Required skills

communication skills to

follow and provide clear written and oral sequenced instructions

participate in sustained and complex transactions

apply questioning techniques to elicit and clarify information

literacy skills to

follow intricate legal procedures

read and interpret legal documents

use legal vocabulary and grammatical structures to achieve precise meaning

numeracy skills to

prepare a quote in line with organisations fee structure

maintain and reconcile time records to inform final costing

prepare final invoice for signoff by client

research and report writing skills to assemble and evaluate background information and critical documents

technology skills to

prepare and review invoicing for services

research information and prepare reports on outcomes

Required knowledge

scope of role and responsibilities and obligation to refer matters to supervisor

organisations policies and procedures including quotation and invoicing procedures

accepted codes of conduct including those relating to

privacy and confidentiality

use of company property

duty of care

ethical behaviour

nondiscriminatory practice

conflict of interest

compliance with reasonable direction

legal terminology including that specific to area of law

archiving procedures and appropriate file retention periods

relevant court processes current legislation legal processes and required documentation

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria required skills and knowledge range statement and the Assessment Guidelines for the Training Package

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the ability to

document and file information according toorganisations policies procedures and legal requirements and within agreed timeframes

apply organisations financial systems and procedures according to legal requirements and within agreed timeframes

provide appropriate information advice and assistance to clients within own scope of responsibility

explain legal and legislative requirements underlying actions

apply knowledge of relevant court processes current legislation legal processes and required documentation

Context of and specific resources for assessment

Assessment must ensure access to

an actual workplace or simulated environment

workplace manuals and reference materials such as company policies procedural manuals checklists documentation and sample forms

background information on courts their jurisdiction and behavioural requirements

appropriate technology such as computers with relevant software

appropriate texts and people with expert knowledge such as legal practitioners

appropriate legislation and regulations relevant to common legal matters

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge The following examples are appropriate for this units

analysis of responses to case studies and scenarios

direct questioning combined with review of portfolios of evidence and thirdparty workplace reports of onthejob performance by the candidate

review ofquotes developed and forwarded to instructing legal practitioner for approval

review of preparation ofinitial file documentation

evaluation of documentation with results of conflict of interest checks recorded

review of information forwarded to client on opening a file

evaluation of updated file notes

review of progress reports forwarded to client

analysis of monitoring of trust account

oral or written questioning to assess knowledge of archiving procedures and appropriate file retention periods

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector workplace and job role is recommended

Designated individual may include:

Legal matter may include:

Client may include:

Organisation's policies and procedures may relate to:

Fee structure may include:

Terms of engagement may include:

Client expectations may include:

Initial file documentation may involve:

Conflict of interest check may include:

Conflict of interest may include:

Resources may include:

Other persons with whom liaison may occur may include:

Experts may include:

Activities, actions and outcomes may include:

Issues or problems may include:

Relevant documentation may include:

Relevant documentation to be forwarded to client may include:

Disbursements may include: