Legal Office Projects [With CDROM]

Welcome Memo viii Job Description ix Organizational Chart x Getting Started xi Transcription Procedures xv Forms List for Transcription CD xvii Project 1: General Office Procedures 1(8) Task 1-1: Research Internet and prepare memo to attorney 2(1) Task 1-2: Prepare travel requests 2(2) Legal Focus: Conflict of Interest 2(2) Task 1-3: Prepare check request and seminar letter 4(1) Task 1-4: Create table of breakfast meeting responses 4(1) Task 1-5: Research Internet and prepare memo to attorney 5(1) Task 1-6: Prepare seminar expense reports 5(1) Task 1-7: Prepare conflict of interest policy, memo, and form 6(3) Critical Thinking Activity 8(1) Project 2: Legal Office Accounting 9(6) Task 2-1: Calculate and prepare invoice 10(1) Task 2-2: Prepare letter to client 10(1) Task 2-3: Prepare settlement statement 10(2) Task 2-4: Prepare memo to attorney 12(1) Task 2-5: Prepare Petty Cash Transaction Record 12(1) Legal Focus: Legal Office Accounting 12(1) Task 2-6: Calculate and request petty cash reimbursement 13(2) Critical Thinking Activity 14(1) Project 3: Legal Document Preparation 15(6) Task 3-1: Prepare a Non-Compete Agreement 16(1) Task 3-2: Edit and finalize an affidavit 16(1) Task 3-3: Prepare Power of Attorney 16(1) Task 3-4: Prepare letter to client 17(1) Task 3-5: Prepare an online client information form 17(4) Internet Activity 19(1) Legal Focus: Law Firm Web Sites 19(1) Critical Thinking Activity 20(1) Project 4: Opening File Procedures 21(6) Task 4-1: Prepare New File Information Sheet 22(1) Task 4-2: Prepare conflict of interest paperwork 22(1) Task 4-3: Prepare Agreement for Representation 22(2) Task 4-4: Prepare medical authorization 24(1) Task 4-5: Prepare letter to client 24(1) Task 4-6: Prepare adverse party letter 24(1) Task 4-7: Prepare police department letter 25(1) Task 4-8: Prepare check request 25(2) Legal Focus: Patient Confidentiality and HIPAA 25(1) Critical Thinking Activity 26(1) Project 5: Estate Planning 27(6) Task 5-1: Prepare Last Wills and Testaments 28(1) Task 5-2: Prepare Living Wills 28(1) Task 5-3: Prepare Financial Durable Power of Attorney 28(1) Task 5-4: Prepare Durable Power of Attorney for Health Care 29(1) Task 5-5: Prepare billing invoice 29(1) Task 5-6: Prepare letter to clients 30(3) Legal Focus: End-of-Life Issues 30(1) Internet Activity 30(1) Critical Thinking Activity 31(2) Project 6: Preparation of Complaint and Summons 33(8) Task 6-1: Prepare Complaint 34(1) Task 6-2: Prepare Summons 34(1) Legal Focus: The Ethics of E-mail 34(1) Task 6-3: Prepare check requests 35(1) Task 6-4: Edit expert witness engagement letter 35(1) Task 6-5: Prepare memo to attorney 35(6) Critical Thinking Activity 39(2) Project 7: Preparation of Real Estate Documents 41(8) Task 7-1: Prepare client engagement letter 42(1) Task 7-2: Prepare Quiet Title Complaint 42(1) Task 7-3: Prepare Warranty Deed 42(2) Task 7-4: Prepare Bill of Sale 44(1) Task 7-5: Prepare No-Lien Affidavit 45(1) Task 7-6: Prepare pre-closing checklist 46(3) Legal Focus: Protecting a Title 46(1) Critical Thinking Activity 47(2) Project 8: Preparation of Discovery Documents 49(6) Task 8-1: Prepare Interrogatories 50(1) Task 8-2: Prepare Request for Admissions 50(1) Task 8-3: Prepare Notice of Taking Deposition 50(2) Task 8-4: Prepare Subpoena for Deposition Duces Tecum 52(1) Task 8-5: Prepare check request 52(1) Task 8-6: Prepare letter to plaintiff's physician 52(3) Legal Focus: Automated Docketing Systems 53(1) Critical Thinking Activity 54(1) Project 9: Preparation of Criminal Defense Documents 55(8) Task 9-1: Prepare New Client Information Sheet 56(1) Task 9-2: Prepare conflict of interest paperwork 56(1) Task 9-3: Prepare Notice of Appearance 57(1) Task 9-4: Prepare Written Plea of Not Guilty 57(2) Legal Focus: Victim Compensation 57(2) Task 9-5: Prepare Demand for Discovery 59(1) Task 9-6: Prepare Motion to Suppress 59(1) Task 9-7: Prepare client criminal 59(4) Critical Thinking Activity 62(1) Project 10: Preparation of Trial Documents 63(6) Task 10-1: Prepare Joint Pretrial Stipulation 64(1) Task 10-2: Prepare Pretrial Exhibit List 64(1) Task 10-3: Prepare Jury Instructions 64(1) Task 10-4: Prepare Verdict Form 64(1) Task 10-5: Prepare trial subpoenas 65(2) Legal Focus: Legal office assistant's role in pretrial preparation 65(2) Task 10-6: Prepare merge letter to witnesses 67(2) Critical Thinking Activity 68(1) Project 11: Preparation of Corporate Documents 69(6) Task 11-1: Prepare Articles of Incorporation 70(1) Task 11-2: Prepare letter to secretary of state 70(2) Legal Focus: Piercing the Corporate Veil 70(2) Task 11-3: Prepare organizational meeting minutes 72(1) Task 11-4: Prepare corporation bylaws 72(1) Task 11-5: Prepare stock certificates 72(1) Task 11-6: Prepare billing invoice 72(1) Task 11-7: Prepare letter to client 73(2) Internet Activity 73(1) Critical Thinking Activity 74(1) Project 12: Appellate Procedures 75(6) Task 12-1: Prepare Notice of Appeal 76(1) Task 12-2: Prepare Designation to Reporter and Reporter's Acknowledgement 76(1) Task 12-3: Prepare Directions to Clerk 76(2) Task 12-4: Complete appellate brief 78(1) Task 12-5: Prepare table of contents 78(1) Task 12-6: Prepare table of authorities 79(2) Internet Activity 79(1) Legal Focus: Avoiding Appellate Pitfalls 79(1) Critical Thinking Activity 80(1) Case Study I: Commencement of the Action 81(6) Task CS-1: Prepare letter to client 82(1) Task CS-2: Prepare Petition for Dissolution of Marriage 82(1) Task CS-3: Prepare UCCJEA Affidavit 82(2) Task CS-4: Prepare Summons 84(1) Task CS-5: Prepare check requests 84(1) Legal Focus: The UCCJEA 84(1) Task CS-6: Prepare interim billing statement 85(2) Critical Thinking Activity 86(1) Case Study II: Discovery Procedures 87(6) Task CS-7: Prepare Interrogatories 88(1) Task CS-8: Prepare Request for Production 88(1) Task CS-9: Prepare Motion to Terminate Temporary Custody Agreement 88(2) Legal Focus: Discovery in a Divorce Proceeding 88(2) Task CS-10: Prepare Notice of Hearing 90(1) Task CS-11: Prepare interim billing statement 90(3) Critical Thinking Activity 91(2) Case Study III: Other Divorce Issues 93(8) Task CS-12: Prepare Motion to Appoint Guardian Ad Litem 94(1) Task CS-13: Prepare Notice of Hearing 94(1) Task CS-14: Prepare Order Appointing Guardian Ad Litem 94(1) Task CS-15: Prepare Petitioner's Financial Affidavit 94(4) Task CS-16: Compose letter to client 98(1) Task CS-17: Prepare Notice of Filing Financial Affidavit 98(3) Legal Focus: Mediation 98(1) Critical Thinking Activity 99(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