k k k k k
o Accompany
k
Practical Law OfficeMan
k k k
agement
4th EDITION
k
Cynthia Traina Donnes, MA
k k k
,
,CONTENTS
PREFACE.............................................................................................................................................................................iv
SAMPLEkSYLLABUS ......................................................................................................................................................... v
CHAPTERk1 ThekLegalkTeam,kLawkPractices,kandkLawkFirmkGovernance ....................................1
CHAPTERk2 LegalkAdministrationkandkTechnology ....................................................................15
CHAPTERk3 EthicskandkMalpractice ........................................................................................... 30
CHAPTERk4 ClientkRelationskandkCommunicationkSkills ........................................................... 43
CHAPTERk5 LegalkFees,kTimekeeping,kandkBilling .....................................................................52
CHAPTERk6 ClientkTrustkFundskandkLawkOfficekAccounting ..................................................... 66
CHAPTERk7 Calendaring,kDocketkControl,kandkCasekManagement ............................................ 79
CHAPTERk8 LegalkMarketing ......................................................................................................89
CHAPTERk9 FilekandkLawkLibrarykManagement ........................................................................ 97
TESTkBANK .................................................................................................................................................................. 106
TESTkBANKkANSWERkKEY..................................................................................................................................... 152
iii
©k2017kCengagekLearning®.kMayknotkbekscanned,kcopiedkorkduplicated,korkpostedktokakpubliclykaccessiblekwebsite,kinkwholekorkinkp
art.
, PREFACE
Thisk manualk providesk youk withk informationk thatk Ik hopek youk willk findk usefulk ink thek classroom.kT
hiskisknotkankarmchair-
stylektext.kTheoreticalkinformationkiskkeptktokankabsolutekminimum.kThektextkiskpracticalkinknatureka
ndkfocuseskonktheklawkofficekmanagementkskillskparalegalskneedktoksucceedkinkaklegalkorganization.k
Thektextkcoverskakbroadkrangekofksubjectskandkincludeskakheavykemphasiskonkhands-
onktechnology.kStudentklearningkiskenhancedkthroughkOnkthekWebkExercises,kProjects,kPracticalkAp
plications,kTestkYourkKnowledgekquestions,kandkCasekReviewkexercises.kThektextkcontinuesktokhav
ekakstrongkemphasiskonkethics,kthekimportancekofkclientskandkcustomerkservice,kthekdeliverykofkhigh-
qualitykandkcompetentklegalkservices,kcasekmanagement/docketkcontrol,ktimekeepingkandkbilling,ka
ndkclientktrustkfunds,kamongkothers.kPracticalksuggestionskandkinsightskarekcontainedkthroughoutkth
ekbook.kThekfourthkeditionkfeaturesksignificantkchanges,kincluding:
● Materialkhaskbeenkupdatedktokreflectkcurrentkmanagementkpracticeskandktechnologicalkadvance
s.
● DiscussionkofkClio,klawkofficekdemonstrationksoftware,khaskbeenkadded.kCliokiskakweb-
basedksoftwarek productk thatk includesk timek andk billing,k clientk trustk funds,k lawk officek accou
nting,kcasekmanagement,kdocketing,kandkmore.kCliokHands-
OnkExerciseskhavekbeenkaddedkthroughoutkthektextbook.
● Updatedk“Hands-
OnkExercises”kforkMicrosoftkExcelk2013khavek beenkaddedktokChaptersk5kandk6.kEightkexercise
skforkExcelkarekprovided.
● Ethicskandkchapter-
relatedkcaseskwerekupdated.kManykofkthekcaseskincludekparalegalskinktheirkfactkpatterns.kMostko
fkthekcaseskarekextremelykinteresting,karekonkpoint,kandkprovidekexcellentkteachingkandklearningk
opportunities.
● Thektextbookkcoversktechnologicalkadvanceskandkthekimpactkonklawkofficekmanagement.
● Allkofkthekchartskandktableskhavekbeenkupdated.
ThiskmanualkprovideskanswersktokthekTestkYourkKnowledgekandkPracticalkApplicationskquestionskf
orkeachkchapter.kSomekanswerskforkthekOnkthekWebkExerciseskandkProjectsksectionskmayknotkbekincl
uded,kgivenktheknaturekofkthekquestions.
Ifkyoukhaveksuggestionskforkhowktokimprovekthektext,kneedksomethingkspecialkdeveloped,kneedkaddit
ionalkhelpkorkinformation,korkjustkhavekakquestion,kpleasekfeelkfreektokcontactkme.
BestkWishes,k
CynthiakTrainakDonnes
iv
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art.