Recordkeeping Techniques for Paralegals

The Paralegal Resource
October 11, 2012 — 1,053 views  
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Recordkeeping Techniques for Paralegals

Paralegals do all the research and follow up; without their dedicated work; cases would not be won for the law firm. With so much information to research and verify, they need to keep records of all that they do. There are several recordkeeping techniques that can be used.

One technique is to use the interview forms effectively when interviewing clients. There is a variety of interview forms such as personal injury, worker's compensation, medical malpractice and many others. It is important to only use these forms as a guide to the interview and not as a control of the interview. The answers the client gives should serve as a guide for the next question and some of those questions, depending on the answer, may not be available in the interview forms. 

Another technique is to prepare a folder with instructions for the client. Sample questions that the client may be asked during trial, information checklists, diagrams for the client to fill out, and any other pertinent information that will be helpful to the client so he/she can prepare for the trial. A copy of the folder goes to the client and another copy for the representing attorney. 

When attorneys have meetings to determine the best course of action on behalf of their clients, having corporate minute books is very useful. The paralegal has to have the minutes of the previous meeting for reference. A part of these minutes should be prepared daily along with any other information that would prove helpful to the attorneys. 

As people invest their money in various forms of investment, fraud is bound to occur when dealing with dishonest people. This is what creates blue sky issues. Regulations designed to protect investors against securities fraud are blue sky laws. Paralegals must know the laws in the state they work in to gather all information and help protect their clients effectively.

In some law firms, paralegals also serve as the managers of the firm; having stock ledgers will help achieve this purpose. These ledgers are software that enables the paralegal to manage information and make updates and changes when needed. This ledger helps paralegals make more informed management decisions affecting the firm by keeping accurate records of all information.

These techniques should be helpful for paralegals in achieving their legal objectives as well as enable them to be both effective and successful for their law practices.

 

The Paralegal Resource