• where appropriate, suggested interview questions and activities are forwarded to instructing legal practitioner for review • interview questions are relevant and appropriate for the information requirements • arrangements and verification of client meeting is completed within agreed timelines • arrangements for interview are made taking into account any equipment needed prior, during and after the interview • evidence of knowledge of the relevant legal process and legislative requirements • explanations to client are made clearly and sensitively • the interview is conducted efficiently and courteously • legal terminology and process can be explained in clear, simple language • instructing legal practitioner is kept up to date regarding all activities, actions and outcomes • where instructing other, instructions are clear with adequate explanation to allow the task/s to be completed • where instructing other, supervision is provided throughout the task in relation to: - providing advice and assistance with resolving problems - ensuring that work is completed within timelines - ensuring that recording of interview is accurate - checking that interview documents are formatted and filed correctly - ensuring that confidentiality and security of information is maintained • appropriate questioning techniques are used, taking into account the client’s characteristics • client’s questions are answered within limits of own area of responsibility • questions outside own area of responsibility and knowledge are identified and assistance is promptly sought, where appropriate • client questions within range of responsibility are answered satisfactorily and questions outside own range of responsibility are referred to instructing legal practitioner for immediate resolution • client information is obtained within agreed timelines using appropriate method • interview is carried out sensitively and non-disclosable information not disclosed • all activities, actions and outcomes are documented and time is recorded • file notes are kept up to date • all work is conducted within accepted codes of conduct including those relating to: maintaining confidentiality and security of information, use of company property, duty of care, ethical behaviours, non-discriminatory practice, conflict of interests and compliance with reasonable direction |