• instructing legal practitioner’s instructions are followed • format, content and range of new document is determined in consultation with instructing legal practitioner • client and instructing legal practitioner are kept up-to-date with progress of matter and any questions are clearly answered • summaries of work performed and duties payable are forwarded to client on a regular basis and according to a firm’s policies and procedures • information is extracted and notes, summaries and/or photo-copies are made throughout the research process • deficiencies in draft document are rectified through further research and drafting as required • legal process, legislative requirements, purpose of document and legal terminology are explained to client in clear and simple language • correct legal terminology is used in appropriate sections of document • precedents are adapted where appropriate • document is prepared correctly within agreed timelines produced document is assessed to ensure that it meets the requirements of legislation, legal matter and client needs • problems or questions outside own area of responsibility are promptly referred to instructing legal practitioner • ancillary notes explaining document are forwarded to client where appropriate • file/matter number is attached to all relevant documentation and relevant documentation is filed appropriately for future reference • all activities, actions and outcomes are documented and time is recorded • all work is conducted within accepted codes of conduct including those relating to: maintaining confidentiality, use of company property, duty of care, ethical behaviours, privacy, non-discriminatory practice, conflict of interests and compliance with reasonable direction |