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Happy Holidays!
In This Issue
25th Annual Conference
How to Make Your LDA Business Grow
Vendors & Fundraising
Mock Meeting Video
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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.

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Tracey Booth, Administrative Coordinator



Jeri Blatt,  

Membership Chair
Phone: 650-574-2087

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CALDA 25th Annual Conference a big success!


Click here to view more photos on Facebook. 

Last October, CALDA had a great conference, held in Sacramento. Wonderful speakers, good food and networking made the weekend exciting.


Our newly installed board is excited about the coming year. Board meetings are open to the membership and have been scheduled for the following dates and locations:


January 19, 2013 in Hayward
April 27, 2013 in Hayward
August 17, 2013 in Ontario
October 24, 2013 (Southern California; exact location to be determined)


"How to make our LDA business grow"

By Debra I. Hollis

CALDA Professional Standards Chairperson

I was lucky enough to be able to attend the annual conference in Sacramento October 19-21. What a great conference! We had Judges, attorneys, Court specialists and fellow CALDA members as speakers. I managed to attend most of the classes while still helping with registration, among other things. The classes gave us ideas on how to make our business grow. We were told what judgment clerks at the Court look for. We listened to family law from an attorney's perspective, learned estate planning for domestic partners and so much more.  


Read more ...  

Vendors & Fundraising contribute to conference success

by Elizabeth Fleischer, CALDA Fundraising Chair

Paula Grohs from Forensicworx

The annual conference held at the Hyatt in Sacramento was a great success in the fundraising department!! We had several vendors whose services ranged from Forms software (Bob Kehn From Essential Forms) and bankruptcy counseling (Lisa Greenfield from Consumer Bankruptcy Counseling) to Attorneys (Paula Grohs from Forensicworx) who is now a part of the newly formed Elias Referral Network. And we had Clifford Wiens from Pennbrook Insurance, who provides LDA bonds among other insurance products. They showcased their products and services to all in attendance and were able to make some great contacts.   Also at the fundraising table, there were many products for sale that went like hotcakes!! And what a great success that was!!



Mock Meeting: How to be a bad LDA (and a bad client!)

Click on image to watch video.
Check out the role play between CALDA President Ian Duncan and attorney Terri McCracken during the CALDA conference. First part of the video shows how to be a bad LDA (and a bad client!) and then followed by how to be a good LDA (and a considerably more tolerable client).