• no uninstructed legal activities are undertaken • all actions are verified by instructing legal practitioner • legal status of self is clearly communicated to other party • plan of action is developed with instructing legal practitioner prior to meeting • evidence that plan of action is adhered to • understanding of the importance of, and demonstration of confidentiality and discretion in legal matters is demonstrated • purpose of liaison is understood • all information is entered into relevant files and or databases • work is carried out within agreed timelines • a firm’s policies and procedures are understood and followed • unclear instructions or missing information is checked with instructing legal practitioner • non-legal aspects of problems are identified/resolved discretely and efficiently and instructing legal practitioner is informed of outcome where appropriate • legal problems are referred to instructing legal practitioner promptly and comprehensively • where instructing others, instructions are clear with adequate explanation to allow the task/s to be completed • assistance and/or advice is provided to others • where instructing others, supervision is provided throughout to ensure that: - work is completed within timelines - problems are resolved discretely and efficiently - confidentiality and security of information is maintained throughout • accurate and comprehensive file notes are made • file/matter number is recorded on new and/or relevant documents and such documents are filed appropriately • documentation of activities, actions, outcomes and information are presented to instructing legal practitioner within agreed timelines • any necessary follow-up action is carried out • files notes are updated according to a firm’s policies and procedures and time is recorded • all activities, actions and outcomes are documented and time is recorded • 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 |