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Legal Communication Cheat Sheet (DRAFT) by

Legal Communication Concepts

This is a draft cheat sheet. It is a work in progress and is not finished yet.

Things to ask during an internship interview

 
-is there potential for a position when the internship is complete
-who will I be working under
-what are the work hours
-am I required to travel for the job
-what type of work will I be doing

Managing clients

 
-listen actively
-take notes
-be assertive but gentle
-keep in regular commun­ication with them
-be empathetic but DO NOT tell them you understand what they are going through

Expect­ations, Codes/­Rules, Policies, Etiquette

 
-under­stand the scope of inform­ation you can provide to a client legally (you are a paralegal, not a lawyer)
-maintain confid­ent­iality at all times
-trust monies belong to the client

Restricted Access

 
-family court cases closed to public
-in criminal trials, judge sometimes closes courtroom ordering it 'in camera' (no observers permitted)
-in-camera usually made when the case involves extremely sensitive witnesses (young children, emotio­nally distraught victims)
-youth criminal justice act: no accused person's name can be published
- public­ation ban: put on a hearing if judge thinks the integrity of hearing at risk without it

Protoc­ol/­Decorum in the justice system

 
-stand when the judge enters the room
-once the judge is seated, you can sit (court is now in session)
-OCJ starts at 9:30am; SCJ starts at 10am
-court end times are at the discretion of the presiding judge
-no food/d­rin­ks/gum
-no sunglasses
-no baseball caps
-no shirts with inappr­opriate messages on them
-no tanks, halters, short skirts, etc.

Emails

Advantages
Disadv­antages
-enables immediate delivery of inform­ation
-there is no benefit of tone of voice or physical commun­ication cues
-messages can be sent to multiple people at one time
-emails can be misint­erp­reted
-gives the recipient time to think about the content before responding
-not everyone has access to email
-follow-up inform­ation can go back and forth quickly
-a message might be forwarded inadve­rtantly
 
-confi­den­tiality is more easily breached
 
-email can transmit computer viruses
 

Issues with leaving documents lying around

 
-you risk cross-­con­tam­ination between files
-there could be a breach of confid­ent­iality
-you won't know what your deadlines are if you have papers lying everywhere
-you could lose important documents

Dealing with irate clients

 
-use an author­itative tone and tell them to please come into your office; if they will not do so, you have the right to have them removed from the premises
-stay calm
-do not talk to them across your desk, sit beside them
-be aware of non-verbal cues you may be giving them

Steps for invoicing clients

 
1) Do the work
2) Keep a docket of your time
3) Send the client an invoice and interim letter
4) Take money out of trust

Handling difficult calls

 
-stay calm, be friendly, don't take what they say personally
-listen without interr­upting
-avoid putting them on hold, but if you have to, so it briefly and politely
-ask questions to clarify what the issue is
-offer solutions and altern­atives and end the call on a positive note (make sure the caller agrees with the solution)

Mediation

 
-time efficient
-cost-­eff­ective
-a private & confid­ential enviro­nment
-results in a suitable settlement for all parties involved

Courts vs. Tribunals

 
-courts: formal setting; many rules & regula­tions; meant to be intimi­dating; set up in a hierarchy with the judge at the top
-tribunals: less formal; level setting; rules of evidence are not applied as strictly

Contracts that must be in writing

these are considered so signif­icant, that a verbal agreement does not suffice
-land agreements
-co-sign agreements
-promisory notes
-trustee's promise to pay the debt of the estate

Struct­uring an email

 
-use an active voice
-keep your message short and concise
-leave the recipient field blank until you've proofed your email
-when replying, ensure that you fully understand the original message
-using CAPITALS imply that you are shouting
 

Acceptable business practices

 
-always sign your signature in blue ink (this is part of the 'best evidence rule')
-do not leave your stamp lying around, it should always be locked up when you are not using it
-make sure you have password protection on your computer
-try not to take work home because:
a) you could lose it
b) someone at the office might need the file
c) you risk breaching confid­ent­iality
d) you won't stop working

Cultural differ­ences in non-verbal commun­ication

 
-cultural differ­ences can be a barrier to effective commun­ication
-in some cultures, making eye contact is considered rude, while in other countries, non-eye contact is a sign of shyness or weakness
-some cultures regard physical contact is offensive and inappr­opriate

Most important thing in a client file

 
-reminder system (tickler cards)

Difficult clients

 
-ackno­wledge the client politely, stay calm
-sit beside them, not across from them
-take them into another room to talk
-be empathetic
-listen actively
-do not give legal advice

Affidavits and Statutory Declar­ations

 
Affidavit: a sworn statement from the deponent as to the nature of the events that took place
Statutory Declar­ation: A sworn statement used outside of court

Meaning of certain things

Encl
enclosed
CC
carbon copy
Best Regards
final goodbye
Sincerely
standard sign-off
Without Prejudice
content cannot be used in court

Why should contracts always be witnessed?

-because if they aren't it becomes a 'he said/she said' situation
-because the terms are unclear and can be misund­erstood otherwise

Contracts that must be in writing and witnessed

-marriage and separation agreements

Contracts under seal

-gratuity contracts must be under seal (where only one person benefits)
-if you do not have a seal, you can get a lawyer to initial and circle the document - this acts as a seal