Hamdi's Study box 📕: Recent Episodes

Fatma Hamdi

Hey everyone 👋 just preparing for my paralegal exam ! Welcome aboard.

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Theory of the case and developing the theory of the case.

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Working with or employing unauthorized persons , supervisory responsibilities and license to provide legal services suspended or restricted

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Duties when acting as a mediator, Security of Court facilities and public appearances and statements,

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Duty to the administration of justice, encouraging respect for the administration of justice, officers of the court .

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Duty to report, encouraging clients to report dishonest conduct and, duty to report certain offences

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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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Chapter 11

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Withdrawal of representation continued

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Withdrawal of representation continued

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Withdrawal from representation continued

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Withdrawal Continued

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Withdrawal from representation continued

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Withdrawal from representation continued

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Good Cause and reasonable notice .

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Client communication

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What do clients want?

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Disengagement or completion stage

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Implementation Stage

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What does a retainer agreement or engagement letter include?

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Whether to accept or decline the retainer

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Managing the stages of the client relationship and discussing the initial screening stage .

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Prohibition against non-licensees and contingency fees

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Referral fee requirements , disclosure to client and prohibition against licensees in a CSO

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discussion

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Statement of account and appropriation of funds from trust

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Charging fees and disbursements through civil society organizations and written confirmation

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Timely disclosure to client and cost estimates and discussing No hidden fees

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What is fair and reasonable fees?

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Guideline 14

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Discussing Client money and client file

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Duties regarding client property

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Medical -legal reports, Errors and official language rights,

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Threatening penal or regulatory proceedings, clients with diminished capacity and clients under duress or undue influence

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Commencing and settling legal proceedings, settlement offers and the use of alternative dispute resolution

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Dishonesty , fraud or crime by client or others .

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Duty of candour and permitted scope of practice

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Duties that the paralegal must fulfill when advising clients

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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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What are some client -related duties?

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Public office Judicial interim release, unrepresented persons and conflicts checking systems

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Personal relationships and Affliations, multi -discipline practices and civil society organizations.

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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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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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Joint retainers , Advice to joint clients and short- term limited legal services

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Conflict of interest continued

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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 continued

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Confidentiality continued

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continued

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Duty of confidentiality

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Continued

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Knowledge, Skills, Judgement, Clieny service and communication and cultural competence

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Required standard of competence .r. 3.01 ; Guideline 6.

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Continued

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By-Law 7.1

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Joint clients and joint retainers, Authorized Representatives , Organizations, Limited Scope Retainers ,

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Definition of Client

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Inclusive legal practice and working together, strategies to address systemic racism in the legal professions

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Inclusive client service

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What is substantive Equality? What is formal equality and the difference between the two?

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Why is Paralegals, cultural competence necessary ?

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Culture Competence and the paralegal- client relationship

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Guidelines Continued

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Standards of the legal profession -r.2: Guidelines 1-4 . Integrity - rr. 2.01 (1)-(2) : Guidelines 1 , ss. 1-2 and 4 Courtesy , civility and good faith- r. .2.01(3) ; Guidelines 1, ss. 5-6 Advancement of the paralegal profession - r. 2.01(2): Guideline 1 ss. 1-3 outside interests and public office rr.2.01(4)-(5) ; Guidelines 2, ss. 1-4; Guidelines 9, ss 49-50

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What is permitted and prohibited related to proceedings

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  1. What happens when a paralegal fails to comply with the law society's legislation,rules and regulations or to the by-laws made under the Act 2. Permissible scope of practice

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Readings

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Annual rent increase/ decrease

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Chapter 1 reading

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Just preparing for my paralegal exam .