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Fundamentals of Law Office Management: Systems, Procedures, and Ethics,9781401824631
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Fundamentals of Law Office Management: Systems, Procedures, and Ethics

by
Edition:
3rd
ISBN13:

9781401824631

ISBN10:
1401824633
Media:
Paperback
Pub. Date:
12/15/2003
Publisher(s):
Cengage Learning
List Price: $195.95
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Summary

Readers immediately will be drawn into Fundamentals of Law Office Management by the introduction of a fictitious law firm and how the concepts addressed in each chapter play out in the firm?s various scenarios. This story format amuses the reader and reinforces the concept of each chapter. Readers will welcome this book as a learning and reference tool because it fully examines law office practices involving fees, billing, technology, records and file management and the organization of the law library. The book also paints a picture of the parameters and policies of the business of law, and addresses such important topics as paralegal ethics, the legal team and client relations. The use of technology for efficient operation in all of these areas receives particular attention in the book. Finally, the use of photos, charts, sidebars and chapter summaries enhance the reader?s comprehension of the wealth of the information presented.

Table of Contents

Preface vii
The Legal Marketplace
1(40)
Objectives
1(1)
Introduction
1(1)
Structure and Organization
2(8)
Size
2(1)
Specialities
3(1)
Management Styles
4(5)
Forms of Management
9(1)
Private Law Firms
10(13)
Sole Proprietorships
10(2)
Partnerships
12(2)
Professional Corporations
14(3)
Limited Liability Corporation and Limited Liability Partnership
17(1)
Boutique Firms
18(1)
Office-Sharing Associations
18(2)
Legal Clinics
20(3)
Private Industry
23(7)
Corporate Legal Departments
23(3)
Private Companies
26(2)
Attorney Service and Nonprofit Companies
28(2)
Government Agencies
30(4)
Federal Agencies
30(3)
State Agencies
33(1)
County Agencies
33(1)
City Agencies
33(1)
The Changing Marketplace
34(2)
Multidisciplinary Practice
34(1)
Nonlegal Subsidiaries
35(1)
Law Firm Structure and Organization
35(1)
Legal Insurance Plans
36(1)
Summary
36(1)
Chapter Illustration
37(1)
Chapter Review
37(1)
Examples for Discussion
38(1)
Assignments
38(1)
Self-Test
39(1)
Key Words
40(1)
The Legal Team
41(31)
Objectives
41(1)
Introduction
41(1)
Historical Perspective
42(1)
Legal Team Members
42(26)
Attorney
43(2)
Legal Administrator
45(3)
Law Office Manager
48(5)
Paralegal
53(7)
Law Clerk
60(1)
Legal Secretary
61(1)
Receptionist
62(1)
Other Personnel
63(3)
Outsourcing
66(2)
Summary
68(1)
Chapter Illustration
68(1)
Chapter Review
69(1)
Examples for Discussion
69(1)
Assignments
70(1)
Self-Test
70(1)
Key Words
71(1)
Personnel Relations
72(43)
Objectives
72(1)
Introduction
72(1)
Management Objectives and Employee Relations
73(14)
The Manager's Role in Personnel Relations
74(1)
Functions of a Personnel Manager
74(4)
The Hiring Process
78(9)
Employee Objectives and Management Relations
87(11)
Communication
87(1)
Education
88(1)
Motivation
89(2)
Evaluation
91(2)
Compensation
93(5)
The Team Approach
98(7)
Commitment
100(1)
Competency
100(1)
Constructive Feedback
101(1)
Creativity
101(1)
Cooperation
102(3)
Conclusion
105(1)
Summary
106(1)
Chapter Illustration
107(2)
Chapter Review
109(1)
Examples for Discussion
109(3)
Assignments
112(1)
Self-Test
113(1)
Key Words
114(1)
The Attorney-Client Relationship
115(49)
Objectives
115(1)
Introduction
115(1)
Variables Affecting Client Relations
116(4)
Role of Bar Associations
117(1)
Role of the Lawyer
117(2)
Role of the Paralegal
119(1)
Role of the Client
119(1)
Cultivating Clients
120(21)
Marketing Activities
120(2)
Advertising
122(10)
Promotional Activities
132(2)
Public Relations
134(1)
Solicitation
135(6)
The Attorney-Client Relationship
141(9)
When Does the Attorney-Client Relationship Begin?
142(1)
The Five Cs of Client Relations
142(7)
When Does the Attorney-Client Relationship End?
149(1)
Attorney Discipline
150(5)
Admonition
151(1)
Reprimand
151(1)
Probation
151(1)
Suspension
152(1)
Disbarment
152(1)
Other Forms of Discipline
153(2)
Conclusion
155(1)
Summary
155(1)
Chapter Illustration
156(2)
Chapter Review
158(1)
Examples for Discussion
158(1)
Assignments
159(2)
Self-Test
161(2)
Key Words
163(1)
Paralegal Ethics and Client Relations
164(34)
Objectives
164(1)
Introduction
164(1)
Evolvement of Paralegal Ethics
165(3)
Role of Bar Associations
165(2)
Role of Paralegal Associations
167(1)
Paralegal Ethics and Client Relations
168(10)
Competence
168(2)
Commitment
170(1)
Communication
170(5)
Conflict of Interest
175(1)
Confidentiality
176(2)
The Unauthorized Practice of Law
178(11)
Representing Clients in Court or Government Agency Proceedings
178(1)
Preparing Legal Documents
179(1)
Giving Legal Advice
180(3)
Independent Paralegals
183(2)
Abuses
185(4)
Conclusion
189(1)
Summary
190(1)
Chapter Illustration
191(1)
Chapter Review
192(1)
Examples for Discussion
193(2)
Assignments
195(1)
Self-Test
195(2)
Key Words
197(1)
Legal Fees
198(43)
Objectives
198(1)
Introduction
198(1)
Historical Perspective
199(1)
Types of Fees
199(13)
Retainer fees
199(2)
Hourly Fees
201(3)
Flat Fees
204(1)
Task-Based Fees
205(2)
Contingency Fees
207(2)
Statutory Fees
209(1)
Referral Fees
210(1)
Premiums
210(1)
Combination Fees
211(1)
Division of Fees
212(1)
Division of Fees Among Lawyers
212(1)
Division of Fees with Nonlawyers
212(1)
Other Fees and Charges
213(6)
Other Law Firm Personnel
213(1)
Hard Costs
214(1)
Soft Costs
215(4)
Statutory and Judicial Guidelines
219(9)
Calculation of a Reasonable Fee
219(4)
Lodestar and Multipliers
223(1)
Liens
224(1)
Paralegal Guidelines
224(4)
Fee Agreements
228(2)
Retainer Fee Agreements
228(1)
Hourly Fee Agreements
228(1)
Flat Fee Agreements (Fixed Fee)
228(1)
Contingency Fee Agreements
229(1)
Conclusion
230(1)
Summary
231(2)
Chapter Illustration
233(1)
Chapter Review
234(1)
Examples for Discussion
235(2)
Assignments
237(2)
Self-Test
239(1)
Key Words
240(1)
Timekeeping
241(27)
Objectives
241(1)
Introduction
241(1)
Timekeeping Requirements
242(5)
Billable and Nonbillable Hours
243(1)
Calculation of a Billable Hour
244(1)
Minimum Charges
245(1)
Billable Hour versus Actual Hour
246(1)
Timekeeping Records and Reports
247(4)
Billing Clients
248(1)
Compensating Hourly Employees
248(1)
Calculating Employee Productivity
248(1)
Planning
248(2)
Monitoring Work in Progress
250(1)
Projecting Profitability
250(1)
Forecasting Income
250(1)
Elements of Timekeeping
251(4)
Coding
252(1)
Contingency Fee Law Firms
253(1)
Corporate Legal Departments
253(2)
Government Legal Offices
255(1)
Timekeeping Systems
255(4)
Manual Systems
255(2)
Automated Systems
257(2)
Timekeeping Ethics
259(3)
Common Problems
261(1)
Timekeeping Tips
262(2)
Keep the Time Sheet Handy
262(1)
Record the Largest Amount of Time
262(1)
Document the Time as a Project Is Finished
263(1)
Do Not Estimate Time
263(1)
Be Accurate
263(1)
Be Descriptive and Concise
263(1)
Record All Nonbillable Time
263(1)
Develop To-Do Lists
263(1)
Conclusion
264(1)
Summary
264(1)
Chapter Illustration
264(1)
Chapter Review
265(1)
Examples for Discussion
265(1)
Assignments
266(1)
Self-Test
267(1)
Key Words
267(1)
Billing and Financial Management
268(34)
Objectives
268(1)
Introduction
268(1)
The Art of Billing
269(5)
Communication
269(2)
Documentation
271(1)
Regular and Frequent Billing
271(2)
Descriptive Bills
273(1)
The Billing Process
274(2)
Interest Charges
274(1)
Credit and Credit Cards
275(1)
Billing Systems
275(1)
Billing Styles
276(4)
Billing an Hourly Fee Case
276(1)
Billing a Flat Fee Case
276(1)
Billing a Contingency Fee Case
276(1)
E-Billing
277(3)
Collection
280(4)
Sending Reminder Letters
280(1)
Renegotiating and Withdrawing
281(2)
Suing
283(1)
Using a Collection Agency
284(1)
Billing Ethics
284(5)
Legal Auditors
284(1)
Common Billing Problems
285(2)
Client-Directed Billing Policies
287(1)
Fee Disputes and Arbitration
288(1)
Financial Management
289(7)
Law Firm Profitability and Realization
289(2)
The Realization Process
291(2)
The Budgeting Process
293(1)
Income Projection
293(1)
Personnel Costs Projection
293(1)
Operating Expense Projection
294(1)
Calculating an Expense Percentage
294(2)
Summary
296(1)
Chapter Illustration
297(1)
Chapter Review
298(1)
Examples for Discussion
298(1)
Assignments
299(1)
Self-Test
300(1)
Key Words
301(1)
Managing the Client Funds Trust Account
302(22)
Objectives
302(1)
Introduction
302(1)
Types of Funds Held in the Trust Account
303(2)
Costs and Expenses
303(1)
Estate Proceeds
303(1)
Escrow Funds
303(1)
Settlements
304(1)
Judgments
304(1)
Fee Advances
304(1)
Funds in which a Third Party Has an Interest
305(1)
Maintaining the Trust Account
305(9)
Opening a Trust Account
305(1)
Preparing the Client Ledger Sheet
306(1)
Maintaining Journals
306(3)
Communicating with Clients
309(1)
Documenting Transactions
310(1)
Disbursing Funds
310(1)
Reconciling the Account
311(1)
Preparing Monthly Statements
312(1)
Closing an Account
312(1)
Keeping Records
312(2)
Interest on Lawyers' Client Funds Account
314(2)
Trust Account Abuses
316(2)
Conclusion
318(1)
Summary
318(1)
Chapter Illustration
319(2)
Chapter Review
321(1)
Examples for Discussion
321(1)
Assignments
322(1)
Self-Test
322(1)
Key Words
322(2)
Technology in the Law Office
324(40)
Objectives
324(1)
Introduction
324(1)
Common Law Office Software
325(6)
Word Processing
326(1)
Spreadsheets
327(1)
Database
327(1)
Time and Billing
328(1)
Case Management and Docket Control
328(1)
Litigation Support
329(1)
Substantive Software Applications
329(2)
Court Forms Generating
331(1)
Browser
331(1)
The Internet
331(8)
History of the Internet
331(2)
Protocols
333(1)
Domain Names
333(1)
The World Wide Web
334(2)
Locating Information on the Web
336(3)
Reliability of Information on Web Sites
339(1)
Intranets and Extranets
339(7)
Intranets
339(2)
Extranets
341(5)
Electronic Mail
346(7)
E-Mail Addresses
346(1)
Listservs and Discussion Groups
347(1)
Netiquette
348(3)
Managing E-Mail
351(1)
Keeping E-Mail Confidential
352(1)
Technology Ethics
353(3)
Advertising
353(1)
Domain Names
354(1)
E-Mail
354(1)
Retention of Advertising Materials
355(1)
Multistate Compliance
355(1)
Unauthorized Practice of Law
355(1)
Conclusion
356(1)
Summary
356(2)
Chapter Illustration
358(2)
Chapter Review
360(1)
Examples for Discussion
360(1)
Assignments
360(1)
Self-Test
361(2)
Key Words
363(1)
Law Office Systems
364(26)
Objectives
364(1)
Introduction
364(1)
What Is a System?
364(1)
Types of Systems
365(5)
Macrosystems
366(1)
Microsystems
367(1)
Minisystems and Subsystems
368(2)
Systems Development
370(14)
Candidate Selection
370(1)
Stage 1: Analysis
371(3)
Stage 2: Synthesis
374(1)
Stage 3: Organization
374(3)
Stage 4: Finalization
377(5)
Systems Storage
382(1)
Essential Skills for Systems Development
382(1)
Common Problems with Systems Development
383(1)
Systems Evolvement
384(1)
Third-Party Systems
384(1)
Conclusion
385(1)
Summary
385(1)
Chapter Illustration
386(1)
Chapter Review
387(1)
Examples for Discussion
387(1)
Assignments
388(1)
Self-Test
388(1)
Key Words
389(1)
Docket Control Systems
390(35)
Objectives
390(1)
Introduction
390(1)
Elements of a Docket Control System
391(1)
Calendaring Systems
391(6)
Master Calendar
391(1)
Personal Calendar
392(2)
Calendaring Procedures
394(3)
Calendaring Ethics
397(1)
Tickler Systems
397(9)
Manual Tickler System
397(1)
Tickler Procedures
398(8)
Computerized Docketing Systems
406(10)
Static Calendar Programs
406(1)
Automated Docketing Programs
407(9)
File Review System
416(1)
Summary
417(1)
Chapter Illustration
418(2)
Chapter Review
420(1)
Examples for Discussion
420(1)
Assignments
421(1)
Self-Test
422(2)
Key Words
424(1)
File and Records Management
425(47)
Objectives
425(1)
Introduction
425(1)
Filing Systems
426(13)
Types of Filing Systems
426(1)
Filing System Classification
426(1)
Coding Systems
427(3)
Numeric Coding Systems
430(3)
Alphanumeric Coding
433(1)
Cross-Index
434(1)
Color Coding
434(1)
File Retrieval
434(4)
Electronic Files
438(1)
File Opening
439(4)
Preclient Files
439(1)
File-Opening Procedures
440(3)
File Maintenance
443(11)
Document Categories
443(1)
Case Cover Sheets
444(1)
Indexes
444(2)
Document Management
446(4)
Managing Electronic Records
450(2)
Document Retrieval
452(1)
Automated Document Management
452(2)
File Closing, Retention, and Destruction
454(6)
File-Closing Procedures
454(2)
Inactive Records Storage
456(2)
Records Retention
458(2)
Records Destruction
460(1)
File and Records Management Ethics
460(2)
Preserve Client's Property
460(1)
Perform Conflict-of-Interest Checks
461(1)
Promptly Return File to the Client
461(1)
Retain Records
461(1)
Preserve Confidentiality
461(1)
Conclusion
462(1)
Summary
462(2)
Chapter Illustration
464(2)
Chapter Review
466(1)
Examples for Discussion
466(1)
Assignments
467(1)
Self-Test
468(3)
Key Words
471(1)
Law Library Organization and Management
472(31)
Objectives
472(1)
Introduction
472(1)
The Nature of Law
473(2)
Law Classification
473(2)
Classes and Authority of Law
475(4)
Primary Authority
475(2)
Secondary Authority
477(1)
Search Tools and Form Books
478(1)
Law Library Organization and Procedures
479(3)
Library Size
479(1)
Types of Library Organization
479(2)
Library Checkout Systems
481(1)
Law Library Technology
482(5)
On-Line Legal and Nonlegal Databases
482(1)
Microform
483(1)
CD-ROM
483(1)
E-Mail and Telefacsimile (Fax) Transmission
484(1)
The Internet
485(1)
Electronic Citation
485(2)
Court Forms, Form Files, and Knowledge Banks
487(4)
Court Forms
488(1)
Form Files
489(1)
Knowledge Banks
489(2)
The Law Librarian
491(1)
Conclusion
492(1)
Summary
493(2)
Chapter Illustration
495(2)
Chapter Review
497(1)
Examples for Discussion
497(1)
Assignments
498(1)
Self-Test
498(3)
Key Words
501(2)
Appendix A Answers to Self-Test Questions 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 603


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