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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

  1. Prepare relevant background material
  2. Arrange for exchange of information
  3. Obtain information
  4. Finalise matter

Required Skills

This describes the essential skills and knowledge and their level required for this unit

Required Skills

clarify ideas

explore ideas in discussion

gather information from clients

prepare and proofread conversation transcripts and summaries of meeting outcomes

provide instructions to others

question others to obtain information

read and critically evaluate intricate legal documents

respond appropriately to clients who have specific needs

use legal vocabulary and grammatical structures to achieve precise meaning

Required Knowledge

accepted codes of conduct including those relating to

compliance with reasonable direction

conflict of interest

duty of care

ethical behaviour

nondiscriminatory practice

security privacy and confidentiality

use of organisational resources

legal terminology and process relevant to the matter

relevant organisation policies and procedures

relevant court processes current legislation and required documentation

scope of legal officersupport role and own responsibilities

Evidence Required

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

Assessment must confirm the ability to

collect and record information from a client under the instruction of a legal officer

The candidate must at all times comply with legislative requirements policy and standards and demonstrate an awareness of access equity and diversity principles and practices

Consistency in performance

Competency should be demonstrated in a range of actual or simulated workplace contexts

Context of and specific resources for assessment

Context of assessment

Competency should be assessed in the workplace or in a simulated workplace environment

Specific resources for assessment

Access is required to appropriate documentation and resources normally found in the work environment

Range Statement

The Range Statement relates to the Unit of Competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording in the Performance Criteria is detailed below.

Relevant background material and additional information may include:

current file

previous dealings with client or relevant third party

relevant legislation and regulations

Organisation's policies and procedures may include:

accommodating specific client needs such as case manager, social worker

arranging meeting rooms

assigning the file matter number

contingencies

information sources

interviewing

performing conflict of interest check

protocol for contacting clients such as translator, interpreter

recording information

re-scheduling appointments

security/confidentiality/privacy procedures

updating files

verifying and authorising information/appointments

Contact with client may include:

contacting the client oneself

email

ensuring someone else contacts the client

interview

interview through an interpreter or other support person

letter

telephone interview

Appropriate questioning techniques may differ according to:

cultural background of the client

sensitivity of the matter

state of presentation of the client, for example:

communication issues

cooperativeness

defensiveness

emotion

hearing impairment

language the client speaks

being non-communicative

having a speech impairment

Obtaining information may include:

communicating:

in person

in writing

verbally

via a third party

Verifying information may include:

verifying personally

organising verification to be done via a third party