Functions of a Legal Assistant Guide
Functions of a Legal Assistant Guide
LEGAL ASSISTANT
MODULE 1: Functions of a Legal Assistant
OBJECTIVES
MODULE 1: FUNCTIONS OF THE LEGAL ASSISTANT
Be assistants to the Justice by knowing the functioning of the Judicial Power and the
rules that must be followed.
Improve the organization of your administrative tasks by planning the resources and
applying their skills.
To have a good management of agenda, calendar, and written correspondence (formal and
specific).
Apply applied computing resources to integrate into the working environment with a
knowledge base superior to that of the average person.
At the end of the course, you will be able to answer the following questions:
INTRODUCTION
MODULE 1: FUNCTIONS OF THE LEGAL ASSISTANT
The objective of this module is to provide the student with the tools to be able to
develop their activity as a legal assistant and thus acquire knowledge
necessary to be an effective and efficient assistant.
In this module, you will study topics such as the importance of the legal assistant and its
personal image, this will help you in the professional and personal spheres to be able to
perform your duties correctly. On the other hand, you will analyze everything related to the writings.
judicial: its elements, how they should be drafted, the documents that can be
attach, and this will help you so that when you have to write a document you know how
to do and what mistakes you should not make. Next, we will focus on the importance
of the files and how to preserve and register the documents that are received.
Finally the management of the lawyer's agenda, here you will learn to manage and
organize the lawyer's time, so you can note appointments, events, etc.
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TOPIC 1: FUNCTIONS
MODULE 1: FUNCTIONS OF THE LEGAL ASSISTANT
MODULE 1
Functions
Personal Image
Interpretation of writings
The demand
Organization of work
Correspondence
With the elements we will provide them, they will be able to:
Our intention is to ensure that the legal secretary or judicial assistant achieves a
clear, concise writing; that acquires tools to be able to express itself with
clarity and conciseness; achieving skills in the fluid handling of text to change
a style often pompous, artificial on another; which manages to convey all its ideas to
paper. The goal is also for it to stop copying existing models in the study and
to be able to freely create their own texts without feeling the insecurity that
generates distancing from the previously given models. That it achieves, to seize its own writing.
To do this, it is necessary to consider: how a text is written and how ideas are organized, the
order of the words in the sentence, use of verb tenses, correct use of the gerund
paragraph and sentence, the length of the phrase, filler words and incorrect phrases, errors
most common, accentuation, vices of legal language, style proposals, etc.
They must have conditions to prepare judicial pieces and instruments, the
bills, official documents, among other writings. But as this is not enough, we will have to
a complete understanding of all the fundamental concepts that are necessary within
MODULE 1: Functions of Legal Assistant
MODULE 1
Functions
Personal Image
Interpretation of writings
The demand
Organization of work
Correspondence
Personal image
Currently, on the part of companies, agencies, and institutions, there is a
great concern about conveying an appropriate image. Every employee is a holder of
a part of the image of the company or organization to which it belongs or
It represents. It is a responsibility that cannot and should not be overlooked.
The personal and professional image projected by an assistant has a dual aspect:
1) The image with a view to the interior of the company where they work will largely depend on
measure the success of your professional career in the short and medium term, impacting the
image in purely personal relationships within the company.
2) And considering that part of its functions has to do with the relationships between
companies or organizations, it is evident that the image of the assistant takes on a role
The elements that contribute to forming the image we project are: Written, Oral,
MODULE 1: Functions of Legal Assistant
Oral: the work of the assistant requires constant use of spoken communication, in
person and mainly through the phone. A correct, fluent expression and
suitable for each occasion is the result of education and the cultural level one possesses.
We must not forget that 'we are what we say.' Some basic guidelines would be: The
clarity and conciseness in speaking. The expression must be firm yet calm and relaxed.
emphasis should only be placed on certain words.- One must keep in mind the
the necessity of silences when we communicate, '...we must know how to speak and leave
talk..." - An assistant should allow their interlocutor to speak and not try to impose their
criterion raising the tone of his voice excessively.
Corporal: in the direct contact between people, both in personal and social spheres.
In the workplace, the first thing that stands out is the physical presence itself, 'the body image.'
this image is the result of summing the facial expression, the body language, and the
attire, "... the face is the mirror of the soul...". Everyone has their own personality and the
Being employed does not mean we will cease to be who we are.
But having to constantly interact with others forces us to make a
effort to improve our personal and professional image. A basic principle would be:
Not openly showing a state of anger (even if we have enough reasons to do so)
they justify it), this means avoiding harsh and serious gestures. -Our expression must be
friendly and convey cordiality. – Avoid the monotony of our expression. – Do not cover
the face with the hands or with an object when we are talking to another person.
We must look straight and into the eyes of our interlocutor, with naturalness and confidence.
Vocabulary
WRITTEN Simplicity and clarity
in the expression
Correct expression
PERSONAL IMAGE ORAL
and fluid
Facial expression
CORPORAL corporal and the
outfit
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MODULE 1
Functions
Personal Image
Interpretation of writings
The demand
Organization of work
Correspondence
The writings are: Presentations made in the file by the parties, by their
requests or mere
manifestations.
ALIGNMENT: Justified
LANGUAGE: National, or translated or through an interpreter. Art. 115 CPC and CN.
LEGIBLE. Without blanks or incomplete spaces
The rules of the National Justice Regulation (RJN) apply: Agreement of 12-17-
1952, articles:
46: black ink; signatures must be clarified; lawyers or attorneys
They must indicate the volume and page or registration number of their enrollment.
1) HEADING
2) MAIN BODY
CLOSURE
4) FIRMS
A. SUMMARY: Title. Summary and anticipates the content of the main body of the document. It
PLACE IN THE UPPER LEFT MARGIN IN UPPERCASE, UNDERLINED AND IN BOLD.
START LAWSUIT
B. ADDRESSEE: TO WHOM IT IS ADDRESSED?: 'Mr. Judge'; 'Most Excellent Court'.
cameras will have the treatment of Excellency Chamber (LAW 1.893)
C. PRESENTATION: The person presenting must make known a series of circumstances that
they frame the procedural act attempted, namely:
First and Last Name
ADDRESS: Report of real address and establishment of legal procedural address,
indicating street and number.
COVER. Precise statement of the file cover and number of
file assigned by the corresponding judicial office. The procedural act
it must be understood as completed in the file. Indicated in the document. Assignment To
the initial writing must be added with the character of a sworn statement, the form
of data incorporation that will contain the identity certificates in it
indicated and the manifestation of the signing professional regarding whether they request
MODE OF ADDRESS: ... 'to Your Excellency I say' Y.E. abbreviation for Your Excellency.
MAIN BODY
(3) CLOSURE
FORMULA: at the end in the center-right position of the document and before the signatures, we
bold the following formula:
Provide in accordance
(4) COMPANIES
They are an essential condition for the validity of the document (Art. 1012 CC).
lawyer act as:
A. Sponsoring: signs the documents jointly with the party, but the one who
manifest is the part. In mere procedural writings (e.g.: Authorize) it does not
requires signature from part.
B. Attorney-in-fact: he signs only. He acts by representation, with general power or
special that is granted to him by his principal.
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COPIES:
Article 120 CPC and CN: 'as many copies as parties intervene, unless they have been'
unified the representation.” (It should say “as many copies as procedural subjects
they are litigating)
PLACE OF PRESENTATION.
The burden of presenting the documents in court rests on the interested litigant.
secretariat to which they were addressed. The Courts have a desk for
entries for the case file consultation and receipt of documents.
authorized by the officer or chief of staff. If the Supreme Court or the chambers
they would have stipulated that the date and time of presentation of the documents be recorded with
mechanical date stamp, the charge will be integrated with the signature of the first officer or
The Supreme Court of Justice, with the assistance of the Attorney General, considered that it was
necessary
Reiterate the requirements of Article 118 of the Civil Procedure Code and Commercial Code regarding the writings.
judicial.
Update the regulations on the form that writings must observe
judicial, expert opinions and judicial rulings.
Attend to the preservation of the judicial records in which there are
non-compliance with the duty to include in each document the name and procedural role of the
represented person and the indication of the established address.
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Accepted documents:
In inheritances, it is obtained from the Death Certificate; if it has been omitted, it...
Incorporate the document number that remains in the possession of the beneficiaries.
In later presentations, this requirement will only be necessary if there are modifications to
data on the identity of the representative or sponsored individuals.
The court or tribunal will add a copy of the form to the file and will send it within
the original to the File Reception for acknowledgment 24 hours a day and
update of the corresponding records.
The magistrates and officials must enforce compliance with what is prescribed by the
Article 118 of the Code of Civil and Commercial Procedure, for which the staff must be instructed.
entry table for them to verify each presentation and, if applicable, request that
complete the missing data.
Art. 118 of the Civil and Commercial Procedural Code - Drafting of documents:
The name of your representatives, when there are several, refer to the instruments.
that they certify the legal status.
The copies for transfer with content identical to the original can be
made with a simple face.
The label placed on the court documents must indicate the number of copies that are
accompany them, which will remain in the secretariat for a minimum period of two months
remaining under the responsibility of the head of the agency the choice of the system of
safeguarding and preservation of the copies, which cannot be added to the
file.
Art.120 of the Civil and Commercial Procedure Code. Copies. Any document that must be presented for review, or
If the requirement is not met or the omission is not corrected within the next day, then
it will be considered as not submitted the writing or document, returning them
to the interested party and leaving a record in the file.
Article 124 of the Code of Civil and Commercial Procedure. Charge. The charge placed at the bottom of the writings.
The courts may provide that the date and time of the submission of documents be recorded.
with a mechanical closure, which will integrate the charge with the signature of the
secretary or the first officer.
If the document is not submitted within the judicial hours on the day the deadline expires
it can be delivered to the corresponding secretary within the first two hours
from the office on the next business day.
A copy may be an example of the resolutions and judgments that must be registered.
carbon copy, a photocopy or a second original, to be signed by the judges and secretaries
participants.
Sample not incorporated into the case will be registered chronologically according to the number.
Art. 40. Domicile. Every person who litigates on their own behalf or on behalf of another
the third must establish a legal domicile within the perimeter of the city that is the seat
from the court or tribunal, as all notifications will be processed at that address
that should not be so in reality.
by summons or by edicts for two days. The successive resolutions will be considered as
notified by the ministry of law.
Article 60. Effect. The rebellion shall not alter the regular continuation of the process. The sentence shall be
pronounced according to the merit of the case and as established in art. 354 inc.1.
The appeals chamber may waive the separate signature for agreement and judgment that
They are part of the same act, with the signature at the end of the ruling being sufficient.
The books will be kept by the secretaries and will be preserved in the secretary's office.
that correspond.
Reports from the listed experts must follow the rules required for documents.
MODULE 1: Functions of Legal Assistant
The files must be stitched, without metal clips, the seam will be unique, not
A piece can be added without removing the previous seam.
The magistrates and officials may choose to use the plastic folder system.
and passing clips for the compilation of files until their completion
procedure.
Professionals will be able to accompany folders with fasteners when initiating cases.
according to the technical specifications of the Undersecretary of Administration and delegations
departmental.
The files will have a cover and back cover to protect the latter.
aggregated performance.
The cover page must indicate the names of the parties and the object of the trial, the court or
court where they process, the secretariat would act and the year of initiation.
If there are multiple litigants, the heading may bear the name of one of them along with the
addition of 'and another' or 'and others'.
Any change or modification of the original foliation of the file must be provided.
expressly by the head of the court or tribunal, with a record made in the first
sheet of said decision.
The test notebooks will have a cover of a different color than the main one.
they will have an independent pagination at the bottom of each sheet.
If they are to be incorporated into the main document, the notebook of the part will be added first.
plaintiff and then that of the defendant and will be numbered according to the order of the principal.
The documents must be attached in a way that allows for their complete reading, otherwise
left margin will be added on a separate sheet that will be attached to the
cars.
. Double Fax.
. Symmetrical Margins.
REQUESTS OF . Source.
SEWING . Font Color.
. Line spacing.
. Alignment.
. Language.
. Legible.
SUMMARY
DRAFTING OF
HEADING RECIPIENT
JUDICIAL WRITINGS
PRESENTATION
MAIN BODY
REPRESENTATIVE
ORGANIZATION
COMMON
DOMICILIO
CLOSURE
COVER
SIGNATURES
LAWYER
MODE OF
to address
MODULE 1: Functions of Legal Assistant
MODULE 1
Functions
Personal Image
Interpretation of writings
The demand
Organization of work
Correspondence
1. Preliminary Clarifications
A) In the face of the need to provide a minimum of coherence to the writings presented by
the various professionals who litigate in judicial cases on behalf of others have
developed these minimum style rules for writing.
This set of rules includes certain conventional guidelines related to
style, on one hand, and various issues related to the correct use of the language
Spanish, on the other hand.
Among the conventional guidelines, we must start from the beginning. As for
we open a new document with the aim of drafting a writing, we must carry to
follow these steps:
Title of the writings in bold, uppercase and justified to the right.
Mr. Judge or Mrs. Judge, Mr. Judges/Mrs. Judges/Mrs. Judges and Mr. Judges. No
use V.S., V.E., Exma. Chamber or other similar formulas.
The last names in capital letters/lowercase capitals, not uppercase.
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Always identify the case number and the name, avoiding the 'titled'.
What is journalistic language.
Even though it is not necessary, it is advisable to add in subsequent writings.
"maintaining the legal address at..." to avoid confusion if it has been
changed the address at some point.
For cardinal numbers use the matchstick, and not abbreviations such as 1st.
similar. When it comes to Chamber Halls, if there are Roman numerals, they do not
You must use the match, as Roman numerals are ordinal.
The 'let me introduce myself' is only used the first time.
Avoid saying 'I respectfully say'. One is respectful by the way one speaks.
things, not because it says so.
It is incorrect to use "the present writing".
To minimally ground the legal rule that we invoke to justify our
claim.
Let's not self-title ourselves as 'Dr. /Dr.' if we are not.
Never start a paragraph with the term 'That...' or with a gerund. The use
The use of the gerund is subject to rules that almost nobody follows.
When we refer to the Spanish language, we are not referring to the dialect that is
used in courts.
When it comes to an enumeration, it is advisable—as in the previous paragraphs—
list it. If the chapter of the writing is not extensive enough to
justifying the use of subtitles, one can resort to the use of Roman numerals at the beginning
from each series of paragraphs.
THEME 1: DEMAND
MODULE 1: FUNCTIONS OF THE LEGAL ASSISTANT
MODULE 1
Functions
Personal Image
Interpretation of writings
The demand
Organization of work
Correspondence
Demand
I. When it comes to making a direct quote, italics should not be used, because the
A direct quote must exactly respect the content and style of the text we are quoting.
Thus, for example, we can cite:
The Special Rapporteur for Freedom of Expression recognizes that freedom of
the expression encompasses a wide range of activities that affect everyone
individuals. This report mentions only some of the wide
variety of themes that affect freedom of expression. Appropriately, The
The report will continue to issue reports covering other areas related to this.
fundamental right and which are not covered in this report
(INTER-AMERICAN COMMISSION ON HUMAN RIGHTS, Annual Report... vol. III, p. 1,
highlight added
If the enumeration reaches at least 10 points, add a zero before the
MODULE 1: Functions of Legal Assistant
symbols that clearly distinguish the rank of the title. Those writings that resort to
designations such as II. A. 1. 1. 1; II. A. 1. 1. 2 end up being confusing
even to those who write it.
If we want to highlight one or more words, italics should be used. When the
Italic text appears in a direct quote; it must be emphasized if it was added.
(highlight added) or era of the original text (highlighted in the original). Never
is highlighted in the text with bold or underlined.
The reference for the citation is made in the body of the text. In principle, it is not
They must insert footnotes.
When we add any word in a direct quote, brackets should be used.
another way [if we don't use the brackets] it wouldn't be clear if the addition belongs—or
no21— to the original text.
If we wish to omit any part of the quoted text, 'it must be replaced... by three dots.'
ellipses, without parentheses and glued to the left." This way of citing indicates that it
it addresses the same paragraph.
When one or more words are enclosed in dashes, long dashes are used, the
first glued to the first word and the one that closes glued to the last word. The
short hyphen serves another function (separates syllables and separates compound words); the
A long dash is for clarifications or subordinate clauses.
Sometimes it is better to use symbols like circles or hyphens, because Word
can renumber two different lists—with several paragraphs in between them—in a way
correlative, such that the first point of the second list—e.g., is the
next to the last point of the first list—e.g., When explaining
In confusing circumstances, it is advisable to use examples.
Abbreviations of regulatory bodies do not include periods: National Constitution,
National Criminal Procedure Code, National CPP; American Convention on
Human Rights, CADH.
If abbreviations are going to be used, the first mention must be complete: According to art. 8.1
removing one or more words, or one or more sentences, means that they are surplus.
IVUtilize the emotional power of language. If they defend, the accused is 'Mr. Raúl'
FRNÁNDEZ,” “Professor FERNÁNDEZ” or “Dr. FERNÁNDEZ.” The prosecutor is the “accuser”
In a state case, the complainant is the 'private accuser' or the 'particular prosecutor.'
Do not abuse highlights, because they lose impact. If you read the text of some authors
you will see that 70% of the text is in italics. This abuse of italics makes it
it undermines the desired effect. Don't make the mistake of putting signs of
questions (¿?) or exclamations everywhere (!). All the (sic) are unnecessary when
they are quoting verbatim.
Clearly, these last paragraphs are not conclusions. They are a disorganized series of
advice from someone with the habits of an editor. And here are more:
The more people participate in the discussion, correction, and analysis of the
written, better. That does not mean they should be chasing colleagues to make sure that
read everything they write. In this respect, it is more fruitful to know how to choose what
the writing must be reviewed by another person and who is the best candidate for it
MODULE 1: Legal Assistant Functions
Don't use the terminology that the Court uses when it is not very clear about what it is.
speaking. Do not argue with grandiose concepts that are empty of meaning
such as 'due process', 'right of defense'.
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MODULE 1
Functions
Personal Image
Interpretation of writings
The demand
Organization of work
Correspondence
Each of the elements and theoretical concepts presented aims to guide you.
as the person in charge of the archive of your department regarding how it should be managed
and provide their documentation for the service, development, and growth of their area.
The objectives to be achieved are:
That all internal personnel are familiar with the theoretical-practical fundamentals regarding the
FILE
An Archive is understood as the system for preserving received documentation and
produced in each department, which is in process and subject to constant
use and consultation. In the process of reception, production, distribution,
identification, classification and storage by the officials responsible for it
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Within the folders, the documents will be organized numerically and chronologically.
ascending, avoiding storing duplicates.
Description of steps for the organization of the Archive.
Reception by the responsible staff of the documentation for your
storage and preservation in the Archive.
Verification of total or partial compliance with the respective procedure.
Organization of the received documentation according to the series / sub-series
document managed by the department verifying its classification according to
the document classification chart
Verification of the arrangement of the documentation and storage in the unit of
conservation or respective support.
The folders will be opened and organized according to the documentary series.
established in the document classification framework.
Folders titled 'various' or 'generalities' should not be opened. If required
to include a new series or documentary type, the code must be requested from the responsible party.
File System.
Storage
The folders in the filing cabinet or conservation system will be organized by
left to right, top to bottom.
The File Cabinets are storage systems that allow for the preservation,
security and proper handling of documents, therefore they should not be stored in them
elements that do not fulfill this function, such as stationery, office supplies,
equipment, printers, etc.
Loan
The loan of the documentation will be processed through the responsible person.
from the administration of the Archive whether for its own staff or others
dependencies.
The person who takes a folder from the file will be responsible for its integrity.
the same regarding the documents that make it up.
For the withdrawal of a file folder, the applicant must fill out the required information.
in the loan format called 'Outside'.
The person responsible for the Archive will place the loan format 'Outside' in
replacement of the folder in the file cabinet until the return is made.
documentation.
Central Archive or Intermediate Archive
It groups documents transferred by the different Archives, according to the
times given in years according to the Document Retention Table, whose consultation is not so
frequent, but still valid and are subject to consultation by themselves
offices.
Document Retention Table
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It is the one to which preservation documents are transferred from the Central Archive.
permanent.
Recommendations
They are not archival material: monographs, books, magazines, press clippings, newspapers
and in general any type of bibliographic material, which must be transferred to the
library.
Never store in the folders items such as: drafts of works that were
presented; unofficial manuscripts; press clippings; obsolete formats and forms,
envelopes when they do not constitute evidentiary pieces, books, magazines materials
printed materials, in general, and duplicate documents.
Documentary Typology
Documents
Facilitators
Specific Documents
or Nouns
Chronological Order
Document Organization
Numerical Ordering
Almacenamiento
FILES
Loan
Retention Table
Documentary
Historical Archive
MODULE 1
Functions
Personal Image
Interpretation of writings
The demand
Work organization
Correspondence
in your boss's agenda so that he can catch up with his issues. Remember
not every blank space in your boss's schedule means they are free
for a meeting.
It is important to understand the significance of this distinction because otherwise, the
The secretary will address the agenda as a time management task and
misses a good opportunity to stand out.
When your boss has a meeting that they know will be complicated, it is advisable to protect him.
calls and visits that distract him from the important topics to be addressed. From this
this way, the boss will be more productive and the secretary will be directly responsible for
that result.
The ideal teams of boss/secretary or assistant are those in which the assistant is
responsible, along with their boss, for coordinating appointments. When this happens, surely
will be using a schedule or a calendar that they have mutually agreed upon. In the
assuming that both the boss and the secretary take notes in the agenda separately,
everyone should have their own agenda. Also, they may be using agendas
different items, such as pocket planners, desk calendars, calendar pads,
of the wall, etc. With all these agendas circulating, what can the secretary do to
Don't forget the appointments and keep them all updated? You don't need to be a genius to
realize that it is essential for the secretary and the chief or chiefs to always look at the
same information.
Coordination of schedules
When there is more than one agenda in use, take the initiative. You should ask your boss to
allow her to consult regularly.
Frequency Objective
MODULE 1: Functions of Legal Assistant
It will allow both the secretary and the chief time to talk.
on the subject and make the necessary changes without postponing it for
breaking news.
Compare the next three months of your schedule with your boss. This will
there will be enough time to discuss, coordinate and prepare the
future events. Suggest leaving some hours of those days blank,
Monthly weeks or months for your boss to have time to prepare. The
coordination of the agendas allows the secretary to know the
future events and to be aware of what is about to happen in it
study or your workplace.
Occasionally, talk to your boss about the progress of the issues to be able to
Identifying the adjustments to be made can increase productivity and reduce stress.
Without a doubt, it can be added to the following reminders. Please, do not stop
do it
Anticipate the boss's needs. This reduces last-minute rushes.
and the possibility of having all the necessary elements and materials for the
meeting at the appropriate time.
Prepare for critical emergencies. Will there be extraordinary situations due to
predictable events for which exceptional arrangements will have to be made?, Will there be
Will you need to hire temporary staff? Will you need help from colleagues? Could you?
It's as simple as asking a colleague to handle incoming calls. It has
What power to return the conflict when in a hurry.
If emails arrive at the last moment and the meeting has already started, do not stop
let your boss know.
Meetings:
Meeting area, which allows you to schedule and organize meetings for which you can
store and distribute the agenda, images, document links, lists of
assistants and other documentation in a location accessible to everyone. The area
Meeting rooms can be created automatically when you send the meeting invitations.
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Leave some spaces blank between the annotated quotes so that your boss
I can return the calls and address some urgent matters.
Avoid scheduling meetings right after lunch
Avoid scheduling appointments on Mondays at first hour and on Fridays at last hour.
Before: Technology did not exist. Appointments were recorded in paper agendas.
Now: The bosses and the secretaries know the technology and many use Blackberry.
Palm or other electronic tools. A good assistant must coordinate all appointments
to ensure that they are fulfilled, to avoid affecting productivity and to prevent
inconveniences, (e.g. "I'm sorry, I can't meet with you on Tuesday because
superhero another quote.) Conducts more information analysis than its predecessor. Uses its
brain to see the big picture. "What would this mean for my boss? Will he have
time to answer the calls? What do you have in your schedule from here to two or three
Weeks? Will I schedule another meeting for my boss after two complicated meetings?
What will be best for my boss?
It is important to have a calendar or almanac to also know the dates.
homelands, the days of the saints, when each week begins and ends, on which day it is
Christmas, Christmas Eve, New Year's Eve, when it is not a workday, and many personal things
that the calendar will help us remember.
It is a very important tool, the calendar, both for the person in shape.
individual, like for the one who works in a dependent relationship and the employer. All
they always need to have a calendar on hand, with the important dates of the
week, or the daily schedules with the meetings, tasks, events that must be completed.
The use of the almanac or calendar is also ideal for the attendees. For the large ones.
business owners and their employees, it is good to have a schedule or calendar, because of
it will depend 80% on good organization. It will also be used for events,
meetings, talks, gatherings, birthdays, personal matters, knowing about dates
important, the holidays, keep some anniversaries in mind, and always work at the
A calendar is the most advisable. Statistics indicate that any
well-organized and disciplined work is due to the good management of a calendar,
organizer, agenda, or calendar.
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AGENDA
SCHEDULING MANAGEMENT
Monthly
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TOPIC 8: CORRESPONDENCE
MODULE 1: FUNCTIONS OF THE LEGAL ASSISTANT
MODULE 1
Functions
Personal Image
Interpretation of writings
The demand
Organization of work
Correspondence
A record must be kept with a description of the reception, registration, and distribution of the
incoming correspondence, and the preparation and sending of outgoing correspondence and
other internal communications that could be useful for a good interpretation of the
situation.
Distribution.
Outgoing correspondence.
Preparation of correspondence
Signatures.
Numbering and registration.
Importance of correspondence
It is a means ofcommunicationused bythe manfor many years now
to communicate with people or individuals who are far away or nearby for a purpose
very varied. Throughoutthe timethey have been perfecting theirnormsand their styles
until it reaches our days when email exists, which is the fastest way to send and
make sure that theinformationI arrived at the recipient.
2) Define correspondence
It is the mutual exchange between two people through the exchange of letters, notes,
cardstelegrams, catalogs, brochures, etc.
Styles of letters
A) Extreme Block Style: it is the easiest and most comfortable style because all lines are
they write starting from the left margin of the paper. With this style, they always
write in simple space; between eachparagraphtwo vertical spaces are left.
B) Block Style: this style is very similar to extreme block. The difference consists
in that the line of the date, the farewell line, the pre-signature line, and the signature lines are
C) Recipient: they arewith dataof identification of thepersonto which it will be sent the
letter
D) Subject: it is a message bdream and concretewhich should not be longer than one line
and in which the main subject for which the letter was sent should be written.
MODULE 1: Functions of Legal Assistant
H) Counter-signature: it is the one used when the person who sends the letter does so
in the name and representation of another.
I) Signature: it is the one that contains the name of the person who is responsible for it.
expressed in the letter.
J) Initials: it refers to the initials of the people who have intervened
in the dictation and typing of the letter.
K) Annexes: this is used when a letter is accompanied by one or moredocuments
Attachments, these should be mentioned in a note of annexes.
Style
OfSales. They merit letters that are written in any of the stages of a
processof [Link] them, we can mention the orders,
collection, claim, remittances, etc.
Public Relations. It requires letters that are written to create, improve or
recover relationships. Among them are the invitations, the congratulations, the
acknowledgments, the appointments, etc.
Various. This type includes letters of [Link]
follow-up letters, fromadvertisingand others.
Presentation style
A) Commercial: it refers to the crusade among merchants, industries,bankers, etc.
and its purpose is to promote and streamline various commercial transactions. This
correspondence is subdivided into two classes:
The Ordinary or Normal ones: they are carried out by means of letters,
memorandum and cardpostcards.
The Urgent or Fast Ones: They are carried out through telegrams.
Cablegrams, Radiograms, and Phone Calls
B) Familiar and Friendly: The purpose of this correspondence is very varied,
Any particular matter falls under it.
C) Official: It refers to the cross correspondence between the different organizations and
offices of national, municipal, state governments, etc.
D) Response to an Advertisement: Once the relevant advertisements have been analyzed, one must
Envelopes
For the normal letter size of 21.5 x 28 cm, envelope number 6 is required.3/4. The
Envelopes, like the second pages, must be of the same quality as the paper of the
letterhead. They are generally printed with the same information that appears on the
letterhead. The size of the envelopes varies according to the size of the paper however
the most used for business letters are: the large commercial envelope (10x24 cm.) and the
about small envelopes (9x16 cm.) These two envelopes are especially suitable for
Paper of 21.5x28 cm. The envelopes are made in various shapes, sizes, and weights.
special. There are letter-size envelopes, legal-size envelopes, manila envelopes or bags and
mail routing envelopes. It is advisable that the bag and envelopes of
mail routing should be done on paper weighing between 110 to 120 grams for
allow the continuous handling and transportation of the content yesin risks.
MODULE 1: Functions of Legal Assistant
Straight or pointed closure flap, extension of closure flaps or bottom for certain
fines or special flap settings for easy opening, for enclosing
machining, etc.
TYPES OF ENVELOPES
Over-bag.
About rhombus
BAGS
The business letter, like other types of letters, is of great importance because
this is a written medium of communication, which can inform any type of
person, a fact or simply to account for something. It can be said that the letter
it is a key tool in the workplace, it can be a company,
company, in its offices, as well as for domestic use, that people send to
his family, friends, etc.
The letter is a written paper, on sheets ofcolorsure, like white, beige..., in saying
of light shades, usually carries envelopes, and for itslegalitymust carry
stamps. The letter is made up of various parts, which are the greeting, content,
firm, date, among others. The letter is a technique, therefore it has its rules that are
of cleaning, formality or informality, thespellingit includes thewith signs
of punctuation, thedraftingetc.
That's why the letter has an important role in daily life., labor;that is, it is
universal, as it is used in all social organisms, with the purpose of communicating.
Email
Currently, we dedicate time to our email since it
we found several qualities, it is fast, cheap. However, the people who use
these media should not be so easily impressed since such as the phone
and fax and email are another form of communication. In the best of the
In situations, email is quick and convenient and is excellent for replying.
quickly to simple questions. It's fantastic for circulating documents, and a lot
more relevant information. When it is necessary to inform someone of something urgent with the
Email arrives immediately. Like any written communication, email
Electronic provides a natural filter and time to reflect before responding.
These messages can be of any kind whether at a personal or academic level,
business and its content is of text type, one of the evolutions of email
electronic is the possibility of attaching files to messages, that is, when sending a
MODULE 1: Functions of Legal Assistant
The ISP assigns a name or personal address, unique in the email with
worldwide validity.
This address has the form name @ server name, where the name is
related to the proper name of the person, company, or organization and the name
server is the unique name assigned to computers that work as
servers. This name is also called a domain. For comments and questions, for
please send an email to gsoto@[Link]
Email security
Email has a very modern image, but it is already 30 years old.
In fact, this communication system was born back in 1971.
Programs that manage email are usually called 'clients' because they interact
directly with the user, allowing to send email, but also
read it, create it, print it and much more, through its graphical interface. The best
they have a balance between power and ease of use.
The parts of a message
An email mainly consists of the sender's address, a
subject or "subject" and the body of it. This message is sent from the computer
client to its recipient using different communication protocols, and "jumping"
from machine to machine. Legally, it is not the same to delve into the content of
message that we remain in the simple presentation, which the client programs carry out (or
the webmail type emails) regarding the sending, or receiving (or "outbox") of the
messages. Consequently, to verify if a message is suitable within the purpose
The entrepreneur's social aspect would often be enough just by looking at the recipient.
or the subject of the email. Obviously, the entry in the body of the message is to reach a
limit that should perhaps not be exceeded if there is already sufficient evidence regarding the
destination of the email in question.
Companies are aware that the use of email and the Internet brings with it
great benefits, which result in an increase in productivity, but that
Used in an uncontrolled or improper manner, they produce a contrary, undesired effect.
Once again, the clash between corporate interests and the right to emerge.
the privacy in the communications of the employees under their charge.
Similarly, it should be noted that in a private network - a usual configuration within
from a medium-sized company - privacy is also diminished by the very
network structure. In it, the figure of the network administrator may have
exorbitant and even unknown powers for workers. Among them, it can
to access the bodies of the email messages, if they are not there
protected by passwords or any other mechanism.
Currently, there are many improvements that facilitate and speed up the handling of emails.
electronics:
Customizable spam email filters that allow for
users determine the level of blocking. In addition, Microsoft provides
constant updates for these filters.
Business Contact Manager for Outlook automatically links emails
electronics, notes, quotes, and tasks to do for business contacts, accounts, and
sales opportunities, in addition to attaching Microsoft Office documents,
faxes and scanned material. It also allows you to view histories with a single click.
of customer activities and the associated elements.
The folder search function allows users to easily organize
the emails, grouping them by sender or by date. The messages do not move
literally from their original locations, but this function allows
users group, locate and access them quickly.
More functional navigation panel The navigation panel is the place where
you will find the Mail, Calendar, Contacts, and Tasks buttons.
A larger reading area allows users to read their text faster.
correspondence when minimizing the use of scroll bars
Group messages and responses on conversation topics
The quick mark function allows users to mark messages for
future reference
The new notifications on the desktop alert users that they have an email.
new. The summary of the new message includes the sender's name, the
subject
Just point to a message to see the summary, which includes the name of
sender, the date and time of receipt, and the size of the file. The latter
this feature can save you time if you are in a hurry and need to organize your
messages in order of importance
Open messages on the desktop. It is not necessary to open the Outlook interface.
MODULE 1: Functions of Legal Assistant
possibilities of success of the tasks to be carried out. The organized and efficient management of your
IMPORTANCE
. Letterhead
. Location y
Date
. Recipient.
. Subject.
STRUCTURE OF
. Greeting.
LA CARTA
. Text.
. Goodbye.
. After signature.
. Company.
Of Sales
STYLE
Public Relations
CORRESPONDENCE
. Commercial.
STYLE OF . Familiar and Friendly
PRESENTATION . Official.
. Response to an Advertisement
. Self-nomination.
. Thank you.
OFFICIAL LETTER
ENVELOPES
Envelopes
STRUCTURE Types of
ABOUT THE Envelopes
MODULE 1: Functions of Legal Assistant
MAIL
ELECTRONIC
Email filters no
deseados
Business Contact
Manager for Outlook
Search for
Folders
Navigation Panel
Better Reading
Group Messages
Brand function
Notices in the
Desk
Mark Messages
MODULE 1: Functions of Legal Assistant
To conclude
Module No. 1 has been completed, having studied various aspects to consider.
It takes to be a good legal assistant.
In the following modules, we will be expanding and deepening many concepts, that is why
I invite you to continue studying.
In addition, at this moment you are already in a position to carry out practical activities.
that are found in the classroom. Access them from the Practices and Evaluation tab.
Remember that the exercises constitute 20% of the final grade of the module.
It is also important to read the attached material, which can be found in the file of
Study material, which in addition to the technical glossaries that will be very helpful to you
There is a folder with templates of judicial writings so you can start assembling.
your own file.