Legal Executive and Support Staff Lunchtime Series 2022: File Management for Legal Executives, Paralegals and Administration Staff
Legal Executives and support staff deal with multiple tasks, priorities, and deadlines. You’ll gain valuable insights, tips, and practical takeaways to take your skills in file management to a new level to allow you to deal with deadlines and competing priorities proficiently. WEB226N35A
Description
Attend and earn 1 CPD unit in Professional Skills
This program is applicable to practitioners from all States & Territories
Chair: Tanya Burns, Practice Manager, Nicholas O’Donohue & Co
1.00pm to 2.00pm File Management for Legal Executives, Paralegals and Administration Staff
- General creation and file management
- Attention to detail
- Dealing with multiple tasks: tips and common traps
- Time management skills: dealing with multiple tasks, deadlines and competing priorities
- How to keep ahead of your To Do List
- How to prioritize and manage your workload
- Dealing with workload issues and knowing when to speak up
- Clarifying priorities: how to do it
- Billing: The importance of effective billing
- Understanding why you bill and what to bill?
- Different types of billing: fixed fees vs hourly time billing
- Different types of billing arrangements: speculative, credit client, tender clients
- How to record your activity / your solicitors’ activity
- How to prepare a client’s bill
- Common traps
- Conflict of interests
- What constitutes a conflict of interest?
- Identifying a potential conflict of interest
- Communicating a conflict when we cannot say that
- Client privacy and confidentiality
Presented by Leica Gilbert, Hub/Practice Executive, Team Lead, Ashurst
*This seminar series is also suitable for Junior Lawyers
Presenters
Leica Gilbert
Leica Gilbert is the Hub/Practice Executive for Ashurst and has over 20 years of experience in the legal industry. Starting out her career with a seven-year stint in a Canberra law firm, Leica moved into a number of different roles including office junior, mortgage clerk and legal assistant. Following a move to Sydney, Leica joined a top tier law firm where she spent 13 years initially staring as a legal assistant, later moving into a floor coordinator role and then State Practice Administrator. During this time she also completed a Degree in Legal and Justice Studies via correspondence. Following a career break from 2009 to 2012 when she spent time in pursuit of equestrian goals, Leica returned to the legal field and moved into her current role. Being a legal support manager provides an opportunity to contribute to delivering high quality client service through working with the legal support team. Leica derives great satisfaction from working with a diverse team and helping members to grow, learn and achieve their goals, whether these are personal or firm-based.