Can a Paralegal Answer a Legal Question Le 7 octobre 2022


Lawyers need to know the answer to the question « What can paralegals do? » In this sense, qualified paralegals can provide valuable support to a law firm. Under the supervision of a licensed lawyer, paralegals can work on a variety of legal tasks that a lawyer would otherwise do. This includes filling out legal documents, facilitating communication between the lawyer and client, and conducting legal research, freeing up more of the lawyer`s day to focus on billable hours, legal strategy, and law firm growth. For the purposes of this policy, the titles « paralegal » and « legal assistant » are synonymous. Some employers have developed their own agreements regarding paralegal job titles. Just as the American Bar Association has given a comprehensive overview of what paralegals can do, the organization has also provided clear guidelines on what paralegals cannot do. If a paralegal exceeds the limit of tasks or abilities for which he is not qualified, the ABA has a term for that: the unauthorized exercise of the right. Since licensed lawyers are responsible for the work of a paralegal, they can be sanctioned by their state bar association for paralegal acts, so it is to their advantage to closely monitor the type of work a paralegal performs and how they perform it. This is one of the most important skills in the practice of law: building an effective work team to serve clients in the best possible way and make a profit.

Paralegals can be a key part of this team, especially in promoting profitability. The information in this section is intended to help you effectively use paralegals in your practice. Joplin Metropolitan Paralegal Association P.O. Box 1582 Joplin, Missouri 64802 Allowing a paralegal to practice law violates Model Rule 5.5, Model Code DR 3-101, and is considered a violation in most states. A lawyer is responsible for the professional and ethical conduct of a paralegal under his or her supervision. One of the things a paralegal can`t do is give legal advice. A paralegal must comply with this rule, because in many cases, if a person wants pro bono legal advice or at a much lower cost, they will illegally ask for paralegals. It is not that a paralegal does not know the law or does not understand various legal documents, but that a paralegal has failed a bar exam and only those who pass the bar exam are allowed to give legal advice. In addition to supporting the day-to-day work in your law firm, what can paralegals do? Here`s the main benefit of paralegals for your legal practice: they can help you save time. This means you have more time for billable work, which increases your profitability.

I recently came across a quote that seemed to offer a good dividing line between providing legal advice and answering a client`s questions: client-centric communication is an art, and paralegals can be an important part of the picture. Clients want to feel informed, heard and up-to-date on the status of their case. However, it can be difficult for lawyers to manage communications with clients themselves. This is where paralegals can come in. Yes. A paralegal may have business cards on which they are clearly identified as a paralegal. Lawyers spend years qualifying for legal advice. A paralegal can share legal advice from a lawyer or direct a client`s question to the lawyer himself. But if a paralegal provides legal advice or impersonates a lawyer in any way, they are said to be participating in the unauthorized practice of law. Missouri Alliance of Paralegal Associations c/o Kansas City Paralegal Association 8826 Santa Fe Drive, Suite 208 Overland Park, Kansas 66212 or contact one of the following member associations: After a few months of working at Morneau Law, I came across some frequently asked questions. Some questions are: « May I.. », or « What should I do.. ».

In both cases, the client seeks legal advice. A paralegal cannot answer these strategic legal questions for clients. However, we can get the answers from the lawyer and make the answer known to the clients. Since paralegals are not lawyers, they are generally not allowed to represent clients in court or make statements. The responsibility for the unambiguous identification of the paralegal is twofold. Both the lawyer and the paralegal have a responsibility to clearly identify the paralegal. If, after the lawyer`s judgment, the client expresses confusion about the role of the paralegal, the lawyer must describe the paralegal`s duties. Although the right to self-representation is provided for by law, this right does not include the right to be legally represented by a non-lawyer, including a paralegal.

Although paralegals often assist their supervising lawyer in court, they are not allowed to defend a client in court. Paralegals may perform the duties assigned to them by a lawyer, provided that the lawyer supervises the work and retains responsibility for the work product. Examples of some of these tasks may include: A lawyer cannot share fees with non-lawyers, and reference fees are also strictly prohibited. If a lawyer wants to give a bonus to a paralegal at the end of the year, a compensation plan can be implemented that includes bonuses as long as the amounts are based on the productivity of the person or the profitability of the business. Now that we have settled the issue of « what paralegals can do » under the supervision of a lawyer, let`s take a look at what a paralegal is not allowed to do. Aba model guidelines for the use of paralegal services can be a useful resource. We will describe the main points below: An important area in which paralegals face the problem of unauthorized exercise of rights is inquiries from clients who would provide legal advice. The responsibility of the lawyer with respect to the unauthorized exercise of law is as follows: paralegals cannot establish the lawyer-client relationship, that is, take over a case. Paralegals can interview potential clients, gather information about a potential case and even prepare a mandate contract for the client`s signature, but they cannot decide whether or not to take over a particular case – this is the lawyer`s responsibility. This is not to say that lawyers do not sometimes seek the advice of their paralegal on the feasibility of a case; They do, but the decision whether or not to represent a person is entirely up to them.

Missouri Bar Guidelines for Practice With Paralegals Scope and Purpose of the Guidelines For the purposes of these Guidelines, a paralegal does not exercise any rights if the paralegal, under the ultimate direction and supervision of a licensed lawyer, applies his or her knowledge of the law and legal procedures to directly assist a licensed lawyer. This support may include, but is not limited to: Conducting interviews with clients and witnesses is an important (and often interesting) task that a paralegal can undertake. As always, it is important that paralegals adhere to the same rules of confidentiality for clients as a lawyer. A qualified paralegal may also have excellent interview and interpersonal skills to assist with interviews. If you contact Morneau Law, a paralegal will answer your call. You can ask a legal question, but you will be told that the paralegal cannot give you legal advice. What for? The main reason a paralegal can`t answer your legal question is Rule 5.3 of the New Hampshire Supreme Court Rules of Conduct. Only a licensed lawyer can provide legal advice. It is considered an unauthorized exercise of the law if a paralegal provides legal advice. Can a paralegal`s name appear on the law firm`s letterhead? Mid-Missouri Paralegal Association MHTD-District Counsel 221 Bolivar Street, 4th Floor Jefferson City, Missouri 65101 Did you know that lawyers devote a significant portion of their workdays to legal administrative support tasks that do not generate revenue? In particular, according to the Legal Trends Report 2020, lawyers spend on average only 31% of their working days on billable work.

By delegating non-billable tasks to a paralegal, your business can be more productive. It also gives you more time to focus on billable work. Proper supervision is crucial because a lawyer is ultimately responsible for all the actions of a paralegal that he or she employs. Porter`s name appeared on the company`s letterhead as a paralegal, and Porter was allowed to use a company business card, on which he was also identified as a paralegal. Although Hrones was supposed to oversee Porter, the firm did not really deal with employment or other discrimination cases and had little experience in this area of law. Hrones intended to operate independently and without oversight from the company. Therefore, no one monitored Porter`s work. It`s also important to pay attention to how you present or represent your paralegal to a client or in court. The paralegal and his or her supervising lawyer should never allow clients or the court to feel that the paralegal is a lawyer. If you have any questions about ethical issues, please contact the Professional Ethics Commission.

Under no circumstances can paralegals provide legal advice. Legal advice means saying or advising a client on what they should do in a particular situation, and it can also mean giving the client all the information that would lead them to make a legal decision for their case. Paralegals cannot give advice because they are not regulated by the state bar association. Although they cannot provide legal advice, they can still refer the client to a lawyer who can help.