Course Code: GES223
Understand the duties you will have as a legal secretary and the fundamental workings of a law office. Learn the terminology you will need to communicate effectively in the field.
Master an understanding of the structure of the government, the workings of the judicial system, and who has jurisdiction in various segments of the legal system.
Learn the importance of legal writing in the legal field. Understand how to draft documents, construct effective sentences, and proper word usage in legal writing.
Understand the fundamentals of legal accounting procedures. Learn best bookkeeping techniques and understand how to document finances.
Understand how to efficiently use Microsoft Excel and QuickBooks. These programs will be used frequently as a legal secretary, so the course will take you through basic and advanced techniques.
Develop persuasive and effective communication skills you can use to interact with peers, employers, and clients. Understand best project management techniques and how they pertain to your role as a legal secretary.
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
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
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
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
E. Double-entry system
F. Normal account balances
IV. Major account groupings
C. Owner's equity
D. The accounting equation
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
B. Worksheet environment
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
III. The customer center holds the customer information and transaction activities
A. Job estimates
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
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
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
Katherine Squires Pang, J.D., LL.M., M.Ed received her B.A. in 1980 from Clark University, her J.D. from the University of Dayton Law School in 1982, her LL.M in Taxation from Georgetown University Law School in 1983, and her M.Ed from the University of Texas in 2001. She has practiced law with national law firms since 1983, ran for the United States Senate in California in 1994, and was appointed by Governor Wilson as a Commissioner to the WCAB from 1994 to 1996. Dr. Pang has served as an adjunct faculty member in the Graduate School of Management at the University of Texas, Dallas, and has been an adjunct faculty member in the law and business schools of many universities, including the Stern School of Business at New York University, Pepperdine University, USC, Golden Gate University, and the University of California, Irvine. In addition to having over 20 years of law firm experience, Dr. Pang has founded several companies, including LawPrep, Inc., LawPrep Press, Inc., Legal EdNet.com, and EdWay Online. From 1989 to 1996, Dr. Pang authored several books, videos, and interactive CD-ROMs. Dr. Pang was also the manager for firm-wide practice section development, training, and forms for Akin, Gump, Strauss, Hauer, & Feld, L.L.P.
Dr. Pang has experience providing multimedia, interactive distributed learning to working professionals and adult learners in law and business through a variety of technologies, including video streaming and online conferencing (Webcasts, synchronous and asynchronous threaded discussion boards, and chat rooms) via the Internet and satellite, as well as ISDN-based videoconferencing on CD-ROM. Dr. Pang has been a speaker at the MEC 2001 Conference: Turning a New Page in Educational Technologies, sponsored by Arizona State University; the 2001 Conference on Training and Knowledge Management: Moving Beyond Training, sponsored by Generation 21 Learning Management Systems; and a speaker at various other e-learning conferences. She has design, development, implementation, and managerial experience in educational multimedia course design and creation. She has been responsible for course design and delivery using Macromedia Director, Windows Media Player, FrontPage, PowerPoint, Blackboard, Prometheus, WebCT, Webboard, and a host of other proprietary platforms. She also has experience with digital video, MPEG, MOV, and AVI Files.
You do not need any prior experience or training in this field. You should be familiar with using the Internet.
Instructional material requirements:
The National Association of Legal Secretaries (NALS)
The National Association of Legal Secretaries (NALS) is a leading organization for legal professionals in the United States. Their motto is to “engage, inspire, enhance, and promote,” in order to help paralegals, legal secretaries, and others in the field achieve their goals, and to advance the legal profession in general. NALS has overseen thousands of certifications, including its Accredited Legal Professional (ALP) examination, which is a great way to demonstrate your credibility and gain entry into this competitive industry.
I absolutely loved every bit of this experience. The facilitator for this course (Mrs. Katherine Pang) was very easy to listen to, and she is absolutely the most qualified instructor I have ever had to opportunity to learn from. I am so grateful that this experience was a smooth as it was. I will be looking forward to taking another course from you all soon!"
I enjoyed the flexibility the program afforded me. It allowed me to fit my school into my day-to-day activities."
I enjoyed being able to work at my own pace. The facilitators and support were incredibly helpful and always responded to my questions quickly."
Yes, since ed2go courses are online, you never have to actually travel to the school. Most schools offer telephone or online registration.
This course is self-paced and open enrollment, so you can start when you want and finish at your own pace. When you register, you'll receive six (6) months to complete the course.
ed2go courses are non-credit courses, so they do not qualify for federal aid. In some states, vocational rehab or workforce development boards will pay for qualified students to take our courses.
Upon successful completion of the program, you will be awarded a certificate of completion. You'll also have the knowledge that will equip you to take the Accredited Legal Secretary exam from the National Association of Legal Professionals (NALS).
ed2go courses will provide you with the skills you need to obtain an entry-level position in most cases. We don’t provide direct job placement services, but our instructors and career counselors will help you build your resume and are available to give advice on finding your first job. Instructors will also be available to use as a professional reference upon completion of the course. Potential students should always do research on the job market in their area before registering.
You may be assigned with a facilitator or team of industry experts for one-on-one course interaction. Your support will be available (via e-mail) to answer any questions you may have and to provide feedback on your performance. All of our facilitators are successful working professionals in the fields in which they teach. You will be assigned to an Advisor for academic support.
If you have additional questions, please feel free to contact us via LIVE CHAT or by calling us at (855) 520-6806. If you are visiting us during non-business hours, please feel free to send us a question using the Contact Us form.
This course is open enrollment, so you can register and start the course as soon as you are ready. Please note: Once the course curriculum is accessed online or through submission of a material shipment confirmation, refunds cannot be issued. Access to your course can take 24-48 business hours.
The time allotted to complete your course has been calculated based on the number of course hours. If after a concerted effort, you are still unable to complete your course on time, your Student Advisor will help you work out a suitable completion date. Please note that a fee may be charged for an extension.