Consider Becoming a Legal Document Assistant (LDA)?
Are you well organized, detail oriented, self-directed and not afraid to ask questions?
Do you enjoys working with the public?
Then becoming a Legal Documents Assistant might be right career path for you.
Are you already offering Paralegal services directly to the public?
Do you fill out [assist with the completion of] documents for compensation?
If you offer or are contemplating providing document preparation services directly to the public for compensation without the supervision of an attorney, you may be required to register as a Legal Document Assistant, according to California Business & Professions Code § 6400, et seq.
Here's what Bus & Professions Code § 6400(c)(1) says, any person who “provides, or assists in providing, or offers to provide, or offers to assist in providing, for compensation, any self-help service to a member of the public who is representing himself or herself in a legal matter, or who holds himself or herself out as someone who offers that service or has that authority. This paragraph does not apply to any individual whose assistance consists merely of secretarial or receptionist services."
Do you enjoys working with the public?
Then becoming a Legal Documents Assistant might be right career path for you.
Are you already offering Paralegal services directly to the public?
Do you fill out [assist with the completion of] documents for compensation?
If you offer or are contemplating providing document preparation services directly to the public for compensation without the supervision of an attorney, you may be required to register as a Legal Document Assistant, according to California Business & Professions Code § 6400, et seq.
Here's what Bus & Professions Code § 6400(c)(1) says, any person who “provides, or assists in providing, or offers to provide, or offers to assist in providing, for compensation, any self-help service to a member of the public who is representing himself or herself in a legal matter, or who holds himself or herself out as someone who offers that service or has that authority. This paragraph does not apply to any individual whose assistance consists merely of secretarial or receptionist services."
Innovation In The Legal Industry: A Grass Roots Movement
The Legal Document Assistant (LDA) profession was bore from community based legal advocacy. In fact, the LDA profession is an innovation in the legal services industry which enhances the delivery of, and access to, legal services. In some communities throughout California LDAs are the only legal resource. Becoming an LDA is privilege which should not be taken lightly. We serve members of the public who aren't able to hire a lawyer, while alleviating the demand on limited court resources. Legal Document Assistants are an affordable non-attorney professional alternative for members of the public facing a legal problems, but can't afford to hire an attorney.
Institutional Barriers to Legal Access
Making that decision to walk down this career pathway requires more than just adherence to the LDA BPC, it requires a commitment and a belief in oneself to take on challenges of not only the legal industry, but also working with California courts that are severely underfunded.
Chronic underfunding of the courts unfairly affects members of the public seeking their day in court. Trial courts receive a little more than a penny for every general fund tax dollar, and in the past the judicial branch has had funds swept to support the state budget during times of crisis. Now the courts have an ongoing funding crisis, new laws are added annually, there are more complex cases, but there is no stable funding solution for the judicial branch and the people we all serve. - Chief Justice Tani G. Cantil-Sakauye
Before the judicial branch implemented the Workload-based Allocation and Funding Methodology (2013-14, left) some trial courts were underfunded by as much as 60%. By 2017-18 (right), the new formula had helped equalize funding gaps.
SOURCE: The Trial Court Funding Formula, Explained by Merrill Balassone
Access to Justice Gap
Thanks to Justice Tani G. Cantil-Sakauye's leadership the issue of court underfunding has made considerable progress, notwithstanding other systemic barriers the access to justice gap raminas prevalent throughout California.
In the past year, 55 percent of Californians at all income levels experienced at least one civil legal problem in their household, yet nearly 70 percent of them received no legal assistance. Fewer than 1 in 3 Californians sought legal assistance to address their problems." - California Justice Gap Study: Measuring the Unmet Civil Legal Needs of Californians.
SOURCE: California Justice Gap Study Executive Report
Understanding The Legal Issue
The Justice Gap Study Executive Report also tells us the gap in knowledge is the one of the key issues in access to justice. As an LDA One of the biggest challenges of working with the self-representing litigants, is they do not realize their questions are legal questions which can or should only be answered by an attorney. While we can provide litigants self-help resources or sure the litigant an research the answer themselves, but legal research is a art in of of itself which is a two semester program taught in a paralegal program. This is a systemic civics issue that transcendent socio-economic condition. How does the constitutional right to redress serve the people if they cannot navigate the legal system without paying thousands in attorney fees? Fortunately, the California State Bar is presently working on address these very issues.
- The California Justice Gap Survey revealed that a significant portion of the justice gap in California is caused by a lack of knowledge about the civil legal system. Most do not recognize the legal aspects of these problems; if they do recognize those aspects, many do not know how to access the appropriate resources to address them. - California Justice Gap Study: Measuring the Unmet Civil Legal Needs of Californians.
SOURCE: California Justice Gap Study Executive Report
The Legal Document Assistant profession, while challenging, can be very rewarding. LDAs close the legal resource gap that often exists in our judicial system. Even if we can't provide legal advice, at minimum we help pro se litigants identify that they have a legal issue. We provide affordable legal services bridging accessibility. Are you ready to become part of the legal justice solution?
Connecting With Other Legal Professionals
Building a network of like-minded professionals is key to the success of your LDA business.
@legalcnetwork Replying to @erika.esq ā¬ original sound - legalcnetwork
what is a legal document assistant (LDA)?
Formerly known as Independent Paralegals, Legal Document Assistants are non-attorneys authorized to assist Self-Help (Pro Per) litigants with the completion of legal documentation. LDAs cannot represent anyone in court, we cannot provide advice about legal rights or the law, nor can LDAs select legal forms. Fortunately, Court websites have document packets with most commonly used legal documents free to download. Only an attorney can provide legal advise tailored for your specific case.
What Are Self-Help Services?
Kinds of services that a Legal Document Assistant can perform for you:
I can perform the following self-help services for you in connection with a legal matter in which you are representing yourself:
I can type or otherwise complete, as you specifically direct, legal documents that you have selected. I can provide you general published factual legal information that has been written or approved by an attorney, to help you represent yourself. I can provide you published legal documents. I can file and serve legal forms and documents as you specifically direct.
These are the only kinds of services that I can perform for you. I cannot provide you any service if you need additional services. If you need additional services, then you require the services of an attorney.
Kinds of services that I cannot perform for you:
I cannot provide you any self-help service unless you are representing yourself in a legal matter and the self-help service relates to that legal matter.
I cannot engage in the practice of law. This means that I cannot give you any kind of advice, explanation, opinion or recommendation about possible legal rights, remedies, defenses, strategies or options that you may have. I cannot give you any advice, explanation, opinion or recommendation regarding selection of forms.
What Are Self-Help Services?
Kinds of services that a Legal Document Assistant can perform for you:
I can perform the following self-help services for you in connection with a legal matter in which you are representing yourself:
I can type or otherwise complete, as you specifically direct, legal documents that you have selected. I can provide you general published factual legal information that has been written or approved by an attorney, to help you represent yourself. I can provide you published legal documents. I can file and serve legal forms and documents as you specifically direct.
These are the only kinds of services that I can perform for you. I cannot provide you any service if you need additional services. If you need additional services, then you require the services of an attorney.
Kinds of services that I cannot perform for you:
I cannot provide you any self-help service unless you are representing yourself in a legal matter and the self-help service relates to that legal matter.
I cannot engage in the practice of law. This means that I cannot give you any kind of advice, explanation, opinion or recommendation about possible legal rights, remedies, defenses, strategies or options that you may have. I cannot give you any advice, explanation, opinion or recommendation regarding selection of forms.
BECOMING SELF-EMPLOYED
While Bus & Professions Code § 6400, et seq. goes into great detail about the role and responsibilities of an LDA, what it does not tell you is the business aspect of becoming an LDA. Self-Employment is not for everyone. There are federal, state, and local business requirements that your business must comply with. Then there is the financial aspect. Are you ready to prepare financial statements like a Profit & Loss or how about a Balance Sheet? Sure you can contract out the accounting portion, but that costs money. In addition, you'll need vital components in place such as marketing, client management software, and drafting software for pleadings which may require thousands of initial investment. What will the day to day operations be like? What will clients experience when they interface with your business, i.e. client flow.
Have I scared you off yet? No, good!
Then becoming an LDA may be right for you after all. The best place to start is with building your business is with the support of the Small Business Administration or Northern California’s SBA Women’s Business Center. Having a business plan with 3/5/10 years goals is important. This is the framework your business will follow.
It's really comes down to the entrepreneurial mindset. To help keep me motivated and on track I surround myself with like minded professionals by network with fellow entrepreneurs and listen to podcasts such as Side Hustle Pro.
Have I scared you off yet? No, good!
Then becoming an LDA may be right for you after all. The best place to start is with building your business is with the support of the Small Business Administration or Northern California’s SBA Women’s Business Center. Having a business plan with 3/5/10 years goals is important. This is the framework your business will follow.
It's really comes down to the entrepreneurial mindset. To help keep me motivated and on track I surround myself with like minded professionals by network with fellow entrepreneurs and listen to podcasts such as Side Hustle Pro.
BECOMING A PARALEGAL in california
California Business & Professions Code § 6450, et seq.
(a) “Paralegal” means a person who holds himself or herself out to be a paralegal, who is qualified by education, training, or work experience, who either contracts with or is employed by an attorney, law firm, corporation, governmental agency, or other entity, and who performs substantial legal work under the direction and supervision of an active member of the State Bar of California, as defined in Section 6060 , or an attorney practicing law in the federal courts of this state, that has been specifically delegated by the attorney to him or her. Tasks performed by a paralegal include, but are not limited to, case planning, development, and management; legal research; interviewing clients; fact gathering and retrieving information; drafting and analyzing legal documents; collecting, compiling, and utilizing technical information to make an independent decision and recommendation to the supervising attorney; and representing clients before a state or federal administrative agency if that representation is permitted by statute, court rule, or administrative rule or regulation.
(b) Notwithstanding subdivision (a), a paralegal shall not do the following:
(1) Provide legal advice.
(2) Represent a client in court.
(3) Select, explain, draft, or recommend the use of any legal document to or for any person other than the attorney who directs and supervises the paralegal.
(4) Act as a runner or capper, as defined in Sections 6151 and 6152 .
(5) Engage in conduct that constitutes the unlawful practice of law.
(6) Contract with, or be employed by, a natural person other than an attorney to perform paralegal services.
(7) In connection with providing paralegal services, induce a person to make an investment, purchase a financial product or service, or enter a transaction from which income or profit, or both, purportedly may be derived.
(8) Establish the fees to charge a client for the services the paralegal performs, which shall be established by the attorney who supervises the paralegal's work. This paragraph does not apply to fees charged by a paralegal in a contract to provide paralegal services to an attorney, law firm, corporation, governmental agency, or other entity as provided in subdivision (a).
(c) A paralegal shall possess at least one of the following:
(1) A certificate of completion of a paralegal program approved by the American Bar Association (ABA).
(2) A certificate of completion of a paralegal program at, or a degree from, a post-secondary institution that requires the successful completion of a minimum of 24 semester, or equivalent, units in law-related courses and that has been accredited by a national or regional accrediting organization or approved by the Bureau for Private Post-secondary and Vocational Education.
(3) A baccalaureate degree or an advanced degree in any subject, a minimum of one year of law-related experience under the supervision of an attorney who has been an active member of the State Bar of California for at least the preceding three years or who has practiced in the federal courts of this state for at least the preceding three years, and a written declaration from this attorney stating that the person is qualified to perform paralegal tasks.
(4) A high school diploma or general equivalency diploma, a minimum of three years of law-related experience under the supervision of an attorney who has been an active member of the State Bar of California for at least the preceding three years or who has practiced in the federal courts of this state for at least the preceding three years, and a written declaration from this attorney stating that the person is qualified to perform paralegal tasks. This experience and training shall be completed no later than December 31, 2003.
(d) Every two years, commencing January 1, 2007, any person that is working as a paralegal shall be required to certify completion of four hours of mandatory continuing legal education in legal ethics and four hours of mandatory continuing legal education in either general law or in an area of specialized law. All continuing legal education courses shall meet the requirements of Section 6070 . Certification of these continuing education requirements shall be made with the paralegal's supervising attorney. The paralegal shall be responsible for keeping a record of the paralegal's certifications.
(e) A paralegal does not include a non-lawyer who provides legal services directly to members of the public, or a legal document assistant or unlawful detainer assistant as defined in Section 6400 , unless the person is a person described in subdivision (a).
(f) This section shall become operative on January 1, 2004.
There are two amazing ABA Paralegal/Legal Assisting Education Programs here in Sacramento, while both are amazing programs. Only you can decide which is right for you.
The Legal Talk Network, The Paralegal Voice has a great podcast "Become a Paralegal: How to Choose a School and Get Experience" which discussion how to choose a paralegal educational institution right for you.
(a) “Paralegal” means a person who holds himself or herself out to be a paralegal, who is qualified by education, training, or work experience, who either contracts with or is employed by an attorney, law firm, corporation, governmental agency, or other entity, and who performs substantial legal work under the direction and supervision of an active member of the State Bar of California, as defined in Section 6060 , or an attorney practicing law in the federal courts of this state, that has been specifically delegated by the attorney to him or her. Tasks performed by a paralegal include, but are not limited to, case planning, development, and management; legal research; interviewing clients; fact gathering and retrieving information; drafting and analyzing legal documents; collecting, compiling, and utilizing technical information to make an independent decision and recommendation to the supervising attorney; and representing clients before a state or federal administrative agency if that representation is permitted by statute, court rule, or administrative rule or regulation.
(b) Notwithstanding subdivision (a), a paralegal shall not do the following:
(1) Provide legal advice.
(2) Represent a client in court.
(3) Select, explain, draft, or recommend the use of any legal document to or for any person other than the attorney who directs and supervises the paralegal.
(4) Act as a runner or capper, as defined in Sections 6151 and 6152 .
(5) Engage in conduct that constitutes the unlawful practice of law.
(6) Contract with, or be employed by, a natural person other than an attorney to perform paralegal services.
(7) In connection with providing paralegal services, induce a person to make an investment, purchase a financial product or service, or enter a transaction from which income or profit, or both, purportedly may be derived.
(8) Establish the fees to charge a client for the services the paralegal performs, which shall be established by the attorney who supervises the paralegal's work. This paragraph does not apply to fees charged by a paralegal in a contract to provide paralegal services to an attorney, law firm, corporation, governmental agency, or other entity as provided in subdivision (a).
(c) A paralegal shall possess at least one of the following:
(1) A certificate of completion of a paralegal program approved by the American Bar Association (ABA).
(2) A certificate of completion of a paralegal program at, or a degree from, a post-secondary institution that requires the successful completion of a minimum of 24 semester, or equivalent, units in law-related courses and that has been accredited by a national or regional accrediting organization or approved by the Bureau for Private Post-secondary and Vocational Education.
(3) A baccalaureate degree or an advanced degree in any subject, a minimum of one year of law-related experience under the supervision of an attorney who has been an active member of the State Bar of California for at least the preceding three years or who has practiced in the federal courts of this state for at least the preceding three years, and a written declaration from this attorney stating that the person is qualified to perform paralegal tasks.
(4) A high school diploma or general equivalency diploma, a minimum of three years of law-related experience under the supervision of an attorney who has been an active member of the State Bar of California for at least the preceding three years or who has practiced in the federal courts of this state for at least the preceding three years, and a written declaration from this attorney stating that the person is qualified to perform paralegal tasks. This experience and training shall be completed no later than December 31, 2003.
(d) Every two years, commencing January 1, 2007, any person that is working as a paralegal shall be required to certify completion of four hours of mandatory continuing legal education in legal ethics and four hours of mandatory continuing legal education in either general law or in an area of specialized law. All continuing legal education courses shall meet the requirements of Section 6070 . Certification of these continuing education requirements shall be made with the paralegal's supervising attorney. The paralegal shall be responsible for keeping a record of the paralegal's certifications.
(e) A paralegal does not include a non-lawyer who provides legal services directly to members of the public, or a legal document assistant or unlawful detainer assistant as defined in Section 6400 , unless the person is a person described in subdivision (a).
(f) This section shall become operative on January 1, 2004.
There are two amazing ABA Paralegal/Legal Assisting Education Programs here in Sacramento, while both are amazing programs. Only you can decide which is right for you.
- American River College = Legal Assisting
- MTI College = Paralegal Studies
The Legal Talk Network, The Paralegal Voice has a great podcast "Become a Paralegal: How to Choose a School and Get Experience" which discussion how to choose a paralegal educational institution right for you.
JOINING AN ASSOCIATION
The best way to navigate Bus & Professions Code § 6400, et seq. is with the support of other LDA professionals. Conectando-Latinos.com is an amazing organization centered around supporting legal professionals and fighting on the front line of access to justice.
STEP BY STEP GUIDE TO REGISTER AS AN LDA
Establish that the minimum level of experience and/or education:
Business and Professions Code §6402.1
(a) A high school diploma or general equivalency diploma, and either a minimum of two years of law-related experience under the supervision of a licensed attorney, or a minimum of two years experience, prior to January 1, 1999, providing self-help service.
(b) A baccalaureate degree in any field and either a minimum of one year of law-related experience under the supervision of a licensed attorney, or a minimum of one year of experience, prior to January 1, 1999, providing self-help service.
(c) A certificate of completion from a paralegal program that is institutionally accredited but not approved by the American Bar Association (ABA), that requires successful completion of a minimum of 24 semester units, or the equivalent, in legal specialization courses.
(d) A certificate of completion from a paralegal program approved by the American Bar Association (ABA).
NOTE: If you completed a Paralegal Program at an educational institution you may either order official transcripts or provide a copy of your degree as proof of certificate completion. [DO NOT OPEN OFFICIAL SEALED TRANSCRIPTS. THE COUNTY CLERK/RECORDER WILL.]
Business and Professions Code §6402.1
(a) A high school diploma or general equivalency diploma, and either a minimum of two years of law-related experience under the supervision of a licensed attorney, or a minimum of two years experience, prior to January 1, 1999, providing self-help service.
(b) A baccalaureate degree in any field and either a minimum of one year of law-related experience under the supervision of a licensed attorney, or a minimum of one year of experience, prior to January 1, 1999, providing self-help service.
(c) A certificate of completion from a paralegal program that is institutionally accredited but not approved by the American Bar Association (ABA), that requires successful completion of a minimum of 24 semester units, or the equivalent, in legal specialization courses.
(d) A certificate of completion from a paralegal program approved by the American Bar Association (ABA).
NOTE: If you completed a Paralegal Program at an educational institution you may either order official transcripts or provide a copy of your degree as proof of certificate completion. [DO NOT OPEN OFFICIAL SEALED TRANSCRIPTS. THE COUNTY CLERK/RECORDER WILL.]
Business Address
Establish a separate business address. This step is not required but recommended. Your business address will be listed on your Bond, the County LDA Application, LDA ID Card, LDA Stamp, all business documents and the Fictitious Business Name Application. Remember the bond and any information listed on bond becomes part of official public record once recorded with the county. [TIP: to keep your home address private.]
The simplest and most affordable way to establish a separate business address is by opening a Mailbox with USPS or UPS. A virtual office is the best way to establish a professional business office at a minimal cost where clients can deliver and retrieve documents from your business.
LDA Stamp
Bus & Professions Code § 6408
The registrant’s name, business address, telephone number, registration number, and county of registration shall appear on any solicitation or advertising, and on any appropriate papers or documents prepared or used by the registrant, including, but not limited to, contracts, letterhead, business cards, correspondence, documents, forms, claims, petitions, checks, receipts, money orders, and pleadings.
Fictitious Business Name
What will be your business name? While filing a Fictitious Business Name is not required it will help improve your company profile. Protect your business name by registering it with the Sacramento County Department of Finance. [TIP: Terms "Paralegal," “Paralegal Services,” “Legal Aid,” “Legal Services,” or other misleading terms should not be included in advertising and business names.]
Bus & Professions Code § 6411, et seq.:
(f) Use in the person’s business name or advertising the words “legal aid,” “legal services,” or any similar term that has the capacity, tendency, or likelihood to mislead members of the public about that person’s status as a nonprofit corporation or governmentally supported organization offering legal services without charge to indigent people, or employing members of the State Bar to provide those services.
Bus & Professions Code § 6452, et seq.:
(a) It is unlawful for a person to identify himself or herself as a paralegal on any advertisement, letterhead, business card or sign, or elsewhere unless he or she has met the qualifications of subdivision (c) of Section 6450 and performs all services under the direction and supervision of an attorney who is an active member of the State Bar of California or an attorney practicing law in the federal courts of this state who is responsible for all of the services performed by the paralegal. The business card of a paralegal shall include the name of the law firm where he or she is employed or a statement that he or she is employed by or contracting with a licensed attorney.
$25,000 Surety Bond
Present a bond in the amount of $25,000 naming the registrant as principal providing the term of the bond, two (2) years, commencement date and expiration date. A California Legal Document Assistant Bond is about $400 for two years. Click here for a list of CALDA approved Bond Agencies. [TIP: You can obtain a combined LDA and UD bond]
County Registration (Sacramento County Individual LDA Application)
LDAs are required to register in the county of primary practice and in any county in which you maintain a branch office (each county requires a separate bond).
If you registering at the Sacramento County Clerk/Recorder's Office here is what to expect:
CONGRATULATIONS! YOU’RE A LEGAL DOCUMENT ASSISTANT!
Establish a separate business address. This step is not required but recommended. Your business address will be listed on your Bond, the County LDA Application, LDA ID Card, LDA Stamp, all business documents and the Fictitious Business Name Application. Remember the bond and any information listed on bond becomes part of official public record once recorded with the county. [TIP: to keep your home address private.]
The simplest and most affordable way to establish a separate business address is by opening a Mailbox with USPS or UPS. A virtual office is the best way to establish a professional business office at a minimal cost where clients can deliver and retrieve documents from your business.
LDA Stamp
Bus & Professions Code § 6408
The registrant’s name, business address, telephone number, registration number, and county of registration shall appear on any solicitation or advertising, and on any appropriate papers or documents prepared or used by the registrant, including, but not limited to, contracts, letterhead, business cards, correspondence, documents, forms, claims, petitions, checks, receipts, money orders, and pleadings.
Fictitious Business Name
What will be your business name? While filing a Fictitious Business Name is not required it will help improve your company profile. Protect your business name by registering it with the Sacramento County Department of Finance. [TIP: Terms "Paralegal," “Paralegal Services,” “Legal Aid,” “Legal Services,” or other misleading terms should not be included in advertising and business names.]
Bus & Professions Code § 6411, et seq.:
(f) Use in the person’s business name or advertising the words “legal aid,” “legal services,” or any similar term that has the capacity, tendency, or likelihood to mislead members of the public about that person’s status as a nonprofit corporation or governmentally supported organization offering legal services without charge to indigent people, or employing members of the State Bar to provide those services.
Bus & Professions Code § 6452, et seq.:
(a) It is unlawful for a person to identify himself or herself as a paralegal on any advertisement, letterhead, business card or sign, or elsewhere unless he or she has met the qualifications of subdivision (c) of Section 6450 and performs all services under the direction and supervision of an attorney who is an active member of the State Bar of California or an attorney practicing law in the federal courts of this state who is responsible for all of the services performed by the paralegal. The business card of a paralegal shall include the name of the law firm where he or she is employed or a statement that he or she is employed by or contracting with a licensed attorney.
$25,000 Surety Bond
Present a bond in the amount of $25,000 naming the registrant as principal providing the term of the bond, two (2) years, commencement date and expiration date. A California Legal Document Assistant Bond is about $400 for two years. Click here for a list of CALDA approved Bond Agencies. [TIP: You can obtain a combined LDA and UD bond]
County Registration (Sacramento County Individual LDA Application)
LDAs are required to register in the county of primary practice and in any county in which you maintain a branch office (each county requires a separate bond).
If you registering at the Sacramento County Clerk/Recorder's Office here is what to expect:
- Start early. Their office opens at 8:00 AM Monday - Friday. Documents deposited after 3:00 p.m. are recorded the next business day.
- Make sure you have everything completed before you head out. You don't want to have to start all over again with another clerk the next day.
- Pay the fees: You may also use a credit/debit card before 3pm, otherwise have your checkbook ready.
- File registration: $93.00
- File bond: $10.00
- Record bond*: $21.00 for the first page and $3.00 for each additional page (including any lead page)
- Each additional ID card: $37.00
- LDA ID Card: The clerk will take your picture and within 30 min provide your card. Remember you will be presenting this card to your clients, so dress professionally.
CONGRATULATIONS! YOU’RE A LEGAL DOCUMENT ASSISTANT!
WHAT IS UNLAWFUL PRACTIVE OF LAW (UPL)?
It is imperative in operating a successful LDA Business to steer clear from practicing law. As LDAs we do not advise clients as to their rights or the law. Questions related to:
The California Paraprofessional Program Working Group held an informative discussion of how the State Bar and the Los Angeles District Attorney confronts UPL.
- What you should do;
- What is legally required of you or the other party;
- What your legal obligations are;
- If a law/procedure is applicable to your case;
- Any explanations of your rights or the law;
The California Paraprofessional Program Working Group held an informative discussion of how the State Bar and the Los Angeles District Attorney confronts UPL.
FREE & LOW COST BUSINESS BUILDING RESOURCES
The following are a list of the various business building tools I have used and currently using in the development of my LDA practice. There are lots of products and services out there. I hope you find them helpful.
Advertising/Marketing Resources
- Google My Business (Free business listing on Google Maps & more)
- Bing Places for Business (Free business listing)
- Yelp Business Listing (Free business listing)
- Facebook (Free business listing)
- Instagram (Free business listing)
- Twitter (Free business listing)
Appointments/Scheduling Tools
- Square Appointments (Free Appointment Scheduling Software and Booking App)
Bookkeeping & Payroll Tools
- QuickBooks (Accounting & Payroll Program)
- Use this referral link to get up to 50% off and a $50 Visa® Card
- Gusto (Payroll Program)
- Use this referral link to get a $100 Visa® Card
- Square Payroll (Invoicing & Payroll & Time Tracking)
Business Legal Plan
- LegalShield Small Business Plan Custom business legal plans starting at $39.00 per month give you access to a huge variety of legal services to help you rest easy knowing you’re protected. Speak to a lawyer as often as you’d like, get contracts & documents reviewed before you sign and much more. Protect and grow your business with a LegalShield Small Business Plan.
- Use this link
Business Telephone Service
- Google Voice (Free business telephone number)
- RingCentral (Cost effective business voice, video, fax and more with auto receptionist)
- Smith.ai (Virtual Receptionist)
Case Management, CRM and More!
- Clio Suite (CRM, Automated Document Templates, Workflow, Case Management, with Client Portal)
- Use this link for 10% off!!
- Clio Promotional Code: AP-LEGALDOC
- Dubsado (CRM, Workflow, Project Management, with Client Portal)
- Use this link for 20% off!!
- Clio Promotional Code: PREPAREDLEGAL
Judicial Council Forms & Legal Document Automation
- Lawyaw (Dynamic Fillable Templates) - Please tell him Angela referred you for 10% - 15% off!!
- Andreas Becker, J.D.
Sales at Lawyaw
Direct Telephone: (805) 451-3742
www.lawyaw.com
[email protected]
- Andreas Becker, J.D.
Payment Processing Tools
- Square Credit Card Processing Service (Free Processing on first $1,000)
- Venmo (Free Payment App that makes it to send and receive money from clients)
- Cash App (Free Payment App that makes it to send and receive money from clients)
āProfessional Business Address/ Virtual Office
- Regus - Please tell him Angela referred you for a discount!
- Nishant Kohli
Regus Area Manager TL Sacramento | East Bay
500 Capitol Mall, Suite 2350
Sacramento, CA 95814
Direct Telephone: (916) 509-5477
[email protected]
- Nishant Kohli
Website Services
- Weebly (Simple and cost effective website platform) Use this link for 10% off!!
- Google My Business (Free website)
