Clerical

Question 1

Ticklers/Diaries/Docketts

Answer 1

All methods of alerting lawyers/staff of approaching deadlines

Missing deadlines that you should have been aware of is one way to expose yourself accusation of malpractice

Question 2

Appointment/Court Calendar (What is it/new clients/location/what to list for court appearances)

Answer 2

Confirms all appointments an attorney may have on a given day, as well as court appearances, be sure to consult frequently

If appointment is w/ new client, it should be noted in the calendar

If appointment is out of office, include location

If court appearance list: court, case #, specific court contact information

Question 3

Reminder/Project Calendar

Answer 3

All law offices have some system for keeping track of ongoing dates/deadlines for all of its cases

Different events/deadlines/matter will be marked differently depending on if they’re completed, require attention, etc.

Question 4

Misc/Difficult Calendaring

Answer 4

Some stuff that is difficult to calendar will nonetheless need to be calendared

Question 5

Trial Calendar (How often to update/when to include cut-offs fates

Answer 5

Trial calendar should be completed/updated weekly if firm does family law, criminal/civil law/litigation

Include cut-off dates for: posting jury fees; exchange of expert/witness testimony; settlement conferences; trial dates

Question 6

General calendaring Tips (Completion of entries/coding/cancellations and reschedules/info to include in notation)

Answer 6

Make entries complete–others mayhave to refer to your notations

Color code or categorize entries

Clearly indicate cancellation and reschedule/dates

Include addresses and phone numbers on notation