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Legal Office Projects (with CD-ROM)

by: Gilmore, Diane M.

Legal Office Projects (with CD-ROM)

by: Gilmore, Diane M.

ISBN 13:
9780538729338
ISBN 10:
0538729333
Edition: 2nd
Format: Paperback
Copyright: 03/15/2006
Publisher: South-Western Educational Pub

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Summary

LEGAL OFFICE PROJECTS is designed to utilize a project-based approach to completing legal office activities that involve legal document preparation, layout, formatting, Internet research, and transcribing. The setting for the projects is a law firm where the student serves as a floating legal assistant for a number of diverse individuals practicing various types of law. The projects allow a hands-on approach to legal document preparation.

Welcome Memo

viii

Job Description

Organizational Chart

Getting Started

Transcription Procedures

Forms List for Transcription CD

xvii

Project 1: General Office Procedures

(8)

Task 1-1: Research Internet and prepare memo to attorney

(1)

Task 1-2: Prepare travel requests

(2)

Legal Focus: Conflict of Interest

(2)

Task 1-3: Prepare check request and seminar letter

(1)

Task 1-4: Create table of breakfast meeting responses

(1)

Task 1-5: Research Internet and prepare memo to attorney

(1)

Task 1-6: Prepare seminar expense reports

(1)

Task 1-7: Prepare conflict of interest policy, memo, and form

(3)

Critical Thinking Activity

(1)

Project 2: Legal Office Accounting

(6)

Task 2-1: Calculate and prepare invoice

(1)

Task 2-2: Prepare letter to client

(1)

Task 2-3: Prepare settlement statement

(2)

Task 2-4: Prepare memo to attorney

(1)

Task 2-5: Prepare Petty Cash Transaction Record

(1)

Legal Focus: Legal Office Accounting

(1)

Task 2-6: Calculate and request petty cash reimbursement

(2)

Critical Thinking Activity

(1)

Project 3: Legal Document Preparation

(6)

Task 3-1: Prepare a Non-Compete Agreement

(1)

Task 3-2: Edit and finalize an affidavit

(1)

Task 3-3: Prepare Power of Attorney

(1)

Task 3-4: Prepare letter to client

(1)

Task 3-5: Prepare an online client information form

(4)

Internet Activity

(1)

Legal Focus: Law Firm Web Sites

(1)

Critical Thinking Activity

(1)

Project 4: Opening File Procedures

(6)

Task 4-1: Prepare New File Information Sheet

(1)

Task 4-2: Prepare conflict of interest paperwork

(1)

Task 4-3: Prepare Agreement for Representation

(2)

Task 4-4: Prepare medical authorization

(1)

Task 4-5: Prepare letter to client

(1)

Task 4-6: Prepare adverse party letter

(1)

Task 4-7: Prepare police department letter

(1)

Task 4-8: Prepare check request

(2)

Legal Focus: Patient Confidentiality and HIPAA

(1)

Critical Thinking Activity

(1)

Project 5: Estate Planning

(6)

Task 5-1: Prepare Last Wills and Testaments

(1)

Task 5-2: Prepare Living Wills

(1)

Task 5-3: Prepare Financial Durable Power of Attorney

(1)

Task 5-4: Prepare Durable Power of Attorney for Health Care

(1)

Task 5-5: Prepare billing invoice

(1)

Task 5-6: Prepare letter to clients

(3)

Legal Focus: End-of-Life Issues

(1)

Internet Activity

(1)

Critical Thinking Activity

(2)

Project 6: Preparation of Complaint and Summons

(8)

Task 6-1: Prepare Complaint

(1)

Task 6-2: Prepare Summons

(1)

Legal Focus: The Ethics of E-mail

(1)

Task 6-3: Prepare check requests

(1)

Task 6-4: Edit expert witness engagement letter

(1)

Task 6-5: Prepare memo to attorney

(6)

Critical Thinking Activity

(2)

Project 7: Preparation of Real Estate Documents

(8)

Task 7-1: Prepare client engagement letter

(1)

Task 7-2: Prepare Quiet Title Complaint

(1)

Task 7-3: Prepare Warranty Deed

(2)

Task 7-4: Prepare Bill of Sale

(1)

Task 7-5: Prepare No-Lien Affidavit

(1)

Task 7-6: Prepare pre-closing checklist

(3)

Legal Focus: Protecting a Title

(1)

Critical Thinking Activity

(2)

Project 8: Preparation of Discovery Documents

(6)

Task 8-1: Prepare Interrogatories

(1)

Task 8-2: Prepare Request for Admissions

(1)

Task 8-3: Prepare Notice of Taking Deposition

(2)

Task 8-4: Prepare Subpoena for Deposition Duces Tecum

(1)

Task 8-5: Prepare check request

(1)

Task 8-6: Prepare letter to plaintiff's physician

(3)

Legal Focus: Automated Docketing Systems

(1)

Critical Thinking Activity

(1)

Project 9: Preparation of Criminal Defense Documents

(8)

Task 9-1: Prepare New Client Information Sheet

(1)

Task 9-2: Prepare conflict of interest paperwork

(1)

Task 9-3: Prepare Notice of Appearance

(1)

Task 9-4: Prepare Written Plea of Not Guilty

(2)

Legal Focus: Victim Compensation

(2)

Task 9-5: Prepare Demand for Discovery

(1)

Task 9-6: Prepare Motion to Suppress

(1)

Task 9-7: Prepare client criminal

(4)

Critical Thinking Activity

(1)

Project 10: Preparation of Trial Documents

(6)

Task 10-1: Prepare Joint Pretrial Stipulation

(1)

Task 10-2: Prepare Pretrial Exhibit List

(1)

Task 10-3: Prepare Jury Instructions

(1)

Task 10-4: Prepare Verdict Form

(1)

Task 10-5: Prepare trial subpoenas

(2)

Legal Focus: Legal office assistant's role in pretrial preparation

(2)

Task 10-6: Prepare merge letter to witnesses

(2)

Critical Thinking Activity

(1)

Project 11: Preparation of Corporate Documents

(6)

Task 11-1: Prepare Articles of Incorporation

(1)

Task 11-2: Prepare letter to secretary of state

(2)

Legal Focus: Piercing the Corporate Veil

(2)

Task 11-3: Prepare organizational meeting minutes

(1)

Task 11-4: Prepare corporation bylaws

(1)

Task 11-5: Prepare stock certificates

(1)

Task 11-6: Prepare billing invoice

(1)

Task 11-7: Prepare letter to client

(2)

Internet Activity

(1)

Critical Thinking Activity

(1)

Project 12: Appellate Procedures

(6)

Task 12-1: Prepare Notice of Appeal

(1)

Task 12-2: Prepare Designation to Reporter and Reporter's Acknowledgement

(1)

Task 12-3: Prepare Directions to Clerk

(2)

Task 12-4: Complete appellate brief

(1)

Task 12-5: Prepare table of contents

(1)

Task 12-6: Prepare table of authorities

(2)

Internet Activity

(1)

Legal Focus: Avoiding Appellate Pitfalls

(1)

Critical Thinking Activity

(1)

Case Study I: Commencement of the Action

(6)

Task CS-1: Prepare letter to client

(1)

Task CS-2: Prepare Petition for Dissolution of Marriage

(1)

Task CS-3: Prepare UCCJEA Affidavit

(2)

Task CS-4: Prepare Summons

(1)

Task CS-5: Prepare check requests

(1)

Legal Focus: The UCCJEA

(1)

Task CS-6: Prepare interim billing statement

(2)

Critical Thinking Activity

(1)

Case Study II: Discovery Procedures

(6)

Task CS-7: Prepare Interrogatories

(1)

Task CS-8: Prepare Request for Production

(1)

Task CS-9: Prepare Motion to Terminate Temporary Custody Agreement

(2)

Legal Focus: Discovery in a Divorce Proceeding

(2)

Task CS-10: Prepare Notice of Hearing

(1)

Task CS-11: Prepare interim billing statement

(3)

Critical Thinking Activity

(2)

Case Study III: Other Divorce Issues

(8)

Task CS-12: Prepare Motion to Appoint Guardian Ad Litem

(1)

Task CS-13: Prepare Notice of Hearing

(1)

Task CS-14: Prepare Order Appointing Guardian Ad Litem

(1)

Task CS-15: Prepare Petitioner's Financial Affidavit

(4)

Task CS-16: Compose letter to client

(1)

Task CS-17: Prepare Notice of Filing Financial Affidavit

(3)

Legal Focus: Mediation

(1)

Critical Thinking Activity

(2)

Case Study IV: Concluding Documents

101

(4)

Task CS-18: Prepare Notice of Final Hearing

102

(1)

Task CS-19: Prepare Marital Settlement Agreement

102

(2)

Legal Focus: Post-Judgment Issues

102

(2)

Task CS-20: Prepare Quit Claim Deed

104

(1)

Task CS-21: Prepare Final Judgment of Dissolution of Marriage

104

(1)

Task CS-22: Prepare letter to client

104

(1)

Task CS-23: Prepare final billing statement

104

(1)

Critical Thinking Activity

105

Amazon no longer offers textbook rentals. We do!

Legal Office Projects (with CD-ROM)

Legal Office Projects (with CD-ROM)

9780538729338

0538729333

Summary

Table of Contents

Supplemental Materials

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