Description
Attend and earn 1 CPD hour in Professional Skills
This program is applicable to practitioners from all States & Territories
* This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules
*Original Content was created in June 2022
Chair
Tanya Burns, Practice Manager, Nicholas O’Donohue & Co
Professional Skills
File Management for Legal Executives, Paralegals and Administration Staff
- General creation and file management
- Attention to detail
- Dealing with multiple tasks: tips and common traps
- Time management skills: dealing with multiple tasks, deadlines and competing priorities
- How to keep ahead of your To Do List
- How to prioritize and manage your workload
- Dealing with workload issues and knowing when to speak up
- Clarifying priorities: how to do it
- Billing: The importance of effective billing
- Understanding why you bill and what to bill?
- Different types of billing: fixed fees vs hourly time billing
- Different types of billing arrangements: speculative, credit client, tender clients
- How to record your activity / your solicitors’ activity
- How to prepare a client’s bill
- Common traps
- Conflict of interests
- What constitutes a conflict of interest?
- Identifying a potential conflict of interest
- Communicating a conflict when we cannot say that
- Client privacy and confidentiality
Presented by Leica Gilbert, Hub/Practice Executive, Team Lead, Ashurst
Presenters
Tanya Burns, Practice Manager, Nicholas O'Donohue & Co.
Tanya has over 25 years’ experience in legal business management and has worked in law firms since 1977. Tanya takes a holistic approach to management with a keen focus on achieving best outcomes for our people and our clients. She completed her Masters of Administration (Distinction) at RMIT in 2014. Tanya is a member of ALPMA (Australasian Legal Practice Management Association) and sits on the Victorian Branch Committee (Treasurer) and the Governance Committee. She is a co-convener of the Small Firms Management Group and enjoys contributing to the peak organisation for Legal Practice Management. Tanya is a keen traveller (pre-Covid) and enjoys spending time with good friends and her dog. She also loves watching her AFL team win (and lose) at the MCG.
Leica Gilbert, Hub/Practice Executive, Team Lead, Ashurst People
Leica Gilbert is a Practice Executive/Hub Team Lead at Ashurst and has over 20 years of experience in the legal industry. Starting out her career with a seven-year stint in a Canberra law firm, Leica moved into a number of different roles including office junior, mortgage clerk and legal assistant. Following a move to Sydney, Leica joined a top tier law firm where she spent 13 years initially starting as a legal assistant, later moving into a floor coordinator role and then a State Practice Administrator role. Following a career break from 2009 to 2012, Leica returned to the legal field as a Legal Support Manager in a National Firm for 9.5 years before commencing in her current role approximately 18 months ago. This role provides an opportunity to contribute to delivering quality client service through working with the legal support team. Leica derives great satisfaction from working with a diverse team and helping members to grow, learn and achieve their goals, whether these are personal or firm-based. Leica holds a Degree in Legal and Justice Studies and has recently completed a Master of Management, earning a place on the Dean's Merit list for 2022.
