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Evidence Required

Critical aspects	a firms policies and procedures are understood and followed unclear instructions or missing information is checked with instructing legal practitioner instructing legal practitioners instructions are adhered to roles and responsibilities of persons involved in matter are understood and adhered to actions occur within agreed timelines filematter notes and relevant documentation are reviewed and understanding of matter is demonstrated where instructing other instructions are clear with adequate explanation to allow the tasks to be completed where instructing other supervision is provided throughout the task in relation to providing advice and assistance with resolving problems ensuring that work is completed within timelines ensuring that recording of interview is accurate checking that interview documents are formatted and filed correctly ensuring that confidentiality and security of information is maintained documentation required at different stages of the legal process is identified the advantages and disadvantages of submitting andor accepting a formal offer of compromise are understood and can be explained validity of offer of compromise in relation to dates of expiry are monitored offers of compromise are composed in consultation with client and instructing legal practitioner and meet specified requirements client and instructing legal practitioners authorisation to proceed is sought any difficulties or irregularities are referred to the instructing legal practitioner for approval nondisclosable information is not communicated and where any doubt exists as to the informations status it is not disclosed meetings are conducted professionally and courteously instructing legal practitioner and client are kept uptodate will all activities actions and outcomes relevant authority is informed of all bonafide attempts to settle the matter out of court evidence of an understanding of clients circumstances is demonstrated clients questions and queries are answered in clear and simple language all activities actions and outcomes are documented on file notes and time is recorded filematter number is attached to all relevant documentation and such documentation is filed appropriately record of times is processed for client invoicing purposes costings are accurate 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 nondiscriminatory practice conflict of interests and compliance with reasonable direction
Resource implications	The assessor must have access to appropriate documentation and resources normally found in the work environment and required to allow the job or task to be properly performed These may include appropriate legislation and regulations relevant to assisting clients and conducting pretrial negotiations workplace manuals and reference materials such as company policy procedural manuals checklists and legal dictionaries
Consistency in performance	This unit of competency will require evidence to be collected across a range of events eg dealing with different clients and matters and over a period of time to ensure that situational variables are consistently achieved
Context of assessment	Evidence of competency can be met in different situations including on the job assessment off the job assessment placement in an enterprise participation in a New Apprenticeship traineeship arrangement use of a Practice Firm or simulated work environment recognition of Prior Learning Recognition of Current Competencies in skill areas where there has been no significant change to work practice in recent times Evidence gathering methods may include workplace performance roleplay simulation oral presentation projectsassignments third party reports
Underpinning knowledge and skills	Knowledge authorised signing parties relevant legal process and current legislation broad knowledge of general legal terminology and indepth knowledge of terminology relating to litigation and the area of law preparing offers of compromise accepting offers of compromise costing offers of compromise indemnity insurance common law and Statutory Duties of Care Skills literacy reads and interprets intricate legal procedures and documents uses legal vocabulary and grammatical structures to achieve precise meaning prepares and interprets offers of compromise follows and provides clear written and oral sequenced instructions research assembles and evaluates evidence and background information communication participates in sustained and complex transactions to explore issues and problems solving questions to clarify and elicit information negotiates by establishing common understandings and bringing different points of view together uses language to influence others numeracy determines costs keeps accurate recording of files and time professional presentation and etiquette liaison and negotiation skills

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