McGraw-Hill's Law Office Management for Paralegals 1st Edition by Lisa Schaffer, Mcgraw Hill Higher Education Staff, Curriculum Technology Staff, Andrew Wietecki

تمرين 8

Sam works for a prominent bankruptcy firm. She had put together what she thought was a great system for preparing and filing bankruptcy forms with the court. It worked well for her, and she had never missed a deadline or had a bankruptcy petition rejected by the court. When Sam became ill and missed a week of work, the firm hired a temporary legal secretary, Wanda, to keep up with the work. Wanda needed to file a bankruptcy petition for one of the attorney's new clients. The attorney showed her the written instructions for the system that Sam had created, and Wanda followed the instructions precisely as they were written. When Sam came back, she discovered from the messenger service that the temporary legal secretary had filed a bankruptcy petition with the court but that the petition had been rejected for filing. Sam could not understand why the petition was rejected, because the attorney told Sam that she had given Wanda the written instructions. When the messenger service returned the document to Sam, she reviewed it to ascertain what the problem might have been. Sam discovered that Wanda had forgotten to use a coversheet. Sam had known that the courts had changed the filing requirements and now required a coversheet when filing any bankruptcy petitions, but she had forgotten to update the written instructions to reflect the change. What procedures or processes might Sam implement in the future to make sure that such a serious mistake will not happen again?