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Effective Paralegal UtilizationEffective Paralegal Utilization
2010 Municipal Practice Group Retreat2010 Municipal Practice Group Retreat
October 8, 2010October 8, 2010
Jennifer M. Maguire
Paralegal Manager
Best Best & Krieger LLP
What is a “Paralegal Manager”?What is a “Paralegal Manager”?
• Person responsible for directing and managing
the paralegal staff in all office locations and
for administering firm policies regarding
paralegals.
Who Employs a Paralegal Manager?Who Employs a Paralegal Manager?
• Orrick, Herrington & Sutcliffe LLP
• Miller Nash LLP
• Morrison & Foerster LLP
• Jones Day
• Fenwick & West LLP
• Burr & Forman LLP
• Pierce Atwood LLP
• Hanson Bridgett LLP
Top Six Responsibilities of aTop Six Responsibilities of a
Paralegal ManagerParalegal Manager
• Develop Training Programs
• Monitor Productivity
• Develop Policies and Procedures for Paralegals
• Interview, Hire and Orient Paralegals
• Be an Advocate
• Administer Performance Reviews and
Compensation Plan
Goals for 2010/2011Goals for 2010/2011
• Meet With Paralegals, Practice Group Leaders and
Office Managing Partners
• Improve Performance Evaluation Process
• Look at Cross-Training and Networking Opportunities
• Develop an Overall Paralegal Training Program
• Improve Paralegal Utilization
Best Best & Krieger’s ParalegalsBest Best & Krieger’s Paralegals
• Members of Professional Organizations
• Certified Paralegals
• More Than 20 Years of Service to BB&K
• Developed Specialties
• Possess Advanced Degrees
• Involved in the Community
Areas of ExpertiseAreas of Expertise
• Brown Act
• Public Records Act
• Political Reform Act
• Public Contracts and Construction
• Real Property Acquisition and Relocation
• Code Enforcement
• Complex Litigation
• CC&R Reviews
What Paralegals Can Do For You and YourWhat Paralegals Can Do For You and Your
ClientsClients
• Work With Clients Directly
• Perform Research
– Procedural, administrative, and case law
– Public Records
– Other authorities applicable to the practice area
What Paralegals Can Do For You and YourWhat Paralegals Can Do For You and Your
ClientsClients
• Analyze
– Research of real property legal descriptions,
contracts, property profiles, and title reports
– Evidence for hearings
– Summarize and make recommendations
– Brown Act, Political Reform Act, CEQA,
Redevelopment statutes
What Paralegals Can Do For You and YourWhat Paralegals Can Do For You and Your
ClientsClients
• Coordinate and Organize
– Select, assemble, and compile substantive
information
– Keep track of deadlines and help distribute
assignments
– Assist with issue formulation and perform data
collection
Statement on Value of Effective ParalegalStatement on Value of Effective Paralegal
UtilizationUtilization
• Best Best & Krieger LLP recognizes the
importance and value of effective paralegal
utilization as a key means of controlling legal
costs and delivering efficient legal services to
its clients.
Advantages to Paralegal UtilizationAdvantages to Paralegal Utilization
• Having access to a great paralegal and utilizing
that paralegal properly can result in:
– Greater efficiency
– Improved client satisfaction and retention
– Increasing your billable rate
– Sharpening your competitive edge
– Improved quality of life
Why Aren’t Paralegals Fully Utilized?Why Aren’t Paralegals Fully Utilized?
• Confusion About What Paralegals Can and
Should be Doing
• Lack of Appropriate Delegation
– The “legal food chain”
• Availability of Paralegals is Overlooked
How Can We as a Firm Improve ParalegalHow Can We as a Firm Improve Paralegal
Utilization?Utilization?
• Educate Attorneys on Paralegal Tasks
• Educate Attorneys on How to Delegate
• Train Paralegals
– In client service
– In promoting effective delegation
– In the latest substantive and procedural
developments
Steps You Can Take, to Improve ParalegalSteps You Can Take, to Improve Paralegal
UtilizationUtilization
• Try Working With a Paralegal
• Utilize Paralegals in Other Offices
• Increase Visibility
• Be Cognizant of Delegated Tasks
• Recognize Paralegals as Professionals
The EndThe End

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Paralegal Manager Introduction

  • 1. Effective Paralegal UtilizationEffective Paralegal Utilization 2010 Municipal Practice Group Retreat2010 Municipal Practice Group Retreat October 8, 2010October 8, 2010 Jennifer M. Maguire Paralegal Manager Best Best & Krieger LLP
  • 2. What is a “Paralegal Manager”?What is a “Paralegal Manager”? • Person responsible for directing and managing the paralegal staff in all office locations and for administering firm policies regarding paralegals.
  • 3. Who Employs a Paralegal Manager?Who Employs a Paralegal Manager? • Orrick, Herrington & Sutcliffe LLP • Miller Nash LLP • Morrison & Foerster LLP • Jones Day • Fenwick & West LLP • Burr & Forman LLP • Pierce Atwood LLP • Hanson Bridgett LLP
  • 4. Top Six Responsibilities of aTop Six Responsibilities of a Paralegal ManagerParalegal Manager • Develop Training Programs • Monitor Productivity • Develop Policies and Procedures for Paralegals • Interview, Hire and Orient Paralegals • Be an Advocate • Administer Performance Reviews and Compensation Plan
  • 5. Goals for 2010/2011Goals for 2010/2011 • Meet With Paralegals, Practice Group Leaders and Office Managing Partners • Improve Performance Evaluation Process • Look at Cross-Training and Networking Opportunities • Develop an Overall Paralegal Training Program • Improve Paralegal Utilization
  • 6. Best Best & Krieger’s ParalegalsBest Best & Krieger’s Paralegals • Members of Professional Organizations • Certified Paralegals • More Than 20 Years of Service to BB&K • Developed Specialties • Possess Advanced Degrees • Involved in the Community
  • 7. Areas of ExpertiseAreas of Expertise • Brown Act • Public Records Act • Political Reform Act • Public Contracts and Construction • Real Property Acquisition and Relocation • Code Enforcement • Complex Litigation • CC&R Reviews
  • 8. What Paralegals Can Do For You and YourWhat Paralegals Can Do For You and Your ClientsClients • Work With Clients Directly • Perform Research – Procedural, administrative, and case law – Public Records – Other authorities applicable to the practice area
  • 9. What Paralegals Can Do For You and YourWhat Paralegals Can Do For You and Your ClientsClients • Analyze – Research of real property legal descriptions, contracts, property profiles, and title reports – Evidence for hearings – Summarize and make recommendations – Brown Act, Political Reform Act, CEQA, Redevelopment statutes
  • 10. What Paralegals Can Do For You and YourWhat Paralegals Can Do For You and Your ClientsClients • Coordinate and Organize – Select, assemble, and compile substantive information – Keep track of deadlines and help distribute assignments – Assist with issue formulation and perform data collection
  • 11. Statement on Value of Effective ParalegalStatement on Value of Effective Paralegal UtilizationUtilization • Best Best & Krieger LLP recognizes the importance and value of effective paralegal utilization as a key means of controlling legal costs and delivering efficient legal services to its clients.
  • 12. Advantages to Paralegal UtilizationAdvantages to Paralegal Utilization • Having access to a great paralegal and utilizing that paralegal properly can result in: – Greater efficiency – Improved client satisfaction and retention – Increasing your billable rate – Sharpening your competitive edge – Improved quality of life
  • 13. Why Aren’t Paralegals Fully Utilized?Why Aren’t Paralegals Fully Utilized? • Confusion About What Paralegals Can and Should be Doing • Lack of Appropriate Delegation – The “legal food chain” • Availability of Paralegals is Overlooked
  • 14. How Can We as a Firm Improve ParalegalHow Can We as a Firm Improve Paralegal Utilization?Utilization? • Educate Attorneys on Paralegal Tasks • Educate Attorneys on How to Delegate • Train Paralegals – In client service – In promoting effective delegation – In the latest substantive and procedural developments
  • 15. Steps You Can Take, to Improve ParalegalSteps You Can Take, to Improve Paralegal UtilizationUtilization • Try Working With a Paralegal • Utilize Paralegals in Other Offices • Increase Visibility • Be Cognizant of Delegated Tasks • Recognize Paralegals as Professionals