M2 - Learner Manual

4.3. Accurately complete required reports and records

It is always important to note down communications with the client or relevant witnesses/people involved in the matter. In addition to enabling the lawyer to get a better understanding of the client’s circumstances, it will also assist the client to better recall the circumstances. It is also important as a means of protecting the legal service if any disputes arise about what a client said to a legal service.

It is necessary to obtain written authority from the client if the client wants to lawyer to discuss the case with relevant people. Be mindful of any ethical issues and the duty to avoid conflicts of interest when discussing a client’s case with others, even when a client says that you may do so. 

Familiarise yourself with workplace policies and procedures. Take the time to read internal policies. This will ensure you are best placed to deliver appropriate services in line with the functions of your organisation.

Be aware of the forms and records that need to be kept and complete them properly. This is important for maintaining a high level of professional standards but also to ensure the information which is required is at hand.