be Descriptive and Concise |
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263 | (1) |
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Record All Nonbillable Time |
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263 | (1) |
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263 | (1) |
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264 | (1) |
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264 | (1) |
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264 | (1) |
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265 | (1) |
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265 | (1) |
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266 | (1) |
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267 | (1) |
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267 | (1) |
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Billing and Financial Management |
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268 | (34) |
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268 | (1) |
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268 | (1) |
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269 | (5) |
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269 | (2) |
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271 | (1) |
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Regular and Frequent Billing |
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271 | (2) |
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273 | (1) |
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274 | (2) |
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274 | (1) |
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275 | (1) |
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275 | (1) |
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276 | (4) |
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Billing an Hourly Fee Case |
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276 | (1) |
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276 | (1) |
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Billing a Contingency Fee Case |
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276 | (1) |
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277 | (3) |
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280 | (4) |
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280 | (1) |
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Renegotiating and Withdrawing |
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281 | (2) |
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283 | (1) |
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Using a Collection Agency |
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284 | (1) |
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284 | (5) |
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284 | (1) |
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285 | (2) |
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Client-Directed Billing Policies |
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287 | (1) |
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Fee Disputes and Arbitration |
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288 | (1) |
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289 | (7) |
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Law Firm Profitability and Realization |
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289 | (2) |
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291 | (2) |
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293 | (1) |
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293 | (1) |
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Personnel Costs Projection |
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293 | (1) |
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Operating Expense Projection |
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294 | (1) |
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Calculating an Expense Percentage |
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294 | (2) |
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296 | (1) |
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297 | (1) |
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298 | (1) |
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298 | (1) |
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299 | (1) |
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300 | (1) |
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301 | (1) |
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Managing the Client Funds Trust Account |
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302 | (22) |
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302 | (1) |
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302 | (1) |
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Types of Funds Held in the Trust Account |
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303 | (2) |
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303 | (1) |
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303 | (1) |
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303 | (1) |
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304 | (1) |
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304 | (1) |
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304 | (1) |
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Funds in which a Third Party Has an Interest |
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305 | (1) |
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Maintaining the Trust Account |
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305 | (9) |
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305 | (1) |
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Preparing the Client Ledger Sheet |
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306 | (1) |
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306 | (3) |
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Communicating with Clients |
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309 | (1) |
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310 | (1) |
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310 | (1) |
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311 | (1) |
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Preparing Monthly Statements |
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312 | (1) |
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312 | (1) |
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312 | (2) |
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Interest on Lawyers' Client Funds Account |
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314 | (2) |
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316 | (2) |
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318 | (1) |
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318 | (1) |
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319 | (2) |
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321 | (1) |
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321 | (1) |
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322 | (1) |
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322 | (1) |
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322 | (2) |
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Technology in the Law Office |
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324 | (40) |
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324 | (1) |
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324 | (1) |
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Common Law Office Software |
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325 | (6) |
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326 | (1) |
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327 | (1) |
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327 | (1) |
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328 | (1) |
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Case Management and Docket Control |
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328 | (1) |
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329 | (1) |
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Substantive Software Applications |
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329 | (2) |
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331 | (1) |
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331 | (1) |
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331 | (8) |
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331 | (2) |
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333 | (1) |
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333 | (1) |
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334 | (2) |
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Locating Information on the Web |
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336 | (3) |
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Reliability of Information on Web Sites |
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339 | (1) |
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339 | (7) |
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339 | (2) |
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341 | (5) |
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346 | (7) |
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346 | (1) |
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Listservs and Discussion Groups |
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347 | (1) |
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348 | (3) |
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351 | (1) |
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Keeping E-Mail Confidential |
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352 | (1) |
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353 | (3) |
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353 | (1) |
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354 | (1) |
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354 | (1) |
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Retention of Advertising Materials |
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355 | (1) |
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355 | (1) |
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Unauthorized Practice of Law |
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355 | (1) |
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356 | (1) |
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356 | (2) |
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358 | (2) |
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360 | (1) |
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360 | (1) |
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360 | (1) |
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361 | (2) |
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363 | (1) |
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364 | (26) |
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364 | (1) |
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364 | (1) |
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364 | (1) |
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365 | (5) |
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366 | (1) |
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367 | (1) |
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Minisystems and Subsystems |
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368 | (2) |
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370 | (14) |
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370 | (1) |
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371 | (3) |
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374 | (1) |
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374 | (3) |
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377 | (5) |
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382 | (1) |
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Essential Skills for Systems Development |
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382 | (1) |
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Common Problems with Systems Development |
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383 | (1) |
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384 | (1) |
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384 | (1) |
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385 | (1) |
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385 | (1) |
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386 | (1) |
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387 | (1) |
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387 | (1) |
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388 | (1) |
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388 | (1) |
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389 | (1) |
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390 | (35) |
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390 | (1) |
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390 | (1) |
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Elements of a Docket Control System |
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391 | (1) |
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391 | (6) |
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391 | (1) |
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392 | (2) |
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394 | (3) |
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397 | (1) |
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397 | (9) |
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397 | (1) |
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398 | (8) |
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Computerized Docketing Systems |
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406 | (10) |
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406 | (1) |
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Automated Docketing Programs |
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407 | (9) |
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416 | (1) |
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417 | (1) |
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418 | (2) |
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420 | (1) |
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420 | (1) |
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421 | (1) |
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422 | (2) |
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424 | (1) |
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File and Records Management |
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425 | (47) |
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425 | (1) |
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425 | (1) |
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426 | (13) |
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426 | (1) |
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Filing System Classification |
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426 | (1) |
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427 | (3) |
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430 | (3) |
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433 | (1) |
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434 | (1) |
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434 | (1) |
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434 | (4) |
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438 | (1) |
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439 | (4) |
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439 | (1) |
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440 | (3) |
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443 | (11) |
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443 | (1) |
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444 | (1) |
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444 | (2) |
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446 | (4) |
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Managing Electronic Records |
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450 | (2) |
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452 | (1) |
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Automated Document Management |
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452 | (2) |
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File Closing, Retention, and Destruction |
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454 | (6) |
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454 | (2) |
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456 | (2) |
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458 | (2) |
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460 | (1) |
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File and Records Management Ethics |
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460 | (2) |
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Preserve Client's Property |
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460 | (1) |
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Perform Conflict-of-Interest Checks |
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461 | (1) |
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Promptly Return File to the Client |
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461 | (1) |
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461 | (1) |
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461 | (1) |
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462 | (1) |
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462 | (2) |
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464 | (2) |
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466 | (1) |
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466 | (1) |
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467 | (1) |
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468 | (3) |
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471 | (1) |
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Law Library Organization and Management |
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472 | (31) |
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472 | (1) |
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472 | (1) |
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473 | (2) |
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473 | (2) |
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Classes and Authority of Law |
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475 | (4) |
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475 | (2) |
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477 | (1) |
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Search Tools and Form Books |
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478 | (1) |
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Law Library Organization and Procedures |
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479 | (3) |
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479 | (1) |
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Types of Library Organization |
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479 | (2) |
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481 | (1) |
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482 | (5) |
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On-Line Legal and Nonlegal Databases |
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482 | (1) |
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483 | (1) |
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483 | (1) |
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E-Mail and Telefacsimile (Fax) Transmission |
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484 | (1) |
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485 | (1) |
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485 | (2) |
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Court Forms, Form Files, and Knowledge Banks |
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487 | (4) |
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488 | (1) |
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489 | (1) |
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489 | (2) |
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491 | (1) |
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492 | (1) |
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493 | (2) |
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495 | (2) |
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497 | (1) |
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497 | (1) |
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498 | (1) |
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498 | (3) |
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501 | (2) |
Appendix A Answers to Self-Test Questions |
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503 | (49) |
Appendix B Associations for Paralegals, Legal Secretaries, and Managers |
|
552 | (7) |
Appendix C Federal Employment Laws |
|
559 | (2) |
Appendix D Definitions and Code of Ethics of National Paralegal Associations |
|
561 | (10) |
Appendix E Docket Calculation Chart |
|
571 | (8) |
Glossary |
|
579 | (7) |
Bibliography |
|
586 | (17) |
Index |
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603 | |