Assessor Resource

BSBLEG301
Apply knowledge of the legal system to complete tasks

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the skills and knowledge required to complete a range of common legal administrative duties within the legal system.

It applies to individuals who provide services to support legal practitioners, while under supervision. This unit underpins all units of competency in the Legal Services stream.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Identify the main roles and responsibilities of key bodies in the legal system

1.1 Identify the functions of the courts, regulatory bodies and other legal service providers

1.2 Identify the roles of key personnel in the legal industry

1.3 Explain and apply practical implications of relevant legal practice legislation in regard to own activities

1.4 Research identified gaps in knowledge

2. Identify key personnel/sections within a legal firm and their functions, to complete routine administrative tasks

2.1 Ensure the key functions of a firm are identified and can be explained

2.2 Identify the key functions of all personnel/sections within a firm

2.3 Identify personnel responsible for authorisation of specific matters (e.g. partner for authorising movement of funds in trust accounts)

2.4 Use the correct names of personnel/sections in administrative tasks according to a firm’s policies and procedures

3. Produce and despatch legal documentation

3.1 Ensure purpose of document/form, and the stage of the legal process to which it relates, can be explained

3.2 Access relevant information from the client file

3.3 Access precedent from firm’s bank of forms/routine documentation or draft document according to firm’s procedures

3.4 Attach file/matter number to all relevant documentation

3.5 Selfcheck document/form for accuracy and present it to the legal practitioner, within agreed timelines

3.6 Organise self or other person to despatch document in the appropriate manner

3.7 Document all activities, actions and outcomes and record time as required

3.8 File documentation correctly

4. Organise self or other to apply for certificates

4.1 Arrange, document/record timelines with designated person

4.2 Identify and locate supplier of certificate

4.3 Identify and advise applicable fees, taxes and rebates to client, if appropriate

4.4 Organise self or other person to apply for certificate using appropriate application forms and processes

4.5 Obtain record of application as appropriate

4.6 Facilitate legal practitioner’s review of self or other’s work

4.7 Organise self or other person to pursue appropriate followup action if certificates are not received on time or further information is required

5. Use court etiquette appropriate to the various courts

5.1 Use the appropriate manner of entering into and departing from the courts/tribunals

5.2 Use the appropriate manner of addressing the courts/tribunals

5.3 Use relevant legal language where appropriate

5.4 Identify and research gaps in knowledge of court etiquette

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Identify the main roles and responsibilities of key bodies in the legal system

1.1 Identify the functions of the courts, regulatory bodies and other legal service providers

1.2 Identify the roles of key personnel in the legal industry

1.3 Explain and apply practical implications of relevant legal practice legislation in regard to own activities

1.4 Research identified gaps in knowledge

2. Identify key personnel/sections within a legal firm and their functions, to complete routine administrative tasks

2.1 Ensure the key functions of a firm are identified and can be explained

2.2 Identify the key functions of all personnel/sections within a firm

2.3 Identify personnel responsible for authorisation of specific matters (e.g. partner for authorising movement of funds in trust accounts)

2.4 Use the correct names of personnel/sections in administrative tasks according to a firm’s policies and procedures

3. Produce and despatch legal documentation

3.1 Ensure purpose of document/form, and the stage of the legal process to which it relates, can be explained

3.2 Access relevant information from the client file

3.3 Access precedent from firm’s bank of forms/routine documentation or draft document according to firm’s procedures

3.4 Attach file/matter number to all relevant documentation

3.5 Selfcheck document/form for accuracy and present it to the legal practitioner, within agreed timelines

3.6 Organise self or other person to despatch document in the appropriate manner

3.7 Document all activities, actions and outcomes and record time as required

3.8 File documentation correctly

4. Organise self or other to apply for certificates

4.1 Arrange, document/record timelines with designated person

4.2 Identify and locate supplier of certificate

4.3 Identify and advise applicable fees, taxes and rebates to client, if appropriate

4.4 Organise self or other person to apply for certificate using appropriate application forms and processes

4.5 Obtain record of application as appropriate

4.6 Facilitate legal practitioner’s review of self or other’s work

4.7 Organise self or other person to pursue appropriate followup action if certificates are not received on time or further information is required

5. Use court etiquette appropriate to the various courts

5.1 Use the appropriate manner of entering into and departing from the courts/tribunals

5.2 Use the appropriate manner of addressing the courts/tribunals

5.3 Use relevant legal language where appropriate

5.4 Identify and research gaps in knowledge of court etiquette

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Identify the functions of the courts, regulatory bodies and other legal service providers 
Identify the roles of key personnel in the legal industry 
Explain and apply practical implications of relevant legal practice legislation in regard to own activities 
Research identified gaps in knowledge 
Ensure the key functions of a firm are identified and can be explained 
Identify the key functions of all personnel/sections within a firm 
Identify personnel responsible for authorisation of specific matters (e.g. partner for authorising movement of funds in trust accounts) 
Use the correct names of personnel/sections in administrative tasks according to a firm’s policies and procedures 
Ensure purpose of document/form, and the stage of the legal process to which it relates, can be explained 
Access relevant information from the client file 
Access precedent from firm’s bank of forms/routine documentation or draft document according to firm’s procedures 
Attach file/matter number to all relevant documentation 
Selfcheck document/form for accuracy and present it to the legal practitioner, within agreed timelines 
Organise self or other person to despatch document in the appropriate manner 
Document all activities, actions and outcomes and record time as required 
File documentation correctly 
Arrange, document/record timelines with designated person 
Identify and locate supplier of certificate 
Identify and advise applicable fees, taxes and rebates to client, if appropriate 
Organise self or other person to apply for certificate using appropriate application forms and processes 
Obtain record of application as appropriate 
Facilitate legal practitioner’s review of self or other’s work 
Organise self or other person to pursue appropriate followup action if certificates are not received on time or further information is required 
Use the appropriate manner of entering into and departing from the courts/tribunals 
Use the appropriate manner of addressing the courts/tribunals 
Use relevant legal language where appropriate 
Identify and research gaps in knowledge of court etiquette 

Forms

Assessment Cover Sheet

BSBLEG301 - Apply knowledge of the legal system to complete tasks
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

BSBLEG301 - Apply knowledge of the legal system to complete tasks

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: