Parting ThoughtsIntegrity is the Key

Drafting

Discovery questions and responses Complaints and answers Bankruptcy petitions Articles of incorporation and minutes of

meetings Real estate documents for closings Wills and codicils Visa and citizenship papers Documents for probating of wills

Interview & Locate Clients Witnesses Experts

Witnesses Assets

Organize and Analyze

Set up, summarize and attend depositions Organize file materials Prepare trial notebooks and oral argument

notebooks Summarize and analyze data received in

response to discovery requests Perform title examinations Perform legal research Explain to clients how legal process works

New Employee checklist Five Cs of Client Relations

Competence Commitment Communication Conflict of Interest (Avoid) Confidentiality

Performance Evaluation

Competence Skills rating Job performance

Quality of Work Leadership capabilities

Dependable Punctual Overtime Willingness

Work Habits and Attitude

Communications Courteous to clients

Judgment Initiative

Strengths Room for improvement

What is “Practice of Law” Giving legal advice Representing clients in court Performing legal analysis and preparing legal

documents Evaluating a case and selecting an appropriate

course of action Accepting or rejecting a case Setting a fee Sharing a fee with an attorney

Competence and Diligence Write clearly and effectively Perform legal research and draft pleadings

and briefs UNDER Supervision of Attorney Interview client and witnesses Investigate facts of case Committed, timely representation Attention to detail Calendar, filing, serving

Justifiable Termination Disciplinary/Violating

policies Dishonesty Unethical behavior Falsifying records Fighting Intoxication or illegal

drug use Economic conditions

Layoffs and cutbacks

Poor job performance Failure to perform work Poor attitude Uncooperative behavior Excessive absenteeism insubordination

As to the Management:

Unacceptable behavior should be written in the employee handbook

Wrongful termination issues Employment-at-will

Give Proper Notice!!

Integrity is the Key Self Integrity Preserve Integrity of the Office Protect and Serve the Client