Deck 9: Office Management Software

Question 1

A feature of many calendar programs is the alert or ________ feature that signals when a preset event occurs.

A) reply
B) alarm
C) awake
D) respond

Answer 1

B

Question 2

Keeping track of ________ becomes a critical function to ensure that the law firm will be properly compensated for its advice and efforts on behalf of clients.

A) money earned
B) sick/vacation hours
C) client cases
D) time

Answer 2

D

Question 3

A ________ is a collection of similar records,such as your address book,which has records for names,addresses,cities,and phone numbers.

A) document
B) chart
C) folder
D) database

Answer 3

D

Question 4

The AbacusLaw software uses four main databases to store information:

A) Names, Events, Matters, and Documents.
B) Names, Events, Matters, and Contacts.
C) Events, Matters, Documents, and Contacts.
D) Events, Matters, Documents, and Posts.

Question 5

________ refer to any matter,case,file,or project that you need to track.

A) Events
B) Matters
C) Names
D) Documents

Question 6

________ are any previously saved word processing files,scanned images,pleadings,correspondence,or Internet Web pages.

A) Names
B) Documents
C) Events
D) Matters

Question 7

Automatic calculation of important calendar dates using your jurisdiction's procedures is called a:

A) time calendar
B) events calendar
C) rules-based calendar
D) automatic calendar

Question 8

Abacus Accounting and Tabs3 are programs designed specifically for the ________ environment.

A) professional
B) governmental
C) legal
D) accounting

Question 9

________ are similar to contacts in an address book.

A) Names
B) Matters
C) Documents
D) Events

Question 10

A ________ is a chronological record of disbursements of checks and deposits.

A) checking account
B) check receipt
C) check point
D) check register

Question 11

Accounting programs use the general rules of accounting for recording:

A) assets, liabilities, equity, sick/vacation days, and benefits.
B) assets, liabilities, petty cash receipts, revenues, and expenses.
C) assets, liabilities, equity, revenues, and expenses.
D) assets, liabilities, salaries, revenues, and expenses.

Question 12

Integrated functions are:

A) the sharing of data between different network providers.
B) the sharing of data among different program features.
C) the chronological listings of transactions.
D) the internal structure of a file.

Question 13

________ is the recording of all time spent on specific activities during the work day.

A) Client contact
B) Recordkeeping
C) Timekeeping
D) Scanning

Question 14

Typically,the law office calendar is a source of information about:

A) Appointments; litigation & filing deadlines; court appearances; statutes of limitations, and routine reminders.
B) Reports; litigation & filing deadlines; settlement conferences; statutes of limitations, and routine reminders.
C) Pleadings; litigation & filing deadlines; court appearances; statutes of limitations, and routine reminders.
D) all the above

Question 15

A_________ integrates some or all of the program functions,such as timekeeping,billing,and calendaring,into one.

A) program suite
B) package
C) bundle
D) program shell

Question 16

________ are appointments,tasks,reminders,or things to do that are scheduled on specific dates.

A) Names
B) Matters
C) Documents
D) Events

Question 17

QuickBooks provides a more conventional set of accounting records with ________,such as accounts payable and accounts receivable.

A) graphs
B) journal entries
C) columns
D) ledgers for journals

Question 18

The two most common law office or practice management programs available are:

A) Tabs3 and Corel DB.
B) Tabs3 and Adobe Acrobat.
C) AbacusLaw and Tabs3.
D) AbacusLaw and Corel DB.

Question 19

Most office functions can be divided into the following categories:

A) calendar, typing, contacts, and accounting.
B) calendar, scanning, research, and accounting.
C) calendar, contacts, scanning, and research.
D) calendar, contacts, files, and accounting.

Question 20

A ________ is a list of the individual categories under the five major classifications.

A) chart of accounts
B) flowchart of money earned
C) diagram of the firm
D) check register

Question 21

Accounting software makes it easier to keep track of client funds,so long as the data and transactions concerning those funds are entered properly.

Question 22

A project is a series of tasks required to complete a goal.

Question 23

Most firms keep track of time for all members of the legal team,including attorneys,paralegals,and secretaries.

Question 24

Electronic office management systems allow access to timekeeping,calendar maintenance and accounting from almost anywhere

Question 25

All firms record only billable time.

Question 26

The paralegal does not have an obligation to the law firm and its clients to be sure that accurate billing is prepared.

Question 27

Accounting records are important to maintain for the clients,who expect _________ billing statements.

Question 28

Accounting records are important to maintain for the clients,who expect accurate billing statements.

Question 29

A ________ is a series of tasks required to complete a goal.

A) spreadsheet
B) document
C) project
D) manager

Question 30

Legal project management provides historical data for analyzing what worked and what problems occurred.

Question 31

In a law office,a calendar contains information about appointments,deadlines,court appearances,statutes of limitations,and other routine reminders

Question 32

With regard to client confidentiality,time and billing records must be protected because they often contain confidential information.

Question 33

Calendar software provides automatic notification.

Question 34

The current approach to calendaring requires a knowledge of the rules of civil procedure,and a central paper calendar for the office,along with individual calendars for each attorney and paralegal.

Question 35

Accounting software allows a law firm to keep personal appointments,case deadlines,statutes of limitations,and reminders of important dates.

Question 36

Recording of all time spent on specific activities is a critical task in a law firm because it determines compensation for the law firm.

Question 37

The practice of law requires a close adherence to __________,such as statutes of limitation,response deadlines,and appeal periods.

A) VoIP
B) legal fees
C) deadlines
D) confidentiality

Question 38

Specialty applications have been designed to assist with many office management functions.

Question 39

Calendar software serves the same functions as a paper calendar,with added advantages.

Question 40

Events refer to a current list of names,addresses,phone numbers,e-mail addresses,and other information for clients,opposing counsel,vendors,networking contacts,and other people and firms.

Question 41

What resources are available for learning how to use office management software programs? Where are these resources located?

Question 42

_______ are items or things that have value to a business.

Question 43

A ________ is a series of tasks required to complete a goal.

Question 44

Matching

Question 45

Claims of outsiders to the assets of the entity are called _______.

Question 46

Trust accounts used for holding small amounts of client funds or that will be held for too short a period of time to generate income sufficient to allocate to the client is referred to as ____________________ accounts.

Question 47

The _______ section of office management software is used for keeping a current list of names,addresses,phone numbers,e-mail addresses,and other information for clients,opposing counsel,vendors,networking contacts,and other people and firms.

Question 48

________ refers to the value of the assets of an entity reduced by the claims of outsiders.

Question 49

Describe the tasks that can be completed using office management software.

Question 50

A ____________ is used for keeping personal appointments,case deadlines,statutes of limitations,and reminders of important dates.

Question 51

The ______ section of office management software is used for keeping track of individual case files,projects,client matters,and related documents.

Question 52

________ is the recording of all time spent on specific activities during the work day.

Question 53

Until now,Kate Sandberg handled most of her cases on a flat fee or contingency fee basis.Her firm seldom billed clients on an hourly basis.However,she has now been retained by a new client,Electro Tech,Inc.to provide advice and representation in various corporate matters.She has agreed to bill them at agreed hourly rates,in addition to costs incurred in representing them.Her two associates and one paralegal are all to be billed at different rates.What software tool can Kate use to manage the billing to Electro Tech,and possibly other similar clients? How will this software provide this solution?

Question 54

Custom dates or reminders created for a set period before or after a selected event is called ______.

Question 55

Jack Parsons finally settled a large medical malpractice case on the morning that trial was scheduled to begin.The defendant's insurance company agreed that within one week,they would send Jack a check for the entire settlement in the amount of $500,000.Jack had agreed to represent the client on a contingency basis,in which he would take 33 percent of any settlement as her free.The trial team had also incurred substantial costs in preparing the case for trial.Under the contract,the client agreed to pay these costs.Outline the procedure that Jack must follow in handling the settlement amount once the check is received from the insurance company,based on the Model Rules of Professional Conduct.

Question 56

As Jack Parsons' firm has grown,he has taken on cases in many different jurisdictions.Some cases are located in federal district court,and others are in state court.Each jurisdiction has its own deadlines and timetables for discovery,status conferences,motions,and pleadings.A few of his cases have been appealed,and the courts at the appellate level have their own schedules for appellate briefs and hearings.For most of his career,Jack has used a paper calendar book into which he wrote the filing dates,hearings,and conferences for all his cases.He would include reminders in advance of these dates to allow for preparation.Each of his three associates had similar calendars.Nevertheless,it was becoming more difficult to keep up with changes in court rules that affected all of the schedules and time frames.In addition,he could never be sure that all of his associates were "on the same page" concerning deadlines.What tools are available to help with Jack with these calendaring functions?