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  • Home / About
  • Magazines
  • Job Board
  • Affiliate Partners
  • Become an Affiliate
  • Placement Testimonials
  • Purchase Printed Magazines
  • Merchandise Store
  • Group Rules
  • Blogs of Information
  • Meet the Founder of Paralegals Connect
  • Contact
Paralegals Connect

​Paralegals Connect
Blogs

You Just Got a Raise!

7/3/2020
By: Johnathan Bell
DID YOU REALIZE THAT YOUR PARALEGAL CERTIFICATE OR PARALEGAL PRACTICE JUST BECAME A BIT MORE VALUABLE?
On December 4, 2019, the ABA issued a formal opinion that directly affects the value of your work. The ABA, in Formal Opinion 489, indicated that clients are not property and when an attorney moves from one firm to another or even out on their own, the old firm must allow the client to choose whether he goes with the attorney, stays with the firm, or finds new representation altogether. Further, the former firm cannot withhold resources from the client either. The ethics rules do not allow non-competition clauses in partnership or employment agreements.
 
How does this affect your value to a firm or attorney?
Attorneys will be encouraged to start their own firms much more frequently than before. Departing attorneys won't necessarily have to start from scratch and can afford to hire skilled paralegals when they start their new firm.
 
Attorneys will have the ability to negotiate higher pay to remain with the current firm. In order to keep key associates, firms will have to pay their associates more if they cannot prevent the associates from leaving with existing clients. This will directly affect the paralegals as law firms will seek to be more reliant upon paralegals than associates, due to the risks associated with their departure and the increased expense. Further, since key paralegals can exit with an attorney, compensation may increase for top paralegals as well. Either way, firms will want to keep their key personnel happier, especially their top paralegals.
 
Law firms will be more dependent upon paralegals for client support. One strategy to keep your clients from leaving with a key associate is to have your top paralegals work with those clients through a principal or partner. The principal or partner will need greater paralegal support to avoid relying upon associates as a client contact.
 
Independent paralegals have an added marketing advantage.
While it is a very delicate conversation and I do not recommend you state this directly, an independent paralegal can't walk out the door with the firm's clients. Hence, as you negotiate your relationship with a firm, this is important to know and important that its communicated, albeit, delicately.
 
So, celebrate the small wins. If you decide to share this ruling, tread lightly and don't upset anyone. While it helps you in some ways, it could potentially undermine the stability of a firm. Additionally, there are often raw feelings when associates leave and start their own firms. Partners may feel that the associates are stealing their clients, while the associates feel that they have earned the trust and business of those clients. Plus, since many associates make between $60K - $120K per year (about $30 - $60 per hour) and have tremendous law school debt to manage, it is very easy for them to look at the billing rates of $225 - $325 per hour as a significant pay raise. You have to find the right place and the right time to share this information if you decide to share it at all. Many attorneys are not yet aware of this opinion.
 
More importantly, however, just be great at what you do! Become an expert in your space and know your worth. Your value will continue to increase exponentially.
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About the Author:
Johnathan Bell is an independent Foreclosure Defense and Bankruptcy paralegal serving multiple attorneys and law firms in New York and Connecticut. He is a member of the New York City Paralegal Association, and he believes paralegals are the backbone of the legal profession. Sometimes he thinks he is funny and could have made a living as a stand-up comedian. His wife disagrees.

Source: Paralegals Connect Newsletter, Volume 7, First Quarter, February 2020.
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The Ontario Paralegal Structure

7/3/2020
By: Jeffrey Smith
The Law Society of Ontario began licensing paralegals as independent representatives in 2007. This was not a major shift. In fact, paralegals had been independent advocates for people well before the licensing came about. Formerly, paralegals were known as “court agents.” In order to become licensed an applicant must have a college diploma and must also pass a full day examination and a comprehensive background check.

Paralegals in Ontario are licensed by the same body that licenses lawyers. This has not been without significant controversy. Paralegals are regulated by their competition, which by its very nature restricts our practice to highly defined areas and often areas which aren’t appealing to lawyers to begin with. We are bound by the exact same rules and the exact same standards as lawyers when practicing within our scope.
Our role is expected to further develop with paralegals being able to act as notaries and take on family law matters. Although not confirmed, I believe the next step would also be for paralegals to accept and take on “legal aid matters.” Legal aid, for those who aren’t familiar with it, is a government funded service that pays for lawyers to represent clients in certain matters.

There have been issues with paralegals practicing out of scope, non-payment of fees, and a few non-competence issues from paralegals who have been grandfathered into the practice. Most of the convictions against paralegals by the Law Society Tribunal seem to be for violating rules that restrict our practice or our advertising, but not very many wherein competence is the heart of the issue. 
Paralegals are currently licensed to appear at any board, agency, or tribunal in Ontario. Under the Immigration and Refugee Protection Act, we can represent before the federal tribunal, although the Law Society of Ontario is of the position we can’t represent fully at the Immigration and Refugee Board. This issue will be resolved through the courts at some later juncture and is much more complicated than I described in the previous sentence. 

Paralegals can also appear at any matter under the Provincial Offences Act¸ and for a whole host of Criminal Code offences, when the prosecution is proceeding summarily (almost like a misdemeanor), and on cases that are proceeding in the Small Claims Court, which hears matters up to $35,000.00. The rule of thumb is if a matter is being heard at the Ontario Court of Justice, generally speaking, we can appear there.
Our representation is full representation and includes selecting the forms, drafting the pleadings, and running the trials.
 
A full list of approved criminal offences, can be found at:
https://lso.ca/about-lso/legislation-rules/permitted-criminal-code-summary-conviction-offence.

Paralegals who don’t practice fully independently will work under lawyers as a law clerk. This is more analogous to the American version of a paralegal. A paralegal working under a lawyer can take on a murder case, a family law matter, or any other matter, up to, but not including appearing at court - except with some exceptions when appearing as an agent for their lawyer. In many cases, paralegals will work both as a paralegal and as a law clerk for a law office. So, for example, if a client comes in with a small claims matter, the law firm and the client can experience considerable savings by having the paralegal take care of the matter and run the trial. Many colleges offer a double diploma option enabling students earn a diploma as a law clerk and as a paralegal.
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We provide a tremendous access to justice for our clients. We can often put in twice the amount of work than a lawyer to represent and defend someone. Our criminal scope is mostly poverty related crimes. Our Provincial Offences Act is comprised mostly traffic tickets, and our civil litigation is small claims. We work with the most marginalized members of our community. It is my hope that America will adopt a similar model so that people aren’t “priced out” from the justice system. It is also my hope that in Ontario and throughout Canada we will garner more respect and trust from the judiciary and be permitted in a wider array of matters.
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About the Author:
Jeffrey Smith is a licensed paralegal, licensed by the Law Society of Ontario, having graduated in 2019. Jeffrey has a background in police foundations, private investigations, regulatory complains, several certifications in forensics and investigations, as well as some psychology training and certifications.
Jeffrey currently owns and operates a full-service paralegal office, within the province of Ontario, as JD Smith’s Legal Services, the website is jdsmith.legal.

Source: Paralegals Connect Newsletter, Volume 7, First Quarter, February 2020.
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On-Demand Service Gives Paralegals Instant Access to Thousands of Qualified Court Reporters

7/3/2020
By: Lucas Peterson, Paralegal and Chief Strategy Officer of Expedite
There’s no question: A paralegal’s role is stressful and allows no margin for error. Fortunately, modern advances in technology can help streamline antiquated processes, thereby saving significant time, money, and precious time on an incredibly backlogged court docket. In August of 2019, I stumbled across the mobile app, Expedite, completely by chance. This game-changing technology blew me away, and I knew I had to share my experience with my colleagues.

As a Paralegal with over eight years of experience in immigration law, criminal defense, and civil litigation, I have learned that efficient time management is a key component to being that “five-star” Paralegal. At any moment, we can be working on multiple things with pressing deadlines and they are ALL a priority to every client. Thus, I am constantly looking for any way to streamline processes to save time.
 
Finding a court reporter for a last-minute request is almost impossible. Finding a court reporter for a scheduled hearing or deposition can take hours, sometimes even days. It requires multiple phone calls, emails, voice messages, along with consistent tracking and follow-up. There had to be a better way!
 
That's when I discovered Expedite, an on-demand mobile app platform, available in Apple and Android, that instantly connects paralegals with court reporters through GPS-smartphone technology. They also have an accompanying web-based platform at www.expedite.legal so anyone, anywhere, anytime can access the service from any device.
 
Expedite offers the most competent court reporters available in their respective markets. They do this by capitalizing on the latest available mobile technologies, properly vetting their members, incorporating a reciprocal five-star rating system, providing pop-up notifications, utilizing instant communication features, and monitoring transactions within the app.

Expedite’s mission is to eliminate inefficiencies in the legal industry, and the goal is to increase productivity and profitability for everyone. Expedite is disrupting the legal industry much like Uber disrupted the transportation industry, by offering a real-time solution through an on-demand platform.

Need a court reporter for a deposition next Tuesday? Easy. Open the app, and within a couple of clicks, your request is sent out to dozens of available court reporters in your requested area!

What if your case settles the day before your scheduled service? Easy. Open the app and cancel the job. A notice will then be sent to you, as well as the court reporter, documenting that the service has been cancelled. And as long as it’s within two hours before the start of any service, there are no cancellation fees.

Simple, easy, fast, and incredibly efficient.
And because Expedite’s founder and CEO is a court reporter with 21 years’ experience in the legal industry as a court reporting firm owner, all the nuances that go along with the acquisition and scheduling process have been automated.

Expedite recently announced a partnership with Clio – the world’s leader in cloud-based case management software. Now Clio users can schedule court reporters for depositions and hearings within Clio. The software will also automatically schedule any service within Clio’s calendar without any additional entry, which makes using Expedite with Clio seamless!

The long and short of it is this: Expedite was designed for those progressive business professionals who know how to capitalize on technology to work smarter rather than harder. Download and sign up today and harness the power of NOW! Your gift to yourself in 2020.
Source: Paralegals Connect Newsletter, Volume 7, First Quarter, February 2020.
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Interviewing Kira Muren

7/3/2020
Hi Kira! Thank you for letting us interview you today. Can you tell us a little about yourself?
 
I live in Frederick, Maryland. It’s a fast-growing town about an hour north of Washington, DC with a lot to do, but still a lot of small-town charm. I’m a single mom to a spunky 10-year old daughter. She’s a great kid and is definitely keeping me on my toes these days. We also have a German Shepherd mix at home. My daughter is still young enough that my hobbies tend to revolve around her hobbies. She loves to run and is on her 3rd year of Girls on the Run. We do a lot of running together now and we actually ran a 5k earlier this morning. We also both love to travel and I love to cook. 
 
How did you get involved with the Paralegals Connect community?
 
A few years ago, I realized I didn’t have as many paralegals to connect with as I would have liked. I went looking on Facebook to see if there were any networking groups and Paralegals Connect popped up. I loved it right away. It’s a great place to be able to ask questions and get new perspectives on some of the issues you deal with in the industry. There’s no need for each of us to be reinventing the wheel when we can be benefitting from shared knowledge. The group has really helped me grow and learn a lot.

About 18 months ago, Crystal Cornett, the Paralegals Connect founder, posted looking for new admins to help run the groups. I jumped at the opportunity and I am so glad I did. The group has continued to grow so much. Our main group surpassed 10k members this summer, which is pretty incredible! I’ve also been fortunate to develop a pretty great relationship with each of the other admins that help make these groups possible. It’s been a pretty great experience and I can’t wait to see what the future holds for the Paralegals Connect community. 

What made you want to be a paralegal?
 
Growing up, I always wanted to be an attorney. My family, of course, thought it was because I liked to argue. In reality, it’s always been the digging into a case that intrigued me. When I was little, I couldn’t get enough of books like Nancy Drew and Encyclopedia Brown because I loved trying to look for the hidden clues and figure out what happened. I’ve always liked turning things on their head and looking at it from a new perspective. Now, it’s one of my favorite parts of litigation. I love getting lost in a pile of documents and following the breadcrumbs to figure out what really happened. 

So, there’s always been that passion. Life took me a different route at first though. I had my daughter really young and dropped out of school for a bit to focus on supporting her. I was waitressing and barely making ends meet when I decided to go back to school. I was researching the available programs at my local community college when I realized they had an incredibly competitive Associate of Applied Science program in legal studies. As soon as I saw that, the rest was history. 
 
Where did you go to school?
 
I went to Frederick Community College in Frederick, Maryland. Their legal studies program is amazing and a real front runner in our area. The program manager, Dr. Tracy Parker, cares so much about her students and the program. She became a mentor to me throughout my time at FCC and she really helped me become the paralegal I am today. She invited me back to serve on the advisory committee for the program, which has been a real honor. The program has grown a lot and I love the direction it’s taking. There’s currently a certificate program, an associate degree program, and can be used as a pre-law program as a pathway to law school. 

Recently with the support of the Maryland State Bar Foundation, the Circuit Court for Frederick County, Bar Association for Frederick County, and the Frederick Community College Foundation, the students participated in a year long grant funded program to improve access to justice for pro se litigants with family law cases.
 
Currently, I’m working on my bachelor’s in business administration at Frostburg State University. I’m attending one of their satellite campuses in Hagerstown, Maryland, which has made going back to school while working incredibly convenient. I plan to graduate in May 2020. 
 
How are you balancing work, school and motherhood?
 
It gets chaotic, for sure, but time management is everything. I definitely have to live by a schedule to make it all work. I think one of the most important things is making sure I still set aside family time and time for myself. You have to give yourself time to regroup, otherwise you’re going to be trying to pour from an empty cup. I’m also very fortunate to have a job that’s flexible, and a daughter that is an amazing help around the house.
 
Are you a certified paralegal?
 
No, not right now, but I’m considering starting the process after I complete my bachelor’s. I’ve always been conflicted on whether I should get certified as it isn’t a requirement in the field and most firms tend to focus on experience. As I mentioned though, the field is rapidly evolving so I’d like to stay competitive. I think it would also help keep me proactive on keeping up with trends and taking my CLEs. And besides, who doesn’t want a chance to add a couple extra letters after their name?
 
Have you thought about going to law school?
 
I have! Hasn’t everyone in the legal industry? But I honestly don’t know what route I want to take. I love law, but right now, I love the role that I fill as a paralegal. Our industry is also rapidly evolving. Some states are starting to allow non-lawyers that are licensed as legal technicians advise clients on less abstract legal issues. I think this is a great shift. There are a lot of people that need help navigating the courts and understanding the process, but the size of their case doesn’t justify hiring an expensive lawyer. It’s really created a hole within the judicial process, and I think limited license legal technicians are an excellent solution. This is a shift that I’m following and if Maryland follows suit, I would love to become licensed. Anything that makes legal assistance more available to the average person is a win to me. 
 
What is your favorite part about being a paralegal?
 
Seeing our clients win. I work in litigation, where the cases can be long, expensive, and exhausting. The entire process can get overwhelming at times for the client. Anyone in litigation knows that watching that pendulum shift back and forth during litigation and trial is certainly not for the faint of heart. So, there is nothing better than seeing a client’s face when a verdict comes back in their favor. It makes all the long hours that were put into the case worth it.  

I also mentioned earlier how much I love digging through the documents of a case to figure out the full story. Cases always start so abstract. It’s invigorating to watch it start to come together as a solid case and argument. I’m a researcher by nature, so I love digging to see what else we can find to add to the case. 
 
Do you have a least favorite part?
 
There’s always going to be days that require repetitive work, such as drafting 20 different subpoenas or formatting a mountain of documents for a discovery deadline. Those days aren’t my favorite, but I still respect that they are an important part of the job. 

Is there any advice that you would give to anyone just starting out in the field?
 
Never stop learning! There is so much information out there that can be used to further your career. Network with the people in your field, read blogs, read all the cases at your firm, take CLEs, and don’t be afraid to ask questions. You should always be focused on growing and improving as a professional. 
 
If you’re having trouble finding a job as a paralegal, I always recommend taking time to volunteer at a local legal aid. Primarily, because I think it’s always great to give back. You have this education now and if you can use it to help others, then that’s pretty great. But, also it helps add experience to your resume and allows you to network within your community. 
Source: Paralegals Connect Newsletter, Volume 7, First Quarter, February 2020.
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Is the Job Right for You? 5 Must-Ask Questions!

7/3/2020
By: Tami Riggs
In any job search you will be screened, judged, and measured against other applicants. Employers want the ideal candidate, the perfect addition, and the right fit.

They are sizing you up - looking for standout traits, specific qualities, education, and experience which demonstrate you are capable of performing the duties assigned to a particular role. Seek out any career counseling professional, recruiter for coaching, or conduct an internet search, and you will have unlimited access to countless training resources. They will break down the anatomy of an interview and offer suggestions for what to wear, what to bring, and how to “wow” a potential employer. Everything you need to increase your chances for success and not tank in the process is at your fingertips.
 
Being prepared for an interview is important. Employers want to know that you are a good match for them and that you will be able to make meaningful contributions. A job offer is unlikely if you have done zero homework on the opportunity, show up late, fail to look the part, or are unable to articulate how your skills and accomplishments could translate to the role.
 
It is equally important to determine whether a potential employer is a good match for YOU! Every company will have a different organizational structure and personality. Fleshing out the nuts and bolts of a new position requires more than a review of the job description, pay scale, and benefit package.
 
Use the interview as an opportunity to gauge the potential employer’s ability to meet your needs. The meeting is as much for you as it is for them. Make note of your observations and when given the opportunity for questions, ask the ones that will help you decide whether or not to take the job if it is offered. It is important to get an overall feel for the office culture, the challenges, and the benefits of working for an organization. The interview is a two-way street and you should walk away confident in your ability to fit in and be successful.

5 Key Questions to ask During an Interview:

1. Is the position open due to an internal promotion?
What you are trying to glean from this question is whether the company is adding jobs or if the role was recently vacated. If several people have left a position it might indicate volatility. A newly created position can be equally risky, especially if performance expectations are poorly defined, or if the company is unsure about a permanent addition to their team. However, it could also signify company growth and a great opportunity to start or advance your career. Asking this question will usually reveal if there is upward mobility or opportunities to progress within an organization.

2. What is your onboarding process?
This should not be confused with orientation. What you want to know is if there is a plan to help socialize new employees and assimilate them to company policies and workflow. A deeper dive should give you information on how learning and improvement are supported. Mentorships, job shadowing, cross-departmental training, and professional development can be positive indicators that the organization places emphasis on growing their employees and retaining them long term.

3. What is the most important thing you would expect me to accomplish in the first 30 days, 60 days, 90 days, 6 months, and/or year?
This question is designed to give you information on the exact goals an organization has for a role, expectations which need to be met, and results which need to be delivered. Not only will it give clues as to the workload volume and associated deadlines, but it will also provide some specific insights into what the work-life balance may look like.

4. How will I receive feedback regarding my performance during the introductory period and thereafter?
Post-hire check ins and evaluations are important. They provide opportunities to review accomplishments, discuss areas where improvement is needed, set goals, and plan future actions. Employers who incorporate staff support, career development, and regular performance discussions demonstrate that they are committed to your professional growth, happiness, and success.

5. Would you be able to show me around the office?

Observe the physical environment. Cluttered or dirty areas can be an indicator of company disorganization. Just like a person’s appearance, the appearance of an office makes an important first impression and speaks volumes about its culture and work style. If possible, check out the meeting room, lunchroom, breakroom, and washroom. Are these areas in disarray? Often, there is a negative relationship between messiness and productivity.

Consider the greeting you receive and how employees speak to you and others.  Are they open and friendly or rude and abrasive? Is their tone formal or informal?  A warm and inviting reception by staff who are encouraged to converse and engage with you is ideal. How they interact with each other is equally important. 
 
Assess employee morale and non-verbal communication.
Are employees smiling and communicating behind closed doors? Do they appear to be on task or completely overwhelmed? Non-verbal cues and body language convey important interpersonal and emotional messages about office dynamics and job satisfaction. If they are negative it can signal upspoken issues and other problems, such as slow business, inadequate staffing, or disengagement.
  
Present yourself as someone who wants a legal position.
This means showing up on time for the interview dressed appropriately with a resume that reflects your training and background. Ask questions so that you understand the role, the firm, it’s organizational and cultural structure and how you would be a good fit for the job. Finally, mail a thank you note after the interview.
 
Not only is the prospect for more jobs apparent, but as new practice areas also evolve to address emerging issues, a variety of new and different jobs are anticipated on the legal landscape. The scope of work for paralegals is expanding and the outlook is bright. Paralegals have been in high demand and will likely remain so for the foreseeable future.
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About the Author:
Tami Riggs is Director of Outreach and Career Services at Center for Advanced Legal Studies in Houston, Texas. She has an extensive and varied professional background that spans criminal justice, paralegal education, and international school marketing and communication. Her career has been guided by a focus on developing strategic partnerships that facilitate school growth and student opportunity. She holds a Bachelor of Science Degree in Criminal Justice from Texas State University. Connect with Tami on LinkedIn.

Source: Paralegals Connect Newsletter, Volume 7, First Quarter, February 2020.
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Unproductivity in the Time of Crisis – How to Not Be Your Own Worst Enemy

7/3/2020
By: Candess Zona-Mendola
I have worked remotely for several years. So, when the stay-home orders hit, my firm did not have downtime. We continued as if it were any other day. But there was something new going on at home. I still had to work. I still have an attorney and clients who need me. When I am working, I need to focus. I cannot work distracted. But how was I going to find focus during crisis panic, homeschooling, mothering, and isolation? It has not been easy.
 
I have one mantra: I will survive and thrive. Why do I tell you this? Because I want you to know that you still have control over your work. You still have the ability to be productive during this time.
 
Here are tips to help get you through this:

1. Create a dedicated workspace.
I have learned that without one, I never “leave” work to be “home.” Instead, I am working from the moment I wake to the moment I go to sleep. By having a dedicated workspace, I can walk away from work (even if I’m just walking to the next room). I can go outside for a break. I can leave work to make dinner for my kids. I can sleep.
 
Whether you have an apartment or a multi-bedroom home, you too can do this. Take over the bedroom or the kitchen table. Go outside and work in the fresh air. Create a workspace and hours where no one will bother you.

2. Communication.
If you don’t communicate with your attorney every day, now is the time to start. I’ve established “morning check-ins” where I email my attorney a list of what I’m working on for the day. We set up calls or video conferences when there are projects we’re working on together. He also keeps me posted on what he’s doing.
 
Communication is not just about work. You need to be real with your attorney about what is going on at home. You have been told to leave your personal life at home, but that does not work here. Your bosses need to know what is going on. They can’t help you or make creative solutions without this knowledge.
 
3. You have Control.
Many paralegals have lost their jobs recently because they (or their law firms) haven’t found a way to make it work. There have been many reasons for this. “I just can’t focus at home.” “My house has slow internet.” “I don’t know how to use the software the firm wants me to use.” These are excuses, not solutions.
 
You can make this work. You need to take control. It is okay to change or reduce your work hours because you need to care for kids. But it is not ok to assume you’re going to get paid to “not work.” There are solutions out there as long as you are willing to look for them.
 
4. De-Stress and Prioritize.
You are likely overwhelmed right now. I get it. I was too. If you feel anxiety coming on, try meditating: Stop what you are doing, set your alarm for three minutes, and breathe deeply in and out. Your brain will wander but bring it back to now. Feel what your body feels. Listen to what is happening around you. Do this often. It helps relieve your stress.
 
Now, let’s talk priorities. If your plate is like mine, it is overflowing. But not everything is pressing. And you can’t do everything at once. You have to prioritize. What deadlines are coming up? Do those first. What does your attorney need? Do that next. Ask yourself what matters now and what can be done later. Prioritizing makes it all more manageable, and it helps you focus on one thing at a time.
 
5. Be Productive Amid Chaos.
How do you eat a whole elephant? One bite at a time. Productivity will come as you find your workflow. Be flexible. What works one week may not work the next one. That’s okay. Just don’t give up. Continue to look for creative solutions until there’s normalcy again. You will find that you are able to be as productive, if not more, than you were before.

Remember, you can do this! 
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​About the Author:
Candess Zona-Mendola is a Trial Paralegal at a national law firm that helps victims of food poisoning outbreaks. She is the author of The Indispensable Paralegal—Your Guide to Getting It All Done, a paralegal guidebook published by Trial Guides. She has been featured on several paralegal media sites and podcasts, including The Paralegal Voice through the Legal Talk Network, and NALA’s webinar series.

Source: Paralegals Connect Newsletter, Volume 8, Second Quarter, June 2020.
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The Top 20 Things I Wish I Would’ve Known as a New Paralegal

7/3/2020
​By: Kylie Clayton
Do you ever sit back and think to yourself, “I would have done this so differently, if I just would have known _______?
That was my first thought when I was asked to present to a college paralegal course. What better way to educate the next group of paralegals than to tell them what I wish I would have known. When I reached out to an online group of paralegals, the responses were very quick and on point.

In no particular order, the top 20 things I wish I would have known are:
  1. Be nice—especially to the court clerks and the bailiffs. They are your lifeline with the courts.
  2. Document everything—each time you touch a file, notes, and time entries for referencing back to.
  3. Double-check your calendar hearings, dates, and deadlines.
  4. Admit to your mistakes—right away! Someone will find them. Better you point them out instead of opposing counsel.
  5. Embrace change, nothing stays the same.
  6. Always be prepared when you meet with your attorney.
  7. Know your courts! They all have different local rules and Judges want different things in different ways.
  8. Do not wait until you are swamped to let your attorney know you are behind, ask for help when you need it.
  9. Slow down—proofread again and again.
  10. Ask questions and take notes—each firm does things differently, be a sponge and learn all that you can from day one.
  11. Create a procedure book for yourself for all you do for quick reference. At some point you will be asked to train a new paralegal, and this will be a major time saver.
  12. Take pride in your work—when your attorney looks good, you look good!
  13. Follow your gut—if something seems off, say something.
  14. It’s okay to play the devil’s advocate with your attorney—sometimes a new perspective on an old case can make all the difference.
  15. Never give your attorney originals of anything.
  16. Know your worth, don’t let people walk all over you.
  17. Save as a template every type of document that you prepare, with all confidential information removed for future use.
  18. Learn on the job—what they teach you in school is not generally what you will be doing on a day-to-day basis.
  19. Don’t take an attorney’s bad day personally—we all have them.
  20. Breathe—it will all be okay.

All in all, when it comes to a new paralegal the most important thing is to know that you are not alone, and we have all been there. There are now so many great resources and mentors ready and willing to assist in all aspects. We have been in your shoes and are excited to help bring up the newest group of paralegals into the ever-growing profession.
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About the Author:
Kylie Clayton has worked in finance and debt resolution for over 15 years. As the paralegal at Patino Law Office, Kylie supports clients in all types of debt resolution cases from Chapter 13 plans for individuals to complex agricultural and business workouts. She holds a Bachelor of Arts in Political Science from the University of Nebraska at Omaha and completed her paralegal certification through the College of St. Mary. 

Source: Paralegals Connect Newsletter, Volume 8, Second Quarter, June 2020.
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Message to Our Community: Coronavirus

7/3/2020
The whole world has been rocked by Covid-19. Completely shaken to its core. People are full of anxiety right now and trying their best to make it through each day. This is an unprecedented time that we all hope to soon forget. But, for now, let us appreciate that we are not alone—even if we must stay at least 6 feet apart!

We know many of you are now working from home, which is challenging even for the seasoned remote worker. It is tricky juggling work, home life, your children’s education, and countless distractions all day long. Now is a great time to join our Mentorship Program, so you can get or give support to another member of our community.

We know some of you are still expected to be in the office every day, regardless of social distancing. We understand you are in between a rock and a hard place. You may want to talk with your boss about reconsidering a work-from-home option.

We are aware that many of you have been laid off or fired from your jobs. Worst. Timing. Ever. Know that the Paralegals Connect community is here for you! Keep your eye on our Employment Board for the latest job opportunities.

​We have compiled a list of resources to answer some of your questions and help you through this time.
  • Tax Day Extended to July 15
  • Coronavirus Tax Relief and Economic Impact Payments
  • Coronavirus Tax Relief for Businesses and Tax-Exempt Entities
  • Coronavirus: Small Business Guidance & Loan Resources
  • Unemployment Insurance Relief During COVID-19 Outbreak
Most importantly, please stay safe out there and continue taking every precaution to #flattenthecurve.
Source: Paralegals Connect Newsletter, Volume 8, Second Quarter, June 2020.
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Keeping Professional Development Continuous During Coronavirus

7/3/2020
​By: Tami Riggs
As a range of containment measures are implemented to mitigate the spread of coronavirus, consider how you can make the best use of your time. The following activities can help you gain valuable work skills to stand out in today's competitive job market.
1. Attend class!​
Attendance in class is a big indicator of your reliability and performance. Be in class and take advantage of the expertise and experience offered by our faculty. 

2. Work on your resume and cover letter.
Create these documents from scratch or customize existing ones. The Office of Career Services at Center for Advanced Legal Studies (“CALS”) has moved to a remote format of service but remains available to assist students and alumni and can provide sample templates and expert advice.

3. Craft your elevator speech and define your professional persona.
This is a brief but compelling summary (1 minute or less) of your background and experience and what skills you offer. It should be short but adequately explain who you are, what you can do, and why you should be considered. This introduction can be used during interviews, when you meet a potential business connection, at networking events, job fairs, career expos, in your resume, and on social media profiles.

4. Clean up your social media presence.
Hiring managers look at social media accounts and posts to learn about potential candidates and their personalities, interests, and activities. Assess your online presence from an outside perspective, implement privacy settings, and scrub material that might be considered inappropriate. A regrettable post or photo could hurt your job search.

5. Create a professional e-portfolio and link it to your resume.
An electronic portfolio is a digital compilation of work and other activities and evidence that showcases student learning, skill development, and career progression. It is assembled and managed on the web and typically includes files, images, multimedia, blog entries, and hyperlinks. Your class assignments can be used to customize and personalize the collection.

6. Access free online tutorials to improve your writing and typing.
Many lessons are available that address spelling, grammar, punctuation and keyboarding skills. Online learning tools and resources can help you build upon your academic and technical skills.

7. Listen to podcasts and webinars.
There is a rich landscape of informative recordings that support professional skills development and provide practical tips and inspiration on how to develop and succeed in your career.

8. Continue learning and reading.
Employers value candidates who stay abreast of the latest industry trends and engage in activities that deepen their knowledge and improve career readiness.
 
There is fear and uncertainty surrounding the COVID-19 situation. We are all grappling with it in different ways. However, you can take steps to keep your professional development continuous and strengthen yourself personally during this crisis. Hang in there!
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bout the Author:
Tami Riggs is Director of Outreach and Career Services at Center for Advanced Legal Studies in Houston, Texas. She has an extensive and varied professional background that spans criminal justice, paralegal education, and international school marketing and communication. Her career has been guided by a focus on developing strategic partnerships that facilitate school growth and student opportunity. She holds a Bachelor of Science Degree in Criminal Justice from Texas State University. Connect with Tami on LinkedIn.

Source: Riggs, Tami (March 19, 2020). Keeping Professional Development Continuous During Coronavirus. Center for Advanced Legal Studies Paralegal Blog,
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Meet our Affiliate - Critical Analysis Consulting RN

6/23/2020

Critical Analysis Consulting RN

Meet our Affiliate, Critical Analysis!

Critical Analysis Consulting, RN

SCREENING FOR MEDICAL MALPRACTICE. Pursuing the wrong case is a costly mistake. Using my medical knowledge and analytical skills, I can help you clearly understand the medical issues to be better prepared in the courtroom.

ANALYZING PERSONAL INJURY CASES. Ensure clients receive the settlements they deserve. I help determine what injuries are consistent with the acute injury and/or pre-existing conditions exacerbated by the injury.

EVALUATING CRIMINAL CASES. My extensive background in critical care medicine and forensic nursing contributes valuable experience and knowledge to analyze your case.

LOCATING EXPERT WITNESSES. A bad witness can ruin your case. With my nationwide network of physicians, nurses, medical and forensic experts, you can count on getting the BEST.

https://criticalanalysisrn.com/
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Meet our Affiliate - Best Virtual Paralegal LLC

6/23/2020

Best Virtual Paralegal LLC

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Best Virtual Paralegal LLC (The Attorney Panic Button™) is a nationally recognized boutique consulting company comprised of experienced paralegals, administrative assistants, educators, content creators, dedicated to reinventing the way attorneys and paralegal work together™.

Life as an entrepreneur is a thrilling, daunting, hot mess adventure and it can be very lonely. Legal entrepreneurs should not build their empires alone. We specialize in helping legal professionals tap into genius ideas, gain clarity, and build thriving, scalable, efficient firms at affordable customized rates.

Whether you are an attorney, paralegal, paralegal association, or paralegal organization, we have services for you!

WHAT WE DO
  • Help BUSY ATTORNEYS PANIC LESS™
  • Simplify BUSINESS SYSTEMS FOR ATTORNEYS & FREELANCE PARALEGALS
  • Help TRANSFORM PARALEGAL DREAMS INTO REALITY
  • Help PARALEGAL ASSOCIATIONS HOST AFFORDABLE CONTINUING LEGAL EDUCATION BOTH LOCALLY AND NATIONALLY
  • Help LEGAL PROFESSIONALS BECOME EFFECTIVE LEADERS THROUGH FUN, INFORMATIVE UPLIFTING MOTIVATIONAL SPEAKING ENGAGEMENTS, and
  • Help PARALEGAL FACEBOOK GROUPS IMPROVE ENGAGEMENT, GAIN CLARITY, AND GROW.

LET'S DISCUSS WHAT'S NEXT
Do you have a backlog of cases, a question, maybe you need a quote, or a business coach? We want to hear from you!
717.747.3588 Voice | SMS
888.497.6449 Voice
hello@bestvirtualparalegal.com
Visit Us: www.bestvirtualparalegal.com/paralegal-consulting-coaching/
On Facebook Search:
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Get fast, affordable, experienced, informative services at Best Virtual Paralegal LLC!
SCHEDULE YOUR INTAKE NOW!
Disclaimer.
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Meet our Affiliate - Cobblestone

6/16/2020

Cobblestone

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Cobblestone Software provides award-winning contract management software to simplify and automate contract tracking and management for legal professionals.
​

CobbleStone’s software provides a centralized repository for one-click contract access, unlimited document storage, easy searching and reporting, advanced reporting, proactive key-date alerts, online contract calendar, in-system collaboration, desktop and mobile access, and much more to take the stress out of contract administration.
Contact CobbleStone today for a free demo or trial system at:
​

https://www.cobblestonesoftware.com/paralegals
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Meet Our Affiliate - Center for Advanced Legal Studies

6/16/2020

Center for Advanced Legal Studies

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Paralegals Connect is happy to announce our Affiliate Partnership with Center of Advanced Legal Studies

Center for Advanced Legal Studies was founded in 1987 to provide education and training for those seeking to enter the legal profession as a paralegal. The Paralegal Certificate program provides students with essential paralegal skills and includes courses such as Introduction to Law and Ethics, Legal Research and Writing, Interviewing and Investigation, Corporate and Business Law, Civil Procedure, Computers and the Law, Family Law and Personal Injury. Students can choose from on-campus morning or Saturday courses, or attend 100% online.

www.paralegal.ed
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Meet our Affiliate - Armenhyl Group LLC

6/16/2020

Armenhyl Group LLC

​Paralegals Connect is happy to announce our Affiliate Partnership with Armenhyl Group LLC! 

Dispatch your Service of Process Documents to ARMENHYL and let us do the leg work! ARMENHYL can handle your Civil Process whether near or far throughout the 50 States!

Our Nationwide Process Service can ease your workload. You can assign your Service of Process needs to us with confidence, then focus on other priorities. Let us do the leg work of ensuring that your documents are delivered successfully both near and far!
We look forward to being a quality resource for you and/or your business!
​

Our goal is to provide you with relevant Private Investigation, Security Guards & Patrols, Mobile Notary Public, Realtor Safety and Family Support services. We can offer important information, confirmation and protection for your matters of concern.

 If you need your Subpoena Served once you have it created, let us know!

Contact us now and let us Investigate, Notarize, Secure, and Serve for you!

Email: info@armenhyl.com
Phone: (866) ARMENHYL - (866) 276-3649 
Website: www.armenhyl.com
Instagram: #armenhyl
Twitter: @armenhyl

◼︎Nationwide Process Service ◼︎Private Investigations ◼︎24 Hour Mobile Notary Public Services ◼︎Security Services
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From Paralegal to Attorney with NO LAW SCHOOL In Between

4/28/2020

By: Micah Clatterbaugh
This article was published in our Paralegals Connect April 2019 Newsletter, which can be found at http://www.paralegalsconnect.com/newsletter.html

My Plan

I had it all planned out. I would tell him this is his last chance to settle before I file a wage claim on behalf of the day laborer I was helping. I would tell him what the law said. I would let him read it for himself. He would make excuses; I would be ready with my response. Just as I planned, he paid right then and there. I thought, “I like this whole law thing.” That was when I first considered becoming a lawyer, ten years ago.

I had a plan to figure out. I was determined to not go back to school, so how was I going to be a lawyer? I thought, people go to law school but can’t pass the bar all the time—maybe you can do it the other way around! So, I looked it up and said, “look at that! I can do an apprenticeship!”

I had it all planned out. I walked into his office, sat down, and said, “Hey Dan, let me take you to lunch.” I didn’t say why. I made sure I had a copy of the rules with me and I knew them well. I ordered a salad, so I didn’t end up wearing ketchup. I said I had a proposal. I paused. I said I wanted to do an apprenticeship under him to become a lawyer without going to law school. (I’d been a paralegal in his firm for a year by then.) That was some six years ago.

“What are you talking about?” is the most common reaction to the idea of becoming a lawyer without going to law school. But, it is common wisdom among lawyers that law school neither prepares you for the bar exam nor prepares you to be a lawyer. It is common knowledge that law school means crushing student loans. If only it was common knowledge that many can bypass law school altogether!
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People call it apprenticing or reading the law–the California State Bar calls it the Law Office Study Program--but my favorite term is DIY Law School. I can’t take credit for coining the phrase. Somebody called it that playfully early on in my experience, and I’ve been smiling about it ever since. Unfortunately, I can’t credit that person because I don’t remember who it was!

California is one of six states that allow some form of a legal apprenticeship instead of law school. So, I studied before my shift every day, and five years later I was a sworn-in, licensed attorney. DIY Law School is the great unknown option. It means becoming a lawyer with no debt. It means hitting the ground running, with years of practical experience. And in many ways, it’s not nearly as hard or time-consuming as law school. 

What are the other five? Maine, New York, Vermont, Virginia, and Washington. The rules are very different for each. In New York and Maine, you have to attend law school, you just don’t have to finish. In several of them, unlike in California, your supervising attorney is required to instruct you. The way I did it, he supervised me while I instructed myself. I’ve included a detailed list of each state’s rules below.

I winged it, designing my own study plan, writing my own curricula. Of course, I got advice. The most important was to not try to emulate law school—the point is to pass the bar. That has to be the focus. So, I used bar prep course materials as the starting point—these show what you need to know. Then I reverse-engineered each to create my curricula, with used text books fleshing out the material for each 12-week self-taught course. Four years of this and I was eligible to take one of the hardest professional exams in the country. It cost me almost nothing. 
 
Law schools make life difficult for their students in ways which have little to do with the knowledge and skill needed to pass the bar or to practice law. To skip it, you will need an analytical mind, a mastery of English reading comprehension, and very good study habits. You will also need to be unusually self-motivated. Does this sound like you?

The Big Picture

This is not law school and it’s not a substitute. It’s bypassing it. One of the biggest mistakes I made in my first year was trying to make my apprenticeship like law school. I planned on studying subjects not on the bar exam as elective courses, I started with Civil Procedure because I heard that’s what law school starts with, I based my syllabus on the case book I was using, and at one point one of the attorneys at my firm tried the Socratic method with me.

Six months in, I consulted Gary Blasi, who was then a UCLA Law professor. I got in touch through his son, who I knew from my undergraduate days at UC Berkeley. Gary spent about an hour with me on the phone, going over his experience apprenticing a few decades ago. We mostly talked about the big picture. He was emphatic. The point of the apprenticeship was to pass the bar exam. It was not to gain an education that’s equivalent, or even comparable, to law school.

He was also very candid that in his opinion, law school does not prepare you for either the bar exam or practicing law. This is something I have heard from maybe ten other lawyers when I talked to them about my plans. In fact, I can’t think of a single lawyer who said they felt like law school prepared them for either. It involves a lot of philosophizing about the law and study of the history of law that you do not need to know. Gary was also very clear that your supervising attorney is not and cannot be a professor. They may be very good at what they do, but that does not make them a professor. This is important. If you’re going to do a self-taught program similar to mine, according to the California rules, do not expect your supervising attorney to even necessarily remember the material you are studying, much less teach it to you. You will, for the most part, have to teach it to yourself. 

Gary had a very important piece of practical advice: start with a bar prep outline on the subject you’re going to study. Read it through, even though you won’t understand a lot of it. Use it to guide the entire course. Think of your course like reverse-engineering that outline. The goal of the course is to master the contents of the outline. The entirety of what you need to know about a subject is in there—so don’t study it if it’s not there!

Unfortunately for me, I had already put a lot of energy into topics in Civil Procedure and Contracts that I did not need to study. This is because in my first several months I was not using the bar prep outline; I was using the table of contents of a case book for one of my courses and a summary of law[1] (for Contracts) for another, to give the course structure. 

One of the unnecessary things law schools do is teach the philosophy and history of law. One of the ways they do this is by making students start with reading very early cases on a topic—sometimes hundreds of years old. They study it, analyze and dissect its contents, talk about its historical context, then study the next case that changed the law on that topic. They repeat this process until reaching the current state of the law. Of course, not all professors in all law schools do this with all subjects. But it is very common. It’s also needlessly difficult, time-consuming, and largely irrelevant. In terms of big picture, we should be doing the opposite in apprenticeships. We start with the bar prep outline’s section on a topic, then read the section on the topic in a “supplement” book, and only read cases after that.

The way I remember it, I was reluctant to give up on the idea of including things in my studies that were not on the bar exam. But I knew Gary was right, and I gradually accepted it. So, I never did study Indian Law, and I got used to designing my curricula based on bar prep outlines, and skipping material not covered there. 

What this is, is four years of bar prep (or likely five to six years). That is the single most important thing I took away from my conversation with Gary. The inability to recreate law school in an apprenticeship is definitely a reason to stick to the content of the bar prep outline. But many people graduate from law school, some of whom I’m sure did quite well, who never manage to pass the bar. The bar exam is notoriously difficult—especially the California and New York exams. Any material you study that is not tested on the exam is unnecessary. Any effort you make that does not help you pass is wasted, and it potentially takes away from your ability to pass.

The Paralegal to Attorney Approach

I decided to do an apprenticeship to become an attorney before deciding to be a paralegal. I just saw that studying in a law office during business hours was a requirement, so figured that meant getting a job in a law office. Under the California rules it could have been one of many positions, such as legal secretary, file clerk, investigator, or receptionist. But working as a litigation paralegal will prepare you much better for being a lawyer and it will help you understand some of the material you are studying.
 
Unless this article ends up with unexpectedly wide distribution, most of you reading it are already paralegals. You’ve got that part down already. If you’re in one of the states that allow this, all you have to do is decide if it’s for you, convince your boss, and get started according to the rules.

For those few who aren’t already paralegals, don’t worry. If you have a bachelor’s degree, some office experience and intermediate computer skills, you can do it. Most employers are looking for experienced paralegals. But, there are entry-level positions out there. I got one. It may seem like a big delay to first have to get hired as a paralegal before even starting the apprenticeship. But I have talked to too many people who can’t seem to get started because they keep trying to propose an apprenticeship without first discussing employment. That approach has far more potential to cause delays. “Hire me” is already a big ask. “Be my supervisor for a law study program you’re only vaguely familiar with” is a big ask. So, separate the two. Get hired first. Establish yourself as a responsible employee—especially if they don’t know you well. I waited a full year, to be safe. Then, make your proposal.

A paralegal is a legal assistant. Despite the confusion, the terms are synonymous. Having a paralegal certificate is a big advantage when you have no experience, but it is not necessary. In my experience, employers don’t care if you have a certificate once you have experience. So, I don’t recommend taking the time to get a certificate. The one exception to this is if you really need to go back to school to work on your writing, comprehension, and analysis. Then, it might make sense to get a paralegal certificate as long as the program includes plenty of writing and comprehension. If you’re looking at a paralegal certificate program that isn’t going to cover enough writing and comprehension, you’ll need to take those courses even if they’re not required.

When I first proposed an apprenticeship to my boss, I got out the rules, and told him I had a plan. I would do an apprenticeship at Siegel & Yee while minimizing the burden on the firm. I would study in my office, between 8:00 a.m. and 10:00 a.m., before starting work. I would study one subject at a time, for about three months at a time. I would rotate among the associate attorneys he supervised at the firm, meeting once a week with one of them to go over what I had studied in the subject that week. I would mostly be studying on my own, and there would be very little for him to do personally. He would just need to review my work periodically and sign off on it as I sent it in to the state bar.

One of the first things he did was look at the rules for himself, saying, “Good. You can finish under someone else if you have to.” He approved my plan, saying “I support your efforts.” I got started pretty much immediately. I could tell he reacted to how well prepared I was, knowing the basics of the rules off the top of my head. Whether you’re already a paralegal or not, if you’re going to pitch this to a supervising attorney, make sure you’re as prepared as possible. You should come across calm, confident, and like you did your homework. You want to be able to answer any question they might have, right then and there. If you’re in California, emphasize that it won’t be much work for your supervising attorney because they won’t need to instruct you. That probably makes it much easier to convince an attorney to do this for you. I imagine people have a much harder time convincing an attorney to in effect be their personal tutor.

My Paralegal to Attorney Experience

“You’re a lot more polished than I was in my first year!” he said after apologizing for taking a shot at me for being a rookie. We were in the hallway outside the courtroom a few months ago. David is an experienced eviction attorney who was trying to kick my client out of her home. He made the mistake of arguing to the court that my scheduling conflict was disingenuous because no attorney would be on such a large trial in their first year. I explained that I actually had years of experience as an apprentice—that was why I would be the second chair attorney in a fairly large trial.

Apprenticing while working as a paralegal gave me years of hands-on litigation experience. I recently served as second chair trial counsel, and nearly went to trial in four other cases since I began practice in 2017. I have taken depositions, argued motions, and negotiated severance agreements and unlawful detainer settlements. I was able to hit the ground running like this because throughout my apprenticeship I performed as much directly supervised attorney work as permissible without risking committing unlicensed practice of law. I thus have authored dozens of briefs, including two appeal briefs and four oppositions to motions for summary judgment. We won all four.

At first, there was only minimal overlap between my job as a paralegal and my law studies. My job helped me understand things like what a cause of action is, what a complaint is, what an answer is, what a motion to dismiss is, what a motion for summary judgment is, and what a deposition is. It helped me understand how a brief is structured, how legal arguments are presented, how the tricks and annoyances of discovery work, how discovery meet and confer works, and how a judge is always looking at legal arguments in terms of what issues are before the court, and what issues are not.

As I progressed, I learned how to read case law as part of my law studies. This meant I could start doing legal research. Over the years, I got pretty good at it. Proof reading was always part of my job. I increasingly expanded proof reading to editing briefs. Once I knew how to research, I started adding to legal argument, with new authorities. By my third year, I was writing briefs myself, with guidance, feedback, and editing from my supervising attorney. Even though I was not allowed to take or defend depositions or argue in court, I attended many depositions and hearings, and three trials. I watched closely, took notes, and discussed strategy afterwards. It made all the difference that I had worked on these cases for months, if not years. All of this gave me a huge advantage over an attorney straight out of law school.

There were other, less obvious ways apprenticing in a litigation firm gave me a head start. I regularly worked directly with clients for months, even years, as the case progressed. If you don’t know, client relations are an incredibly important part of successfully practicing law. By the time I started practice, I had already worked closely with over 30 clients. That alone was an advantage. I also got used to the culture of a law office. I was exposed to and to some extent interacted with dozens of attorneys on the other side. That gave me a sense for what to expect. It also helped to learn where the various courtrooms in my area are, the differences between the way each operated, and what the clerk of the court expects of attorneys. It even helped a lot to learn how to wear a suit. I don’t know about you, but it was a completely foreign thing to me. If wearing a suit were still new to me, like it was during my apprenticeship, I would have a lot less confidence doing my job as an attorney.

Then there’s how the experience of mastering paralegal work makes me a better attorney. I need far less paralegal support than most attorneys. I keep my files organized out of habit. The same goes for calendaring and planning my cases. I got so used to perfectionist proof reading that now I barely need any (of course no one should rely on proofing their own work). I also got good enough at document review that I have a better understanding of what’s needed there than any attorney straight out of law school. And, I have better working relationships with paralegals because I understand and respect them better than anybody who’s never done the job.

The Rules

If you’re serious about this, the first thing to do is research. That means looking up the rules for a legal apprenticeship in your state (if you’re in one of the states where it’s even possible). I’m providing a run-down of the basic requirements each of the six states has. But if you’re going to actually do an apprenticeship, you need to look up the rules yourself. The information below is meant to give you an introduction to what’s out there; it is not meant for you to rely on in beginning an apprenticeship. Also, rules change. So, when you do look them up, make sure you’re looking at the current version! 
 
Below is a summary of the basic requirements per state (please do not assume this is an exhaustive list):
 
California
  • Have at least two years of college education or pass an equivalency exam
  • Register with the state bar as a law student
  • Send a notice of intent for the Law Office Study Program to the state bar, with a modest fee
  • Send an outline of a proposed course of instruction to the state bar
  • Study in a law office (or judge’s chambers) during regular business hours for at least eighteen hours per week
  • Send reports to the state bar every six months listing what you studied, with copies of six written, graded exams
  • Have a supervising attorney who’s been admitted to the California bar, active, in good standing for at least five years, and who doesn’t supervise more than one other apprentice
  • Have your supervising attorney supervise you for at least five hours per week
  • Pass the First Year Law Students Exam—or “Baby Bar” as we all call it—after your first year of study
 California Rules of the State Bar, Title 4, Division 1, Rule 4.29
 
 Maine
  • Have a bachelor’s degree
  • Complete at least two-thirds of the requirements to graduate from an accredited law school
  • Send a proposed course of study to the Maine Board of Bar Examiners
  • Start studying law in the office of an active Maine attorney within 12 months of attending law school
  • Study continuously for at least one year
  • Have your supervising attorney certify that you completed the course of study
 Maine Bar Admissions Rules, Rule 10(c)
 
New York
  • Be over 18 when starting study of law (I know, why?)
  • Complete the requirements of the first year at an approved law school with at least 28 credit hours, in good standing, eligible to continue, and not on academic probation, within 36 months of starting
  • Have your supervising attorney send a certificate of commencement of clerkship to the NY Court of Appeals
  • Study in New York in a law office or law offices of an attorney or attorneys admitted to practice in New York
  • Study for three years if you did one year of law school; whatever amount of time adds up to four years in combination with your approved law school study if you did more than one year of law school
  • Work in that law office, under the direct supervision of your supervising attorney, doing the practical work of the office, during normal business hours
  • Receive instruction by your supervising attorney in subjects ordinarily taught in law school
New York Court of Appeals Rules for the Admission of Attorneys and Counselors at Law § 520.4
           
Vermont
  • Have a bachelor’s degree
  • Send a notice of commencement to the Board of Bar Examiners with your supervising attorney’s representation that you have good moral character and fitness
  • Study under the supervision of a judge or attorney currently practicing in Vermont and admitted to the bar for at least three years
  • Study at least 30 hours/14 days for at least 44 weeks/year for at least 4 years unless you attended law school or completed part of an approved apprenticeship program in another state, in which case you can formally petition for credit for up to two years of study
  • Send affidavit reports to the Board every six months describing what you studied in detail and describing your study plan for the next six months
  • File a completion notice when you’re done
Vermont Court Rules, Rules of Admission to the Bar of the Vermont Supreme Court, Rule 7 (go to lexis as instructed, choose “Vermont Court Rules” under Vermont at the bottom, then click the “Vermont Court Rules” link on the right, then choose “PART II. ADMISSION BY EXAMINATION OR TRANSFERRED UBE SCORE”)

Virginia
  • Have a bachelor’s degree
  • Send these to the Board of Bar Examiners:
    • application
    • your supervising attorney’s statement of eligibility
    • a fee (currently $2,500)
    • your undergraduate transcript
  • Appear for an interview by the Board of Bar Examiners
  • The supervising attorney must:
    • not employ or otherwise compensate you
    • agree to ensure you’re competent to take the bar before you do
    • instruct you
    • have practiced in Virginia for at least 10 years
    • practice general law such that their understanding of law is broad
    • provide evidence of teaching ability such as experience teaching in law school or continuing legal education
    • be active and in good standing with no discipline within the past 5 years by the Virginia State Bar
    • choose course materials, guide you and evaluate you in your studies
    • submit graded materials to the Board
    • appear at the Board’s oral evaluation of you
    • provide you with a work station and law library
  • Study:
    • at least 25 hours/week
    • at least 18 of them during regular business hours in the supervising attorney’s office
    • at least 3 hours/week personally supervised
    • for at least 40 weeks per year
    • for at least three years unless you attended an approved law school, in which case you can formally petition for credit for some of your time at law school
  • Follow the Board’s three-year plan prescribing which courses to study which year
  • Pass an oral evaluation by the Board, annually unless the Board decides otherwise, on your progress
 Virginia Board of Bar Examiners Law Reader Program Rules and Regulations
  
Washington
  • Have a bachelor’s degree
  • Work full-time, with an average of at least 32 hours/week in your supervising attorney’s office or judge’s chambers, performing work that contributes to the practical work of that office (the employment requirement can be waived on a case-by-case basis)
  • Send an application to the state bar with:
    • a fee
    • two letters of recommendation
    • all undergraduate transcripts
  • Study under the instruction of an attorney or judge who’s active and in good standing for at least 10 years with no discipline for the past 5 years
  • Study at least 3 hours per week under direct supervision and instruction by your supervising attorney
  • Complete six courses per year for at least four years, within no more than six years
    • you can formally petition for credit for some of your time at law school if you attended an approved law school
  • Take a written exam every month prepared by your supervising attorney
  • Send in a monthly report to the bar, including that month’s exam, certifying the supervision and the hours spent studying
  • Send in book reports each year on jurisprudence
  • Pay an annual fee (currently $2,000)
  • Complete an annual evaluation with your supervising attorney
  • Have your supervising attorney certify you are qualified to take the bar exam and competent to practice law
Washington State Court Rules, Rules of General Application, Admission and Practice Rules, Rule 6
 
Note that there are other rules that apply to apprentices that are not part of the rules governing apprenticeships! For instance, in California the general education requirement, the Baby Bar requirement, and the moral character requirement are not listed in the rules on apprenticeships. They are just required for everybody taking the bar exam (general education), required for everybody who did not attend an accredited law school (the Baby Bar), or required for everybody before being admitted to practice law (moral character). The lists above also do not include all the detailed requirements for applying to take the bar exam once you have finished an apprenticeship. Those requirements are different for each state.

Every state has a moral character requirement. If you have any doubt about your ability to do this because of moral character (for instance, if you have criminal convictions) you will need to research the rules on that in detail. But do not assume you can’t do it! In California, it is still possible, on a case-by-case basis, to become a lawyer despite past convictions, especially if those convictions are not for dishonesty crimes.

Personally, I recommend completing a bachelor’s degree, even if you’re in California (the rest either require a bachelor’s degree or require some law school). If you don’t get the bachelor’s degree, at least make the requisite two years’ college work count by focusing on the skills you’ll need for an apprenticeship. Study habits are learned. Good ones are essential to a successful apprenticeship. They are usually learned through years of college education. Many people still don’t have them even after getting a bachelor’s degree. I know it seems like a big delay, but the last thing you want to do is waste years on an apprenticeship which never leads to passing the bar, because you were unprepared. 

I recommend following the rules in your state strictly. If you’re unclear on something, you can always ask the admissions office (or whatever office governs apprenticeships in your state). Do not get cute with interpreting the requirements. For instance, the California rules currently require study in the law office of an attorney during business hours, then separately set requirements for who that attorney “with whom the applicant is studying” may be. Don’t try to study wherever you want, claiming the attorney has a “mobile,” “virtual,” or “online” office. Don’t try to interpret the rules to mean that the office you’re studying in doesn’t have to be the office of the supervising attorney. 
​
This is practical advice you should follow just out of a healthy sense of caution. The California State Bar appears to take a very hard line with anyone it decides has broken any kind of rule. Other states are probably just as strict. From what I can tell, California also appears to be much less willing to give a second chance to applicants than to licensed attorneys. If they decide you intentionally misrepresented an aspect of your study program, you may never get admitted to the bar. Ever. 
 
This is also reasoned advice. If you study law, you will eventually get very familiar with the concept of statutory construction. This is where courts interpret, or “construe” written laws, to apply them to particular situations. The first rule of this concept is “plain language.” The court will look at the wording of the statute, assuming the words are written with their ordinary meaning in mind. Only if there is an ambiguity in the meaning as it applies to the particular case will the court go further in its interpretation. If it does go further, it will usually next look at “legislative intent.” This is the court asking what the purpose of the law was, and in particular what the authors must have meant by particular words and phrases. 
So, as it’s currently written, California Rules of the State Bar, Rule 4.29(A)(3) requires you to “stud[y] law in a law office or judge’s chambers during regular business hours for at least eighteen hours each week,” among other things. Rule 4.29(B) lists a series of requirements for who that “attorney or judge with whom the applicant is studying” may be. I think it’s safe to say that a “law office” is exactly that—a physical location where law is practiced. The term is not ambiguous, so we do not need to ask about the intent of the authors. But even if we give the ambiguity argument the benefit of the doubt, tell me this: if the authors thought it was okay for you to study wherever you want, why would they write this requirement at all? Likewise, I think “during business hours” means exactly that. If they thought it was okay for you to study at any time you want, why would they write “during business hours”? 
The same goes for a creative interpretation allowing the supervising attorney to not be the same attorney in whose office you study. Please. Obviously the “law office” is the office of the “attorney…with whom the applicant is studying.” Why else would you be required to study in the law office during business hours, with “at least five hours a week” supervised by the attorney with whom you’re studying? The rules don’t even make sense if these are two different attorneys who aren’t in the same office.
I take the time to argue this because I know there are plenty of attorneys who work from a home office and who don’t hold regular business hours. There are also plenty of people trying to apprentice who have a very hard time finding supervising attorneys. So, people might be tempted to argue that the rule’s language is outdated, not reflecting the way many contemporary attorneys operate. They may claim they are only applying the rule in a reasonable way to the reality of an attorney with a “virtual” office and no regular business hours. I think it is very likely that if the question came before the California State Bar, the unfortunate apprentice trying to be cute with the rules would be forever barred from practicing law in California. Don’t risk it. Obviously, that goes for following the rules of the other states as well.
 
 Is This for You?
The answer may be different depending on what state you’re in. I completed an apprenticeship according to the rules in California. That means I had to create my own study plan, create my own curricula, keep myself on track, and (mostly) teach myself the material. If you’re in Washington for instance, you won’t have to put as much into creating a study plan since you don’t have a choice what to study and when—they provide much more structure in the rules than California. If you’re in one of the states that requires the supervising attorney to be your instructor, such as Virginia, the skills necessary to teach yourself are not as important.

But generally speaking, the skills required for studying law are at least as important for an apprenticeship as they are for law school. This probably depends on the law school–many, if not most, are very difficult (or so I’m told). They are probably needlessly difficult. There are several ways law schools make life difficult for their students which have little, if anything, to do with the knowledge and skill you need to pass the bar or to then practice law, after passing.

I just like the sound of DIY Law School. But, an apprenticeship is really nothing like law school. You will need a supervising attorney, but under the California rules, that attorney will probably not be your professor. You will be teaching yourself. To do that, you will need a naturally analytical mind. To create your own study plan, you will need to be capable of design. For any apprenticeship, you will need a mastery of English reading comprehension. You will need to be unusually self-motivated. You will need to already have very good study habits. If the California self-taught approach is for you, you have probably already taught yourself something, maybe many things.

Why does an apprenticeship require a naturally analytical mind? A law student may not really get a concept until the professor (or a classmate) explains it several times. This is less of an issue in the states where the supervising attorney is required to instruct. But otherwise, logical, analytical thought will need to come naturally to you, so that for the most part, you get it simply by reading it. If you find yourself confused a lot, especially in an academic setting, you might be better off in law school.

Why design? Again, it’s more important in states that don’t provide much structure. Unless you are fortunate enough to have guidance from people who have already done this, design is important. When I say design, I mean the entire plan from filing the notice of intent to getting sworn in. I mean each curriculum. And I mean each subject outline. I have an unusual combination of analytical and creative tendencies which leave me comfortable, even satisfied, designing things. I don’t mean engineering or architecture, though I do think such design uses similar mental functions. Have you ever gotten a proud satisfaction out of designing a complex set of spreadsheets with conditional formulas and cross-references? Or maybe you have classroom experience, and designed an entire course. Maybe you have experience in event planning, or campaign planning. If you’ve never done such things, so what? But, especially for those of you in California, if you balk at the idea, and can’t imagine successfully doing it, you might be better off in law school.

Don’t underestimate the need for English skills. This goes for every state. My folks who learned it as a second language, this will be harder for most of you. Let’s be real: it’s a weird language with very little consistent logic to it. That makes any academia in English a challenge for a lot of people. The law, especially case law written more than fifty years ago, seems intentionally written in difficult to understand English. The concepts of the law and all the terminology many of you have never heard before will be difficult enough. You do not want to deal with the extra layer of not understanding the vocabulary or getting lost in the complex sentence structure. This, and the need for good study habits, is why I don’t recommend an apprenticeship if you don’t have a bachelor’s degree. A lot of people have trouble with English reading comprehension and composition. If you used to have such trouble, but got past it, don’t worry. If you still have trouble, you might be better off in law school.

Self-motivation is arguably the most important. In California, you can take as long as you want on your apprenticeship (but at least four years). That is dangerous!  Like the vast majority of the kids I went to community college with, you may never finish. Have you gotten into a regular exercise routine, and kept it, without even so much as a gym membership, much less classes? Have you kept up music practice (and I mean proper practice, not just playing) with neither classes nor lessons? Did you immediately give yourself so many projects while unemployed that it completely occupied your time? This is what I mean by self-motivation. If you’ve repeatedly tried and failed at such things, can’t imagine doing them, or have a history of never finishing projects, you might be better off in law school.

Study habits are learned. Maybe you learned some by trial and error combined with applying your analytical skills. Maybe you learned some from a few good study-aid books, from classmates, or from professors. If you’ve ever studied anything, you developed habits. In my opinion, most people have bad study habits. These include reading something all the way through, then reading it two more times because you don’t understand, or aren’t retaining the information. It includes attempting to write lecture notes verbatim before understanding the concepts (my method is to only write notes once I understand, and always put it in my own words). It includes studying for hours without breaks, studying while exhausted, or studying with the TV on or other stimuli distracting you. I imagine plenty of people learn better study habits for the first time in law school (as with any graduate school). You will need to already have them to do this. If you’re not sure what good study habits are in the first place, or you’re guilty of the majority of my examples of bad habits, you might be better off in law school.

The DIY Law School I did is self-taught law. If self-taught law is going to work for you, chances are you are just a self-taught kind of person. I taught myself to type, play guitar, design very complicated excel spreadsheets, convert my car to run on vegetable oil, brew beer, and care for bonsai trees. Ok, I took a one-semester guitar class and a few bonsai workshops–lets call those two mostly self-taught. I also had planned to teach myself calculus while unemployed for a few months, only to have the misfortune of getting a job. I still plan to get to that one. You don’t need to have already done these kinds of things. But, especially for those of you in California, if doing them sounds outlandish to you, you might be better off in law school.

What all this comes down to is most people need the structure of classes and the presence of a professor to explain things if they are going to learn law. If you’re one of the few, go ahead, be excited!  This is a pretty cool way to become a lawyer.

Weighing the Options
So far, I’ve talked a little about the nature of legal thinking and a lot about the skills and personality traits you’ll need. But even if you can do this, you should still take your time deciding if you should.

Talk to several people who went to law school within the past fifteen years—what was it like, how did it prepare them, how did it not, what was rewarding? Ask yourself if that might be a better option.

Be clear about the downsides. You will not have a degree. Many employers (and clients) are impressed by degrees from prestigious law schools. This is especially true in the very beginning. It may be a serious disadvantage, competing with applicants who have degrees. Of course, if you can get an interview, you may be able to convince people that you actually have far more practical experience than applicants straight out of law school. So, it cuts both ways.

You may never pass the bar. Be clear about that too—obviously you should not dwell on it and remember that possibility exists even if you go to law school. It’s important to recognize the risks though, and that is one of them. It is a different risk than going to law school but never passing the bar. The pass rates for apprentices are much lower. If you finish an apprenticeship but never pass the bar you will not have a degree. There are quite a few jobs out there that do not require admittance to the bar but either require a JD or are much easier to get if you have one.

This will also take considerably longer. Law school is three years. Students graduate in May, and at least in California, they take the July Bar Exam, and get results in November. An apprentice in California is required to complete four years of officially reported study before Bar Exam eligibility. The timely registration deadline for the bar exam is about three months before, and it takes a few weeks after completing your studies to get the official eligibility. This means you would need to finish your four years in March to take the July exam (or pay extra for late registration if you finished early enough to still meet that deadline). So at the very least it will take about 14 months longer than law school. That is a significant amount of time you will not yet be practicing law.

But it could easily take much longer. If you’re in California, you will not get credit for your first year until you pass the “Baby Bar” (First Year Law Student’s Exam). It is only administered twice per year, and the pass rate is usually around 20%, so your apprenticeship could easily take five or six years. That is not something to gloss over when making this decision.

Debt is obviously a factor weighing in your favor. Law school is notoriously, needlessly expensive. But keep in mind that you may not be making much money during your apprenticeship. It varies, but most paralegals, investigators, legal secretaries, file clerks, and receptionists are not highly paid. For some, an apprenticeship may mean a drop in income, which could mean acquiring more debt to compensate. Depending on many factors, you may need to work less hours at times to allow for more studying (or even work part time the entire time). And though the cost of the program itself is nothing compared to law school, it is not free. Besides the fees for the apprenticeship program, expect to put several thousand into books, bar prep classes or tutors, and exam fees.

Momentum Is Building

                I have it all planned out. Every year more enroll in an apprenticeship in California, Maine, New York, Vermont, Virginia, and Washington instead of completing law school. This will only increase as more people reject unnecessary law school debt. They will also increasingly realize what so many lawyers already know—law school doesn’t prepare you for the bar exam, doesn’t prepare you for being a lawyer, and has about as much value for a lawyer as studying the development of language has for a fiction author. That is, you might learn some fascinating things, but it probably has little to do with your ability to do your job.
 
About the author: Micah Clatterbaugh is an associate attorney at Siegel, Yee & Brunner, a firm in Oakland, California. He began his apprenticeship there in 2012 and was sworn in as an attorney in 2017. His autodidacticism and rejection of conventions have a long history. He dropped out of high school but graduated from UC Berkeley thanks to the California Community College system. Besides law, he taught himself to type, play guitar, design complicated excel spreadsheets, convert his car to run on vegetable oil, brew beer, and care for bonsai trees. You can reach Micah by email at enigmicah@gmail.com.
 



[1] Law summaries and practice guides are essential resources for litigators—within a couple years of practicing you will probably learn to rely on them for guidance in almost everything you do, particularly when you encounter an unfamiliar issue.  They are not appropriate for bar prep!
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Don't miss the "The Road to Becoming a Freelance/Virtual Paralegal" Seminar on September 4, 2018 at 6 PM Central Time.

8/21/2018
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I was interviewed and quoted in this article about Meghan Markle's role on "Suits"!

3/28/2018
I was quoted in this article written by The Wrap regarding Meghan Markle's role in "Suits"!  You can read the article at www.thewrap.com/meghan-markles-suits-exit-leaves-a-paralegal-shaped-hole-on-tv/
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