Discover the paralegal role when communicating with clients.
This 60 minute course will explore a paralegal's role regarding client communication, how often is enough to satisfy reasonable client communication requirements and how to identify items that a client should be apprised of on a case or matter.
It is important to create a paper trail when communicating with clients which is something that will be discussed in this course along with the ABA Model Guidelines for the Utilization of Paralegal Services guideline for preserving client confidences.
This course will also cover topics related to effectively communicating confidential information, identifying subtle unauthorized practice of law traps and how to avoid crossing the line when communicating with clients.
Certificate of Completion provided.
The path to learning any new area of the law takes dedication and time, but if you put your mind to it, you'll have no problem becoming one of the best. What are you waiting for?
Lakisha Lynette Bealer founded Agility Legal Solutions in 2011. Agility offers Estate Planning and Administration services in San Diego, California and virtual paralegal services to attorneys across the globe.
Ms. Bealer has over 20 years experience in the legal industry. She has worked for law firms in both California and Alabama and various financial institutions. In addition to her experience Ms. Bealer holds an Associates degree in Business/Legal Assistant Studies, a Bachelors in Business/Accounting, a Master's in Business Administration, and a Master's in Paralegal Studies. She teaches on-line CLE's for Rainmakers Legal Education and paralegal programs for the Paralegal Academy on-line and on campus in San Diego, California.