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California Regulations

The following excerpt from the Business and Professions code is for information only and is accurate as of its date of posting.
Students and members of the public are advised to check the California Bar Web page at:
 http://www.calbar.ca.gov

BUSINESS AND PROFESSIONS CODE SECTION 6450

 

6450.  (a) "Paralegal" means a person who holds himself or herself

out to be a paralegal, who is qualified by education, training, or

work experience, who either contracts with or is employed by an

attorney, law firm, corporation, governmental agency, or other

entity, and who performs substantial legal work under the direction

and supervision of an active member of the State Bar of California,

as defined in Section 6060, or an attorney practicing law in the

federal courts of this state, that has been specifically delegated by

the attorney to him or her. Tasks performed by a paralegal include,

but are not limited to, case planning, development, and management;

legal research; interviewing clients; fact gathering and retrieving

information; drafting and analyzing legal documents; collecting,

compiling, and utilizing technical information to make an independent

decision and recommendation to the supervising attorney; and

representing clients before a state or federal administrative agency

if that representation is permitted by statute, court rule, or

administrative rule or regulation.

   (b) Notwithstanding subdivision (a), a paralegal shall not do the

following:

   (1) Provide legal advice.

   (2) Represent a client in court.

   (3) Select, explain, draft, or recommend the use of any legal

document to or for any person other than the attorney who directs and

supervises the paralegal.

   (4) Act as a runner or capper, as defined in Sections 6151 and

6152.

   (5) Engage in conduct that constitutes the unlawful practice of

law.

   (6) Contract with, or be employed by, a natural person other than

an attorney to perform paralegal services.

   (7) In connection with providing paralegal services, induce a

person to make an investment, purchase a financial product or

service, or enter a transaction from which income or profit, or both,

purportedly may be derived.

   (8) Establish the fees to charge a client for the services the

paralegal performs, which shall be established by the attorney who

supervises the paralegal's work. This paragraph does not apply to

fees charged by a paralegal in a contract to provide paralegal

services to an attorney, law firm, corporation, governmental agency,

or other entity as provided in subdivision (a).

   (c) A paralegal shall possess at least one of the following:

   (1) A certificate of completion of a paralegal program approved by

the American Bar Association....

 

The following file contains the Rules of Professional Conduct for California.

 2013_CaliforniaRulesofProfessionalConduct.pdf2013_CaliforniaRulesofProfessionalConduct.pdf