Question 1

A paralegal must preserve client's property.

Accepted Answer

A) True 
 B)False  True

Question 2

A document's retention period is the amount of time a file must be retained before it is destroyed.

Accepted Answer

A) True 
 B)False  True

Question 3

Which documents)is/are retained?

Accepted Answer

A)  memos regarding employment reviews
B)  memos pertaining to office policies
C)  notes taken in a client meeting
D)  pleadings in a client's case
E)  all of the above E

Question 4

A special delivery envelope may be discarded after the document is received.

Accepted Answer

A) True 
 B)False

Question 5

Most firms have a written record that a conflict-of-interest check was made.

Accepted Answer

A) True 
 B)False

Question 6

Pleadings in a small case are filed

Accepted Answer

A)  in chronological order
B)  in sequential order
C)  in a separate folder
D)  in the correspondence file
E)  all of the above

Question 7

Which of the following numerical coding systems separates categories of numbers by a space,comma,period,or dash?

Accepted Answer

A)  straight numbering
B)  coded numbering
C)  calendar numbering
D)  standard numbering
E)  account numbering

Question 8

The three methods used to code files are

Accepted Answer

A)  function,subject,and topic
B)  sequential,chronological,and color
C)  alphabetical,numerical,and alphanumeric
D)  calendar,coded,and straight
E)  none of the above

Question 9

A preclient file contains pleadings and court documents.

Accepted Answer

A) True 
 B)False

Question 10

An alphabetical coding system is considered the easiest to use and maintain.

Accepted Answer

A) True 
 B)False

Question 11

Who is responsible for opening a file?

Accepted Answer

A)  paralegal
B)  secretary
C)  file clerk
D)  b and c only
E)  all of the above

Question 12

Use of the computer has resulted in less paper in a law office.

Accepted Answer

A) True 
 B)False

Question 13

Which of the following numerical coding systems inserts the month and year a file was opened as part of the file number?

Accepted Answer

A)  straight numbering
B)  coded numbering
C)  calendar numbering
D)  standard numbering
E)  account numbering

Question 14

Color coding is used to

Accepted Answer

A)  enhance the appearance of the files
B)  categorize files
C)  match the color scheme of the office
D)  a and b only
E)  all of the above

Question 15

Firms that use bar coding for their records management system have more efficient document handling.

Accepted Answer

A) True 
 B)False

Question 16

Malpractice concerns are considered when determining the retention period for business records.

Accepted Answer

A) True 
 B)False

Question 17

A client's file must be kept out of the view of others.

Accepted Answer

A) True 
 B)False

Question 18

Law firm records are categorized by

Accepted Answer

A)  economy
B)  function
C)  type of case
D)  type of client
E)  none of the above

Question 19

A secondary recipient has the responsibility to retain a document.

Accepted Answer

A) True 
 B)False

Question 20

A document has_____________ value if it is covered by statute.

Accepted Answer

The answer of A document has_____________ value if it is...

Exam 13: File and Records Management

A paralegal must preserve client's property.

A document's retention period is the amount of time a file must be retained before it is destroyed.

Which documents) is/are retained?

A special delivery envelope may be discarded after the document is received.

Most firms have a written record that a conflict-of-interest check was made.

Pleadings in a small case are filed

Which of the following numerical coding systems separates categories of numbers by a space,comma,period,or dash?

The three methods used to code files are

A preclient file contains pleadings and court documents.

An alphabetical coding system is considered the easiest to use and maintain.

Who is responsible for opening a file?

Use of the computer has resulted in less paper in a law office.

Which of the following numerical coding systems inserts the month and year a file was opened as part of the file number?

Color coding is used to

Firms that use bar coding for their records management system have more efficient document handling.

Malpractice concerns are considered when determining the retention period for business records.

A client's file must be kept out of the view of others.

Law firm records are categorized by

A secondary recipient has the responsibility to retain a document.

A document has_____________ value if it is covered by statute.