Chapter 3: The Paralegal Workplace
Quiz <ul><li>Closed book/closed notes </li></ul><ul><li>You may collaborate with your team </li></ul><ul><li>You are respo...
Brief assignment <ul><li>Facts? </li></ul><ul><li>Issue? </li></ul><ul><li>Holding? </li></ul><ul><li>Rationale? </li></ul>
Language <ul><li>executrix </li></ul><ul><li>mandamus </li></ul><ul><li>pro se  </li></ul><ul><li>nullity </li></ul><ul><l...
 
Types of Law Offices
 
 
 
 
Private Firms <ul><li>Structure </li></ul><ul><ul><li>Sole practitioner </li></ul></ul><ul><ul><li>Association of sole pra...
Type of practice <ul><li>General </li></ul><ul><li>Specialized (‘boutique’) </li></ul><ul><ul><li>Employment litigation </...
In-House <ul><li>Lawyers work as employees of a single client </li></ul><ul><ul><li>General counsel </li></ul></ul><ul><li...
Government Law Offices <ul><li>Criminal </li></ul><ul><ul><li>Prosecution </li></ul></ul><ul><ul><ul><li>District attorney...
Government Law Offices <ul><li>Cities/Counties </li></ul><ul><ul><li>City attorney </li></ul></ul><ul><ul><ul><li>Advises ...
Government Law Offices <ul><li>States </li></ul><ul><ul><li>Attorney general </li></ul></ul><ul><ul><ul><li>Provides legal...
Government Law Offices <ul><li>Federal Government </li></ul><ul><ul><li>Department of Justice </li></ul></ul><ul><ul><ul><...
Legal Aid <ul><li>Provide services to benefit indigent clients </li></ul><ul><ul><li>Usu. Civil practice </li></ul></ul><u...
Public Interest <ul><li>Legal issues involving public concern </li></ul><ul><ul><li>Environmental Defense Fund </li></ul><...
Professional Team <ul><li>Lawyers </li></ul><ul><ul><li>Owners </li></ul></ul><ul><ul><ul><li>Partners </li></ul></ul></ul...
Professional Team <ul><li>Law clerks </li></ul><ul><ul><li>Law students/apprentices </li></ul></ul><ul><li>Paralegals </li...
Billing <ul><li>Hourly </li></ul><ul><ul><li>Billable hours </li></ul></ul><ul><ul><li>Non-billable hours </li></ul></ul><...
Timekeeping <ul><li>Important for all firms, regardless of billing method </li></ul><ul><ul><li>Determine fee (hourly) </l...
Timekeeping <ul><li>Methods </li></ul><ul><ul><li>Timesheet </li></ul></ul><ul><ul><li>Software  </li></ul></ul><ul><li>In...
Billing/Collections
 
Filing Systems <ul><li>Organization </li></ul><ul><ul><li>Client </li></ul></ul><ul><ul><li>Project </li></ul></ul><ul><li...
Conflict check <ul><li>Conflict of interest </li></ul><ul><ul><li>No lawyer in a firm can represent a client whose interes...
Calendars <ul><li>Deadline driven profession </li></ul><ul><li>Malpractice </li></ul><ul><ul><li>Must have calendaring sys...
Calendars <ul><li>Significant deadlines? </li></ul><ul><ul><li>Litigation </li></ul></ul><ul><ul><ul><li>Statute of limita...
Calendars <ul><li>Docketing </li></ul><ul><ul><li>Specific deadlines </li></ul></ul><ul><li>Tickling </li></ul><ul><ul><li...
Calendars <ul><li>Manual </li></ul><ul><ul><li>Must be managed daily </li></ul></ul><ul><ul><li>Must be in duplicate (at l...
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PRL 101 Class lecture slides, January 25, 2011

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Slides from class lecture, January 25, 2011

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  • Baker &amp; McKenzie; Life Magazine 1987
  • PRL 101 Class lecture slides, January 25, 2011

    1. 1. Chapter 3: The Paralegal Workplace
    2. 2. Quiz <ul><li>Closed book/closed notes </li></ul><ul><li>You may collaborate with your team </li></ul><ul><li>You are responsible for the answers on your quiz </li></ul><ul><li>You do not have to choose the same answers as your team </li></ul>
    3. 3. Brief assignment <ul><li>Facts? </li></ul><ul><li>Issue? </li></ul><ul><li>Holding? </li></ul><ul><li>Rationale? </li></ul>
    4. 4. Language <ul><li>executrix </li></ul><ul><li>mandamus </li></ul><ul><li>pro se </li></ul><ul><li>nullity </li></ul><ul><li>lay representation </li></ul><ul><li>proscribed </li></ul><ul><li>personal representative </li></ul><ul><li>executor </li></ul>
    5. 6. Types of Law Offices
    6. 11. Private Firms <ul><li>Structure </li></ul><ul><ul><li>Sole practitioner </li></ul></ul><ul><ul><li>Association of sole practitioners </li></ul></ul><ul><ul><ul><li>Share space/equipment/personnel </li></ul></ul></ul><ul><ul><li>Partnership </li></ul></ul><ul><ul><li>Corporation </li></ul></ul><ul><ul><ul><li>PC </li></ul></ul></ul><ul><ul><ul><li>LLP </li></ul></ul></ul><ul><ul><ul><li>LLC </li></ul></ul></ul>
    7. 12. Type of practice <ul><li>General </li></ul><ul><li>Specialized (‘boutique’) </li></ul><ul><ul><li>Employment litigation </li></ul></ul><ul><ul><li>Bankruptcy </li></ul></ul><ul><ul><li>Immigration </li></ul></ul><ul><ul><li>Intellectual Property </li></ul></ul><ul><ul><li>Estate Planning </li></ul></ul><ul><ul><li>Real Estate </li></ul></ul>
    8. 13. In-House <ul><li>Lawyers work as employees of a single client </li></ul><ul><ul><li>General counsel </li></ul></ul><ul><li>Handle regular legal matters of client </li></ul><ul><li>Outsource specialized legal matters </li></ul><ul><ul><li>Outside counsel </li></ul></ul><ul><ul><li>Litigation </li></ul></ul>
    9. 14. Government Law Offices <ul><li>Criminal </li></ul><ul><ul><li>Prosecution </li></ul></ul><ul><ul><ul><li>District attorney (state) </li></ul></ul></ul><ul><ul><ul><li>Attorney general (state) </li></ul></ul></ul><ul><ul><ul><li>City attorney (local) </li></ul></ul></ul><ul><ul><ul><li>US attorney (federal) </li></ul></ul></ul><ul><ul><li>Defense </li></ul></ul><ul><ul><ul><li>Public defender </li></ul></ul></ul><ul><ul><ul><ul><li>Tuscaloosa and Shelby Counties </li></ul></ul></ul></ul><ul><ul><ul><li>Appointed counsel </li></ul></ul></ul>
    10. 15. Government Law Offices <ul><li>Cities/Counties </li></ul><ul><ul><li>City attorney </li></ul></ul><ul><ul><ul><li>Advises city agencies </li></ul></ul></ul><ul><ul><ul><ul><li>Mayor </li></ul></ul></ul></ul><ul><ul><ul><ul><li>City Council </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Governing boards (variances, historic districts, etc.) </li></ul></ul></ul></ul><ul><ul><ul><li>Prosecutes municipal offenses </li></ul></ul></ul><ul><ul><li>Smaller cities may hire private law firm </li></ul></ul><ul><ul><li>Counties may have counsel; private firm more common </li></ul></ul>
    11. 16. Government Law Offices <ul><li>States </li></ul><ul><ul><li>Attorney general </li></ul></ul><ul><ul><ul><li>Provides legal advice to government agencies </li></ul></ul></ul><ul><ul><ul><ul><li>Jefferson County bankruptcy referendum </li></ul></ul></ul></ul><ul><ul><ul><li>May prosecute criminal cases </li></ul></ul></ul><ul><ul><ul><li>Civil litigation </li></ul></ul></ul>
    12. 17. Government Law Offices <ul><li>Federal Government </li></ul><ul><ul><li>Department of Justice </li></ul></ul><ul><ul><ul><li>Attorney General </li></ul></ul></ul><ul><ul><ul><li>Solicitor General </li></ul></ul></ul><ul><ul><ul><li>Advisory opinions </li></ul></ul></ul><ul><ul><ul><li>Litigation </li></ul></ul></ul><ul><ul><ul><li>Antitrust </li></ul></ul></ul><ul><ul><ul><li>Civil rights </li></ul></ul></ul><ul><ul><ul><li>Environment </li></ul></ul></ul><ul><ul><ul><li>Immigration </li></ul></ul></ul>
    13. 18. Legal Aid <ul><li>Provide services to benefit indigent clients </li></ul><ul><ul><li>Usu. Civil practice </li></ul></ul><ul><ul><ul><li>Domestic </li></ul></ul></ul><ul><ul><ul><li>Landlord/tenant </li></ul></ul></ul><ul><ul><ul><li>Consumer </li></ul></ul></ul><ul><ul><ul><li>Wills/estates </li></ul></ul></ul><ul><ul><ul><li>Elder law </li></ul></ul></ul>
    14. 19. Public Interest <ul><li>Legal issues involving public concern </li></ul><ul><ul><li>Environmental Defense Fund </li></ul></ul><ul><ul><li>American Civil Liberties Union </li></ul></ul><ul><ul><li>Electronic Frontier Foundation </li></ul></ul>
    15. 20. Professional Team <ul><li>Lawyers </li></ul><ul><ul><li>Owners </li></ul></ul><ul><ul><ul><li>Partners </li></ul></ul></ul><ul><ul><ul><ul><li>Senior </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Junior </li></ul></ul></ul></ul><ul><ul><li>Associates </li></ul></ul><ul><ul><ul><li>Partnership track </li></ul></ul></ul><ul><ul><li>Affiliated lawyers </li></ul></ul><ul><ul><ul><li>Permanent/contract/senior associate </li></ul></ul></ul><ul><ul><ul><li>Of counsel </li></ul></ul></ul>
    16. 21. Professional Team <ul><li>Law clerks </li></ul><ul><ul><li>Law students/apprentices </li></ul></ul><ul><li>Paralegals </li></ul><ul><li>Administrators </li></ul><ul><ul><li>Personnel </li></ul></ul><ul><ul><li>Facilities </li></ul></ul><ul><ul><li>Finance </li></ul></ul><ul><li>Secretarial </li></ul>
    17. 22. Billing <ul><li>Hourly </li></ul><ul><ul><li>Billable hours </li></ul></ul><ul><ul><li>Non-billable hours </li></ul></ul><ul><li>Contingency </li></ul><ul><li>Flat fee </li></ul><ul><li>Prepaid Group </li></ul><ul><li>Pro bono </li></ul>
    18. 23. Timekeeping <ul><li>Important for all firms, regardless of billing method </li></ul><ul><ul><li>Determine fee (hourly) </li></ul></ul><ul><ul><li>Divide fee (attorneys) </li></ul></ul><ul><ul><li>Profit/loss (firm) </li></ul></ul><ul><ul><li>Profit sharing (employees) </li></ul></ul>
    19. 24. Timekeeping <ul><li>Methods </li></ul><ul><ul><li>Timesheet </li></ul></ul><ul><ul><li>Software </li></ul></ul><ul><li>Increments </li></ul><ul><ul><li>6 minutes (.1 hr) </li></ul></ul>
    20. 25. Billing/Collections
    21. 27. Filing Systems <ul><li>Organization </li></ul><ul><ul><li>Client </li></ul></ul><ul><ul><li>Project </li></ul></ul><ul><li>Update daily! </li></ul><ul><li>Individual files </li></ul><ul><ul><li>Top binder clip </li></ul></ul><ul><ul><li>Document index </li></ul></ul><ul><li>Color coding </li></ul><ul><li>Storage/tracking/destruction </li></ul>
    22. 28. Conflict check <ul><li>Conflict of interest </li></ul><ul><ul><li>No lawyer in a firm can represent a client whose interests are adverse to a client of any other lawyer in the firm </li></ul></ul><ul><li>Systems </li></ul><ul><ul><li>Manual </li></ul></ul><ul><ul><ul><li>Index cards/alphabetical list </li></ul></ul></ul><ul><ul><li>Software </li></ul></ul>
    23. 29. Calendars <ul><li>Deadline driven profession </li></ul><ul><li>Malpractice </li></ul><ul><ul><li>Must have calendaring system for insurance </li></ul></ul><ul><ul><li>Dual calendars: lawyer and assistant </li></ul></ul><ul><ul><li>Firm and individual calendars </li></ul></ul><ul><ul><li>Backup </li></ul></ul>
    24. 30. Calendars <ul><li>Significant deadlines? </li></ul><ul><ul><li>Litigation </li></ul></ul><ul><ul><ul><li>Statute of limitations, pleading deadlines, court dates, appearances, discovery, opposing party </li></ul></ul></ul><ul><ul><li>Tax </li></ul></ul><ul><ul><ul><li>Return filing dates, litigation deadlines </li></ul></ul></ul><ul><ul><li>Real estate </li></ul></ul><ul><ul><ul><li>Contract deadlines, loan/documentation, inspection/due diligence, closing, recording </li></ul></ul></ul><ul><ul><li>Corporate/commercial </li></ul></ul><ul><ul><ul><li>Annual meetings, tax return, financial statement, regulatory </li></ul></ul></ul>
    25. 31. Calendars <ul><li>Docketing </li></ul><ul><ul><li>Specific deadlines </li></ul></ul><ul><li>Tickling </li></ul><ul><ul><li>Regular review of files </li></ul></ul><ul><ul><li>Notice that deadline is approaching </li></ul></ul><ul><li>Non-work dates </li></ul><ul><ul><li>Appointments </li></ul></ul><ul><ul><li>Vacations </li></ul></ul>
    26. 32. Calendars <ul><li>Manual </li></ul><ul><ul><li>Must be managed daily </li></ul></ul><ul><ul><li>Must be in duplicate (at least) </li></ul></ul><ul><li>Software </li></ul><ul><ul><li>May have automated deadline calculation </li></ul></ul><ul><ul><li>Daily updates </li></ul></ul><ul><ul><li>At least weekly printed reports </li></ul></ul>

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