Watching TV shows like Ally McBeal and Suits, to name but a couple, you get the impression of this high-powered, high-stress, always-on-the-go job which is portrayed as being the norm if you become a solicitor. I hate to burst any bubbles, but in reality, that is, for the most part, not the case. Of course, there are times when excitement pertaining to court cases and the like happens, but solicitors are responsible for a wide range of tasks outside of the TV-portrayed excitement, which often takes up the bulk of a legal professional’s time. This includes providing legal advice and representation to clients, drafting legal documents, and conducting legal research. As well as that, there are always a number of administrative tasks that will need to be completed in order to keep everything flowing smoothly and to avoid calamity. Whether the solicitor does it themselves (which being the control freak that I am, I often do) or farms these out to paralegals, trainees, or junior solicitors, is a matter for the individual. One thing is for sure, if they are not doing it themselves, supervision will be needed and they will ultimately need to check and make sure that everything is correct, as they will need to sign off on them and it will be their “head on the block” if things are not as they should be.
I have had a think through my daily tasks and have listed some of the most common administrative tasks that I do:
- Managing client files: This includes organising and maintaining client files, as well as ensuring that all relevant documents are filed in a timely manner. This may include post from third parties related to the case or documents and items from the client. It is true that a lot of this is now done electronically and stored on an e-system, but I like having a folder containing the most pertinent information that I can look at and use at a glance. I think it also looks a bit more professional when meeting a client, that they can see a physical folder and not a laptop in front of them. It makes it a bit more personal. I think that the era of pen and paper is still here – not completely gone just yet!
- Scheduling appointments: This includes scheduling meetings with clients, opposing counsel, and other professionals. I usually do this as I like to have full control of when I am seeing someone and gauge how much preparation time I will need before the meeting and in some cases, how much recovery time I will need after! Of course, if you have a secretary who knows you and knows your preferences and quirks, they probably can do this just as well and it is one less thing for you to keep hold of.
- Filing documents: This includes filing documents with the court, as well as with other government agencies and solicitors. Although I get someone else to draft these papers, I look over, edit, amend, and approve them before asking a paralegal to serve.
- Preparing correspondence: This includes preparing letters, emails, and other documents for clients. Alas, this is the bulk of a solicitor’s work. Although, this can be dictated and secretaries do the “writing”, I often find it quicker and easier to do a lot of this myself. The main reason is that I think my thought processes would be difficult for a poor secretary to figure out, and it would cause them stress and time trying to do this for me. This is ultimately, up to the individual solicitor and their way of dealing with this may be different from mine. There is no wrong way – you just find a way and system that works for you and go with it.
Depending on the type of work that the solicitor is mainly engaged in and what the area is that they practice in there are other exciting elements such as:-
- Drafting legal documents: This includes drafting contracts, wills, and other legal documents.
- Negotiating settlements: This includes negotiating settlements with opposing parties.
- Litigation: This includes providing support to lawyers during litigation, such as preparing witness statements and exhibits.
The administrative tasks that a solicitor performs can be demanding and time-consuming, but they are essential and required. Over the past year practicing as a qualified solicitor, I have found the following to be critical in ensuring things run smoothly without hassle:-
- Use a document management system: A document management system can help you to organise and store your client files and believe me it will save time, hassle and stress in the long run.
- Automate as much as possible: There are a number of tasks that can be automated, such as scheduling appointments and sending out reminders. Automating these tasks can free up your time so that you can focus on more important things. This will depend a lot of how the company that you work for functions and what they have in place to assist with this. You may find that this may not be available to you and will rely on your secretary or paralegal.
- Delegate tasks: If you have the ability to delegate tasks to others, such as legal secretaries or paralegals, do so. This can help you to free up your time and focus on the tasks that only you can do.