M2 - Learner Manual

4.4. Identify client legal issues and determine if matter is to be retained internally

An essential skill of a legal practitioner is being are able to identify the nature of the client’s problem, and into which area of law it falls (e.g. civil, family, or criminal). After the client has provided the practitioner with all of the relevant information, the practitioner will explain the next steps in the process before the conclusion of the interview. This is dependent on the area of law relevant  to their issue. This will be an important factor in relation to whether the client’s case can be retained internally, that is, does your organisation represent people in relation to the legal issues identified?

Determining whether a case can be retained internally, or if it needs to be referred externally will also be determined by whether any conflict of interest arises. An organisation’s own policies and guidelines also need to be consulted to determine if a case can be kept internally or not. 

Sometimes, a person may be experiencing multiple legal issues. In these circumstances, it should be considered whether one service can deal with the matters as a whole or if the client requires assistance form more than one service.

There are obvious practical benefits to maintaining a client’s legal matters with one service, if possible. This also may assist the client to feel less overwhelmed by their complex legal needs.