Elements and Performance Criteria
- Check that trust funds are adequate
- Check relevant sources for information regarding disbursements and costs
- Calculate and reconcile estimated disbursements and costs with available trust funds
- Notify instructing legal practitioner where there are inadequate available funds
- Notify client that further funds are required, where necessary, according to organisation’s policies and procedures
- Draw cheques against trust account
- Complete appropriate requisition form
- Gain authorisation from instructing legal practitioner according to organisation’s policies and procedures
- Inspect cheques for accuracy and correct account source
- Organise instructing legal practitioner to verify and sign cheques
- Keep accurate records of all file-related disbursements and costs
- Prepare documentation upon completion of legal matter