Criteria

CRITERIA FOR MEMBERSHIP

1. Regular membership in the Chapter is open to any legal administrator, regardless of the title by which that individual is recognized within his or her own organization, if:

  • (a) that individual exercises full-time management responsibilities, or performs essentially all of the managerial/administrative duties for an organization without a full-time administrator;
  • (b) those responsibilities require management or supervision and the exercise of independent judgment without close daily supervision; and
  • (c) those responsibilities are exercised for a legal organization.

2. Those legal administrators eligible for regular membership must:

  • (a) exercise management responsibilities on a full-time basis, or, if not full-time, must devote 75% or more of their working time performing essentially all of the managerial/administrative duties which are performed;
  • (b) manage others or manage an important function which renders high-level technical services to the organization; and
  • (c) be employed, in a position which is or is eligible to be classified as exempt, by a single legal organization such as private law firms, legal service clinics, corporate legal departments, university legal departments, government legal agencies, court systems, charitable legal agencies, or other organizations engaged primarily in the practice of law.Eligible persons may perform all such management duties personally, may delegate any such duties to subordinate staff, or may contract any such duties to third parties.

3. Those legal administrators eligible for regular membership must perform administrative management functions. Eligible persons may not concentrate on the daily delivery of legal services to clients, such as practicing managing partner and lead legal assistant.

Eligible persons must be responsible for one or more of the following six functions, which are defined by way of example only:

  • (a) general management, including management of a majority of the following activities: policy making, strategic and tactical planning, business development, risk management, quality control, organizational development, and other general management functions beyond mere attendance at management meetings.
  • (b) financial management, including management of a majority of the following activities: planning, forecasting, budgeting, variance analysis, financial reporting, operations analysis, general ledger accounting, rate determination, billing and collections, cash flow control, banking relationships, investment, tax planning, tax reporting, trust accounting, payroll, ERISA accounting, and other financial management functions beyond mere recordkeeping.
  • (c) human resource management, including management of a majority of the following activities for the legal, paralegal and support staff: recruiting, selection, placement, orientation, training and development, performance evaluation, salary administration, employee relations, motivation, counseling, disciplining, discharging, benefits administration, workers' compensation, personnel data systems, organizational analysis, job design, resource allocation, and other human resource management functions beyond mere recordkeeping.
  • (d) systems management, including management of a majority of the following activities: systems analysis, operational audits, procedural handbooks, cost/benefit analysis, computer systems design, programming and systems development, information services, records management, library management, office automation, document construction systems, information storage and retrieval, telecommunications, litigation support, legal practice systems, and other systems management functions beyond mere procedures manuals and computer program documentation.
  • (e) facilities management, including management of a majority of the following activities: space planning and design, office renovation, purchasing, inventory control, reprographics, records management, reception/switchboard services, telecommunications, mail, messenger, and other facilities management functions beyond mere purchase order processing.
  • (f) practice management, including management of one or more of the following activities: lawyer recruiting, lawyer training and development, legal assistant supervision, practice development, marketing, public relations, advertising, work product quality control, professional standards, substantive practice systems, and other practice management functions beyond mere recordkeeping and press release writing.

4. Membership in the Chapter is not open to consultants and vendors who are engaged by legal organizations and who are not responsible for the ongoing management or administration of any legal organization.

5. All members of the Chapter must be members of the Association of Legal Administrators.

MEMBERSHIP CLASSES

The Chapter has three classes of members -- regular members, associate members and life members.

1. Regular members are those individuals currently employed as legal administrators within the definitions of Article III, including unemployed legal administrators as defined by Article IV, paragraph 4. Regular members have all the rights and privileges of membership, including full voting rights and the right to hold any elective or appointive office.

2. Associate members are those individuals who are interested in legal administration, but who are ineligible for membership within the definitions of Article III. This class includes only:

  • (a) practicing lawyers with the principal management responsibility in their legal organization (such as managing partner or the chair of the law Firm executive committee);
  • (b) retired legal administrators who are not otherwise employed;
  • (c) full-time teachers of business, management or law related disciplines at institutions of higher learning, as well as, deans with administrative and management responsibilities at such institutions;
  • (d) full-time students at institutions of higher learning, majoring in business management or law related studies;
  • (e) bar association executives;
  • (f) individuals who devote 100% of their working time, and are engaged in an ongoing employment-type relationship which involves providing continuing management services of the types described in Article III(1)(a)-(e) to no more than three legal organizations; and
  • (g) unemployed legal administrators as defined in Article III, Section (1).Consultants and vendors may not become associate members of the Chapter, even though they meet one of the other criteria for this class.

Associate members have all the rights and privileges of membership, except the rights to vote in elections or to hold any elective or appointive office. Other policies governing the participation of associate members in the Chapter, as well as, the benefits accruing to associate members, shall be determined from time to time by the Chapter board of directors.

3. Life members are those individuals who have rendered extraordinary services to the Chapter and upon whom the Board of Directors (the "Board") has conferred such status. Life members have all the rights and privileges of membership, but they are not required to pay dues. Those life members who are no longer employed as legal administrators within the definitions of Article III may not hold elective office or appointive office, but may serve as members of committees.

4. Unemployed legal administrators who are not serving as consultants or vendors and who have met the criteria of Article III within the past 180 days are eligible to continue as regular members until expiration of the 180-day period. After the expiration of the 180-day period, unemployed legal administrators are eligible to continue as associate members and to renew as associate members for up to one additional year provided such legal administrators are not serving as consultants or vendors and are not otherwise employed.

5. Individuals meeting the criteria for membership in any class may join the Chapter by making application and paying such Chapter dues as the Board may, from time to time, determine. Membership in any class shall cease upon resignation, upon failure to pay dues, upon inability to meet the appropriate membership criteria or upon action of the Board. Members may also be removed for other cause, including but not limited to conviction of embezzlement, theft or other crime, upon a two-thirds vote of the board of directors present at any meeting of the board. A vote on removal for cause shall occur only after the member who is the subject of consideration has been advised of the pending action and has been given reasonable opportunity for explanation and/or defense.

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