Fundamentals of Law Office Management

ISBN-10: 1401824633

ISBN-13: 9781401824631

Edition: 3rd 2004 (Revised)

List price: $222.95
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Description:

Fundamentals of Law Office Management is an excellent learning and reference tool for paralegal and law students seeking thorough knowledge of how a law office operates and their future roles in that process. One of the unique approaches to illustrating the material is the presentation of a fictitious law firm and how each chapter?s content applies to the firm. Discussions include why law firms function differently from businesses in other industries and such essential elements as fees, billing, record keeping, client relations, financial management and more. Additional features bring the student up to date on the use of technology in the law office setting, trends affecting the industry and related Web sites.
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Book details

List price: $222.95
Edition: 3rd
Copyright year: 2004
Publisher: Delmar Cengage Learning
Publication date: 12/15/2003
Binding: Paperback
Pages: 700
Size: 8.25" wide x 10.75" long x 1.00" tall
Weight: 2.882
Language: English

Preface
The Legal Marketplace
Structure and Organization
Size
Specialties
Management Styles
Forms of Management
Private Law Firms
Sole Proprietorships
Partnerships
Professional Corporations
Limited Liability Corporation and Limited Liability Partnership
Boutique Firms
Office-Sharing Associations
Legal Clinics
Private Industry
Corporate Legal Departments
Private Companies
Attorney Service and Nonprofit Companies
Government Agencies
Federal Agencies
State Agencies
County Agencies
City Agencies
The Changing Marketplace
Multidisciplinary Practice
Nonlegal Subsidiaries
Law Firm Structure and Organization
Legal Insurance Plans
The Legal Team
Historical Perspective
Legal Team Members
Attorney
Legal Administrator
Law Office Manager
Paralegal
Law Clerk
Legal Secretary
Receptionist
Other Personnel
Outsourcing
Personnel Relations
Management Objectives and Employee Relations
The Manager's Role in Personnel Relations
Functions of a Personnel Manager
The Hiring Process
Employee Objectives and Management Relations
Communication
Education
Motivation
Evaluation
Compensation
The Team Approach
Commitment
Competency
Constructive Feedback
Creativity
Cooperation
Conclusion
The Attorney-Client Relationship
Variables Affecting Client Relations
Role of Bar Associations
Role of the Lawyer
Role of the Paralegal
Role of the Client
Cultivating Clients
Marketing Activities
Advertising
Promotional Activities
Public Relations
Solicitation
The Attorney-Client Relationship
When Does the Attorney-Client Relationship Begin?
The Five Cs of Client Relations
When Does the Attorney-Client Relationship End?
Attorney Discipline
Admonition
Reprimand
Probation
Suspension
Disbarment
Other Forms of Discipline
Conclusion
Paralegal Ethics and Client Relations
Evolvement of Paralegal Ethics
Role of Bar Associations
Role of Paralegal Associations
Paralegal Ethics and Client Relations
Competence
Commitment
Communication
Conflict of Interest
Confidentiality
The Unauthorized Practice of Law
Representing Clients in Court or Government Agency Proceedings
Preparing Legal Documents
Giving Legal Advice
Independent Paralegals
Abuses
Conclusion
Legal Fees
Historical Perspective
Types of Fees
Retainer fees
Hourly Fees
Flat Fees
Task-Based Fees
Contingency Fees
Statutory Fees
Referral Fees
Premiums
Combination Fees
Division of Fees
Division of Fees Among Lawyers
Division of Fees with Nonlawyers
Other Fees and Charges
Other Law Firm Personnel
Hard Costs
Soft Costs
Statutory and Judicial Guidelines
Calculation of a Reasonable Fee
Lodestar and Multipliers
Liens
Paralegal Guidelines
Fee Agreements
Retainer Fee Agreements
Hourly Fee Agreements
Flat Fee Agreements (Fixed Fee)
Contingency Fee Agreements
Conclusion
Timekeeping
Timekeeping Requirements
Billable and Nonbillable Hours
Calculation of a Billable Hour
Minimum Charges
Billable Hour versus Actual Hour
Timekeeping Records and Reports
Billing Clients
Compensating Hourly Employees
Calculating Employee Productivity
Planning
Monitoring Work in Progress
Projecting Profitability
Forecasting Income
Elements of Timekeeping
Coding
Contingency Fee Law Firms
Corporate Legal Departments
Government Legal Offices
Timekeeping Systems
Manual Systems
Automated Systems
Timekeeping Ethics
Common Problems
Timekeeping Tips
Keep the Time Sheet Handy
Record the Largest Amount of Time
Document the Time as a Project Is Finished
Do Not Estimate Time
Be Accurate
Be Descriptive and Concise
Record All Nonbillable Time
Develop To-Do Lists
Conclusion
Billing and Financial Management
The Art of Billing
Communication
Documentation
Regular and Frequent Billing
Descriptive Bills
The Billing Process
Interest Charges
Credit and Credit Cards
Billing Systems
Billing Styles
Billing an Hourly Fee Case
Billing a Flat Fee Case
Billing a Contingency Fee Case
E-Billing
Collection
Sending Reminder Letters
Renegotiating and Withdrawing
Suing
Using a Collection Agency
Billing Ethics
Legal Auditors
Common Billing Problems
Client-Directed Billing Policies
Fee Disputes and Arbitration
Financial Management
Law Firm Profitability and Realization
The Realization Process
The Budgeting Process
Income Projection
Personnel Costs Projection
Operating Expense Projection
Calculating an Expense Percentage
Managing the Client Funds Trust Account
Types of Funds Held in the Trust Account
Costs and Expenses
Estate Proceeds
Escrow Funds
Settlements
Judgments
Fee Advances
Funds in which a Third Party Has an Interest
Maintaining the Trust Account
Opening a Trust Account
Preparing the Client Ledger Sheet
Maintaining Journals
Communicating with Clients
Documenting Transactions
Disbursing Funds
Reconciling the Account
Preparing Monthly Statements
Closing an Account
Keeping Records
Interest on Lawyers' Client Funds Account
Trust Account Abuses
Conclusion
Technology in the Law Office
Common Law Office Software
Word Processing
Spreadsheets
Database
Time and Billing
Case Management and Docket Control
Litigation Support
Substantive Software Applications
Court Forms Generating
Browser
The Internet
History of the Internet
Protocols
Domain Names
The World Wide Web
Locating Information on the Web
Reliability of Information on Web Sites
Intranets and Extranets
Intranets
Extranets
Electronic Mail
E-Mail Addresses
Listservs and Discussion Groups
Netiquette
Managing E-Mail
Keeping E-Mail Confidential
Technology Ethics
Advertising
Domain Names
E-Mail
Retention of Advertising Materials
Multistate Compliance
Unauthorized Practice of Law
Conclusion
Law Office Systems
What Is a System?
Types of Systems
Macrosystems
Microsystems
Minisystems and Subsystems
Systems Development
Candidate Selection
Analysis
Synthesis
Organization
Finalization
Systems Storage
Essential Skills for Systems Development
Common Problems with Systems Development
Systems Evolvement
Third-Party Systems
Conclusion
Docket Control Systems
Elements of a Docket Control System
Calendaring Systems
Master Calendar
Personal Calendar
Calendaring Procedures
Calendaring Ethics
Tickler Systems
Manual Tickler System
Tickler Procedures
Computerized Docketing Systems
Static Calendar Programs
Automated Docketing Programs
File Review System
File and Records Management
Filing Systems
Types of Filing Systems
Filing System Classification
Coding Systems
Numeric Coding Systems
Alphanumeric Coding
Cross-Index
Color Coding
File Retrieval
Electronic Files
File Opening
Preclient Files
File-Opening Procedures
File Maintenance
Document Categories
Case Cover Sheets
Indexes
Document Management
Managing Electronic Records
Document Retrieval
Automated Document Management
File Closing, Retention, and Destruction
File-Closing Procedures
Inactive Records Storage
Records Retention
Records Destruction
File and Records Management Ethics
Preserve Client's Property
Perform Conflict-of-Interest Checks
Promptly Return File to the Client
Retain Records
Preserve Confidentiality
Conclusion
Law Library Organization and Management
The Nature of Law
Law Classification
Classes and Authority of Law
Primary Authority
Secondary Authority
Search Tools and Form Books
Law Library Organization and Procedures
Library Size
Types of Library Organization
Library Checkout Systems
Law Library Technology
On-Line Legal and Nonlegal Databases
Microform
CD-ROM
E-Mail and Telefacsimile (Fax) Transmission
The Internet
Electronic Citation
Court Forms, Form Files, and Knowledge Banks
Court Forms
Form Files
Knowledge Banks
The Law Librarian
Conclusion
Answers to Self-Test Questions
Associations for Paralegals, Legal Secretaries, and Managers
Federal Employment Laws
Definitions and Code of Ethics of National Paralegal Associations
Docket Calculation Chart
Glossary
Bibliography
Index
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