Sunday Summary 9-22-13

Sunday Summary 9-22-13.

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Posted by on September 22, 2013 in Uncategorized


Thank you all – I have moved

I am a woman in process. I’m just trying like everybody else. I try to take every conflict, every experience, and learn from it. Life is never dull.

Oprah Winfrey

A year ago I made the decision that I needed change in my life.  I was going through the motions in a very successful fifteen plus year career.  I had gone from being a file clerk, to secretary, to paralegal assistant, to paralegal, to senior paralegal to paralegal supervisor and ultimately I supervised the paralegal department.  I loved it, had lots of fun and learned a lot from all, young and older paralegals alike.  The trouble was that I no longer felt I was able to give as much as I wanted to.  My days began to feel like routine.  There were days that I felt I no longer had anything to learn.  It all seemed the same.

I left.  I will always be a paralegal and I am very good at it.  In fact, it’s one of the few things at which I excel.  I am good at research and analysis.  I write well enough and I am good with people…… ok, I’m amazing hahaha…. now that you know this let us continue with the topic at hand.

I found a position in at another large financial company in the compliance department.  My title is no longer paralegal but my heart is.  In fact, I still work with attorneys.  However, that’s a topic for another day.

With this change I also stopped posting here.  There are so many excellent paralegals in the blog world.  Please take a look at my blogroll here and go check them out.  They are great women and men and they are extremely helpful.  Tell them I sent you.   If you are looking for paralegal related advice they are the ones you want to follow.  However,  I didn’t leave altogether.  I am now posting at Anakiya’s World and although I do not talk about paralegal specific issues I do speak about career related issues.  Please come visit me and if you like it please subscribe, write me comments, tell me how you’re doing and just sit and chat with me for a while.  I do hope you come and visit me over there.  I am little by little moving some of my writing to that blog and eventually will be closing this one down.

I wanted to thank all that have supported me throughout the years and allowed me to stand on my proverbial soap box and allowed me my five minutes of “fame.”  Thank you all so much and I do hope to see you in my world.  Come and give me the courage to start fresh and help me navigate my new world.

See you all over there.



Burberry hat

Burberry Bow Detail Cotton Gabardine Rain Hat

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Posted by on June 11, 2013 in Uncategorized


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RedactIt Software

Last month I received an email from, Jessica, a representative of Burk & Company LLC, asking me if I would do a review of a software application called RedactIt.  At the time I was getting ready to go on vacation so I asked that she contact me after vacation and I would look into it.  As promised, Jessica emailed me when I got back and we scheduled a meeting with a representative of RedactIt.  The meeting took place over another application called GoToMeeting, and because I work a full-time job and cannot be available during the day while I’m at work (I don’t think the boss would appreciate it) we scheduled it for Good Friday.  I know, I know, not very christian of me.  But one’s gotta do what one’s gotta do.

I want to thank all that were present at the meeting for taking the time on a holiday weekend to walk me through the application, which I have to say; looks amazing.

For about one hour I was able to see and experience a small sample of what the software is capable of and came away not regretting my decision to agree to do the review.  So why have I not done a review yet?  I still have not had the time to download the application onto my computer.  I am hoping to do that this weekend and then test it for 15 days.  Jessica did mention that if I needed more time I could just call and they would allow me more time on my trial period.  I intend on taking full advantage of the application and provide you with a thorough review of it. Just give me a few weeks.

My initial thoughts?  Well, during the meeting I was advised that the software is not Mac compatible and although I can download Parallels on my Mac, I do not want to go that route.  In this house we are Mac people and the only PC I currently own is a notepad that I absolutely hate.  I stressed that this is a very important upgrade for me and if it is important to me, some of my readers may feel the same way.  Despite this Mac compatibility problem my first impression of the application is good and I am looking forward to testing it on my own.

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Posted by on April 14, 2012 in Attorneys, paralegals, Reviews


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So, what’s been going on?

It feels like forever since I’ve been here.  There has been so much going on which should not be an excuse but…. since this is my blog I’ll make it an excuse just so I can feel better about not being here :).

I want to thank all of you who have stuck around waiting for the next post and I promise that this time it will be coming very shortly.  I’m working on doing some software reviews and will be doing some reviews of Apps on the iPad.  I may even review some fun apps just because I can.

Seriously, though.  I have been really busy at the office and even though I probably could have found the time to post here, I have to admit that I am so tired by the time I get home that I am not able to think of anything to talk to you about.  We have had a few paralegals leave to pursue other opportunities and for a while there we were trying to hire as well as keep up with the influx of work.  It looks like we’re ok now and my head is finally above water.

It has been a really busy couple of months in the financial industry.  1) a lot of the laws that were passed due to the financial “fiasco” have come to fruition this year, so we are being bombarded with regulations and audits; 2) Because the economy is bound to get better (keeping my fingers crossed) we are positioning ourselves to take advantage of the upturn as soon as it happens and this leads me to why the past 4 months have been feeling like I was run over by a Mac Truck.

An opportunity presented itself for me to take on a new type of work.  Currently, along with being the paralegal supervisor and the lead paralegal on all regulatory matters I have also developed a new role as a corporate and foreign registration compliance paralegal.  The position never existed at the firm and I have been lucky enough to make it into what I want.  Although I’m having a really good time with it and learning a lot, I am exhausted by the time I get home.  There are a lot of things to learn and plans to put into practice.  I am hoping to be able to write a couple of posts about it but still don’t know exactly how to do that.

Anyway, I just really wanted to say hello to all of you and thank you for sticking around.  Please feel free to come by and kick my tired butt so I get on here, Facebook and Twitter more often.  After all, I really do enjoy talking to you all and should make the time to do it.

For now, I’m going to have some dinner and I will try to work on a post for next time.


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Posted by on April 2, 2012 in Attorneys, paralegals


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Facebook and Right to Privacy

Most of us use Facebook or other forms of social networking.  We put up cute pictures of ourselves, our pets and our family members.  Most of us even go through the trouble of marking some of our postings private in the hopes that they don’t fall into the wrong hands.  However, does private really mean private?

According to a decision by the New York Appeals court on October 27, 2011, Paterson v. Turner Construction, an employer does not have the right to see all that is on an employee’s Facebook account, but not because it’s private, because the demand by counsel was not specific enough when making demands for production in order to build the case.

The postings on plaintiff’s online Facebook account, if relevant, are not shielded from discovery merely because plaintiff used the service’s privacy settings to restrict access (Romano v Steelcase Inc., 30 Misc.3d 426, 433-434 [2010]), just as relevant matter from a personal diary is discoverable (see Faragiano v Town of Concord, 294 A.D.2d 893, 894 [2002]).

It appears that when you sign up for Facebook you sign an agreement that states that although you may mark your documents private the chance of them coming into the public domain is not unforsseable.

In a 1967 case of Katz v. United States of America the court opined that fourth Amendment’s right to privacy “protects people not places.”  Keep in mind that the internet is a place and as such it is not protected by the Fourt Amendment’s Right to Privacy according to the Katz court.

As paralegals we all know what it’s like to draft a demand for discovery.  Sometimes you just know that if you can get your hands on such and such document you will be able to find what you need.  You go ahead and request everything under the sun.  Well, here it appears that the court is saying that, although you may have the right to the discovery you are requesting, make sure you are not going on a fishing expedition.  Make sure you know what you’re looking for and that you have a reason to request what you’re requesting.  Fishing expeditions are burdensome to everyone and no one wants to waste time going through documents that will lead to absolutely nothing.

So, for us paralegals there are two things to take away from this decision:  One in my opinion is more a professional matter and the other is more of a personal matter;

  1. Make sure that when you are drafting your demand for production of documents you know why you’re asking and that what you’re asking for will provide you with the information you are seeking.  Formulate your requests in a manner that will make allow your adversary to provide you with the documents you need without wasting yours and your adversary’s time; and on a personal note;
  2. Remember that just because you post something on the internet and marke it private – Privacy is really not privacy.  Once in the public domain (internet) it becomes public whether or not you set up your privacy settings.

Just as a reminder, I am not an attorney.  The above are just my opinions and my review of the court’s decision.  Nothing in this article or any of the articles by The Paralegal (me) should be construed as legal advice.

And on that note, I hope you enjoy my articles and take a minute to subscribe and check out the other blogs I read on a regular basis.  Let me know what you think.  I really enjoy reading your comments and try to respond to all of them so why don’t we have a chat?

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Posted by on November 1, 2011 in Discovery, paralegals


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From the Paralegal Convention

Today, as most of you know, I attended the New Jersey Paralegal Convention. The convention is an annual event and this year it was held at the Renaissance Convention Center in Islin, New Jersey. The venue has been reserved for next year as well. The Center was great. Very nice open area with lots of vendors. There were vendors that would have interested any type of paralegal professional. There were court reporters, process servers, global document filing and retrieval, this last one being really popular with everyone trying to go green but still having to keep in compliance with document retention policies. There was a lot to keep you busy as well as a lot of little “toys” that they all brought along. I got a baseball bat (a miniature one), the obligatory pens (lots of those), letter openers, note pads, can never have enough of those around and the coolest thing ever…. a bag that turns folds onto itself into the size of a golf ball (will be great for my commute).

Needless to say it was a great day spent to lots of people that do what I do and a great chance to network. If you ask me, and this is just my humble opinion, every paralegal should belong to a paralegal organization. There is no better way to stay abreast of the industry and learn what others are doing.

I was going to try to film some video but I was told I was not sure if it would be ok with the venue and the organization since I had not cleared it with them before the event. Therefore I have only a very short video which I will post right here.

In addition, I used my iPad throughout the entire event. I used an application called NotesPlus and recorded the sessions at the same time as I was taking notes. I will be reviewing this application once I have the chance to see how it performed under pressure. Obviously, you will all the first ones to know how it performed.

The day was great.  Lots of learning, lots of networking and lots of great ideas for future goals and directions to take.  Can’t wait to get started.

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Posted by on October 28, 2011 in paralegals, Professional Organizations

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