Level 3 -
Providing legal and administrative support, carrying out research and drafting legal documents and forms.
Reference: OCC0245
Status:
SOC 2020 sub unit groups:
Fieldfisher, JB Leitch, Davies Group, Fletchers, Forbes Solicitors, CMS, Clarion Solicitors, HCC Solicitors, Simpson Millar, Jarred Consulting, Pinsent Masons, Irwin Mitchell, Government Legal Department, HM Courts and Tribunals Service, Trowers and Hamlins, Davies Group, Shepherd and Wedderburn, Singletons.
· Paralegals work alongside law professionals such as solicitors and chartered legal executives. A paralegal mainly gives legal advice on routine and straightforward matters. They support other legal professionals including on regulated aspects of law. A paralegal can be found in many contexts, from small legal firms on the high street to large multi-nationals. They can work in the private or public sector. They can work within in-house legal departments, legal services firms, not-for-profit sector and charities.
· Paralegal is a profession providing legal support whilst working under supervision. It can also be a typical entry point into the legal sector. A paralegal receives work and requests from many people at once, as well as having their own duties.
· The ability to work under pressure and to meet deadlines is essential because people will be relying upon the paralegal to complete their tasks. A paralegal may sometimes be asked to make judgements within specific limits on legal or working matters. Paralegals at all levels interact with clients, lawyers and other stakeholders such as the police, courts, government or regulatory bodies.
· They need to convey complex data clearly, sometimes in emotionally charged or difficult circumstances. They will be involved in supporting the team and use problem-solving skills to help get the best outcomes for the client and their organisation. Some paralegals may be doing this work on behalf of their own clients. They will be working in a regulated context and so high professional and ethical standards are vital. Paralegals research and analyse lots of complex data, keeping a high level of precision and attention to detail.
· Paralegal work can include things such as drafting legal documents, contacting clients and assisting with meetings and governance.
· A paralegal is usually office based, although they may assist at court or attend meetings with clients at off-site locations.
· The role can vary widely depending on the practice area. For example, if working in conveyancing then a paralegal is less likely to have much face-to-face contact with clients. However, if assisting on criminal work, then a paralegal may need to assist lawyers attending court and police stations and talk to suspects. Paralegals qualified to work in criminal law may also be Police Station Representatives.
· A paralegal will administer data and records. They will review documents and produce legal documents and standard forms using digital tools. A paralegal will handle confidential and sensitive data daily and so recognising data protection requirements is critical to the role. This extends to recognising the risks to data from cybercrime and the need to be vigilant. A paralegal will interpret and use basic financial data when assisting clients and other stakeholders. They will ensure that any tasks involving monies are carried out in compliance with anti-money laundering regulations.
· Paralegals can go on to be partners in law firms, heads of legal departments in the private or public sector. They may decide to form their own legal services company providing legal services direct to litigants in person. In some instances in the lower courts, for example, some tribunals and small claims courts, paralegals may be granted the rights of audience. This means that they can advocate for their own clients directly.
Paralegals have become the fastest growing role within the legal services sector. They are often found in organisations offering legal services direct to clients
Fieldfisher, JB Leitch, Davies Group, Fletchers, Forbes Solicitors, CMS, Clarion Solicitors, HCC Solicitors, Simpson Millar, Jarred Consulting, Pinsent Masons, Irwin Mitchell, Government Legal Department, HM Courts and Tribunals Service, Trowers and Hamlins, Davies Group, Shepherd and Wedderburn, Singletons.
support provision of legal advice by other legal professionals
provide ethical legal services ensuring high standards of client care ensuring they are acting in the best interests of the client
complete routine legal research and present information in response to requests from others under supervision
assist with the initial review of legal documents for example witness statements, meeting notes, contract reviews, lease agreements, bundles and produce varied correspondence
produce first drafts of legal documents and proof read documents under supervision using digital tools
use and support the use of digital technology and tools within the organisation
engage with stakeholders appropriately and adapt communication styles and tools appropriately including escalating problems when appropriate in line with organisational policies and procedures
manage own workload using digital management systems and undertakes review of casework to ensure progression is maintained and problems identified and escalated
deliver paralegal activities in support of the organisation's commercial strategy or budgetary constraints such as value for money, compliance with time billing and fee structure policies
assist in work with clients to provide an excellent customer service on routine casework
assist in carrying out "Know Your Client" activities to ensure that the appropriate type of scale of legal service is being provided
administer digital systems to create, maintain and use client and organisation data securely in line with legislation
ensure that all transactions and activities are carried out safely and securely to protect the organisation from threats such as money laundering, fraud and cybercrime
identify the limits of their personal professional experience and competence and escalate instructions that are beyond their scope of expertise
This occupational progression map shows technical occupations that have transferable knowledge and skills.
In this map, the focused occupation is highlighted in yellow. The arrows indicate where transferable knowledge and skills exist between two occupations. This map shows some of the strongest progression links between the focused occupation and other occupations.
It is anticipated that individuals would be required to undertake further learning or training to progress to and from occupations. To find out more about an occupation featured in the progression map, including the learning options available, click the occupation.
Progression decisions have been reached by comparing the knowledge and skills statements between occupational standards, combined with individualised learner movement data.
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