Test Bank For Practical Law Office Management 4e Cynthia Traina Donnes

CONTENTS

PREFACE ……………………………………………………………………………………………………………………….. iv SAMPLE SYLLABUS …………………………………………………………………………………………………………..v

CHAPTER 1 CHAPTER 2 CHAPTER 3 CHAPTER 4 CHAPTER 5 CHAPTER 6 CHAPTER 7 CHAPTER 8 CHAPTER 9

TEST BANK TEST BANK

The Legal Team, Law Practices, and Law Firm Governance …………………………….1 Legal Administration and Technology ………………………………………………………….15 Ethics and Malpractice………………………………………………………………………………..30 Client Relations and Communication Skills …………………………………………………..43 Legal Fees, Timekeeping, and Billing …………………………………………………………..52 Client Trust Funds and Law Office Accounting……………………………………………..66 Calendaring, Docket Control, and Case Management……………………………………..79 Legal Marketing …………………………………………………………………………………………89 File and Law Library Management……………………………………………………………….97

………………………………………………………………………………………………………………….106 ANSWER KEY……………………………………………………………………………………………..152

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© 2017 Cengage Learning®. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.

PREFACE

This manual provides you with information that I hope you will find useful in the classroom. This is not an armchair-style text. Theoretical information is kept to an absolute minimum. The text is practical in nature and focuses on the law office management skills paralegals need to succeed in a legal organization. The text covers a broad range of subjects and includes a heavy emphasis on hands-on technology. Student learning is enhanced through On the Web Exercises, Projects, Practical Applications, Test Your Knowledge questions, and Case Review exercises. The text continues to have a strong emphasis on ethics, the importance of clients and customer service, the delivery of high-quality and competent legal services, case management/docket control, timekeeping and billing, and client trust funds, among others. Practical suggestions and insights are contained throughout the book. The fourth edition features significant changes, including:

• ●  Material has been updated to reflect current management practices and technological advances.
• ●  Discussion of Clio, law office demonstration software, has been added. Clio is a web-based software product that includes time and billing, client trust funds, law office accounting, case management, docketing, and more. Clio Hands-On Exercises have been added throughout the textbook.
• ●  Updated “Hands-On Exercises” for Microsoft Excel 2013 have been added to Chapters 5 and 6. Eight exercises for Excel are provided.
• ●  Ethics and chapter-related cases were updated. Many of the cases include paralegals in their fact patterns. Most of the cases are extremely interesting, are on point, and provide excellent teaching and learning opportunities.
• ●  The textbook covers technological advances and the impact on law office management.
• ●  All of the charts and tables have been updated.

  This manual provides answers to the Test Your Knowledge and Practical Applications questions for each chapter. Some answers for the On the Web Exercises and Projects sections may not be included, given the nature of the questions.

  If you have suggestions for how to improve the text, need something special developed, need additional help or information, or just have a question, please feel free to contact me.

  Best Wishes, Cynthia Traina Donnes

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© 2017 Cengage Learning®. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.

SAMPLE SYLLABUS

A sample syllabus for a 15-week semester and a 10-week quarter are included. Instructors teach law office management in many different ways. Each chapter stands on its own and does not require or rely on the chapters before it. So, an instructor is free to skip around and present the course in the order he or she feels is best.

Course Description

This course covers the fundamentals of law office management. This course is designed to familiarize the paralegal with the practical inner workings of a law office, including an understanding of law office procedures. Law office management goes beyond mere efficiency and productivity, and includes being sensitive to ethical concerns and providing quality legal services to clients in an affordable manner.

Course Objectives

1. Introduce the student to the workings and management of a law office.
2. Prepare the student for what a paralegal is expected to accomplish administratively once on the job.
3. Review the types of law offices, staff positions/legal teams, and possible office structures in different types of law offices.
4. Educate the student on common ethical and malpractice problems for attorneys and paralegals, and how to avoid or handle the concerns/problems.
5. Explain the importance of legal fees, timekeeping, billing, and client trust funds in a law office.
6. Explain the importance of docket control/case management and its relationship to malpractice, ethics, and providing quality services to clients.
7. Introduce the broad concepts of law office management/administration, including the delivery of a quality product, the provision of outstanding customer-service-focused legal services to clients, law library management, file management, and so forth.
8. Introduce the student to legal marketing.
9. Provide the student with hands-on technology-focused exercises, software, and projects to allow the student to use and apply learned information about law office management.

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© 2017 Cengage Learning®. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.

FIFTEEN-WEEK SEMESTER SYLLABUS

1. 1  Chapter 1—The Legal Team, Law Practices, and Law Firm Governance
2. 2  Chapter 2—Legal Administration and Technology
3. 3  Wrap up Legal Administration and Technology
4. 4  Chapter 3—Ethics and Malpractice
5. 5  Wrap up Ethics and Malpractice
6. 6  Chapter 4—Clients and Communication Skills
7. 7  Chapter 5—Legal Fees, Timekeeping, and Billing

9. 9  Chapter 6—Client Trust Funds and Law Office Accounting
10. 10  Hands-On Exercises—Clio (Client Trust Funds and Bill Paying)
11. 11  Hands-On Exercises—Microsoft Excel (Client Trust Funds and Budgeting)
12. 12  Chapter 7—Calendaring, Docket Control, and Case Management
13. 13  Hands-On Exercises—Clio (Case Management and Docket Control)
14. 14  Chapter 8—Legal Marketing
15. 15  Chapter 9—File and Law Library Management

15 Project Due (optional)

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© 2017 Cengage Learning®. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.

TEN-WEEK QUARTER SYLLABUS

This text can be covered in 10 weeks. Your students will need to do some independent reading and some work outside of class.

1. 1  Chapter 1—The Legal Team, Law Practices, and Law Firm Governance
2. 2  Chapter 2—Legal Administration and Technology
3. 3  Chapter 3—Ethics and Malpractice
4. 4  Chapter 4—Clients and Communication Skills
5. 5  Chapter 5—Legal Fees, Timekeeping, and Billing
6. 6  Chapter 6—Client Trust Funds and Law Office Accounting
7. 7  Chapter 7—Calendaring, Docket Control, and Case Management
8. 8  Chapter 8—Legal Marketing
9. 9  Chapter 9—File and Law Library Management
10. 10  Project Due (optional)