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Legal Secretary

$2,395.00 (USD)

Offered in partnership with George Mason University choose another school





Introduction to Legal Secretary Program

I.                    Overview of the Market, skills and responsibilities

Law Office Management

                    I.     Duties you may have as a law office professional

A.       Types of systems used for calendaring

                  II.     Accounting and billing in the law office

               III.     Files and record management in the law office

A.       Ethics and file management

               IV.     Technology used in the law office

A.       NFPA and ethical considerations

B.       Life cycle of a file

                 V.     Types of files encountered in the law office

Legal Terminology

                    I.     General legal terms that fall in multiple areas of law

                  II.     Contract legal terminology

               III.     Litigation legal terminology

               IV.     Real Estate legal terminology

                 V.     Probate/Estate legal terminology

               VI.     Intellectual Property legal terminology

            VII.     Bankruptcy legal terminology

    Introduction to the Legal System

             I.  Introduction to terminology used in the legal system

          II.   Structure of the government

        III.   Judicial system

A. Federal judicial system

B. State court system

C. Local court system

       IV.   Jurisdiction in the legal system

          V.   Using FIRAC to read a case

    Legal Writing

             I.  Importance of legal writing in the legal field

          II.   Goal of legal writing

        III.   Drafting documents in legal writing

       IV.   Constructing effective sentences in legal writing

A.       Precision and simplicity

B.       Sound structure

C.       Using active voice

          V.   Using defined terms in legal writing

       VI.   Word usage in legal writing

     VII.  Redundancies

   VIII.  Commonly misused words in legal writing

       IX.   Reviewing legal documents

          X.   Using FIRAC in legal analysis

    Introduction to Accounting

                    I.     Overview of Accounting

A.       Importance of bookkeeping

B.       The Accounting Cycle

C.       Manual Bookkeeping

D.       When to start bookkeeping

                  II.     Methods of Accounting

A.       Cash accounting

B.       Accrual accounting

               III.     The Accounting Cycle

A.       Transaction

B.       Journal

C.       T-Accounts

D.       Debit/Credit

E.       Double-entry system

F.        Normal account balances

               IV.     Major account groupings

A.       Assets

B.       Liabilities

C.       Owner's equity

D.       The accounting equation

E.       Income

F.        Expenses

                 V.     The Accounting Cycle

A.       Trial balance

B.       Adjusting entries and balance

C.       Financial statements

D.       Closing the books

Introduction to Excel

                    I.     The environment of Excel

A.       Spreadsheet

B.       Worksheet environment

C.       Cells

D.       Menu bar

E.       Setting up a worksheet in Excel

                  II.     Formatting a worksheet to enhance the appearance of your information

A.       Formatting cells

               III.     Tips for working with data in Excel

A.       Entering in your data

B.       How to set up and modify your data

               IV.     Navigating and printing your worksheet

A.       Shortcuts you can use to navigate your spreadsheet effectively

B.       Options for printing in Excel

                 V.     Tips for managing large worksheets in Excel

A.       Formatting and naming worksheet tabs

B.       Managing and viewing large workbooks

               VI.     Using Excel in Accounting

A.       Using Excel and QuickBooks in the Accounting process

B.       Using Excel for project management

Introduction to QuickBooks

                    I.     Exploring QuickBooks

A.       Employee center

B.       Customer center

C.       Vendor center

D.       Banking center

                  II.     How to perform basic banking activities in the banking center

A.       Write a check

B.       Record a deposit

C.       Use bank account registers

D.       Enter hand written checks

E.       Transfer money between accounts

F.        Reconcile

               III.     The customer center holds the customer information and transaction activities

A.       Job estimates

B.       Sales

C.       Invoices

D.       Record payments

E.       Record credits

               IV.     Formatting invoices and processing sale forms

                 V.     Setting up the chart of accounts in QuickBooks

               VI.     Reports that can be run in the report center of QuickBooks

            VII.     Maintaining your inventory in QuickBooks

          VIII.     Time tracking in QuickBooks

               IX.     Creating job estimates in QuickBooks

A.       Create jobs

B.       Create multiple estimates

C.       Transform estimates into invoices

D.       Update and modify current job status

                 X.     Confirming accuracy of the company records in QuickBooks

A.       The chart of accounts

B.       Customer list

C.       Vendor list

D.       Job list

E.       Employee list

    Persuasive Communication

               I.       Fundamentals of communication

A.       Non-verbal communication

             II.        The importance of knowing the audience in persuasive communication

A.       Personality profiling

          III.        The power of listening

          IV.        Credibility of the speaker is key in persuasion

            V.        Evidence in persuasion

A.       Tips for using evidence in persuasion

B.       Reasoning in persuasion

          VI.        Emotion in persuasion

       VII.        Organizing the argument

A.       Questions of fact, value, and policy

B.       Monroe's Motivated Sequence

     VIII.       Defining of strategic management in operations

A.       Strategic planning

B.       Implementation of the strategic plan

C.       Questions to ask in developing your business model

          IX.        Mindset of strategic thinking

A.       What is my business environment

B.       What is my corporate culture

C.       What are your goals and objectives

            X.        Strategic planning models

A.       Kerry Napuk's 5-Step Strategic Planning Model

B.       Karl Albrecht's Strategy Formulation Process

          XI.        Questions to ask when creating strategic alternatives

       XII.        Criteria for implementation

    Project Management

                    I.     Project management for executives

                  II.     Foundation of project management

A.       Modern project management

B.       Project management context

C.       Application of project management principles

               III.     Characteristics of a project

A.       Established objectives

B.       Defined life-cycle

C.       Require organizational commitment

D.       Time, cost and performance requirements

               IV.     Project management lifecycle

A.       Difference between projects and programs

B.       Skills essential for project managers

                                                              I.      Build effective team

                                                            II.      Use individual contributors

                                                          III.      Motivate in a project management environment

                                                           IV.      Manage effective meetings






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