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Teaching Methods ruler
Table of Contents
IV.   The CALS Case Team Method: Prefatory Description

    The CALS Case Team Method is a system designed to teach students to plan, act, and reflect on work in a very rigorous way. The remainder of this Chapter describes the Method. A formal statement of the Method appears after this prefatory description of it. Please read carefully both this prefatory description (which tells you why we use the Method) and the formal statement (which tells you in detail how we plan to work with you). Unless you propose and we agree to changes in the formal statement, we will expect you to act consistently with it.

    The CALS Case Team Method includes two major parts.

           Part I

     Part I includes procedures that we have found, based on our experience with case teams over a long time, to be very useful for advancing the learning of most students. In fact, many of these procedures were suggested by previous students. In general, these procedures explicitly encourage certain kinds of relationships between students and advisors and discourage others, in the interest of helping you to make the transition from students who have (in most cases) long been dependent on direction from instructors, to lawyers who can work as independent and interdependent professionals.

    We recognize, however, that what works well for "most students" may not work as well for you. Therefore, we present these procedures in Part I to you not as a system that is cast in stone for your case team, but as proposals for at least our first few weeks of work together, subject to serious review, in whole or part, at any time you find that a change would be helpful. In such a review we may ask probing questions about why you want to make changes in how we work together, and what alternatives you have considered. If you have thought carefully about what you want and why you want it, however, you will probably be able to persuade us to make the change. In that event, we might ask you to put it in writing, just as we have put in writing the procedures that we think are useful.

    In a sense, these writings (our stated Method, together with any changes we mutually make) are "learning contracts," not in the sense that they are always fully negotiated, but in two other senses: they are efforts at careful, full disclosure of what we expect and how we work, and they can be negotiated and individualized if you want to make modifications.

     To help you understand the thinking that has gone into the particular procedures detailed in Part I of the formal statement of the CALS Case Team Method, we have developed three paradigmatic relationships that we try to avoid, and three that we seek to foster. They outline some of the things that we feel least, and most, able to offer you this semester.

Paradigms We Discourage

     A. Bosses. Fundamental to our pedagogical technique is a profound reluctance to tell you what to do. We consider authoritarian direction to be, in most instances, a grossly inefficient method of education, and we also anticipate that, quite early in the semester, you will become so close to the cases (to both the facts and the particular law involved) that we would be ill-placed to override your judgment.

     B. Partners. We also don't want to be your partners regarding case-related matters. The clients are fundamentally your clients and case matters are fundamentally your responsibility. We think of a case team not as people working equally on a case but as two people (the students) working on all aspects of the case and meeting frequently with one or two others (the advisors) who have some other defined and limited relationship to the matter. This does not mean that we want to deter you from asking questions (we underline this because some students have misunderstood this point), using our experience, or otherwise discussing case matters with us. In fact, there are no areas we would exclude from a case team's mandate -- we are perfectly willing to discuss all aspects of your cases in as much detail as you would like -- but it should be clear that the primary responsibility for making decisions (including the decision about how to use the advisors), for undertaking actions, etc., is yours. And, as you will see when you read the formal statement, we think that it is often useful for us to propose turning a question back to you, not because it was wrong of you to ask, but because we think you can learn a lot from deciding whether you really want an immediate answer (if we happen to have one) rather than an opportunity to work out the problem for yourselves.

     C. Leaders. We think that in general it is desirable for you, rather than us, to exercise primary leadership within the case team meetings on matters such as what the agenda should be for a meeting, what preparatory work should be undertaken by each member of the case team prior to the next meeting, etc. In our view, control over the agenda -- beginning with the first case team meeting -- is one of the most important forms of power a person may exercise in that setting. For that reason, the agenda will be your responsibility. We would like, however, to have the option to suggest additions to your agenda for any particular session.

Paradigms We Encourage

     A. Resources. One role that we want to fill is that of serving as resources on a variety of topics. Each of us has certain strengths, skills, experience, expertise, etc. that we hope you will feel free to draw upon, and we will strive to fill roles within the case teams that will allow all of its members to take advantage of each other's resources. Incidentally, advisors and students who are not members of your case team (and the office manager) may also have special expertise or experience that make them useful resources.

     B. Catalysts. Although we as case team advisors do not want to do your work for you, we do want to be able to assist you. We would like our roles to include helping you to pursue your individual goals. We can help you to identify and refine unarticulated goals, to develop a plan for achieving them, and to highlight behavior that advances or is inconsistent with or destructive of stated goals. We can also help you become a better planner by asking you hundreds of questions about your decisions and actions; questions that you are increasingly likely, as time goes on, to begin to ask yourself.

     C. Consultants on interpersonal issues. We would also like to help you to learn about interpersonal issues which involve your work as a lawyer. A clinic is a particularly good setting in which to study five such relationships: those that you will have with us, with your partner, with your client (and witnesses), with opposing counsel, and with adjudicators. In addition, a clinic is a place in which you can examine your feelings about the practice of law. These issues are easy, but costly, to ignore. Unless you tell us otherwise, we believe we have a special burden to encourage you to think about these issues.

Advisors and Clients

     As noted, we consider the cases to be your cases, not ours. Nevertheless, as professionals, we also feel a responsibility to assure ourselves that the clients are being adequately represented. Part I of the Case Team Method therefore includes a statement authorizing us to intervene to prevent any major irreparable damage to the client. To that extent, we serve as your safety net.

     This is not a comprehensive safety net. This standard is deliberately designed to discourage our intervention in a situation in which we simply feel that we would do the job differently from or better than you. At a hearing, for example, we will act only as observers and will not speak to the judge. We will, however, be available to consult with you, at your option, during any recess. Our safety net will not prevent you from making mistakes -- even mistakes that may affect your client. This may be the most dramatic proof possible of the proposition of student responsibility for the cases -- we will give you the freedom to do the cases your own way, even if the process produces anxiety and the consequences are adverse. We are confident, because of the structure of the Clinic and the quality of our students, that our standards of representation are higher than those of most practicing attorneys. Therefore we can afford to allow you the freedom to make decisions and take action on your cases. You may learn much more from reflection on a "mistake" than from any amount of prior direction.

     We have considered alternatives to this educational model. For example, the advisors could be the ones principally responsible for the cases, with the students acting as our clerks or assistants. Or the cases could be yours, but we might intervene frequently, directing your actions and trying to prevent any errors. Each of these models has its advantages and disadvantages, but in this Clinic, we subscribe to the principle of student responsibility because we believe that this model offers the richest learning opportunities.

     There may be times when you feel we are withholding from you; when you feel it is "artificial" for us to encourage you to pursue answers yourself, rather than simply resolving the issue for you. It may be useful to keep in mind that CALS -- unlike law firms, government agencies, or other places you may work -- is fundamentally an educational institution and its mission is to help you learn. There might be situations in which the client's litigation interest could be better served by another method of operation, but that reasoning would, at the extreme, compel us, as the experienced professionals, to do all the significant work, while the students did little. Such an arrangement would hardly be educational and would thus disserve both your interests and the interests of your many, as-yet-unknown future clients for whom you will need to call upon the expertise you develop in this Clinic and elsewhere. The balance between client service and student education is a difficult one to strike, but in CALS you will be afforded a large degree of responsibility.

Student Freedom

     A few discrete limitations on student authority have already been discussed. We will not, for example, permit serious damage to clients nor will we abandon our responsibility for requiring you to make hard choices. Other limitations are specified in both Parts of the formal statement of our Method and in the substantive law manual that you will receive. Still others could emerge from discussions within the case team. Nevertheless, while we will hold you to high standards of practice, the CALS Case Team Method is designed in part to accord you more power than you exercise in other parts of the law school and probably more power than you will exercise in the early years of your professional life.

The First Case Team Meeting

    Please note that our Method requires considerable student preparation for the first case team meeting, including

(1) gaining an initial understanding of the Method, as described here and more fully stated in the remainder of this Chapter;
(2) filling out the Goal Identification Forms before the first meeting;
(3) considering, with your partner, what you want to accomplish in the first meeting and what case-related and other issues you want to discuss;
(4) reducing those aspirations to writing by developing a jointly-written agenda for the first meeting, and bringing copies for the advisor(s); and
(5) planning how to lead the first meeting to work through that agenda in one hour.

Part II

    Part II of the CALS Case Team Method specifies what we expect of you, and of ourselves, with respect to case handling. For example, it includes mandatory deadline information, certain steps you must undertake in each case, and record-keeping requirements (maintaining your files in accordance with the Clinic's standard procedures is a matter that is of some importance to us institutionally as well as valuable to clients). Of course you and your advisors may agree that you will do more than the minimum standards require of you; these standards are set forth in this statement of our Method to inform you of what we regard as the "bottom lines" of responsible law practice in this Clinic environment.

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Revised June 25, 2003 (ML)