Q: Hello, I would like to know if a paralegal is allowed to draft legal documents for a client?
Suppose that I lawyer is on the phone with a client. Then he goes up to the paralegal and tells him or her to call the client back and draft any legal documents the client wants. What should the paralegal do? Is the paralegal allowed to draft any legal documents at the client's discretion after being told by the attorney to do it? Is there any case law to support this practice? Is there a rule or statute that backs it up?
A: Paralegals may not “[s]elect, explain, draft, or recommend the use of any legal document” to anyone other than their supervising attorneys. Business & Professions Code § 6450(b)(3). While paralegals can perform “substantial legal work,” they must do so “under the direction and supervision” of a licensed attorney. Id. § 6450(a).
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