•S
upervision connects paralegals with support networks already in
place for higher-level advocacy or litigation.
•S
upervision can help ensure the project uses an empowerment
approach.
The first step in supervising paralegal projects is to choose a supervisor.
Two common choices are central office-based project managers
and experienced paralegals who may work in the field as “senior” or
“supervising” paralegals. Supervisors should have regular meetings with
the paralegals they supervise. These meetings can take place on Skype,
WhatsApp, or other such platforms if supervisors and paralegals do
not work in the same place. Discussions should include problem solving
strategies, trends, targets, progress, complex cases, and paralegals’
concerns. If a supervisor manages people in multiple regions, comparing
regional practices in this format can be productive. Other ways for
supervisors to monitor and oversee paralegals include:
•F
ield visits. The supervisor should observe the paralegals at work and
give guidance on areas for improvement.
•H
olding meetings between paralegal groups where each person
presents a recent case and lessons learned. This can develop
communication skills—including public speaking, synthesis, and
structuring a narrative—and help identify new solutions to difficult cases.
THE FIRST STEP
IN SUPERVISING
PARALEGAL PROJECTS
IS TO CHOOSE A
SUPERVISOR. TWO
COMMON CHOICES ARE
CENTRAL OFFICE-BASED
PROJECT MANAGERS
AND EXPERIENCED
PARALEGALS WHO
MAY WORK IN THE
FIELD AS “SENIOR”
OR “SUPERVISING”
PARALEGALS.
•S
pot checks. Supervisors should call clients to ask if they were
satisfied with how their case was handled, the outcome of the case,
what they learned in the process, and how the project could do better.
•P
articipant satisfaction survey data. Supervisors should discuss any
dissatisfied responses.
•A
nonymous suggestions boxes. Supervisors should discuss any
negative comments with paralegals.
•Q
uarterly or bi-annual performance evaluations. Supervisors and
paralegals should set and evaluate performance indicators at these
meetings.
•A
self-audit checklist that paralegals complete periodically.
Supervisors can spot-check these. These are a good place to keep
track of compliance with ethical codes, and are especially useful if
paralegals work in remote areas.
•T
imesheets, activity logs, chart of goals, reports on needs, strengths/
weaknesses.
Using case forms and databases can facilitate paralegal supervision.
When forms and/or databases are used to record all client contact,
activity logs can allow supervisors to monitor paralegals’ work efficiently.
Spot-checking case records can also be effective. Supervisors can check
randomly selected cases for data quality and paralegals’ efforts and
follow-up with the client for more information about the paralegal’s
work. Electronic databases have simple filters that can be applied to a
paralegal’s caseload as entered in a database. It can be useful to search
A C O M M U N I T Y- B A S E D P R A C T I T I O N E R ’ S G U I D E : D O C U M E N T I N G C I T I Z E N S H I P A N D OT H E R F O R M S O F L E G A L I D E N T I T Y
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