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In This Issue
25th Annual Conference
Keynote Speaker
Scholarship Winners
Nomination of Officers & Directors
Voting on Bylaws
See you in Sacramento
Conferences offer ongoing support
CALDA Brochures ready for release
Elias Referral Network Manual

 CALDA 2012 Annual Conference 






October 19 - 21 Sacramento

Hyatt Hotel


 CLICK HERE for Conference Agenda and Registration 

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About Us

The California Association of Legal Document Assistants was established in August 1986, and was formerly known as "California Association of Independent Paralegals" (CAIP). CALDA is the premiere organization for legal document assistant professionals.

Become a Member 

Interested in joining CALDA or have questions about how to become a Legal Document Assistant?  



Tracey Booth, Administrative Coordinator



Jeri Blatt,  

Membership Chair
Phone: 650-574-2087

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CALDA 25th Annual Conference

Celebrating 25 years of setting the standards for Educating, Ethics and Excellence


Click here for Agenda and Registration


October 19 - 21, 2012

Hyatt Regency

Sacramento, CA



"How LDAs Can Grow this Profession"
Marty Omoto is Executive Director of the California Disability Community Action Network, a non-partisan link to thousands of Californians with developmental and other disabilities. Marty has been an integral part of the "independent paralegal" movement.

Click here for a complete list of 2012 CALDA Conference Speakers.

2012 CONFERENCE Scholarship Winners Announced 

By Debbie Hollis,
Professional Standards Chairperson

This year, CALDA offered three scholarships to the annual conference being held in Sacramento in October. As chairperson of the committee to select recipients of those scholarships, I asked Maureen McCready and Carol Ludlow to join me in reviewing all essays submitted.

Read more... 

CALDA ELECTIONS: Nomination of Officers and Directors


Voting will take place on October 19, 2012 at the Hyatt Hotel, Sacramento, California.  Please review the


Members to vote on Bylaws

By Marcel Neumann, Nominations & Elections Chair 

The Board has voted on several revisions to the Bylaws.  Members will be asked to vote on these revisions at the Annual General Meeting to be held on October 19, 2012 in Sacramento.


Click on the following links:
  1. Proposed Bylaws  
  2. Description of Proposed Amendments 
  3. Old (current) Bylaws  

If you do not plan on being at the Annual General Meeting, please give the previously distributed Proxy to someone who will be attending indicating how you would like to vote on this amendment.

Thank you.

Marcel Neumann
Nominations & Elections Chair

See you in Sacramento at the CALDA conference 

by Elizabeth Fleischer, CALDA Fundraising Chair


Elizabeth Fleischer,

Fundraising Chair

I cannot believe the October Conference is almost here!  And it did not seem that long ago that we started preparing for this conference.  I know time flies, but wow, not this fast!  We have many vendors attending the conference this year who will again, be showcasing their products and services that are beneficial to the business needs of an LDA and that of their clients. 


Read more... 

CALDA conferences offer ongoing support 

by Maureen McCready, CALDA Legislative Chair


Maureen McCready
Legislative Chair
With the annual CALDA conference just a couple of weeks away I am reminded of the first CALDA conference I attended which took place at Asilomar in 2010. A veteran in the paralegal field, but new to the LDA profession, I was seeking a better understanding of what services an LDA may offer to the public and how to do so without crossing the line of legality.


Read more... 

CALDA Brochures Ready for Release

by China Long, CALDA Public Relations Chair


China Long, PR Chair
The CALDA Board takes great pleasure in announcing, "Brochures have been updated and are ready to be released for our upcoming conference, October 19, 2012."  The brochures are great resources for our clients.  How wonderful is this benefit! Of course, this is not a substitution in place of a clients seeking legal advice.  The brochures provide information concerning procedures, time lines, definitions and identification of forms required.  The client is then better able to direct the LDA as to what he/she would like to have prepared.  The brochures are just one of the many benefits you receive as a member of CALDA. 


 Read more...  

The CALDA Elias Referral Network Manual for CALDA Newly Updated - For Members Only

By Connie Crocket, CALDA Vice President 

Elias Referral Network Manual


In memory of Steve Elias, CALDA has created The CALDA Elias Referral Network Manual for CALDA members only.  This manual has been newly updated and there are instructions, worksheets and a list of attorneys (with contact information) who, for a small fee, will dispense advice to your clients over the phone.  In this manner, the attorney will help fill the gap where LDA services do not reach.

This manual will be a work in progress as we add more attorneys who believe in the LDA profession, CALDA members,  and the needs of the people in this ever increasing self-represented environment.  The eight "charter attorneys" in this first edition did not hesitate to help.

If you know of an attorney that you believe in, and that has that Steve Elias fighting spirit  (or a similar desire to help), please have them peruse The CALDA Elias Referral Network Manual, and if they want in, have them contact the CALDA Vice-President (or any board member), and we will revise this manual as often as necessary.

It is CALDA's mission to continue providing CALDA members opportunity to increase their education, aid their clients and grow their business, and a fine way to honor our friend, Steve, pictured on the dedication page of this manual with his beloved wife, Catherine Elias-Jermany.

Thank you,

Connie Crockett
CALDA Vice President