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Legal Skills 411 - semester CONCISE summary, cram notes in mostly list format $3.70   Add to cart

Summary

Legal Skills 411 - semester CONCISE summary, cram notes in mostly list format

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This is not transcriptions of lecture material but rather a summarised version of that. Bare-bones, essential items only and in mostly list format Perfect for cramming or supplementing speed-listening to recordings Includes lectures and guest lectures, self-study material, all prescribed case...

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  • June 3, 2022
  • 46
  • 2020/2021
  • Summary
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Relationship with your client

Summary
Practitioner’s duties (5)

1. Solve the client's legal problem

2. Confidentiality

3. No conflict of interest

4. Utmost faith (to the best of your ability)

You’re working on their behalf, you must argue for your client to
protect their interest above your own

5. Fiduciary duties - minimize cost and act with integrity

First consultation

Initial questions (2)

1. Do I need to act for this client?

2. Am I able to accept this matter? Can I resolve the problem?

Competency

To answer the initial questions, consider (6)

1. You are never obliged to act for a client

2. Potential conflict of interest

3. Client gives unethical, fraudulent instructions

4. Competence of attorney

5. Not suitably qualified

6. Knowledge and experience

When speaking to the client (9)

1) Be courteous (4)


Relationship with your client 1

, 1. Make the client feel welcome and comfortable

Clean area, beverages, comfortable area etc.

2. Show interest and give undivided attention

No interruptions, taking notes of the whole story

3. Client can become emotional (sad/angry etc.) but you need to
stay steady

4. Build mutual trust and confidence and demonstrate that you
understand your client’s problem

Listen carefully and give client opportunity to tell their story

Do not be aggressive and do not interrupt

Don’t judge

2) Plan in advance

Plan how you’ll conduct your first interview

Bring items of use (e.g. contract/legislation re the issue etc.)

Depends on the type of person and the nature of legal problem

3) Take time to explain (ensure understanding)

Most clients don’t know much about the law and legal system

Take time to explain matters as simply as possible

Spend a few minutes during the consultation to explain the
concepts and process

Calm

Crucial client understands what is happening and that it is their
instruction you are taking

4) Simple language

Complexity of language depends on the client

Avoid legal jargon

Client is already stressed out and it could be hard for them to
follow advice

Keep advice simply, accurate and complete



Relationship with your client 2

, Tone of voice

5) Language barriers

Barrier to full information if uncomfortable

Ensure client understands

Get translators if needed etc.

6) Cost estimate

Be realistic and honest - costly and timely

7) Instructions (10)

1. Take comprehensive notes

Whether irrelevant or not, take lots of notes

2. Guidance about what is important

Guide the client and ask leading questions to determine
more

Probe client to get objective facts

3. Time

NB when did the things happen

Date and times

Try to get as many objective facts as possible

4. Confidentiality!

Super NB for trust relationship and should disclose
everything to you

5. Confirm in writing and confirm instructions with client

Instructions to be complete

Ensures everyone is on the same page and serves as proof
of such

Lack of complete/proper instructions? Problematic

6. Instructions must be direct from your client

If there’s an instructor, why are they instructing, why can’t the
client be there themselves?


Relationship with your client 3

, Client in hiding? Why? Could be aiding and abetting a
criminal

7. E-mail/telephone?

Not ideal

We want “Face-to-face” (Teams etc. still apply)

8. Reasonably satisfied about (4)

1. Client’s identity

2. Client’s capacity to instruct

3. Authority of a representative instructor

4. Instructor's understanding and the nature and extent of the
mandate

Adhere to FICA and POPI

9. Evidence to support instructions

Anything to prove your clients truth

If there’s no evidence to support the facts, will be problematic
in court cos won’t be able to prove in court

Duty to probe about what you’re gonna be arguing in the end

Also, potentially questionable? Why you lying

Inconsistence with evidence?

Ensure you have all evidence before issuing court paperws

10. Confirmation of instructions

Final confirmation

8) Maintain contact

Progress reports

Delays

9) Offers of settlement

Whenever you get an offer, you send it to the client

You can never judge it even if its completely ridiculous




Relationship with your client 4

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