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Elements and Performance Criteria
Required Skills
Evidence Required
Range Statement
Other/third parties may include: | • clients• clients’ representatives• regulatory bodies• lawyers for opposing party• medico/legal consultants• barristers• interpreters |
Appropriate method of contact and procedures associated with liaison may include: | • telephone• email• letter• internet• fax• meeting |
Required background information may include: | • current file• reports from experts• relevant legislation• previous dealings with client or relevant third party |
Non-disclosable information may relate to: | • names of clients, witnesses or staff• addresses of clients, witnesses or staff• personal details of clients, witnesses or staff• dates• telephone numbers• a firm’s other clients• client’s medical condition• client's personal history• whereabouts of client/witnesses• financial information• details about firm itself• passwords or security procedures• nature of client’s legal matter• fact that the client has consulted the firm |
Information exchange may relate to: | • expert reports• clarification of deadlines• certificates• affidavits• assessment of financial circumstance• progress of matter• options for progress with matter• briefs |
A firm’s policies and procedures may include: | • information sources• time recording procedures• security/confidentiality/privacy procedures• management of legal contingencies• documenting activities planned and undertaken• protocol for accommodating special client needs, eg. case manager, social worker, parole officer• protocol for contacting clients, eg. translator, interpreter• appropriate meeting venue• room booking procedure |
The area of law may include: * | • commercial law• corporate law• criminal law• family law• industrial relations/employment law• property law• tax law• litigation• wills and probate* These are nine common areas of law. The area of law is not restricted to this list; other areas of law may be applicable. |
Legislative requirements may relate to: | • relevant State/Territory/Commonwealth legislation• the client and a firm (eg. Consumer Credit Code, Privacy Act, secrecy laws, Codes of Practice)• the area of law• schedule of fees and duties payable• Freedom of Information legislation |