CH 4. Office File Management System Flashcards
1
Q
4 Types of claims most frequently made (from the Lawyers Insurance Program)
A
1) Communications
2) Engagement
3) Legal Issues
4) Oversights
2
Q
Refers to both a method for tracking / locating the physical components of the file
A
File Tracking System
3
Q
Task Diarizing / BF System
A
checklist keeps track of the multiple steps that must be completed
4
Q
BF System
A
Bring Forward system
5
Q
Two types of Files
A
1) Ongoing client
2) Specific Matter files
6
Q
Ongoing client
A
a client who is continuing legal work for the law firm
7
Q
Specific Matter file
A
a file opened to deal with one particular legal situation
8
Q
“ats”
A
at the suit of: your client is the defendant and being sued by the other side
9
Q
“v”
A
versus: your client is the plaintiff
