Day 4!
That Respondent's Disclosure I received on Wednesday was quite the task. Thankfully I had started un-stapling the documents before I left on Wednesday so they could be scanned in today. To make sure I didn't get them confused, I paper clipped the smaller ones before I even took the staple out and crisscrossed them on top of each other, face down, so they were in the same order as when they came in.
Once scanned into our system by using a docket code for the client, I saved them into a folder that I made (Respondent's Disclosure). I had quite a few moments of frustration because the opposing counsel had snuck documents into a larger document that I THOUGHT I had un-stapled, which caused a minor paper jam (this happened three times.) I also had to create an Excel worksheet that listed all the documents, the dates, and whether we received all the documents they supposedly had sent us. I also wrote a note on the side that showed a list of documents and the months that we were missing ie.:
MadeUp Co. Bank Statements for January 2014 - August 2016
2014 - Missing Months: Jan, Feb, Oct, Nov etc.
Now here's the kicker! All those folders and subfolders Mrs. Bradley is so fond of, Heather's office finds too confusing. So tomorrow when I get into work, I need to cut all the documents out of the subfolders and paste them into the main Respondent folder.
Aside from when Heather treated us for lunch (Mona is leaving on Friday for another position in Alberta), working on this Disclosure took the whole day and I will probably still need to work an hour or so on it tomorrow.
Tomorrow Mona has tasked me with filing both our open and closed clients (she needed to refer to some closed documents for her clients.) I have to take an accordion folder full of miscellaneous documents and file them in the basement where the closed files are housed.
That's just what I KNOW I need to do tomorrow, I wonder what else there will be.
Wow - I can't imagine how big the Respondent's folder is! How do you organize it? Are the documents in chronological order? Do you make a table of contents? Will you be the only assistant there when Mona leaves? Please wish her all the best in Alberta - they have more snow there than we do!!
ReplyDeleteThe folder was huge. There were over 90 documents that I had to scan and title into our system. The items were in chronological order, but a lot of the items they supposedly sent us were, in fact, missing. When Mona and I initially went through the Disclosure, we briefly just wrote what we found on a pad of paper. What I ended up having to do with it was I had to go through each PDF that I created, find out what was what (there was usually something else, ie. Bank Reconciliation Detail and then the statement was after it) and finally just organize it into an Excel Worksheet. I was massively confused because I had never dealt with anything like this before, and I found myself overwhelmed when I was trying to organize what we had gotten --but I know that if I ever need to do this again, I will be better prepared!
ReplyDeleteNo, I will not be the only assistant there. Actually, Sandy C. will be starting work there as of Monday February 13.
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