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OFFICE LEGAL MEMORANDUM: ISSUES AND FACTS

Chapter 16

1

Definition

Office Legal Memorandum

An informative document that summarizes the research and analysis of the legal issue or issues raised by the facts of a client’s case

Purposes, Uses, and Importance: Purposes

Major Purposes of an Office Legal Memorandum

Identifies and records the law that applies to a specific issue or issues raised by the client’s facts

Analyzes and explains how the law applies to the issue

Assesses the strengths and weaknesses of the client’s case

Presents a conclusion and proposed solution based on the analysis

Purposes, Uses, and Importance: Uses

Uses of an Office Legal Memorandum

Is a guide to course of action to be pursued

Informs subsequent researchers of the case

Refreshes the memory of the attorney assigned to the case

May be a guide by the attorney in preparing court documents and client correspondence

Purposes, Uses, and Importance: Importance

Importance of an Office Legal Memorandum

Identifies required elements

Determines defense or cause of action

Determines what is needed to support or oppose a motion

Addresses discovery issues

Analyzes evidentiary issues for trial

Addresses posttrial issues

Prewriting Stage

Prewriting Stage of an Office Memo

Nature of the assignment

Is the assignment clearly understood?

What type of legal writing is required?

Who is the audience?

Constraints on the assignment

Organization of the assignment

Formats can vary from office to office

Sections of the Office Memorandum: Heading

Heading

Type of document in all caps (e.g., MEMORANDUM OF LAW)

Name of person to whom memo is addressed

Name of person who prepared memo

Date

Subject of memo

Sections of the Office Memorandum: Statement of Assignment

Statement of Assignment

Also referred to as the background or purpose section

Provide the readers with a description of the topic covered and the parameters of the assignment

Sections of the Office Memorandum: Issue

Issue

Informs the reader of:

Law that applies

Precise legal question

Significant facts of the case

Requirements

The issue should be correctly identified

The issue should be completely and correctly stated

An expanded outline should be used

Issues should be addressed separately

Sections of the Office Memorandum: Brief Answer

Brief Answer

Brief, precise answer to the issue(s)

Brief statement of the facts and reasoning in support of the answer

Sections of the Office Memorandum: Statement of Facts

Statement of Facts

Importance of the facts

Content

Key and background facts

Organization

Chronologically, topically, or a combination

Presentation and ethics

Present facts accurately, objectively, and without legal conclusions