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Legal Secretary

$2,295.00 (USD)




  1. Course Introduction
    1. Overview of the market, skills, and responsibilities
  2. Law Office Management
    1. Duties you may have as a law office professional
      1. Types of systems used for calendaring
    2. Accounting and billing in the law office
    3. Files and record management in the law office
      1. Ethics and file management
    4. Technology used in the law office
      1. NFPA and ethical considerations
      2. Life cycle of a file
    5. Types of files encountered in the law office
  3. Legal Terminology
    1. General legal terms that fall in multiple areas of law
    2. Contract legal terminology
    3. Litigation legal terminology
    4. Real Estate legal terminology
    5. Probate/Estate legal terminology
    6. Intellectual Property legal terminology
    7. Bankruptcy legal terminology
  4. Introduction to the Legal System
    1. Introduction to terminology used in the legal system
    2. Structure of the government
    3. Judicial system
      1. Federal judicial system
      2. State court system
      3. Local court system
    4. Jurisdiction in the legal system
    5. Using FIRAC to read a case
  5. Legal Writing
    1. Importance of legal writing in the legal field
    2. Goal of legal writing
    3. Drafting documents in legal writing
    4. Constructing effective sentences in legal writing
      1. Precision and simplicity
      2. Sound structure
      3. Using active voice
    5. Using defined terms in legal writing
    6. Word usage in legal writing
    7. Redundancies
    8. Commonly misused words in legal writing
    9. Reviewing legal documents
    10. Using FIRAC in legal analysis
  6. Introduction to Accounting
    1. Overview of Accounting
      1. Importance of bookkeeping
      2. The Accounting Cycle
      3. Manual Bookkeeping
      4. When to start bookkeeping
    2. Methods of Accounting
      1. Cash accounting
      2. Accrual accounting
    3. The Accounting Cycle
      1. Transaction
      2. Journal
      3. T-Accounts
      4. Debit/Credit
      5. Double-entry system
      6. Normal account balances
    4. Major account groupings
      1. Assets
      2. Liabilities
      3. Owner's equity
      4. The accounting equation
      5. Income
      6. Expenses
    5. The Accounting Cycle
      1. Trial balance
      2. Adjusting entries and balance
      3. Financial statements
      4. Closing the books
  7. Introduction to Excel
    1. The environment of Excel
      1. Spreadsheet
      2. Worksheet environment
      3. Cells
      4. Menu bar
      5. Setting up a worksheet in Excel
    2. Formatting a worksheet to enhance the appearance of your information
      1. Formatting cells
    3. Tips for working with data in Excel
      1. Entering in your data
      2. How to set up and modify your data
    4. Navigating and printing your worksheet
      1. Shortcuts you can use to navigate your spreadsheet effectively
      2. Options for printing in Excel
    5. Tips for managing large worksheets in Excel
      1. Formatting and naming worksheet tabs
      2. Managing and viewing large workbooks
    6. Using Excel in Accounting
      1. Using Excel and QuickBooks in the Accounting process
      2. Using Excel for project management
  8. Introduction to QuickBooks
    1. Exploring QuickBooks
      1. Employee center
      2. Customer center
      3. Vendor center
      4. Banking center
    2. How to perform basic banking activities in the banking center
      1. Write a check
      2. Record a deposit
      3. Use bank account registers
      4. Enter hand written checks
      5. Transfer money between accounts
      6. Reconcile
    3. The customer center holds the customer information and transaction activities
      1. Job estimates
      2. Sales
      3. Invoices
      4. Record payments
      5. Record credits
    4. Formatting invoices and processing sale forms
    5. Setting up the chart of accounts in QuickBooks
    6. Reports that can be run in the report center of QuickBooks
    7. Maintaining your inventory in QuickBooks
    8. Time tracking in QuickBooks
    9. Creating job estimates in QuickBooks
      1. Create jobs
      2. Create multiple estimates
      3. Transform estimates into invoices
      4. Update and modify current job status
    10. Confirming accuracy of the company records in QuickBooks
      1. The chart of accounts
      2. Customer list
      3. Vendor list
      4. Job list
      5. Employee list
  9. Persuasive Communication
    1. Fundamentals of communication
      1. Non-verbal communication
    2. The importance of knowing the audience in persuasive communication
      1. Personality profiling
    3. The power of listening
    4. Credibility of the speaker is key in persuasion
    5. Evidence in persuasion
      1. Tips for using evidence in persuasion
      2. Reasoning in persuasion
    6. Emotion in persuasion
    7. Organizing the argument
      1. Questions of fact, value, and policy
      2. Monroe's Motivated Sequence
    8. Defining of strategic management in operations
      1. Strategic planning
      2. Implementation of the strategic plan
      3. Questions to ask in developing your business model
    9. Mindset of strategic thinking
      1. What is my business environment
      2. What is my corporate culture
      3. What are your goals and objectives
    10. Strategic planning models
      1. Kerry Napuk's 5-Step Strategic Planning Model
      2. Karl Albrecht's Strategy Formulation Process
    11. Questions to ask when creating strategic alternatives
    12. Criteria for implementation
  10. Project Management
    1. Project management for executives
    2. Foundation of project management
      1. Modern project management
      2. Project management context
      3. Application of project management principles
    3. Characteristics of a project
      1. Established objectives
      2. Defined life-cycle
      3. Require organizational commitment
      4. Time, cost and performance requirements
    4. Project management lifecycle
      1. Difference between projects and programs
      2. Skills essential for project managers
    5. Build effective team
    6. Use individual contributors
    7. Motivate in a project management environment
    8. Manage effective meetings






Ohlone College

39399 Cherry Street, Room 1203
Community Education
Newark, CA 94560 US

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