Application

This unit describes the skills and knowledge required to maintain a file under the instruction of a designated individual.
The unit applies to individuals who apply well established, sound theoretical knowledge in the provision of administrative support in a legal services environment.
No licensing, legislative or certification requirements apply to this unit at the time of publication.

What You'll Learn

Assessment Requirements

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:
• maintain at least four files in a legal services environment.
In the course of the above, the candidate must:
• document and file information according to organisational policies, procedures and legal requirements, and within agreed timeframes
• apply financial systems and procedures of the organisation according to legal requirements and within agreed timeframes.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:
• scope of role and responsibilities, and obligation to refer matters to supervisor
• organisational policies and procedures relating to the following:
• quotation and invoicing
• privacy and confidentiality
• use of company property
• duty of care
• legal terminology applicable to performance evidence including that specific to area of law
• archiving procedures and appropriate file retention periods
• relevant legal processes and required documentation.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.
This includes access to:
• workplace reference materials to fulfil the performance criteria
• legislation and regulations relevant to fulfil the performance criteria.
Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Foundation Skills

• {'skill': 'Reading', 'description': 'Reviews text from both hard copy and online sources to identify correct procedures and processes, to maintain information flow and to obtain specific information relevant to the current client and/or file'}
• {'skill': 'Writing', 'description': 'Uses correct terminology, grammatical structures, spelling and organisational style guides to prepare documentation; Uses clear and detailed language and paraphrasing techniques to accurately transcribe events'}
• {'skill': 'Oral Communication', 'description': 'Uses effective questioning and listening techniques to clarify needs and to obtain information from others; Relates information obtained, progress made and requirements using clear and concise language appropriate to the audience and environment'}
• {'skill': 'Numeracy', 'description': 'Extracts and evaluates numerical information and using a calculator or relevant software applies basic arithmetic functions, fractions and percentages to calculate billable hours, prepare invoices, monitor trust accounts and finalise disbursements'}
• {'skill': 'Initiative and enterprise', 'description': 'Takes personal responsibility for following explicit and implicit policies, procedures and legislative requirements'}
• {'skill': 'Teamwork', 'description': 'Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role'}
• {'skill': 'Planning and organising', 'description': 'Takes responsibility for planning and organising own workload, determining when to allocate work to team members; Makes routine decisions and implements standard procedures for routine tasks, using formal decision-making processes for more complex and non-routine situations'}
• {'skill': 'Technology', 'description': 'Uses familiar digital technologies and systems to access information, enter and store data, present information and communicate with others'}

Related Units

• BSBOPS301 — Maintain business resources
  Same training package
• BSBMKG431 — Assess marketing opportunities
  Same training package
• BSBLDR413 — Lead effective workplace relationships
  Same training package
• BSBLEG529 — Apply legal principles in corporation law matters
  Same training package
• BSBWHS431 — Develop processes and procedures for controlling hazardous chemicals in the workplace
  Same training package
• BSBSTR801 — Lead innovative thinking and practice
  Same training package