judgment & analysis

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Judgment & Analysis: A Real Approach for Real Paralegals A Presentation for Richmond Paralegal Association March 21, 2015

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Judgment & Analysis:A Real Approach for

Real ParalegalsA Presentation for

Richmond Paralegal AssociationMarch 21, 2015

Meet your Facilitator O Owner and Managing Director of

Paralegal Solutions, LLC, a company the supports the education of PARALEGALS through:O CLE Trainings;O Certification-readiness; andO Onboarding services.

O More than 20 years’ experience paralegal → paralegal educator

PARALEGAL SKILLS DEVELOPMENT

Judgment & Analytical Ability

Simple solutions seldom are. It takes a very unusual mind to undertake analysis

of the obvious.-Alfred North Whitehead

http://www.brainyquote.com/quotes/quotes/a/alfrednort165023.html#rrqrhS2i3mo6YPw4.99

Putting it into Perspective

Judgment ↓

Process used to reach a decision

Analysis ↓

process of separating something

into its constituent elements

The Job of a the Modern Paralegal

What does your supervising attorney expect?O Knowledge of the legal system and

the (assigned) substantive and procedural areas of law;

O Skills to complete assigned tasks and provide a professional system of support; and

O Competencies to react professionally within specific situations.

The Knowledge Requirement

O Knowledge = Education + experience

O Need to know:O The foundation of our legal

system; O The structure of the court system

and jurisdiction & venue rules; O The sources of modern law &

where to find “the answers”; andO Alternative resolution options.

Goldman, T.F. & Cheeseman, H.R. (2014). The paralegal professional: the essentials, 4th ed. (Chapter 12: Legal Research)

The Skill RequirementO Finding Answers

O Interviewing & InvestigationO Legal Research

O Thinking CriticallyO Communicating Info(oral &

written)O Organizing Info O Utilizing technologyO Managing the attorney’s daily

practicehttp://www.aafpe.org/About_AAfPE/files/core_comp.pdf (Retrieved 3/12/15)

The Competency Requirement

O Demonstrating understanding of:O Paralegal Profession, Role, &

Workplace;O Ethical Duties & Obligations;

andO UPL and how to avoid it.

O Demonstrating commitment:O To the firm and supervising

attorney; andO Toward managing your own

career.http://www.aafpe.org/About_AAfPE/files/core_comp.pdf (Retrieved 3/12/15)

So, how does all of this work in Real life?

“Rules” for Success for every project assigned:OUnderstand it!OAnalyzing it!OCommunicate

it!

Understand it

O Gather and sort the facts.

O Identify the info gaps.

O Identify the info conflicts.

Analyze itO Identify the

question to be answered (Issue).

O Find the answer (Rule).

O Process it (Application).

O Answer the initial question (Conclusion).

Communicate itO Know your

audience.O Utilize the

appropriate form of communication.

Time to Practice

So, how does all of this work on NALA’s CP Exam?

O Types of Questions: T/F, multiple-choice, matching, and Essay question.

O Successful test-taker will demonstrate:O Ability to identify relevant facts and main issues; O Ability to apply law to facts;O Ability to analyze issues and form conclusions; andO Ability to organize info and be clear in

communicating results.

O Practical experience is helpful, but not necessary.

O Use the same rules for success!

Q&A

ConclusionsO Expectations to perform are higher

today than ever.O Modern paralegals are expected to

provide legal judgment and analysis based on knowledge, skills, and competencies.

O Knowledge, skills, and competencies are DEVELOPED over time and with practice!

O Certifications are one way to distinguish yourself in the industry and prove your commitment and your worth.

Paralegal Solutions, LLC

Contact us for all of your training needs!804-230-9015

O www.paralegalsolutionsonline.comO [email protected] www.linkedin.com/company/paralegal-solu

tions-llcO www.twitter.com/PSolutions_RVAO www.facebook.com/ParalegalSolutionsRVA