Technology In The Law Office 2nd Edition Thomas F Goldman - Solutions

5. Prepare a memo for the employee handbook about the procedure to be followed using the database to avoid conflicts.
4- How could the database designed in question 2 have prevented the conflict in the opening scenario?
3.Explain how the database designed in question 2 can be used in the future.
2. Prepare a design for a database table or tables for a small office practice, listing the fields for each table.
1. Prepare a memo stating the reasons why the attor¬ ney should switch to an electronic database.
2. Prepare a presentation on the uses of a database as a productivity tool.
1. Prepare a procedure and related forms for request- ing the creation of a database.
2. Prepare a list of online tutorial topics for learning and using the Access database.
1. Complete the Microsoft Office "Hands-On Train- ing for Access 2003-Forms I: Create a form to en- ter and view your data."
13. Prepare a database of family and friends including important dates like birthdays and anniversaries. Sort the list by date.
12. In a law office that has a network, everyone may have access to all the information on the network. If the firm’s database is on the network, what, if anything, should be done to limit access? What levels of access should be set up and why?
11. How can a properly maintained database be used for marketing the firm’s services?
10. How can a database be used to prevent a conflict of interest?
9. A database of information can be used in many ways by the legal team. Prepare a list of reports that could be prepared using a database.
8. Explain what you can do to help protect your data¬ base and the reasons for doing so.
7. Explain how to plan and set up a database.
6. Discuss how databases may be used by the legal team.
5. Explain the function of a database and define the terms used to identify the components.
4. What steps may be taken to locate and use the re¬ sources for learning how to use the Access database program?
3. What security features are available in Access?
2. Test your knowledge and comprehension of the topics in this chapter by completing the True- False questions on the textbook Companion Website.
1. Test your knowledge and comprehension of the topics in this chapter by completing the multiple- choice questions on the textbook Companion Website.
3. Identify the additional functions that the spread- sheet can perform.
2. Modify the table to add the necessary formula to calculate billing and payroll information.
1. Copy the table created in Chapter 6 and paste it into a spreadsheet.
2.Prepare a spreadsheet for calculating the payroll for the office.
1.Prepare a spreadsheet for recording the time slips for the office.a. What headings are needed ?b. See the rates previously mentioned.c. Enter all of your time information accumu- lated since Chapter 1.d.Sort the information by the billing function performed.
4. What hardware or software will the attorney need for the meeting? Be specific and explain the reasons.
3. How much of the spreadsheet can be set up ahead of time? Explain fully with examples.
2. What information should the attorney convey to the paralegal to enable the paralegal to prepare an electronic spreadsheet?
1. What should the attorney know about using a spreadsheet in the negotiation session? Prepare a memo for the attorney to use in preparing for the negotiation session.
2. Complete the Microsoft Office online tutorial "Audio Course: Get to Know Excel: Create Your First Workbook."
1. Download the Investment Ledger from the Mi- crosoft website. Print out the graph "Investment Chart."
11. Prepare a spreadsheet fora. support calculationsb. payroll computationsc. time and billing worksheet
10. Use the Euro to Dollar conversion chart as a guide to creating a spreadsheet to calculate total billing by multiplying a number of hours (try 27-4 hours) by a billing rate (try $125). What is the difference in billing if the rate is reduced to $90 per hour?
9. What are the steps that can be taken to protect an Excel workbook?
8. Create a spreadsheet that shows your grades for a course, or a list of five numbers in the range of 1 to 100, including the average of all the grades or numbers listed. Use the graphics feature to prepare a graph.
7. List the steps in creating and saving an electronic spreadsheet.
6. What steps may be taken to locate and use the re¬ sources for learning how to use Excel or Quattro Pro programs and their features?
5. Define the terms used to identify the parts of an electronic spreadsheet.
4. What are the security features available in Excel?
3. What are macros? What is the danger in using them?
2. Test your knowledge and comprehension of the topics in this chapter by completing the True-False questions on the textbook Companion Website.
1. Test your knowledge and comprehension of the topics in this chapter by completing the multiple' choice questions on the textbook Companion Website.
3.Use the Table function to set up a table with the information on the clients in the accident case. Use the information on the sample client inter- view sheet for the headings.
2. Is the Sort function of any value in using the form created using the table?
1. Use the Table function to set up a table with the information on the office staff including names, address, social security information, and the other information required on the federal IRS forms W-4 and W'9.
3.Prepare a contingent fee agreement for use with the clients involved in the accident described in the case study material in Appendix 1.a. The contingent fee is 30% of the net recovery, plus all out'of'pocket costs. Prepare the file to be sent to the clients electronically.b. Use the same
2. Use the fee agreement form/template to prepare a fee agreement letter for the client in the case study for the services in preparing his wills and docu- ments for his family trip. Activate Track Changes and print a copy showing the track changes for at' torney review. Use the following billing
1. Use the Internet to locate a sample fee agreement letter and save it as a form or template.
4. Prepare a memo on the value and the dangers of using Track Changes for new employees and the procedures to be followed.
3. Prepare a memo on the reason for having an office policy on document security.
2. Prepare a memo of not more than 200 words ex¬ plaining how to find help in the software program used for word processing for a new employee, for the employee handbook.
1. Prepare a list of the three online tutorials you would recommend to someone switching from Word to WordPerfect, and from WordPerfect to Word, or from an older version to a newer version. Explain why.
2. Write a proposed policy for ensuring that meta- data and earlier edits to the documents have been eliminated from the final version. Include a step- by-step procedure for Word or WordPerfect.
1. Prepare a presentation for the lawyers and support staff in a small office on the danger in using the word processing feature Track Changes.
3. Complete the Microsoft Office lesson on Security for Word.
2. Complete the online Microsoft training course on protecting Word documents.
1. View the demo "Create a legal team notebook" at http://office.microsoft.com/en-us/assistance/ HA012190161033.aspx
20. How does the ethical duty of confidentiality affect the way word processor documents are saved?
19. Use Word to create a document with at least three case names and citations, you may copy informa¬ tion from this text. Create a table of authorities and place it at the end of the document.
18. Use Word to create a letter and Mail Merge to ad¬ dress it to any two or more people in your address book or create at least two new recipients.
17. How can you help control sensitive information in your documents?
16. Find information on Mail Merge in your word processor. Create a simple one-paragraph letter and a list of five recipients with addresses. Use the instructions to do the mail merge and print out the results.
15. How can you find and remove hidden data, such as tracked changes, comments, and hidden text, from the documents you send to others?
14. How can you control the degree to which others can access and change specific areas of your doc¬ uments and specify the types of changes, such as tracked changes, comments, and formatting? Why would you want to have different levels of access?
13. What are the characteristics of a strong password?
12. Prepare a step-by-step guide for how to protect word documents with a password.
11. What are the ethical issues in saving word process¬ ing documents?
10. How can you identify the document format by ref¬ erence to the file extension?
9. Write a step-by-step guide to create and save a doc¬ ument in your word processor program (Word or WordPerfect).
8. Find online and program resources for learning how to use your word processor program and its features.
7. Describe what might be found in a word processor menu and toolbar.
6. Explain the functions of the word processing soft¬ ware as used by the legal team.
5.What steps may be taken to locate and use the re¬ sources for learning how to use specific software programs? Prepare a memo for new members of a law office.
4- What are the security features available in Word or WordPerfect?
3. What are the advantages and the disadvantages in using passwords with word processor documents?
2. Test your knowledge and comprehension of the topics in this chapter by completing the True- False questions on the textbook Companion Website.
1. Test your knowledge and comprehension of the topics in this chapter by completing the multiple- choice questions on the textbook Companion Website.
3. How could this lack of research tools have been avoided? What hardware or software should the le¬ gal team take with them when they are trying cases away from their normal jurisdiction?
2. If a password were available would the paralegal be able to conduct the research if the legal re¬ search service is not one in which she had been trained?
3. How could this lack of research tools have been avoided? What hardware or software should the le¬ gal team take with them when they are trying cases away from their normal jurisdiction?1. Should members of the legal team be skilled in us¬ ing alternative methods for conducting research?
2. If a password were available would the paralegal be able to conduct the research if the legal re¬ search service is not one in which she had been trained?
1. Should members of the legal team be skilled in us¬ ing alternative methods for conducting research?
6. Law Office Management Opening and operating a law office, or any busi¬ ness, involves a number of issues: Setting up the legal structure, hiring employees, paying taxes and keeping financial records. Each type of busi¬ ness has its peculiarities. For the lawyer it in¬ cludes special
5. Research any applicable legal issues involved in the case study including sources of applicable reg¬ ulations or laws.
4. Execute the search query and save the applicable URLs and the summary of the documents or loca¬ tions found.
3. Prepare a search query to locate information about any defects, recalls, or other information that may be useful in processing the accident described in the case study in Appendix 1.
2. Add calendar information for your other courses.
1. Continue to document time spent in the course using Tabs3.
8. Locate an aerial photo of the scene of the accident in the case study in Appendix 1.
7. Keep track of the time spent working on the client’s case. Track the date, time spent, and activity.
6. Where can the client go to apply for the passports in your area?
5. Use the Internet to obtain the needed form to ap¬ ply for the passports. Save a copy for future use and print out a copy.
4. Use the Internet to locate the information on the following question for the client. “What are the requirements to obtain passports for my two children?”
3. Review the information on First Will—-Husband and Wife client shown at the end of the chapter. Review the information presented for the client. Set up a file for the client for use in answering the questions and preparing the documents. This exer¬ cise will require information found in future
2. Continue to maintain a time record as outlined in Chapter 1.
1. Update the Internet resources list from Chapter 1. Prepare and distribute a list of social bookmarks to the class.
5. Use the Internet to find the coverage area maps for the major wireless carriers that might be used in re¬ mote courthouses. Print out a copy of each.
4. What advance planning is required before leaving the office to travel to the trial location?

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Technology In The Law Office 2nd Edition Thomas F Goldman - Solutions

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