The Web Chair is nominated each year to head the committee in control of maintaining and updating ciparalegal.org.

The Web Chair is nominated each year to head the committee in control of maintaining and updating ciparalegal.org.

As the Court said in its Order, “It is time.”

Effective September 1st, there is a new category of legal assistant in the state of Washington entitled “Limited License Legal Technician.” If you choose this title, you must receive a limited license by September 1st. Following is the difference between a “Paralegal” and “Limited License Legal Technician” according to the state of Washington New Admission to Practice Rule 28.

Paralegal

Paralegal/Legal Assistant means a person qualified by education, training or work experience, who is employed or retained by a lawyer, law office, corporation, governmental entity and who performs specifically delegated substantive law-related work for which a lawyer is responsible.

Limited License Legal Technician

Means a person qualified by education, training and work experience who is authorized to engage in the limited practice of law in approved practice areas as specified by this rule and related regulations. The legal technician does not represent the client in court proceedings or negotiations, but provides limited legal assistance as set forth in this rule to a pro se client.

On June 15, 2012, the Supreme Court of Washington issued Limited Practice Rule for Limited License Technicians (Washington Supreme Court Order #25700-A-1005). Consistent with GR 25 (the Supreme Court rule establishing the Practice of Law Board), the rule establishes a framework for the licensing and regulation of non-attorneys to engage in discrete activities that currently fall within the definition of the “practice of law” (as defined by GR 24) and which are currently subject to exclusive regulation and oversight by this Court. The rule itself authorizes no one to practice. It simply establishes the regulatory framework for the consideration of proposals to allow non-attorneys to practice.

The Court stated “The practice of law is a professional calling that requires competence, experience, accountability and oversight. Limited License Legal Technicians are not lawyers. They are prohibited from engaging in most activities that lawyers have been trained to provide, they are, under rule adopted today, authorized to engage in very discrete, limited scope of law related activities that a limited license legal technician will be able to offer. These people must still seek help from an attorney. But there are people who need only limited levels of assistance that can be provided by non-lawyers trained and overseen within the framework of the regulatory system developed by the Practice of Law Board. This assistance should be available and affordable. Our system of justice requires it.”

As required by GR 25, the rule establishes certification requirements (age, education, experience, pro bono service, examination, etc.), defines the specific types of activities that a limited license legal technician would be authorized to engage in, the circumstances under which the limited license legal technician would be allowed to engage in authorized activities (office location, personal services required, contract for services with appropriate disclosures, prohibitions on serving individuals who require services beyond the scope of authority of the limited license legal technician to perform); a detailed list of prohibitions, and continuing certification and financial responsibility requirements.

Additionally, a Limited License Legal Technician Board was established with the onset of this new position. This Board will have responsibility for considering and making recommendations to the Supreme Court with respect to specific proposals for the authorization of limited license legal technicians to engage in some or all of the activities authorized under the Legal License Technician Rule, and authority to oversee the activities of and discipline certified limited license technicians in the same way the Washington State Bar Association does with respect to attorneys. The Board is authorized to recommend that limited license legal technicians be authorized to engage in specific activities within the framework of – and limited to – those set forth in the rule itself.

Click here for a copy of the court order.

With thanks to the National Association of Legal Assistants, Inc., as a source for this article.

Word’s nifty {seq} field

I am a big fan of MS Word 2010’s { seq } field. It defines a sequence of numbers or letters, and you can have more than one sequence by differentiating between bookmarks.

So, say that I’m drafting discovery responses, and I have a bunch of exhibits. Instead of depending on my eyes to make certain the exhibits have been named in sequence when I get to that final draft, I just type “Exhibit Ctrl+F9[1] seq ‘bookmark'” and am done with it.

In the example picture below, I named my bookmark ‘intex’ for ‘interrogatory exhibit’. The first field would appear as ‘1’, because I did not include any formatting switches. The second and third examples both have the \* ALPHABETIC switch, which forces Word to display the number as a capital letter.[2] Once you have added the { seq } field, you can right click on it, and Word will bring up a dialogue through which you can choose specific options.

The { seq } field used for interrogatory exhibit numbers.

 

  1. [1]Remember that Word requires the Ctrl+F9 keystroke to add a field; you can’t just type the squiggly brackets and expect it to recognize the field
  2. [2]\* alphabetic would display a lowercase letter.

Easily draft discovery with Multi-leveled Lists

If you’re like me, you detest having to format discovery responses, because there is the number of the question, and then there is the “Answer:”.

A week ago, I discovered that by defining a new multilevel list, typing those documents is a breeze.

Simple multilevel list in Word 2010

So, how does one format that nifty list?

Well, in Word 2010 on the Home Menu, click the down arrow on the multilevel list icon and choose “Define new multilevel list…”

Start a multilevel list

Word starts you off with a default list to edit. You can then choose which of the standard nine levels to modify. In this case, I chose to modify the third level. The first option box asks you to enter the format for the number. Delete everything, and type in “Answer: “or “Response: “, depending on your (attorney’s) preference. Notice that I typed a space after the colon. Then click the Font button to set the format to bold. Or bold and underline. You can format the rest of the list however you want. Last, hit OK, and you’re done.

Editing the third list level.

A shortcut that I use when typing lists is Alt+[ and Alt+] to increase and decrease the levels on the list. It is much more efficient than jumping to and from my mouse every 30 seconds.

Word’s ‘Next’ Field

I figured it out, finally. (Or, I read page 569 of  Microsoft Word 2010 In Depth by Faithe Wempen.)

In order to have more than one address appear on one document in a Word merge (for example, selecting three addresses in Outlook for one hearing notice instead of each address being used on a separate notice, which would be the default behavior), use the field { next } followed by whatever your mergefields are. You can insert the field by either typing Ctrl+F9 (which inserts the field markers {}) and “next”, or by using the Rules dropdown menu in Mailings>Write and Insert Fields (Next Record). You must remember to add the fields after { next }, because otherwise Word will leave that spot blank.

Here’s the code that I use for my notices (the first, of course, does not have the “next” in front of it):

{ next }{ if{ mergefield full_name } <> "" "{
if{ mergefield company } <> "" "{
mergefield company }
Attn: { mergefield full_name }
{ mergefield Mailing_Address }" "{
mergefield Full_Name }{ if{
mergefield Job_Title } <> "" "
{ mergefield Job_Title }
{ mergefield Mailing_Address }" "
{ mergefield Mailing_Address }" }"
}" "{ mergefield Company }
{ mergefield Mailing_Address }" }

Because I have conditionals coded and it’s really messy to attempt to read and understand, the following describes the above in plain English:

* If the contact has an Full Name and a Company, type
Company
Attn: Full Name
Mailing Address
* Otherwise, if there is a Full Name but no Company, type
Full Name (if there is a Job Title such as ‘Attorney at Law’, put that on the next line, but otherwise do nothing)
Mailing Address
* Finally, if there is a Company name but no Full Name type
Company
Mailing Address

This allows me, with the same code for each address, to have the client’s address, the clerk’s address, and the State’s Attorney’s address appear as they should, without having to fiddle with them after completing the merge.

Remember, if you want to use these fields in your document, Word won’t recognize the code if you copy and paste. You must insert the fields either by the menu or by typing Ctrl + F9 and then typing the field code.

Cheers.

When checkboxes don’t load in Lexis

Lexis is certified for use in Internet Explorer, and some versions of Firefox, but not 9.0 (yet?). If you ever find that the checkboxes don’t load for combined source searching, try clearing out the cache and all data except for cookies. (Hit Ctrl+Shift+Delete to bring up the “Clear All History” interface, and select everything except for “Cookies”.) Wait for the program to finish processing, log out of Lexis, close Firefox, re-open Firefox, and log back into Lexis. It worked for me, and hopefully it will work for you too. Thanks to Scott from Lexis technical support.

Cheers.

No more social security numbers in pleadings

Kudos for the new Illinois Supreme Court Rule No. 138 (effective 1/1/12), which requires all filing parties to redact out or leave out social security numbers in pleadings and exhibits, except in cases where they are required; in that case, only the last four digits shall be used, and the filing party will need to include an accompanying Notice of Confidential Information within Court Filing. In response, the Illinois Worker’s Compensation Commission has updated their Application for Adjustment of Claim form and removed the field for SSN.

National Association of Legal Assistants releases results of CP Exam

There are currently 120 NALA certified paralegals in Illinois.  There are nearly 17,000 NALA certified paralegals nationwide.  If you are a certified paralegal currently residing and working in Illinois, please take time to share the benefits of certification with your local association members.  For additional information on the NALA certification process, visit NALA’s website at www.NALA.org