• understanding of scope of own responsibility and that of others involved in the matter is demonstrated • knowledge of the purpose of documents and exhibits is demonstrated • knowledge if the area of law and the related legal process involved in the matter is demonstrated • knowledge of the type of difficulties that may arise and standard resolutions are demonstrated • instructing legal practitioner is kept up to date with activities, actions and outcomes • relevant documents and exhibits are included • documents are checked to ensure the correct numbers of copies, signatures (where necessary) relevant attachments (numbered and stamped where appropriate) and a complete table of contents • documents and exhibits are delivered to instructing legal practitioner within agreed timelines • when instructing others, instructions are clear with adequate explanation to allow the task/s to be completed • when instructing others, supervision is provided throughout the task in relation to: - providing advice and assistance with problems - ensuring that deadlines are met - ensuring that documents, exhibits and exhibit lists are collected and collated correctly without loss of integrity - ensuring that documentation is complete and correct - ensuring that confidentiality and security of information is maintained throughout • file/matter number is recorded on copies of documents according to a firm’s policies and procedures • a firm’s confidentiality and security polices and procedures are understood and adhered to • exhibit listing is prepared such that exhibit list corresponds exactly with exhibits • exhibits are numbered and reference number is attached in the top left-hand corner to appropriate document • exhibit listing is cross-referenced with exhibits for accuracy • integrity, security and confidentiality of documents is maintained • any photocopying undertaken is recorded for purposes of client invoicing • record of time is processed for client invoicing purposes • 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, non-discriminatory practice, conflict of interests and compliance with reasonable direction |