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Stephanie Bowman
PARALEGAL PORTFOLIO
Table of Contents
 Bankruptcy
 Chapter 13
 Chapter 7 Voluntary Petition
 Means Test
 Schedule J- Current
Expenditures
 Contracts
 Training and Management
 Engagement Letter
 Electronic Signatures
 Termination Letter
 Research and Analysis
 Interoffice Memorandum
 Case Brief
 Intake Interview
 Client Opinion letter
 Correspondence and Filings
 Transmittal Letter
 Settlement Demand
 Memorandum of Law
 Complaint
 Evidence
 Document Index
 Demonstrative Evidence
 Preservation of Evidence Letter
 Request for Inspection
Bankruptcy
Chapter 13
Applied
understanding of
Chapter 13
Bankruptcy by
designing a payment
plan based on
specifics in an
assigned fact pattern.
Chapter 7
Prepared a
Chapter 7
Voluntary
Petition Form
for Utah using
Best Case
software.
Means Test
Analyzed data based on an assigned fact pattern
through excel. Used color to categorize types of
expenses so as to more easily incorporate them
into a bankruptcy means test.
Schedule J- Current Expenditures
Prepared a
Bankruptcy
Schedule J-
Current
Expenditures
using Best Case
to show
understanding
of Bankruptcy
Schedules.
Contracts
Training and Management
Synthesized understanding
of contract law and
necessary terms with a
fictional fact pattern from
the movie Hercules. This
contract represents the
trainer in a training and
management contract.
Engagement Letter
Analyzed the necessary terms of an engagement
letter by applying a fact pattern to an existing
letter and making necessary changes to meet
the needs of a fictional client.
Electronic Signatures
Identified the Uniform
Code regarding
Electronic Signatures for
Corporate Contracts as
well as the states who
have adopted the
code. Located the
location of the Uniform
Electronic Signatures
Act in the individual
codes of each state for
future reference.
Termination Letter
Demonstrated
understanding of
termination letters and
contracts by drafting a
letter to a vendor
including and citing terms
from the original
agreement.
Research and Analysis
Interoffice Memorandum
Interpreted a fact pattern
and possible legal
outcomes through
research of related case
law.
Case Brief
Summarized case findings
based on briefing
techniques learned in
class to streamline future
research process.
Intake Interview
Evaluated the merits of
a case through a fact
pattern as collected
through a mock
interview.
Client Opinion Letter
Illustrated the merits of a case based on an assigned
fact pattern for the benefit of a client.
Correspondence & Filings
Transmittal Letter
Prepared a transmittal
letter to demonstrate
necessary writing skills.
Settlement Demand
Drafted a settlement
demand letter
combining principles
of tort law and
required elements to
be met by insurance.
Memorandum of Law
Thoroughly defended
claims in a case in order
to expedite the litigation
process by justifying the
need for summary
judgment.
Complaint
Employed ability to draft
facts in a precise manner
to avoid unnecessary
denials. Drafted elements
of a claim in a direct and
persuasive manner.
Evidence
Document Index
Organized
and made
a database
of
documents
for future
reference
and use.
Demonstrative Evidence
Designed demonstrative
evidence using excel to
show possible suspicious
accounting practices in
a fictional fraud case.
0
200
400
600
800
1000
1200
-
200,000
400,000
600,000
800,000
1,000,000
1,200,000
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
NumberofTransactions
NumberofUnits
Month
Widget Inc. Sales 2015
Number of Units Sold Number of Transactions
Month Number of Units Sold Number of Transactions
Jan 758,694 645
Feb 816,325 354
Mar 657,984 248
Apr 546,895 631
May 257,894 978
Jun 723,018 478
Jul 329,876 789
Aug 172,648 981
Sep 649,875 897
Oct 793,481 234
Nov 945,973 594
Dec 1,000,001 102
Preservation of Evidence Letter
Produced a spoliation letter using
persuasive language based on an
assigned fact pattern.
Request for Inspection
Prepared a
court filing
demonstrating
understanding
of basic filing
formats.

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Paralegal Portfolio

  • 2. Table of Contents  Bankruptcy  Chapter 13  Chapter 7 Voluntary Petition  Means Test  Schedule J- Current Expenditures  Contracts  Training and Management  Engagement Letter  Electronic Signatures  Termination Letter  Research and Analysis  Interoffice Memorandum  Case Brief  Intake Interview  Client Opinion letter  Correspondence and Filings  Transmittal Letter  Settlement Demand  Memorandum of Law  Complaint  Evidence  Document Index  Demonstrative Evidence  Preservation of Evidence Letter  Request for Inspection
  • 4. Chapter 13 Applied understanding of Chapter 13 Bankruptcy by designing a payment plan based on specifics in an assigned fact pattern.
  • 5. Chapter 7 Prepared a Chapter 7 Voluntary Petition Form for Utah using Best Case software.
  • 6. Means Test Analyzed data based on an assigned fact pattern through excel. Used color to categorize types of expenses so as to more easily incorporate them into a bankruptcy means test.
  • 7. Schedule J- Current Expenditures Prepared a Bankruptcy Schedule J- Current Expenditures using Best Case to show understanding of Bankruptcy Schedules.
  • 9. Training and Management Synthesized understanding of contract law and necessary terms with a fictional fact pattern from the movie Hercules. This contract represents the trainer in a training and management contract.
  • 10. Engagement Letter Analyzed the necessary terms of an engagement letter by applying a fact pattern to an existing letter and making necessary changes to meet the needs of a fictional client.
  • 11. Electronic Signatures Identified the Uniform Code regarding Electronic Signatures for Corporate Contracts as well as the states who have adopted the code. Located the location of the Uniform Electronic Signatures Act in the individual codes of each state for future reference.
  • 12. Termination Letter Demonstrated understanding of termination letters and contracts by drafting a letter to a vendor including and citing terms from the original agreement.
  • 14. Interoffice Memorandum Interpreted a fact pattern and possible legal outcomes through research of related case law.
  • 15. Case Brief Summarized case findings based on briefing techniques learned in class to streamline future research process.
  • 16. Intake Interview Evaluated the merits of a case through a fact pattern as collected through a mock interview.
  • 17. Client Opinion Letter Illustrated the merits of a case based on an assigned fact pattern for the benefit of a client.
  • 19. Transmittal Letter Prepared a transmittal letter to demonstrate necessary writing skills.
  • 20. Settlement Demand Drafted a settlement demand letter combining principles of tort law and required elements to be met by insurance.
  • 21. Memorandum of Law Thoroughly defended claims in a case in order to expedite the litigation process by justifying the need for summary judgment.
  • 22. Complaint Employed ability to draft facts in a precise manner to avoid unnecessary denials. Drafted elements of a claim in a direct and persuasive manner.
  • 24. Document Index Organized and made a database of documents for future reference and use.
  • 25. Demonstrative Evidence Designed demonstrative evidence using excel to show possible suspicious accounting practices in a fictional fraud case. 0 200 400 600 800 1000 1200 - 200,000 400,000 600,000 800,000 1,000,000 1,200,000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec NumberofTransactions NumberofUnits Month Widget Inc. Sales 2015 Number of Units Sold Number of Transactions Month Number of Units Sold Number of Transactions Jan 758,694 645 Feb 816,325 354 Mar 657,984 248 Apr 546,895 631 May 257,894 978 Jun 723,018 478 Jul 329,876 789 Aug 172,648 981 Sep 649,875 897 Oct 793,481 234 Nov 945,973 594 Dec 1,000,001 102
  • 26. Preservation of Evidence Letter Produced a spoliation letter using persuasive language based on an assigned fact pattern.
  • 27. Request for Inspection Prepared a court filing demonstrating understanding of basic filing formats.