CMC Refresher Quiz

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CMC Refresher Quiz

Test your knowledge and refresh your skills with this comprehensive CMC Refresher Quiz! Designed for professionals in the legal coaching and paralegal fields, this quiz covers important topics and services relevant to Alberta laws.

10 multiple choice questions
Assess your understanding of paralegal services
Learn about client interactions and billing practices

10 Questions2 MinutesCreated by CoachingMountain452

You consult with a PNC through Crossroads Law and they say they want you to be your coach, you should.....

Keep the client as a coaching file through Crossroads Law

Recommend that the client hire you as a coach through CMC

We don't do coaching, refer 'em out

Not sure

Which of the following services are NOT services that an Alberta paralegal can provide?

Ghostwrite letters, to be sent out by the client

Draft desk divorce documents

Calculate child support, spousal support, or division of family property

Help client draft a legal memo

Your a Legal Coach and your PNC is not sure if they feel comfortable self-representing and wants to consider full representation, you should....

Explain legal coaching again and let them know you cannot represent them

Explain how full representational services work and that we can also offer representational services through Crossroads Law

Refer 'em out, CMC cannot help if they don't want to represent themselves

Offer a subsequent 20-minute consultation through Crossroads Law

Is the following statement true or false - After putting together a client affidavit, you CAN ask your support staff to help you compile the exhibits and e-mail it to your client.

True

False

Which of the following steps should been taken "pre-consult" as per the new consult checklist?

Research the legal issue identified in the intake notes; Prepare a memorandum outlining the propose steps; Confirm no conflicts

Review initial intake notes; Create / confirm that the conflict checks, acuity interview, intake form, and any other docs are saved to the PNC folder on the GoogleDrive

Review intake notes; Create a PNC folder; Call the opposing party and ask about their day

Review intake notes and research issues; Create / confirm no conflicts

When should you bill a file?

Bi-monthly OR 4-hours of work OR when you are done with the file

Bi-weekly OR upon request

Within 2 days OR 4-hours of work OR completion of work product, whichever comes first

Upon request OR within 2-days OR when you are finished a work product

You finish your consult, and the PNC wants to retain! Who should send out the service agreement, intake / ID form, and credit card authorization?

Brittany, Amanda, or your Support Staff

Serey, Marcus, Amanda, Brittany, or Freya

You, Freya, or Amanda

You or your Support Staff

Identify whether the following statement is true or false - When closing a file, you should prepare a reporting letter to the client and bill them 0.2 for your time to prepare same.

True

False

CMC Refresher Quiz

CMC Refresher Quiz

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