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Fundamentals of law office management : systems, procedures, and ethics

Author: Pamela Everett Nollkamper
Publisher: Albany, NY : West Legal Studies, ©2000.
Edition/Format:   Print book : English : 2nd edView all editions and formats
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Material Type: Internet resource
Document Type: Book, Internet Resource
All Authors / Contributors: Pamela Everett Nollkamper
ISBN: 0766808815 9780766808812
OCLC Number: 42921415
Description: xxvi, 639 pages : illustrations, forms ; 28 cm
Contents: Chapter 1. The Legal Marketplace --
Structure and Organization --
Size --
Specialties --
Management Styles --
Forms of Management --
Private Law Firms --
Sole Proprietorships --
Partnerships --
Professional Corporations --
Boutique Firms --
Office-Sharing Associations --
Legal Clinics --
Private Industry --
Corporate Legal Departments --
Private Companies --
Government Agencies --
Federal Agencies --
State Agencies --
County Agencies --
City Agencies --
Opportunities for Legal Assistants --
The Changing Marketplace --
Technology --
Nonlegal Subsidiaries --
Legal Insurance Plans --
Chapter 2. The Legal Team --
Historical Perspective --
Legal Team Members --
Attorney --
Legal Administrator --
Law Office Manager --
Legal Assistant --
Law Clerk --
Legal Secretary --
Receptionist --
Other Personnel --
Outsourcing --
Chapter 3. 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 --
Chapter 4. The Attorney-Client Relationship --
Variables Affecting Client Relations --
Role of Bar Associations --
Role of the Lawyer --
Role of a Legal Assistant --
Role of a 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 --
Chapter 5. Paralegal Ethics and Client Relations --
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 --
Chapter 6. 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 --
Legal Assistant Guidelines --
Fee Agreements --
Retainer Fee Agreements --
Hourly Fee Agreements --
Flat Fee Agreements (Fixed Fee) --
Contingency Fee Agreements --
Chapter 7. Timekeeping --
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 --
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 --
Chapter 8. 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 --
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 --
Organization of the Financial Management Function --
The Realization Process --
Management Reports --
The Budgeting Process --
Income Projection --
Personnel Costs Projection --
Operating Expense Projection --
Calculating an Expense Percentage --
Chapter 9. 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 --
Maintaining the 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 --
Chapter 10. 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 --
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 --
Chapter 11. Law Office Systems --
Types of Systems --
Macrosystems --
Microsystems --
Minisystems and Subsystems --
Systems Development --
Candidate Selection --
Stage 1. Analysis --
Stage 2. Synthesis --
Stage 3. Organization --
Stage 4. Finalization --
Systems Storage --
Essential Skills for Systems Development --
Common Problems with Systems Development --
Systems Evolvement --
Third-Party Systems --
Chapter 12. Docket Control Systems --
Calendar Systems --
Master Calendar --
Personal Calendar --
Manual Calendaring Systems --
Calendaring Procedures --
Placing Events on a Calendar --
Calendaring Ethics --
Tickler Systems --
Tickler Procedures --
Basic Rule of Tickler Systems --
Computerized and Manual Docketing Systems --
Computerized Docket Control Programs --
Manual Tickler Systems --
File Review System --
Client Relations --
Chapter 13. 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 --
File Opening --
Preclient Files --
File Opening Procedures --
File Maintenance --
Document Categories --
Case Cover Sheets --
Document Management --
Managing Electronic Records --
Document Retrieval --
Automated Document Management --
File Closing, Retention, and Destruction --
File Closing Procedures --
Inactive Records Storage --
Records Retention --
Client Records --
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 --
Chapter 14. 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 Maintenance --
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.
Responsibility: Pamela I. Everett.
More information:

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   schema:about <http://id.loc.gov/authorities/subjects/sh2008106764> ; # Law offices--United States
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   schema:description "Chapter 1. The Legal Marketplace -- Structure and Organization -- Size -- Specialties -- Management Styles -- Forms of Management -- Private Law Firms -- Sole Proprietorships -- Partnerships -- Professional Corporations -- Boutique Firms -- Office-Sharing Associations -- Legal Clinics -- Private Industry -- Corporate Legal Departments -- Private Companies -- Government Agencies -- Federal Agencies -- State Agencies -- County Agencies -- City Agencies -- Opportunities for Legal Assistants -- The Changing Marketplace -- Technology -- Nonlegal Subsidiaries -- Legal Insurance Plans -- Chapter 2. The Legal Team -- Historical Perspective -- Legal Team Members -- Attorney -- Legal Administrator -- Law Office Manager -- Legal Assistant -- Law Clerk -- Legal Secretary -- Receptionist -- Other Personnel -- Outsourcing -- Chapter 3. 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 -- Chapter 4. The Attorney-Client Relationship -- Variables Affecting Client Relations -- Role of Bar Associations -- Role of the Lawyer -- Role of a Legal Assistant -- Role of a 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 -- Chapter 5. Paralegal Ethics and Client Relations -- 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 -- Chapter 6. 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 -- Legal Assistant Guidelines -- Fee Agreements -- Retainer Fee Agreements -- Hourly Fee Agreements -- Flat Fee Agreements (Fixed Fee) -- Contingency Fee Agreements -- Chapter 7. Timekeeping -- 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 -- 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 -- Chapter 8. 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 -- 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 -- Organization of the Financial Management Function -- The Realization Process -- Management Reports -- The Budgeting Process -- Income Projection -- Personnel Costs Projection -- Operating Expense Projection -- Calculating an Expense Percentage -- Chapter 9. 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 -- Maintaining the 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 -- Chapter 10. 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 -- 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 -- Chapter 11. Law Office Systems -- Types of Systems -- Macrosystems -- Microsystems -- Minisystems and Subsystems -- Systems Development -- Candidate Selection -- Stage 1. Analysis -- Stage 2. Synthesis -- Stage 3. Organization -- Stage 4. Finalization -- Systems Storage -- Essential Skills for Systems Development -- Common Problems with Systems Development -- Systems Evolvement -- Third-Party Systems -- Chapter 12. Docket Control Systems -- Calendar Systems -- Master Calendar -- Personal Calendar -- Manual Calendaring Systems -- Calendaring Procedures -- Placing Events on a Calendar -- Calendaring Ethics -- Tickler Systems -- Tickler Procedures -- Basic Rule of Tickler Systems -- Computerized and Manual Docketing Systems -- Computerized Docket Control Programs -- Manual Tickler Systems -- File Review System -- Client Relations -- Chapter 13. 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 -- File Opening -- Preclient Files -- File Opening Procedures -- File Maintenance -- Document Categories -- Case Cover Sheets -- Document Management -- Managing Electronic Records -- Document Retrieval -- Automated Document Management -- File Closing, Retention, and Destruction -- File Closing Procedures -- Inactive Records Storage -- Records Retention -- Client Records -- 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 -- Chapter 14. 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 Maintenance -- 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."@en ;
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