Center for Legal Aid Education

Essential Skills for Paralegals and Legal Assistants

essential skills

Essential Skills for Paralegals and Legal Assistants provides a solid foundation for paralegals and other lay advocates who represent clients on behalf of legal services programs. Recognizing, as its starting point, the vital role that legal assistants and paralegals perform in our community, this course includes skill-building and practical tools in key areas of legal aid practice – client interviewing and counseling, case planning and preparation, administrative hearings, fact development – and is a welcome chance to learn, refresh and practice critical skills in a hands-on and supportive environment. 

Topics covered in this course include:

Administrative Hearing Skills

Client Interviewing and Counseling

Fact Development and Information Management

Fundamentals of Legal Reasoning and Analysis

Time Management

Tools for Enhancing Teamwork and Managing Relationships with Lawyer Colleagues

ABA Standards addressed include:

2.6 - Achieving Lasting Results for Low Income Individuals and Communities

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3.1 - Full Legal Representation

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4.2 - Establishing a Clear Understanding

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4.3 - Protecting Client Confidences

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7.1 - Establishing an Effective Relationship and a Clear Understanding with the Client

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7.11-4 - Discovery

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7.12 - Administrative Hearings

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7.4 - Initial Exploration of the Client's Legal Problem

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7.5 - Investigation

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7.6 - Legal Analysis & Research

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7.7 - Case Planning

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7.8 - Legal Counseling

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Sample resources for this course

Agenda

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Facilitator Manual: Legal Ethics

Igniting The Flame for Equal Justice

Participant Manual: Finding, Using and Interpreting the Law

Participant Manual: Welcome and Introduction

Faculty for this course:

Ross Dolloff

Ross Dolloff

National Training Director

Ross Dolloff brings more than 25 years of varied legal services experience to his position as National Training Director of the Center for Legal Aid Education.

Zenobia Lai

Zenobia Lai

Senior Training Director

Zenobia Lai is a veteran legal services lawyer having spent more than fourteen years at Greater Boston Legal Services.

Marta Ramos

Marta Ramos

Marta Ramos was born, raised, and educated in Bogota, Colombia, before moving to the United States in 1979, where she began working at Greater Boston Legal Services a few years later. 

Cathy Willard

Cathy Willard

In 1989, Cathy Willard became a disability benefits paralegal at Neighborhood Legal Services after working for two years in a small law firm in Newburyport, and after eight years as a 5th and 6th grade teacher.

Deborah Witkin

Deborah Witkin

Deborah Witkin has been with Connecticut Legal Services since 1986, including a one year stint "on loan" as a Visiting Professor of Law at the Poverty Law Clinic at the University of Connecticut School of Law.

Igniting the Flame for Equal Justice

Throughout legal services history, few staff have touched more lives and worked more diligently to ensure field program effectiveness than legal services paralegals and support staff. These front-line staff are the first and often the only people with whom potential legal services clients meet and interact. They are the legal aid community’s public face and its organizational backbone.

To fortify the skills of front-line staff and reinforce the core principles of clientcentered practice, CLAE retooled its training on Essential Skills for Paralegals and Legal Assistants (ESPLA); forty-seven paralegals and support staff from across Florida attended this training in 2009. The ESPLA training covers a broad range of topics from client interviewing and counseling, legal ethics, and fact investigation to difficult conversations and time management. It also addresses the distinct needs of paralegals and legal assistants through two different tracks. The paralegal track includes sessions on case analysis and planning, understanding and applying legal authority and administrative hearing
skills; the support staff track includes sessions on written communication, customer service and
understanding the litigation process.


Explains Heidi Vainio of Coast to Coast Legal Aid of South Florida, “applying the client-centered approach to my work has been beneficial to both theclients and to me. This has given me a different viewpoint when dealing with clients, especially the ones who are most challenging.” Another participant,
Lynn D. Grimes of Three Rivers Legal Services suggests that this training should be “a must for every support staff person in every office. The training— from the welcome/introduction to the closing — was extremely useful, helpful and very appreciated. The faculty kept us energized and interested.
Whether a seasoned support staff or new person, you will learn and be renewed.” Evangelina Castillo of Community Legal Services of Mid-Florida offered a similar assessment, “I came wanting to learn all I could and I learned more than I ever thought possible. We need to be informed because we inform our communities and I feel that we have a responsibility to do the best work for them that we possibly can.” As Jackie Benitez of Three River Legal Services puts it, “it was a privilege to attend and I hope there
will be many other training opportunities for Support Staff since it is much needed. I enjoyed
getting to know other paralegals and support staff from other legal aid offices and the pride each of us takes in helping the working poor.”

Faculty volunteers and program leadership similarly valued the ESPLA training. “As a trainer, the palpable crackle in the air when ‘students’ exchanged ideas and information across programs and took pride in belonging to the legal aid community was exciting to experience. That excitement motivated trainers to give their very best and listen for what we could learn from you and each other,” suggests Tess Arrington of Jacksonville Area Legal Aid. And for Allison Thompson, who directs Three Rivers Legal Services, the training was a great learning experience and a wonderful boost to morale, “I have never seen support staff more energized and enthusiastic about any event as they are about this training. I received the same response from a long time legal services assistant as I did from a new staff member. I would like all of our support staff to attend the next training.”

The enthusiastic response to the ESPLA training reinforces the importance of one of CLAE’s overarching training goals — to reignite a commitment to equal justice and rekindle the spirit of community among legal services advocates nationally.