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Calendaring

Ruby Bear Legal Services uses Microsoft Outlook for firm-wide calendaring. Each lawyer's paralegal is responsible for adding all case-related items to their lawyer's calendar. The managing lawyer, law office manager, lawyer, and applicable paralegal have access to individual calendars. All calendar entries must include the client matter, meeting type, location, time, duration, details, deadline, and color code. Deadlines are color coded red and reminders are green.

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117 views1 page

Calendaring

Ruby Bear Legal Services uses Microsoft Outlook for firm-wide calendaring. Each lawyer's paralegal is responsible for adding all case-related items to their lawyer's calendar. The managing lawyer, law office manager, lawyer, and applicable paralegal have access to individual calendars. All calendar entries must include the client matter, meeting type, location, time, duration, details, deadline, and color code. Deadlines are color coded red and reminders are green.

Uploaded by

api-518705643
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Ruby Bear Legal Services LLC St.

Petersburg FL, 33702


(727) 324-3511

CALENDARING PROCEDURE

Application Used for Firm Wide Calendaring:


Microsoft Office Outlook

Persons Responsible for Calendar Entries:


Each lawyer in the firm is assigned a paralegal. The paralegal is responsible to add all items related to all cases into
their respective lawyer’s calendar.

Who Has Access to Calendars?


Managing Lawyer
Law Office Manager
Lawyer (The person the Calendar is for)
Applicable Lawyer’s Paralegal (The person making entries into the calendar)

All Calendar Entries Require:


Client Matter Name
Meeting Type
Location
Start Time of Interaction
Duration of Meeting
All Needed & Important Information
Deadline with 1 week and 1 day ticklers
Appropriate Color Code

Color Code:
Red - hard deadline
Green – ticklers/reminders
Blue – teleconferences
Yellow – in person meetings/appearances
Teal – business development/networking
Orange – firm events
Purple – vacation/holidays
Gray – travel time

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