Greetings, my fellow Paralegal Division members, and welcome to the 2025-2026 bar year! I have the privilege of serving as your Paralegal Division Chair and am excited for the year to come. I would like to take some time to discuss our theme for the year and highlight some of the benefits that come with your membership. It is also my honor to introduce you to this year’s Executive Officers, Council Members, and Committee Co-chairs.
https://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.png00Paralegalshttps://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.pngParalegals2025-09-08 16:45:192025-09-08 17:00:31Elevating Excellence Through Education, Empowerment, and Service
From the Courthouse to the Client’s Corner: A Seamless Shift
After more than three decades of service in the Clerk of Court’s Office, Bernice Kendall was poised for retirement. But just one hour into her newfound freedom, a phone call changed everything. A local attorney reached out with an offer: join his law firm as a paralegal.
“I didn’t have a post-retirement plan, no real hobby, and he caught me before I got too comfortable,” Bernice says. She took the month of May to herself, but by June, she was back at it, this time on the private practice side of estate administration. That was eight years ago.
Tech-Savvy and Task-Oriented
Bernice’s extensive experience at the clerk’s office didn’t just prepare her for the transition; it gave her a distinct advantage. She understood what the court expected from estate filings because she had once been the one reviewing them. Working primarily in estate administration at Trusts and Estates Law Group (formerly Brady Cobin Law Group), Bernice’s knowledge and experience has been key in reducing rejections and streamlining processes.
She manages up to 60 open matters at a time. It may sound daunting, but with tools like Clio and Microsoft Teams, she handles the caseload with remarkable precision. She uses time-blocking techniques, including daily “focus time,” to prioritize tasks, keep filings on track, and ensure no detail is overlooked. I can be remote and still function exactly as I would in the office.”
As paralegals, we do not get to choose whether we are OK with change or not. We have to adapt, roll with the punches, and somehow keep things moving, regardless of what is going on around us.
2020 changed many things in our legal world, but we learned from that time. For example, we learned that it is entirely possible to work remotely without being chained to our desks and offices. We realized technology could be used to make things more efficient. Just a few years prior to 2020, Zoom meetings were not a thing, but now, not only are they possible, but they are sometimes preferred.
https://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.png00Paralegalshttps://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.pngParalegals2025-07-28 11:33:102025-07-28 11:33:10How Changes in Law Affect Paralegal Work
Brett Cosgrove is a litigation paralegal with almost 30 years of experience in personal injury, medical malpractice and complex civil litigation. She has two children and six grandchildren who live in different parts of the country. Outside of work, Brett enjoys hiking, reading, cooking and baking, traveling in their RV, and spending time with her husband and their Rottweiler, Veruca.
A Purposeful Path to the Law
Brett Cosgrove didn’t begin her career in law, but once she discovered it, she never looked back. While living in Arizona, Brett spent several years working in operations for a cable-locating company, where she traveled extensively across the country setting up offices and working in the field. Though the job was steady, she knew it wasn’t her long-term path.
A conversation with a friend who was an accountant sparked her interest in the legal profession. Inspired and curious, Brett enrolled in night classes to earn her associate’s degree in paralegal studies and took a part-time position with a sole practitioner assisting his paralegal, all while continuing to work her full-time position with the cable-locating company.
One of the main duties of being a paralegal is meeting and communicating with clients. In some cases, the paralegal may be the point of contact and the person most familiar with the client. In my experience, I have found that people who decide to hire a lawyer do so because they have a problem or have been seriously wronged.
I don’t think most clients who decide to embark on their legal journey do so because they want to, which leaves the paralegal in the direct line of their frustration and many other unpleasant emotions about their situation. Since our job is to gather as much information as we can about the case and to stay in consistent contact with the client, we have no choice but to find ways to deal with the negative side of client interaction. Here are my top five tips on how to manage difficult clients.
https://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.png00Paralegalshttps://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.pngParalegals2025-06-10 11:25:492025-06-10 11:25:49Five Tips on How to Manage Difficult Clients
Paralegal Pro Bono Reporting is open in NC! Four years ago, the NC Pro Bono Resource Center began recognizing paralegals for their valuable pro bono contributions through voluntary reporting with the Paralegal Pro Bono Honor Society.
This year, for the first time, NC Certified Paralegals can submit their pro bono hours through the NC State Bar’s paralegal recertification process. Simply log into the portal and complete the application for recertification, entering your pro bono hours for 2024, when prompted.
Paralegals who are not NCCPs but who practice in the state of North Carolina and completed pro bono work in 2024 can use the Individual Paralegal Pro Bono Reporting Form to submit their hours before June 30.
https://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.png00Paralegalshttps://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.pngParalegals2025-05-29 11:17:272025-05-29 11:17:35NC Paralegal Pro Bono Reporting Is Open Until June 30!
Introduction: The Prevalence of Wi-Fi and Data Vulnerability in Law Firms
In the legal profession, the protection of sensitive client information is not just a matter of best practices but a legal and ethical obligation. Law firms often handle highly confidential data ranging from intellectual property, trade secrets, and personal client records to legal strategies for major corporations. Any breach in this data can result in severe consequences, including loss of client trust, regulatory penalties, and substantial financial losses. One of the most overlooked aspects of law firm data security is the vulnerability of Wi-Fi networks, particularly through Wi-Fi Positioning Systems (“WPS”).
WPSs are critical for enabling devices to accurately determine their locations, but this technology introduces potential risks, especially for organizations like law firms that need to prioritize data confidentiality. By collecting and transmitting data about routers and connected devices, WPS databases maintained by tech giants like Apple and Google can be leveraged in ways that expose the physical location and network information of law firms. If not adequately secured, these vulnerabilities can lead to cyberattacks, data breaches, and severe legal ramifications.
https://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.png00Paralegalshttps://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.pngParalegals2025-05-02 12:17:452025-05-02 12:17:56The Phones Visiting Your Office May Not be as Harmless as They Seem
Savannah Croxton-Zweigart didn’t set out to work in the legal field. With a Bachelor of Arts in Music from the University of North Carolina Wilmington (“UNCW”), she envisioned a future in music therapy. But life had other plans. A severe case of temporomandibular joint (“TMJ”) disorder forced her to stop playing her instrument, upending her career aspirations. That unexpected shift led her to discover an entirely new passion.
Discovering a New Passion
After graduating from UNCW in 2016, Savannah moved to Raleigh to be with her husband. Like many recent graduates, she set out to find her first “real” job, eventually landing a position as a legal assistant at a workers’ compensation and social security disability firm. While law hadn’t been on her radar, she quickly found herself drawn to the field, appreciating the fast pace, problem-solving, and, most importantly, the opportunity to help people in meaningful ways.
Encouraged by her supervising paralegal, Savannah enrolled in the Meredith College Paralegal Program. She completed the program in 2018, earned her North Carolina Certified Paralegal (“NCCP”) designation, and realized she wanted to go even further. That same year, she took the LSAT and enrolled in North Carolina Central University (“NCCU”) School of Law, all while continuing to work full-time.
Understanding the role of a paralegal within the legal system has been essential for me since I started as one. There are times when we, as paralegals, need to know how to handle certain situations for clients and attorneys. I recently handled a situation in which knowing the North Carolina rules governing paralegals, particularly in court-related matters, was emphasized. I thought that this topic was worth sharing (as a reminder).
Every paralegal should be aware of their professional boundaries and ethical responsibilities. We, as paralegals, should know what ethics guide our work, since even experienced attorneys may not always be fully aware of the specific limitations governing paralegal work. Paralegals need to stay informed to ensure compliance with ethical standards in order to effectively support attorneys and clients.
https://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.png00Paralegalshttps://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.pngParalegals2025-04-17 09:56:202025-04-17 10:03:40Can a Paralegal Answer a Calendar Call?
As you sit in your car outside the courthouse, your hands tighten around the steering wheel. You know you need to file for temporary guardianship of your aging father — his memory is slipping, and he’s no longer able to manage his medical appointments or pay his bills. But as you glance down at the list of requirements you hastily scribbled from an online search, the process feels impossible.
Do you need a lawyer? You know you don’t have the funds for that. So, what now? Where do you even get the right forms? How long does it take? Questions swirl in your mind as the urgency of the situation presses down on you. The bank won’t let you access his accounts, the doctors won’t share his medical information, and without legal authority, you can’t make decisions on his behalf. You take a deep breath, feeling the weight of responsibility settle over you. You need help, but you don’t know where to turn.
https://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.png00Paralegalshttps://ncbarblogprod.wpengine.com/wp-content/uploads/2018/06/Blog-Header-1-1030x530.pngParalegals2025-03-17 13:11:022025-03-18 10:43:50The Role of Paralegals in the Community Justice Movement