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What Is The Role Of Your Legal Assistant?

 

bulletOriginal Publication: DICTA (Publication of the KBA)
bulletAuthor: Jewell Tindell
bulletDate Published: May, 2005

 

An understanding of the changing nature of the way in which legal services are delivered, and how the traditional roles and duties of legal secretaries/assistants have changed, can be aided by a brief look at the history of office technology.

 

The typewriter was invented in 1874 and became the backbone for producing a written work product in law firms, thus creating a new career:  the legal secretary.  The invention of the telephone came on the heels of the typewriter in 1877; though it was almost 25 years before the telephone first appeared in law firms.  The typewriter and the telephone, as well as the adding machine, were the primary tools available to law firms for almost 100 years.  Law firm “technologies” remained basically unchanged until the first attempt at tying typewriters to automation was introduced by IBM and Xerox in the early 1970’s. 

 

A real breakthrough for law firms came in the mid-1980’s with the first desktop computer.  It offered a more advanced word processing product that could be universally used by others in the firm, not just secretaries.  Conventional methods of dictation and transcription are becoming obsolete. 

 

The fulfillment of technology’s long-awaited promise to “change the way law firms do business” is materializing.  The payback on law firm investments in expensive tools is finally emerging and, consequently, the role of legal secretaries/assistants is changing. 

 

As law firms spend thousands of dollars on technology that allow lawyers and support staff to work more efficiently, the legal industry will be forced to re-evaluate attorney-staff ratios and the traditional workday in an effort to reduce expenses.  As a result, individual secretaries are likely to support a larger group of lawyers.  Inevitably, regardless of the growth in the number of lawyers, fewer secretaries will be required. 

 

A tighter and tightening employment market has been accompanied by changes in job and career expectations that parallel the post-typewriter technological advances described above.  Most high school students expect to get a college degree.  It is becoming more difficult to find qualified applicants because bright, ambitious candidates have many more options available to them than they did a generation ago. 

 

Today, we find that current assistants want to become more of an integral part of the practice.  A lot of assistants feel nervous about the future, feeling that perhaps they won’t be needed as much due to technology advances especially voice recognition.

 

When looking for assistants, most attorneys want someone with intelligence and initiative, someone who is professional, reliable, exercises good judgment, is trustworthy, possesses advanced computer skills, has organizational skills, and can recognize what needs attention and when.   They want an assistant who can provide an excellent presentation (on the telephone, in person and in the work product).  A successful assistant is their attorney’s teammate  - someone who can complement their strengths and offset their weaknesses.  Attorneys who want to succeed need an assistant who has excellent skills and the initiative to help the attorney and the law firm be successful.  One attorney said that the assistant-attorney relationship is the most critical relationship in the office.  If the assistant knows the cases and clients, attorneys then have the freedom to delegate administrative tasks, which in turn allows them to be creative and even feel comfortable when out of the office, knowing the client will still receive immediate assistance and service through the assistant. 

 

Effective utilization of the team concept requires a change in how the partners and associates have traditionally used their administrative support.  The needed change is from individual relationships to a team culture while, however, still retaining those aspects of the traditional one-on-one relationship that lead to loyalty and support.  By definition, a “team” is a small number of people with complementary skills who are committed to a common purpose, to a set of performance goals, and to an approach for which they hold themselves mutually accountable.

 

Attorneys and law firms are about client service.  The once predictable and stable law firm environment is a thing of the past.  Changes in the global market, labor force, level of client expectations and advances in technology will provide law firms with the opportunity to distinguish themselves as providers of superior client service through a new approach to effective use of qualified support personnel.  Those firms who properly develop the team concept with the legal assistant will offer better client service.

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