General Legal Office Procedures - Final Study Guide Exam Questions And Questions

Client and Matter Number - ANS when opening a new file, you will assign this Sole Practitioner - ANS a lawyer who practices on his/her own Defendant - ANS a person being sued Precedent - ANS an example or template form that may be used to create a legal document True - ANS Paralegals and legal assistants can not provide legal advice, true or false ? sic - ANS notation to include if quoted material had an error and was corrected True - ANS lawyers are automatically this for the purposes of administering oaths, true or false ? Barristers, Counsel, Solicitors - ANS Other names for lawyers General Practice Firm - ANS a law firm that provides legal services in several different areas of law is referred to as a LLP - ANS refers to a law firm with a specific type of legal partnership in which lawyers are only liable for actions of lawyers and employees under their supervision Tickler date/slip - ANS refers to the date on which a lawyer wishes to be reminded of something to be done. Limitation date - ANS the date which something must be done or the legal right to do so is lost due date - ANS the date by which something must be completed ats - ANS means "at the suit of", to refer to a client that is being sued by someone True - ANS In order to practice law, a lawyer must be a member of their Provincial Law Society, true or false ? s.50 - ANS how would you correctly reference Section 50 of an Act? Plaintiff - ANS is the person who is suing another person Notary Public - ANS a person who affirms under oath the authenticity of a copy of a document True - ANS quotations that are set in 5 - 10 spaces from left and right margins that are more than 3 sentences in length do not require quotation marks, true or false? Fiduciary - ANS means entrusted and refers to the solicitor-client privilege True - ANS When referring to monetary values in an agreement, the number must be written out in words, preferably all caps, true or false? True - ANS When referencing monetary values in a letter, the number can be shown as a numeral, i.e., $1,000.00, true or false? True - ANS Complex legal issues are best discussed in person behind closed doors, true or false? Dockets - ANS contain records of all time charges, disbursements, charges, and receipts Cash Receipt - ANS is issued any time monies are received from a client, whether it is paid in cash or cheque Retainer Agreement - ANS a document signed by a client employing a law firm to act on their behalf that outlines the engagement - ie. the terms of the service and the fee for services. Tickler date - ANS the date a lawyer wants to be reminded of something to be done Trust funds - ANS made up of retainer monies, deposits, closing funds held in escrow, or settlement funds Cheque requisition - ANS is issued when you require funds to pay a fee on behalf of a client Document ID - ANS is a notation sometimes included in a footer on documents that provides the filename and the file path that describes the location of the electronic file Citations - ANS are references to previously decided court cases True - ANS a letter is dated the day it was prepared, true or false? Flat Fee - ANS a fee structure that sets out an all inclusive fee for a regular or routine task, such as a residential real estate transaction or a Will Retainer - ANS a sum of money deposited to employ a firm that is held in trust on behalf of clients Hourly or Time Value - ANS a fee structure where fees are billed based on hourly rates Without Prejudice - ANS a special on arrival notation that should never be included on an envelope Authorization - ANS a document signed by a client allowing the release of information from a third party (i.e., employer or doctor) to a law firm client dockets - ANS a client's account records Disbursements - ANS expenses incurred on behalf of a client Notarial Certificate - ANS a document that confirms the authenticity of the document to which it is attached