PODCAST · education
Hamdi's Study box 📕
by Fatma Hamdi
Hey everyone 👋 just preparing for my paralegal exam ! Welcome aboard.
Episodes
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Advocacy
Theory of the case and developing the theory of the case.
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Unauthorized practice of law
Working with or employing unauthorized persons , supervisory responsibilities and license to provide legal services suspended or restricted
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Duties to Others
Duties when acting as a mediator, Security of Court facilities and public appearances and statements,
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Disciplinary Authority
Duty to the administration of justice, encouraging respect for the administration of justice, officers of the court .
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Duty to report
Duty to report, encouraging clients to report dishonest conduct and, duty to report certain offences
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Duty to Others
Duty to Others licensed by the law society, duty to the law society, and duty to respond promptly and co-operate with an investigation.
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Duty to Others
Chapter 11
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Written confirmation of file transfer and duties of the Successor Paralegal
Withdrawal of representation continued
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Mandatory withdrawal, Manner of withdrawal and Confidentiality upon withdrawal
Withdrawal of representation continued
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Leaving a firm
Withdrawal from representation continued
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Non-payment of fees and withdrawal from quasi -criminal and criminal cases
Withdrawal from representation continued
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Optional withdrawal and Serious loss of confidence
Withdrawal from representation continued
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Withdrawal from Representation
Good Cause and reasonable notice .
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Challenging paralegal-client relationships
Client communication
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Managing client expectations
What do clients want?
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Disengagement or completion stage
Disengagement or completion stage
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Implementation Stage
Implementation Stage
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Engagement Stage
What does a retainer agreement or engagement letter include?
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Engagement or Non -Engagement Stage
Whether to accept or decline the retainer
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Managing the client relationship
Managing the stages of the client relationship and discussing the initial screening stage .
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Prohibition against non-licensees
Prohibition against non-licensees and contingency fees
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Referral fee requirements
Referral fee requirements , disclosure to client and prohibition against licensees in a CSO
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Division of fees and referral fees
discussion
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Statement of account
Statement of account and appropriation of funds from trust
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Charging fees and disbursements
Charging fees and disbursements through civil society organizations and written confirmation
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Timely disclosure to client and cost estimates
Timely disclosure to client and cost estimates and discussing No hidden fees
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Fees and disbursements part 2
What is fair and reasonable fees?
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Retainers
Guideline 14
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Duties to the client part 5
Discussing Client money and client file
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Duties to the client part 4
Duties regarding client property
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Duty to the client part 3
Medical -legal reports, Errors and official language rights,
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Duty to clients part 2
Threatening penal or regulatory proceedings, clients with diminished capacity and clients under duress or undue influence
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Settlement and alternative dispute resolution
Commencing and settling legal proceedings, settlement offers and the use of alternative dispute resolution
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By client and others
Dishonesty , fraud or crime by client or others .
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Honesty and candour
Duty of candour and permitted scope of practice
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Duties when advising clients
Duties that the paralegal must fulfill when advising clients
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The paralegal as a fiduciary
The paralegal-client relationship ,definition of fiduciary and what the standard of competence requires a paralegal to do in a fiduciary relationship?
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Duty the client
What are some client -related duties?
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Outside interests
Public office Judicial interim release, unrepresented persons and conflicts checking systems
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Other conflicts of interest
Personal relationships and Affliations, multi -discipline practices and civil society organizations.
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Conflicts of interest part 5
Requirements for permissible transactions with clients, independent legal advice , independent legal representation and consent, Acting for a client in a transaction with the client, payment for legal services and Guaranteeing debts
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Conflict of interest part 4
Transfers between firms , paralegal firm disqualification, transferring paralegal disqualification, determination of compliance, paralegal due diligence for non-licensee staff, transactions with clients and borrowing from clients
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Conflict of Interest Part 3
Joint retainers , Advice to joint clients and short- term limited legal services
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Conflict of interest part 2
Conflict of interest continued
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Conflicts of Interest
Definition of conflict of interest , recognizing situations in which conflicts arise, Avoiding conflicts of interest, Dealing with a conflict of interest and Consent
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Confidentiality Part 4
Confidentiality continued
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Confidentiality part 3
Confidentiality continued
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Confidentiality part 2
continued
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