Amy is a paralegal working for a Tucson law firm that specializes in plaintiffs' personal injury work.
Question:
Amy is a paralegal working for a Tucson law firm that specializes in plaintiffs' personal injury work. Her office is now open half-time to the public and clients due to the pandemic and because remote working was requested by several firm employees even after the worst of the pandemic had passed. Firm management agreed to try it. Many of the client and office meetings are held via a virtual platform such as Zoom or Google Meet. Amy's supervising attorney is Stan Parker. Amy lives in a two-bedroom apartment with her husband and two minor children. She works remotely from home three days per week and goes into the office two days per week.
Assuming Amy (and other firm employees) may work remotely:
- Can Amy be adequately supervised remotely by her supervising attorney? If so, what steps do you recommend that Stan take to perform his duty of supervision? What should Amy do if she feels that Stan's supervision is lackluster?
- What steps should be taken by Amy, other office staff, and her supervising attorney to protect confidential information? Consider some of these issues: information shared during Zoom meetings or through emails or phone calls with clients or others, confidential information in client files (paper copy or e-copy) and in "the cloud" as well other confidential information?
South-Western Federal Taxation 2020 Comprehensive
ISBN: 9780357109144
43rd Edition
Authors: David M. Maloney, William A. Raabe, James C. Young, Annette Nellen, William H. Hoffman