Syllabus Law Office Administration- 5218 278 Fall 2011 Class Schedule Location Professor: Telephone: Office hours: Campus e-mail: Saturday 1:00 pm – 4:00 pm Building 53 Room 524 Dr. Donnamaria Culbreth 443-985-7127 Wednesday 1-7pm dculbreth@udc.edu Prerequisite: 2218 181 Required Texts / Readings: Roper, B. D. (2007). Practical Law Office Managements (3rd ed.). Delmar/Cengage Publishers. Law Dictionary I. COURSE DESCRIPTION This course examines the basic management principles of the law office, including organization and administrative operations, the paralegal’s administrative role and responsibility for maintaining the library, supervising other administrative staff, time-keeping, billing and related systems. Ethics is emphasized. II. COURSE OBJECTIVES Upon completion of this course students will be able to: Explain the behind the scenes workings and management of a law office. Explain the types of law offices, staff positions, and possible office structures in different types of law offices. Identify the common ethical and malpractice problems for attorneys and legal assistants and how to avoid or handle the concerns/problems. Explain the importance of timekeeping, billing, and client trust funds in a law office. Law Office Administration Fall 2011 Dr. Culbreth 1 Explain the importance of docket control/case management and its relationship to malpractice, ethics, and providing quality services to clients. Develop a law office strategic management and marketing plan Explain the necessity of file management, law office equipment, and space management/ leases. Explain the fundamental aspects of law office management. Explain law office marketing concepts and techniques. III. INSTRUCTIONAL STRATEGIES and EXPECTATIONS Instructional Strategies The course will be conducted using instructor-led lecture presentations and class discussions. Assignments will consist of weekly written assignments, research assignments, and group projects. Students are required to engage in class discussions. Class sessions will include discussions on current issues involving investigative techniques and evidence issues that occur in a variety of legal settings. Student comprehension of course content will be assessed through all course activities. Student Assignments will be submitted via the class Blackboard site. The legal principals and concepts will be presented in lectures. However, this is a “learn by doing” class. One cannot memorize skills, one must learn by practicing. Therefore, students will complete assignments and projects that will allow students to demonstrate that they understand and can apply the learning material to complete course assignments. Expectations Students are expected to read all instructions carefully and to submit original, quality course work by the due dates specified. Students are expected to show respect and professionalism when communicating with other students as well as Dr. Culbreth Students are expected to participate in class discussions Students are expected to work with group members to complete all assigned group projects IV. WRITTEN ASSIGNMENTS Students will be assigned written assignments during each class session. Assignments will be due by 1pm EST on the following Saturday. I.E. Assignment given on 8/27/11 will be due by1pm EST on 9/3/11. Law Office Administration Fall 2011 Dr. Culbreth 2 Legal Assisting students are expected to complete and submit original quality written course assignments. Accordingly, all course work submitted must be grammatically correct (use the spell check feature in Word to conduct a sentence structure, grammar, spelling, and punctuation check). We will follow the general legal format for all written assignments and Memorandums. Students will submit all assignments with a cover page in the form of a Memorandum. See Appendix B attached hereto. Projects: Students will complete the Strategic Plan and Law Office Staff Manual as Group Projects. Participation is required by all students. A Memorandum explaining both Projects will be provided and explained during the first class meeting. V. COURSE POLICIES Participation Class Participation requires presence during the entire class period. Students should not leave the classroom once class has begun except in emergencies. Class Participation requires attention. Students should refrain from engaging in activities that are disruptive to the class. Professional conduct requires that students refrain from eating, talking or laughing while others are speaking, passing notes, playing games, reading newspapers, or in any other manner disrupting the educational process by being rude or inattentive. Students acting in an unprofessional manner will be asked to leave the classroom and will be counted absent for that class. During small group, simulations and large group discussion all computers should be closed. When laptop use is permitted, the only permissible use is note-taking. Surfing the web is by definition NOT paying attention. You may not use Blackberries, Treos, mobile phones, and other handheld devices. You must turn off such devices before coming to class. If your cell phone rings during class you will be asked to leave and the day will be count as an absence. Class Participation requires preparation. Our class meetings will primarily focus on conversation about the readings and the larger issues that they address. You are expected to be an active and productive participant in our conversations. To do this, you must carefully read (and sometimes re-read) the assigned reading material before class, and come to our meetings with questions and ideas to discuss. There will occasionally be more specific assignments for you to complete. You are also expected to be a productive and contributing member of your debate team. No dozing in class! It is extremely rude toward those who are speaking, and tends to dampen the energy and involvement of the group as a whole. Attendance Policy The University expects all students to attend classes on a regular basis. If a student finds it necessary to be absent from class because of illness or other personal reasons, the reason for the Law Office Administration Fall 2011 Dr. Culbreth 3 absence should be reported to Dr. Culbreth via e-mail. This is for the instructor’s information and in no way excuses the absence, nor does it relieve the student of the responsibility for assignments due on the date of absence. In addition, students are responsible for obtaining notes, etc. from other students when they have missed a class. Extenuating circumstances which may force a student to be absent should be reported to the departmental office and to Dr. Culbreth. Students are responsible for signing the Attendance Sheet each week. The Attendance Sheet will be available for signing at the end of class and will only be recorded using the Class Attendance Sheet. Students are not to make attendance sheets using notebook paper. Students are required to print and sign their names each week. It is the responsibility of each student to make sure that the Attendance Sheet is signed each week. Late Arrivals Students who arrive late should enter the class without disturbing the lecture and/or discussion. Weekly Schedule The Weekly Course Schedule is attached as Appendix A. Please read the required material and complete assignments by the due dates noted. Weekly Supplemental Material Due to the nature of this course, occasionally supplemental material will be posted in Blackboard under the Weekly course tab. Students are required to check the course Blackboard site before class each week, print the material, review and bring to class. Copies of supplemental material will not be provided during class. Note Taking Good note taking skills are a necessity and crucial in order for students to be successful in this course. Accordingly, during this class students are expected to take plenty of notes and to ask questions for clarification of material. Breaks The break times for this course will consist of two breaks that will last for fifteen minutes each. Students are expected to return from breaks on time. In accordance with College policies, eating is not allowed in the classroom. E-mail Policy By the end of the first week of class, each student is required to send an e-mail to Dr. Culbreth at dculbreth@udc.edu include the following information: full name, telephone numbers, and correct e-mail address. Include the course number (5218-278) only in the subject line of all email. Sign your full name at the end of all e-mail. E-mails sent without the correct Subject Line identifying information will not be answered. I do not accept assignments via e-mail. All assignments are to be submitted in the designated Blackboard Dropbox. Assignments that are not submitted in accordance with instructions will not be graded. Assignments sent via e-mail will not be graded. Law Office Administration Fall 2011 Dr. Culbreth 4 Office Hours Telephone calls are only accepted during office hours: Wednesday 1-7pm only. If you cannot call during the designated office hours, please send an e-mail and we will schedule an alternate date and time. Cell Phone Policy During class time cell phones are to be placed on vibrate or silent and out of sight. No texting during class sessions Late Assignments Dr. Culbreth believes in providing each adult student with an opportunity to actively learn and demonstrate competencies needed in today's high performance workplace. Opportunities will be made available for you to reach your maximum learning potential. Just as in the workplace, it is expected that you will complete all assignments by the due date. Accordingly, late assignments will not be accepted unless extenuating circumstances exist such as emergencies. Emergencies consist of serious, documented illness requiring hospitalization, hospitalization of a spouse or child, or the documented death of a close family member. In the event, of an emergency prohibiting a student from completing assignments timely, the student must advise via e-mail and request an extension. Extenuating circumstances do not include vacations, weekend trips, and travel. Plagiarism Quite simply, plagiarism is using someone else’s words or ideas as one’s own without giving proper credit. It is, in effect, literary theft whereby which someone’s original idea is used by another person as if it were his own and it is a particularly serious crime in the academic world. There are two forms of plagiarism, intentional and unintentional, but both are violations of academic honesty. It is important to remember that plagiarism involves: submitting another person’s work as your own without giving credit changing that person’s words but keeping the same idea intact without giving credit failing to place quotation marks around a verbatim passage, and copying enough words from a source that it composes the majority of your work, regardless of whether you give proper credit to the source or not One final point that must be made with regard to plagiarism is whether or not it is committed intentionally or unintentionally. Intentional plagiarism is done with the full intent to deceive by making someone else’s work appear as though it were your own, but unintentional plagiarism can occur because you: did not know how to cite a source properly used someone else’s ideas through a group project, or from lecture notes Law Office Administration Fall 2011 Dr. Culbreth 5 cited the incorrect source allowed someone else to write portions of your work failed to place quotation marks around a passage that was cut and pasted into your work Finally, the following actions will be taken against you if you are found guilty of plagiarism, whether intentional or not: a zero as a grade for a first offense an F for the entire course if you are found guilty of plagiarism more than once. EXAMPLE OF PLAGARISM: Dr Culbreth reviewed the report from Gen and Gen and found that there was a similarity in the manner in which the entire document did not adhere to OSHA standards. Violations included the failure of the employer in many instances to cover the eight cover tops of the final lifting tray. However, the final report did mention the numerous citations served upon the employer for failing to adhere to standards required by section 174 of the theory saw requirement. Employers are required to adhere to the standards of all theory saw tools. Failure to adhere to OSHA standards constitutes a clear violation of workplace safety requirements. Johnson Nules noted that violations of this nature occur constantly by what many call the new era employer. The material noted in red is the plagiarized material. It is the original work of another author, copied word for word and credit was not given to the original author. The material was copied and altered and it constitutes plagiarism! VI. GRADING POLICIES Course work submissions: All course work must be submitted in the appropriate Blackboard Dropbox for each Assignment. Grading Schedule Course work will be graded within one week. I. E. Course work submitted for each week (Saturday) will be graded and returned by the following Friday. Please check the Blackboard Dropbox and print your assignment and keep in a safe place. Please do not send e-mails asking for your grade before the one week grading period has ended. Grading Rubrics All course word will be graded using Grading Rubrics that will be attached to each Assignment. Law Office Administration Fall 2011 Dr. Culbreth 6 Grading Scale 1350-1500 1200-1349 1050-1199 1000-1049 Below 1000 A B C D F Evaluation Criteria Written Assignments Attendance Participation Strategic Plan Staff Law Office Manual Total Points 9x 60 14 x 10 14 x 10 1x1 1x1 540 140 140 340 340 1500 VII. UNIVERSITY POLICIES Academic Integrity Policies Students enrolling at the University of the District of Columbia assume the obligation to maintain standards of academic integrity. Violation of academic obligations: include: unethical practices and acts of academic dishonesty, such as cheating, plagiarism, falsification, and the facilitation of such acts. Cheating includes the actual giving or receiving of any unauthorized aid or assistance or the actual giving or receiving of any unfair advantage on any form of academic work. Plagiarism is the use of another’s ideas or words, or both, as if they were one’s own. However, ideas or direct quotations from others are acceptable with appropriate citation of source. Students are subject to dismissal from a degree program for unethical practices and acts of academic dishonesty. It should also be noted that a plea of ignorance of the policy will not be accepted. The prescribed policies and procedures that pertain to violation of the academic integrity policy are contained in the Student Handbook. Disability Support Services If you are a student who is disabled as defined under the American with Disabilities Act and require assistance or support services, please seek assistance through the Office for Services to Students with Disabilities, Building 38 Room A-11 (202-274-6000) or TTY 202-274-6152). Students with diagnosed learning disabilities should report to the same office. Equal Opportunity and Affirmative Action Statement The University of the District of Columbia actively subscribes to a policy of equal opportunity in education. Law Office Administration Fall 2011 Dr. Culbreth 7 Sexual Harassment and Racial Discrimination Policy Statement It is the policy of the University of the District of Columbia that sexual harassment and racial harassment in any way of its students, staff, and applicants for admission to the University are prohibited. . Law Office Administration Fall 2011 Dr. Culbreth 8 Appendix A Weekly Course Schedule Week Lecture Topics Assignments Assignment Due Dates 1 Syllabus Review Reading Material: E-mail 08/27/11 Course Group Project Review: The Syllabus (Blackboard) acknowledging Strategic Management Plan (due) Group Project Instructions review and Week 9 and Grading Rubric (Blackboard) understanding of 9/3/11 Syllabus Law Office Staff Manual Project Review and Grading Rubric Law Office Staff Manual Project Gantt Charts (plan or timeline of the (Blackboard) projected begin and end dates of , projects. 3 Topics: 9/10/11 The Legal Team Chapter 1 Law Practices Supplemental Material Law Firm Governance Reading Material: Assignment 1: 60 points 4 9/17/11 Learning Objectives On The Web, Exercise No, 2, p. 41: Discuss the titles and duties of each member of the legal team. • Explain the trends in legal assistant salaries. • Identify alternate law office organization structures. • Identify the functions of law office management. • Explain the “systems view” of management. Law Firm Websites Topics Reading Material: Legal Administration and Technology Law Office Administration Assignment 1 due Chapter 2 Fall 2011 Dr. Culbreth 9 Assignment 2: 60 points Learning Objectives Discuss what a staff manual is and why it is important. Differentiate between a policy and a procedure. Discuss why providing quality services is important. Define “mission statement.” Explain the planning process Distinguish between practice management and administrative management Define total quality management List and explain major federal employment laws Discuss major technology issues in law offices 5 and Software, p. 120, Project No. 5: Law Office Security and Workplace Violence, p. 120 2.2 Gantt Charts due for the Strategic Plan and Law Office Staff Memorandum (See pp. 87-88) Reading Material Topic 9/24/11 Project No.: 2. Computer Hardware Assignment 2 Chapter 3 Ethics and Malpractice Assignment: 3 Questions and Exercises 1-11 (pp 175- Learning Objectives 176) • Discuss the voluntary ethical codes established by national legal assistant associations. • Explain the attorney-client privilege and to whom it applies. • List guidelines that will prevent legal assistants from accidentally revealing confidential client information. • Explain what a conflict of interest is and what a law office can do to limit conflict of interest problems. • Discuss what the “Chinese Wall” is and when it applies. 6 Reading Material: Topics: 10/1/11 Assignment 3 Chapter 4 Client Relations and Assignment: Communication Skills Students will be assigned hypothetical Preparing for the Client Interview cases to read and develop a client Law Office Administration Fall 2011 Dr. Culbreth 10 profile, and interview questions Learning Objectives: pertaining to the case • Discuss factors that will promote effective client relationships. • Discuss ways to communicate effectively. • Identify communication barriers. • Explain the importance of good listening skills. • Identify the pros and cons of using groups to make decisions. • Draft client interview questions based on Creation of client data information input sheet (p. 260) case information Complete a client profile information sheet 7 Continue Chapter 4: Client communication 10/08/11 Take good notes during the Lecture and Preparing for Client Interviews 8 Topics: 10/15/11 Legal Fees, Timekeeping and Reading Material Assignment 4 is Chapter 5 due Billing Assignment 5: Learning Objectives Question and Exercise No. 10 pp. 322- • Differentiate between timekeeping and billing. • Recognize major types of legal fee agreements. • Know the difference between billable and non-billable time. • Explain the concept of value billing. • Discuss how the billing process works and what it entails. • Differentiate between an earned and an 324 Complete the assignment in a Table format using Microsoft Word unearned retainer. Law Office Administration Fall 2011 Dr. Culbreth 11 9 Group Project: Strategic Plan is due Midterm Exam Week 10/22/11 Group Project: Strategic Plan is due 10 Topics: 10/29/11 Reading Material: Client Trust Funds and Law Office Chapter 6 Accounting Assignment 6 Assignment 5 due Questions and Exercises 6-9 Learning Objectives p. 388-390 • Understand the purpose and importance of trust/escrow accounts. • Discuss the ethics rules regarding safeguarding client funds. • Explain the budgeting process. 6, 7, and 8 11 Topics: Reading Material: Assignment 6 is 11/5/11 Calendaring, Docket Control, and Chapter 7 due Case Management Assignment 7 Questions and Exercises 1-7 Learning Objectives: Explain how to make docketing entries. • Discuss how to calculate court deadlines. • Explain why a poor docket system is harmful to a law office. • Differentiate between manual and computerized docket systems. • Explain how a poor docket control system leads to ethical and malpractice claims. 12 11/12/11 13 Topic: Chapter 8: Legal Marketing Assignment 8: Legal Marketing Plan, Learning Objectives Brochure, and Website (Instructions Develop a sample law firm website will be provided for students to develop Discuss different marketing options the law firm’s website and brochure. that are available to law offices Firm Brochure see p. 507 Topics: Assignment 9: File and Law Library Management Students will develop a file using the Learning Objectives client information from Weeks 6-7. 11/19/11 Law Office Administration Fall 2011 Dr. Culbreth 12 14 Discuss why file management is important. Organize a client file Explain centralized and decentralized filing systems. Discuss the importance of closing and purging files. Explain why library ordering should be centralized. Give examples of how law library costs can be reduced. Thanksgiving Holiday Students will submit the file as a hard copy to Dr. Culbreth in class No Class 11/26/11 15 Course Wrap up and discussion Assignment 8 and 12/3/11 12/10/11 9 are due Law Office Staff Manual Project is due Law Office Administration Staff Manual due Fall 2011 Dr. Culbreth 13 Appendix B MEMORANDUM TO: Dr. Donnamaria Culbreth FROM: (enter your name) RE: Enter Assignment/Project No and Name DATE: Enter Date --------------------------------------------------------------------------------------------------------------------Use this as the cover page for all assignments Law Office Administration Fall 2011 Dr. Culbreth 14