Question 1

The decision to keep or discard notes taken at a law firm meeting depends on
A)the subject of the meeting
B)the size of the meeting
C)the notetaker's involvement in the meeting
D)the participants in the meeting
E)none of the above

Accepted Answer

C

Question 2

Most firms have a written record that a conflict-of-interest check was made.

Accepted Answer

Most firms maintain written records of conflict-of-interest checks to ensure transparency and compliance with legal and ethical standards.

Question 3

Which documents)is/are retained?
A)memos regarding employment reviews
B)memos pertaining to office policies
C)notes taken in a client meeting
D)pleadings in a client's case
E)all of the above

Accepted Answer

All the listed documents can be retained as they serve different purposes such as record-keeping, reference, and legal documentation.

Question 4

Which of the following numerical coding systems inserts the month and year a file was opened as part of the file number?
A)straight numbering
B)coded numbering
C)calendar numbering
D)standard numbering
E)account numbering

Accepted Answer

Calendar numbering is a system that incorporates the month and year into the file number, allowing for easy identification of when a file was opened.

Question 5

Who is responsible for opening a file?
A)paralegal
B)secretary
C)file clerk
D)b and c only
E)all of the above

Accepted Answer

The answer of Who is responsible for opening a file?
A)paralegal
B)secretary
C)file...

Question 6

Who is responsible for maintaining files in good order?
A)attorney
B)manager
C)paralegal
D)secretary
E)file clerk

Accepted Answer

The answer of Who is responsible for maintaining files in...

Question 7

Color coding is used to
A)enhance the appearance of the files
B)categorize files
C)match the color scheme of the office
D)a and b only
E)all of the above

Accepted Answer

The answer of Color coding is used to
A)enhance the appearance...

Question 8

A preclient file contains pleadings and court documents.

Accepted Answer

A preclient file typically contains initial information and documents related to a potential client, not formal pleadings or court documents, which are part of active legal cases.

Question 9

Law firm records are categorized by
A)economy
B)function
C)type of case
D)type of client
E)none of the above

Accepted Answer

The answer of Law firm records are categorized by
A)economy
B)function
C)type of...

Question 10

Documents in a large case are inserted in a file by
A)chronological order
B)sequential order
C)category
D)section
E)none of the above

Accepted Answer

Documents in a large case are inserted in a file by category to make it easier to find and retrieve specific documents.

Question 11

Which of the following numerical coding systems separates categories of numbers by a space,comma,period,or dash?
A)straight numbering
B)coded numbering
C)calendar numbering
D)standard numbering
E)account numbering

Accepted Answer

The answer of Which of the following numerical coding systems...

Question 12

A paralegal must preserve client's property.

Accepted Answer

Paralegals, like lawyers, have a duty to protect and preserve a client's property, which includes maintaining confidentiality and safeguarding any physical or digital assets entrusted to them.

Question 13

A special delivery envelope may be discarded after the document is received.

Accepted Answer

The answer of A special delivery envelope may be discarded...

Question 14

Who is responsible for deciding whether to keep a correspondence?
A)the attorney
B)the office manager
C)the secretary
D)the person to whom the material is sent
E)all of the above

Accepted Answer

The person to whom the material is sent is typically responsible for deciding whether to keep a correspondence, as they are the recipient and can determine its relevance or importance.

Question 15

When do file maintenance procedures begin?
A)when a client retains a firm
B)when a client makes an appointment
C)after the initial client interview
D)when the client's check clears the bank
E)all of the above

Accepted Answer

The answer of When do file maintenance procedures begin?
A)when a...

Question 16

Which of the following numerical coding systems uses letters in the number?
A)straight numbering
B)coded numbering
C)calendar numbering
D)standard numbering
E)account numbering

Accepted Answer

Coded numbering systems often use letters in combination with numbers to create unique codes or identifiers.

Question 17

Use of the computer has resulted in less paper in a law office.

Accepted Answer

The use of computers in law offices has often led to more paper usage due to the ease of printing documents, emails, and drafts, despite the potential for digital storage and communication.

Question 18

A client's file must be kept out of the view of others.

Accepted Answer

Confidentiality is crucial in handling client files to protect their privacy and sensitive information.

Question 19

The three methods used to code files are
A)function,subject,and topic
B)sequential,chronological,and color
C)alphabetical,numerical,and alphanumeric
D)calendar,coded,and straight
E)none of the above

Accepted Answer

The three common methods used to code files are alphabetical, numerical, and alphanumeric, which are standard ways to organize and retrieve files efficiently.

Question 20

Pleadings in a small case are filed
A)in chronological order
B)in sequential order
C)in a separate folder
D)in the correspondence file
E)all of the above

Accepted Answer

The answer of Pleadings in a small case are filed
A)in...

Quiz 13: File and Records Management

The decision to keep or discard notes taken at a law firm meeting depends on

Most firms have a written record that a conflict-of-interest check was made.

Which documents) is/are retained?

Which of the following numerical coding systems inserts the month and year a file was opened as part of the file number?

Who is responsible for opening a file?

Who is responsible for maintaining files in good order?

Color coding is used to

A preclient file contains pleadings and court documents.

Law firm records are categorized by

Documents in a large case are inserted in a file by

Which of the following numerical coding systems separates categories of numbers by a space,comma,period,or dash?

A paralegal must preserve client's property.

A special delivery envelope may be discarded after the document is received.

Who is responsible for deciding whether to keep a correspondence?

When do file maintenance procedures begin?

Which of the following numerical coding systems uses letters in the number?

Use of the computer has resulted in less paper in a law office.

A client's file must be kept out of the view of others.

The three methods used to code files are

Pleadings in a small case are filed