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Legal Secretaries

Business Skills in the Legal Environment


Outcome 1 - evaluate the use of different types of information and communication equipment and systems in a legal office

Practical skills

The candidate will be able to:

  1. design tools for monitoring the use of different information management systems
  2. design and adapt material to enhance and support current information systems (paper-based and electronic) eg filing systems, customer/client records
  3. identify and compare manual and electronic communication systems eg memos, newsletters, staff notices, telephone, e-mail, internet, intranet
  4. make recommendations for improving existing communication and information systems
  5. produce documentation following house style guidance eg reports, forms.

Underpinning knowledge

The candidate will be able to:

  1. identify different internal and external sources of information and their uses eg databases, intranet, internet, court service, land registry
  2. evaluate the use and appropriateness of different information management systems, manual and electronic
  3. describe the reasons for monitoring routine hygiene and maintenance procedures for equipment
  4. identify organisational policies and procedures for using information and communication systems and equipment.

Outcome 2 - describe how legislation affects the legal office and describe the legal system

Practical skills

The candidate will be able to:

  1. carry out a basic risk assessment in a given work or study area
  2. describe how to monitor hazards to self and others

Underpinning knowledge

The candidate will be able to:

  1. describe the structure of the court system in England, Wales and the EU ie:
    • Criminal courts
    • Civil courts (including Tribunals)
    • European Court of Justice
  2. identify the personnel operating in the court system within England and Wales and describe their training and main roles eg judges, magistrates, barristers, solicitors, legal executives
  3. identify the health and safety information that should be included in an organisation’s rules and regulations
  4. explain how a safe and healthy working environment affects personal rights and responsibilities
  5. explain own legal responsibilities as required by health and safety legislation and organisational policy
  6. describe how an individual’s acts can affect others in relation to a healthy and safe working environment
  7. describe accident reporting and recording procedures
  8. explain how to deal with and store hazardous substances in the workplace eg toners, cleaning fluid, ink cartridges
  9. explain the importance of maintaining security and confidentiality of data
  10. describe how employment legislation affects the legal office

Outcome 3 - identify and explain the importance of continuous improvement within an organisation

Practical skills

The candidate will be able to:

  1. identify methods of continuous improvement used by an organisation eg customer feedback, reviews of current practice, exception/non-conforming reporting
  2. describe activities which assist in identifying and improving work practices:
    • external quality marks (eg Investors in People, Lexcel, ISO)
    • quality reviews and improvement techniques (eg benchmarking)
    • target setting and planning
    • SWOT and PEST analyses
  3. make recommendations for improvements in a given work area
  4. describe various techniques for identifying individual needs for development eg:
    • formal and informal feedback
    • self-assessment
    • training needs analysis
  5. identify ways in which an organisation can assist individual development eg:
    • provision of training opportunities
    • setting clear objectives (SMART).

Underpinning knowledge

The candidate will be able to:

  1. evaluate the use of different improvement techniques eg:
    • focus groups
    • inspections
    • SWOT and PEST analyses
  2. describe the importance of individual continuous development within the working environment, to the employer and the employee and ways of monitoring this eg performance management systems, appraisals.

Outcome 4 - explain the importance of effective team working and identify ways of resolving potential conflict

Practical skills

The candidate will be able to:

  1. identify how to plan and monitor resources
  2. illustrate the benefits of team working
  3. describe the characteristics of an effective team eg good communication, trust, honesty
  4. describe the characteristics of an ineffective team and the potential consequences of these
  5. identify ways of negotiating priorities with team members and others eg line managers, colleagues
  6. recommend techniques for resolving potential conflict.

Underpinning knowledge

The candidate will be able to:

  1. describe the differences between groups and teams
  2. explain the dynamics of team working
  3. describe how team objectives can be met eg motivation, support, SMART
  4. identify techniques for maintaining an effective team eg regular communication, individual involvement, clear roles and responsibilities
  5. identify and explain why potential conflicts may arise between team members
  6. explain the need for delegation.

Outcome 5 - organise or co-ordinate an event

Practical skills

The candidate will be able to:

  1. research and select appropriate venues for different types of internal and external events eg staff meetings, partner meetings, departmental meetings, team building events, conferences, exhibitions, seminars.
  2. plan how an event or meeting can be organised.
  3. describe types of information needed to organise an event eg speakers, guests, equipment, room layouts.
  4. use planning and monitoring tools to check progress of event preparation eg task lists, schedules, tracking logs, checklist of follow-up actions.
  5. present information and documentation for delegates to an event or meeting eg information pack, agenda, delegate list.

Underpinning knowledge

The candidate will be able to:

  1. identify organisational policies and procedures that apply to arranging meetings and events.
  2. identify and describe the advantages and disadvantages of different venues.
  3. identify health, safety and welfare considerations when organising an event.
  4. dentify techniques for evaluating the success of an event and describe the reasons for event evaluation.