TRAINING PLAN

FOR


Lawyer's Assistant

Outline

Concerned with assisting a practicing attorney with the functions involved in a law practice. Learning proceedings, regulations and basic research tasks involved in a legal firm.

Tasks

performedperformedobserved
alonewith help
1. Legal Assistance
-Working directly under a lawyer _______________
-Understanding how to accept new clients and setting legal fees _______________
-Assisting in background work _______________
-Preparing research for a trial _______________
-Investigate the facts of a case to uncover all relevant material _______________
-Understand the laws, judicial decisions and legal articles _______________
-Prepare written reports for the attorney _______________
-Draft pleadings to be filed in court _______________
-Obtain affidavits _______________
-Keep files of all correspondence and documents relevant to a case _______________
-Assist in drafting contracts, mortgages and legal agreements _______________
-Help to prepare and file annual financial reports _______________
-Review and understand government regulations _______________
-Analyze legal material for internal use _______________
-Maintain reference files _______________
-Prepare informative or explanatory material on the law _______________
-Filing all legal forms _______________
-Work with land titles clerk and assist in abstracts _______________
-Assemble witnesses for trial _______________
-File documents at the registry office _______________
-Register real estate documents _______________
2. General Duties
-Receive all incoming mail and distribute _______________
-Answer telephone and direct calls and messages _______________
-Locate and attach appropriate files to correspondence to be answered by lawyer _______________
-Schedule appointments _______________
-Transcribe notes onto a typewriter or computer _______________
-Greet visitors and announce their arrivals _______________
-File correspondence and other records _______________
-Do any necessary banking _______________
-Organize files for trials _______________
-Obtaining Sheriff's certificates _______________
-Delivering and picking up legal documents from other law firms _______________
-Arrange for courier pick ups _______________
ADDITIONAL TASKS
_______________
_______________
_______________
_______________

Equipment Used Related Positions
Typewriter _____ Law Clerk
Computer _____ Paralegal
Telephone _____ Conveyancer
Photocopier _____ Lands Title Clerk
Legal Secretary
Lawyer
Legal Assistant
Court Stenographer
Judge