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• Travel methods


  • Plane
  • Railroad
  • Ship
  • Bus
  • Car
• Advance reservations


  Advisable for travel by any means other than plane, the earlier the better
• Air travel


  Most popular method of transportation for business trips to destination more than 200 miles away, takes less time than other methods
• Vital records that should be kept permanently and preserved

  • Birth record
  • Marriage record
  • Death record
  • Divorce record
  • School records
  • Court records
• Official Airline Guide


  Contains flight schedules for all airlines, revised periodically
• Birth record


  Filed in the country/municipality where a person was born, contains information such as full names of parents, mother's maiden name, baby's name, date of birth, location of birth
• Ways to arrange travel

  • Travel department of the company
  • Travel agency
  • Arranged it yourself
• Marriage record


  Contains information such as date of marriage, location, full names of bride and groom, full names of their parents
• Traveling by car


  1. Complete a travel authorization form or Trip Ticket

  2. Include name of driver, destination, purpose of trip, dates and time of departure and return, estimated round trip mileage
• Foreign travel


  • Requires careful planning due to differences in time zone, currency and customs
  • Travel agent services are helpful to obtain special travel documents (visas, travel permits, passport)
• Death record


  Contains full name of deceased, date of death, location of burial, may also include date of birth and who reported the death
• Divorce record


  Filed with local government office where divorce was approved, contains names of parties, date divorce was finalized, details of property/debt division, custody and support arrangements, temporary restraining orders
• School records


  Include grades, transcripts, class lists, schedules, health records, financial information, discipline files
• Court records


  Available for public review and research, can be used for background checks, finding lost family members, obtaining copies of your own records
• Types of fees paid to lawyers

  • Contingency fees
  • Project fees
  • Retainer fees
  • Statutory fees
  • Legal fees
• Contingency fees


  A percentage of the award received in a civil case that is paid to the attorney
• Client information

  Traveler's name, address, telephone numbers, fax number, email number, travel dates
• Project fees


  Attorney's fee set based on the work performed, such as writing a will or preparing a trust agreement
• Retainer fees


  Paid at the outset of the case by the client for use only in that particular case
• Statutory fees


  Fees set by statute, such as for the probate of an estate
• Legal fees


  Paid by clients for the services rendered by the lawyer
• Hotel accommodation


  Name of hotel
• Person to be visited

  Name of person
• Docket sheet


  A document kept in the case file at the courthouse, listing all papers filed and actions taken in a case, which is a public record
• Shorthand dictation

  1. Always be prepared with notebooks, pens, pencils

  2. Use a notebook with a rubber band to mark the next fresh page

  3. Use a red pen for special instructions

  4. Devise a system for making intentions of material and corrections

  5. Quickly assess the attitude of the boss in dictating
• Information needed in docket sheet


  • Client's name
  • Each activity performed by attorney and time devoted
  • Name of other parties to the action
  • All disbursements made by the firm
  • Type of action