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What You Need
to Know
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Sample Questions
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Who?
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Parties
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Who are we representing
(i.e., which side of the issue are we on–buyer or seller, plaintiff or defendant,
etc.)? What legal entities are involved (any trusts, corporations, partnerships,
etc.)? |
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What?
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Descriptive Words
of Facts
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Besides the term "profit-sharing
plan" are there other terms, I should be using like "pension" or "retirement"?
I'm not sure if I understand the difference or if it matters. |
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Descriptive Words
of Legal Issues
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Do you think that the
best subject heading to describe the problem is "exemptions in bankruptcy"? |
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Specific Sources
to be Used
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For my research on foreclosures,
is there a specific treatise or loose-leaf service I should consult in addition
to Illinois Jurisprudence? |
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Where?
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Applicable
Jurisdictions
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Do you want me to research
federal law as well as Illinois? Do you want me to confine my federal
research to a single circuit? Are you interested in any other states?
Are there any choice of law issues? |
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When?
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Time Periods
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What time periods do you
want me to research? Is the last two years sufficient? |
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Time Deadlines/Priority
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Do you want a quick answer
or exhaustive research? I'm planning on spending Saturday working on
a research project for Ms. Smith? If I complete this by Tuesday morning
is that ok? |
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Why?
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Objective
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What are we trying to
accomplish with this memo, brief, motion, contract, etc.? How
do we want this to come out? |
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How?
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Precision/Recall
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Do you want all of the
relevant journal articles or just the best article on the topic? Do
you want all of the cases similar to Jones v. Smith or just those which have
cited it and treated it extensively? |
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Billable Time/Costs
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How long should this take
me? Are they any limits as to how many hours we can bill for?
How in depth do you want my research? May I use LEXIS and/or Westlaw?
Which parts of the research, if any, would you do online? Do you want
me to try and use free sources for my research? Has anyone ever done
similar research on the topic that I should know about? |
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Presentations
of Results and Reporting Back
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How do you want me to
present my results? Do you want just printouts marked with highlighter
or a full memo? Should I check back with my initial results? |