Elements and Performance Criteria
- Identify the main roles and responsibilities of key bodies in the legal system
- Identify key personnel/sections within a legal firm and their functions, to complete routine administrative tasks
- 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
- Produce and despatch legal documentation
- 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
- Organise self or other to apply for certificates
- 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 court etiquette appropriate to the various courts