The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!
From the Wiki University
What evidence can you provide to prove your understanding of each of the following citeria?
Initiate preliminary file activities
|
|
Arrange meeting with designated individual to discuss new file, and to plan and prioritise preliminary work Completed |
Evidence:
|
Obtain details of the legal matter from the client according to organisation’s policies and procedures Completed |
Evidence:
|
Develop a quote in line with organisation’s fee structure and forward it to instructing legal practitioner for approval Completed |
Evidence:
|
Forward quote and instructions for establishing a trust account to client on behalf of instructing legal practitioner Completed |
Evidence:
|
Clarify terms of engagement with instructing legal practitioner and client and ensure expectations are agreed upon and documented Completed |
Evidence:
|
Prepare initial file documentation Completed |
Evidence:
|
Carry out conflict of interest check
|
|
Organise self or other person to carry out conflict of interest check Completed |
Evidence:
|
Record results of conflict of interest check in preliminary file notes, and discuss and resolve areas of potential conflict Completed |
Evidence:
|
Open file
|
|
Locate, access and extract relevant information for initiating files Completed |
Evidence:
|
Select and brief support staff to assist on file, in consultation with designated individual Completed |
Evidence:
|
Forward confirmation of instructions, details of those working on the file, a summary of work to be performed and associated timelines to client on behalf of instructing legal practitioner Completed |
Evidence:
|
Plan work in conjunction with designated individual and allocate resources Completed |
Evidence:
|
Contact other persons about the file
|
|
Undertake liaison with other persons and obtain statements if necessary Completed |
Evidence:
|
Undertake liaison with experts where appropriate Completed |
Evidence:
|
Update file notes detailing activities, actions and outcomes and record time Completed |
Evidence:
|
Undertake legal process according to plan
|
|
Carry out legal process as planned with designated individual Completed |
Evidence:
|
Maintain information flow to designated individual on progress of matter Completed |
Evidence:
|
Immediately refer issues or problems outside own range of responsibility to designated individual for resolution Completed |
Evidence:
|
Monitor trust account to ensure sufficient monies are present and contact instructing legal practitioner to facilitate the transfer of additional funds if necessary Completed |
Evidence:
|
Keep client up-to-date on matter through progress reports and, where necessary, meetings with designated individual Completed |
Evidence:
|
Facilitate file administration and closure
|
|
Organise self or other person to reconcile time records with costing Completed |
Evidence:
|
Organise self or other person to undertake final costing Completed |
Evidence:
|
Organise self or other person to prepare invoice Completed |
Evidence:
|
Arrange meeting with designated individual to review final invoice and relevant documentation in order to facilitate sign-off before forwarding to client Completed |
Evidence:
|
Update and complete file notes Completed |
Evidence:
|
Ensure final accounting of trust account and resolve outstanding disbursements Completed |
Evidence:
|
Close and archive file according to organisation’s policies and procedures Completed |
Evidence:
|