Elements and Performance Criteria
- Work within accepted codes of conduct
- Submit work for review and approval by the legal practitioner who delegated the task/s
- Keep paperwork up to date and forward reports on the progress of matter/s to clients regularly according to instructions and relevant legislation
- Ensure contact with the opposing party in legal disputes occurs only under the specific direction of the legal practitioner responsible for the matter
- Promptly communicate conflict of interest or potential conflict of interest in a legal matter to the legal practitioner responsible for the matter
- Treat clients and fellow workers with respect
- Take care to behave with honesty and integrity at all times
- Direct trust account monies to legal practitioner for receipt
- Follow confidentiality procedures
- Follow security procedures
- Appropriately store and secure file related information, including electronically stored information
- Hold discussions relating to client matters in a private location
- Ensure all documents/exhibits relating to a file are locked away securely after use according to a firm’s policies and procedures
- Ensure all materials required by legislation to be stored for certain periods of time are clearly labelled and stored securely according to a firm’s policies and procedures