Common use of Clerical, Secretarial & Administrative Tasks Clause in Contracts

Clerical, Secretarial & Administrative Tasks. Regardless of who performs the task, Citizens will not honor fees submitted for tasks deemed to be clerical or secretarial in nature or time associated with administrative functions. Such clerical, secretarial and administrative functions may include, but may not be limited to: • Opening, creating and/or updating a litigation database or Firm file (to include all data entry functions) • Preparing an index or log of file materials or records • Filing, compiling, collating, assembling, binding, bate stamping, tabbing files or folders, or sorting file documents (to include but not limited to, in preparing the corporate deposition notebooks and trial notebooks) • Retrieving file materials or records • Preparing or organizing file materials (including preparing for meetings, hearings, conferences, discovery responses, depositions, and trials) • Accepting a matter, preparing a budget, performing a conflict check and all tasks involved in curing a conflict • Receiving of documents and distributing mail • Receiving, reviewing, following up, and processing of vendor invoices • Receiving and reviewing a W-9 (to include but not limited to receiving a W-9 from an outside vendor) • Reviewing template emails from Citizens concerning logistics for Trial Preparation Sessions, Mediation, or Fee Hearings. • Preparing transmittal correspondence to forward documents or prepare notes to Citizens online system for the limited purpose of providing documents • Posting correspondence, pleadings or documents to online system utilized by Citizens • Preparing a Notice of Unavailability or Notice of Email Designation • Preparing a form closing letter • Preparing or adding a Certificate of Service to a document • Closing a file • Responding to correspondence with “Thank You” or a similar sentiment • Proofreading, editing, reworking, redrafting and/or adding textual changes necessitated by substandard work product or mistakes • Filing or E-Filing and Serving or E-Serving a document with the Court • Reviewing or analyzing any receipt received in response to Filing, E-filing, Serving, or E-Serving a document (to include but not limited to e-notice from the Court, return receipt cards from the postal service and proof of service) • Obtaining and reviewing tracking information for documents sent • CD Burning • Scanning documents • Photocopying or printing documents • Picking up/Delivery of file materials or records • Mailing/Faxing/Emailing documents • Scheduling, confirming, canceling, coordinating, or calendaring functions • Traveling or transportation arrangements

Clerical, Secretarial & Administrative Tasks. Regardless of who performs the task, Citizens will not honor fees submitted for tasks deemed to be clerical or secretarial in nature or time associated with administrative functions. Such clerical, secretarial and administrative functions may include, but may not be limited to: • Opening, creating and/or updating a Firm litigation database or Firm file (to include all data entry functions) • Preparing an index index, table of contents or log of file materials or records • Filing, compiling, collating, assembling, organizing, binding, bate stamping, tabbing files or folders, or sorting file documents (to include but not limited to, in preparing the corporate deposition notebooks and trial notebooks) • Retrieving file materials or records • Preparing or organizing file materials (including preparing administrative tasks done in preparation for meetings, hearings, conferences, discovery responses, depositions, and trials) • Accepting a matter, preparing a budget, performing a conflict check and all tasks involved in curing a conflict • Receiving of documents and distributing mail • Receiving, reviewing, following up, and processing of vendor invoices • Receiving and reviewing a W-9 (to include but not limited to receiving a W-9 from an outside vendor) • Reviewing template emails from Citizens concerning logistics for Trial Preparation Sessions, Mediation, or Fee Hearings. • Preparing transmittal correspondence to forward documents or prepare • Preparing notes to Citizens online system for the limited purpose of providing documents • Posting correspondence, pleadings or documents to online system utilized by Citizens • Preparing a Notice of Unavailability or Notice of Email Designation • Preparing a standard form closing letter or note • Preparing or adding a Certificate of Service to a document • Closing a file or preparing a file for closure • Responding to correspondence with Preparation or review of an ELMS note for which the sole purpose of the note is the acknowledgment of the receipt or acceptance of documentation and/or of instructions given (e.g. - “Thank you….”, “We will proceed….”, “Will do…”, “You” or a similar sentiment ’re welcome…”, “Understood”). • Proofreading, editing, reworking, redrafting and/or adding textual changes necessitated by substandard work product or mistakes • Filing or E-Filing and Serving or E-Serving a document with the Court • Reviewing or analyzing any receipt received in response to Filing, E-filing, Serving, or E-Serving a document (to include but not limited to e-notice from the Court, return receipt cards from the postal service and proof of service) • Obtaining and reviewing tracking information for documents sent • CD Burning • or Scanning documents • Photocopying or printing documents • Picking up/Delivery of file materials or records • Mailing/Faxing/Emailing documents • Scheduling, confirming, canceling, coordinating, or calendaring functions • Traveling or transportation arrangementsarrangements • Signing a document • Preparation of an invoice and/or correspondence in reference to an invoice

Clerical, Secretarial & Administrative Tasks. Regardless of who performs the task, Citizens will not honor fees submitted for tasks deemed to be clerical or secretarial in nature or time associated with administrative functions. Such clerical, secretarial and administrative functions may include, but may not be limited to: • Opening, creating and/or updating a litigation database or Firm file (to include all data entry functions) • Preparing an index or log of file materials or records • Filing, compiling, collating, assembling, binding, bate stamping, tabbing files or folders, or sorting file documents (to include but not limited to, in preparing the corporate deposition notebooks and trial notebooks) • Retrieving file materials or records • Preparing or organizing file materials (including preparing for meetings, hearings, conferences, discovery responses, depositions, and trials) • Accepting a matter, preparing a budget, performing a conflict check and all tasks involved in curing a conflict • Receiving of documents and distributing mail • Receiving, reviewing, following up, and processing of vendor invoices • Receiving and reviewing a W-9 (to include but not limited to receiving a W-9 from an outside vendor) • Reviewing template emails from Citizens concerning logistics for Trial Preparation Sessions, Mediation, or Fee Hearings. • Preparing transmittal correspondence to forward documents or prepare notes to Citizens online system for the limited purpose of providing documents Agreement between Citizens and XXXXXXXX, XXXXXXXXXX & XXXXXXX, P.A. d/b/a XXXXXXXX XXXXXXX • Posting correspondence, pleadings or documents to online system utilized by Citizens • Preparing a Notice of Unavailability or Notice of Email Designation • Preparing a form closing letter • Preparing or adding a Certificate of Service to a document • Closing a file • Responding to correspondence with “Thank You” or a similar sentiment • Proofreading, editing, reworking, redrafting and/or adding textual changes necessitated by substandard work product or mistakes • Filing or E-Filing and Serving or E-Serving a document with the Court • Reviewing or analyzing any receipt received in response to Filing, E-filing, Serving, or E-Serving a document (to include but not limited to e-notice from the Court, return receipt cards from the postal service and proof of service) • Obtaining and reviewing tracking information for documents sent • CD Burning • Scanning documents • Photocopying or printing documents • Picking up/Delivery of file materials or records • Mailing/Faxing/Emailing documents • Scheduling, confirming, canceling, coordinating, or calendaring functions • Traveling or transportation arrangements

Clerical, Secretarial & Administrative Tasks. Regardless of who performs the task, Citizens will not honor fees submitted for tasks deemed to be clerical or secretarial in nature or time associated with administrative functions. Such clerical, secretarial and administrative functions may include, but may not be limited to: • Opening, creating and/or updating a litigation database or Firm file (to include all data entry functions) • Preparing an index or log of file materials or records • Filing, compiling, collating, assembling, binding, bate stamping, tabbing files or folders, or sorting file documents (to include but not limited to, in preparing the corporate deposition notebooks and trial notebooks) • Retrieving file materials or records • Preparing or organizing file materials (including preparing for meetings, hearings, conferences, discovery responses, depositions, and trials) • Accepting a matter, preparing a budget, performing a conflict check and all tasks involved in curing a conflict • Receiving of documents and distributing mail • Receiving, reviewing, following up, and processing of vendor invoices • Receiving and reviewing a W-9 (to include but not limited to receiving a W-9 from an outside vendor) • Reviewing template emails from Citizens concerning logistics for Trial Preparation Sessions, Mediation, or Fee Hearings. • Preparing transmittal correspondence to forward documents or prepare notes to Citizens online system for the limited purpose of providing documents • Posting correspondence, pleadings or documents to online system utilized by Citizens • Preparing a Notice of Unavailability or Notice of Email Designation • Preparing a form closing letter • Preparing or adding a Certificate of Service to a document • Closing a file • Responding to correspondence with “Thank You” or a similar sentiment • Proofreading, editing, reworking, redrafting and/or adding textual changes necessitated by substandard work product or mistakes • Filing or E-Filing and Serving or E-Serving a document with the Court • Reviewing or analyzing any receipt received in response to Filing, E-filing, Serving, or E-Serving a document (to include but not limited to e-notice from the Court, return receipt cards from the postal service and proof of service) • Obtaining and reviewing tracking information for documents sent • CD Burning • Scanning documents • Photocopying or printing documents • Picking up/Delivery of file materials or records • Mailing/Faxing/Emailing documents • Scheduling, confirming, canceling, coordinating, or calendaring functions • Traveling or transportation arrangements