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Published bySilas Clarke Modified over 9 years ago
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Parting Thoughts Integrity is the Key
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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
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Interview & Locate Clients Witnesses Experts Witnesses Assets
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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
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New Employee checklist Five Cs of Client Relations Competence Commitment Communication Conflict of Interest (Avoid) Confidentiality
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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
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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
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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
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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
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As to the Management: Unacceptable behavior should be written in the employee handbook Wrongful termination issues Employment-at-will Give Proper Notice!!
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Integrity is the Key Self Integrity Preserve Integrity of the Office Protect and Serve the Client
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