Legal Services

CPQ Foundation Stage

Foundation stage Legal Systems

80 hours

Examined assessment:

50% Knowledge

50% Application and Evaluation

Professional Experience

See page 3

Foundation stage Tort

100 hours

Foundation stage Contract

100 hours

Foundation stage Introduction to Property and Private Client

180 hours

Foundation stage Professional and legal skills

100 hours

Module total

560 hours

56 Credits -  Approx. 18 months

Completed alongside or post exams –

time period undefined

CPQ Advanced Stage

Advanced stage

Dispute Resolution

180 hours

Examined assessment:

35-40% Knowledge

50% Application and Evaluation

Professional Experience

See page 3

Advanced stage

Criminal Law and Practice

180 hours

Advanced stage

Property and Conveyancing

180 hours

Advanced stage Professional and Legal Skills

180 hours

720 hours

72 Credits - Approx. 18 months

One further module - Advanced stage Family/Wills/Business & Employment 

180 hours

Stage totals 

900 hours

90 credits - Approx. 24 months

Completed alongside or post exams –

time period undefined

Foundation Stage Professional Experience

Paralegal
Case Handler
Legal Assistant

Advanced Stage Professional Experience

Senior Paralegal
Experienced Paralegal

Professional Stage Professional Experience

CILEx Lawyer
Authorised Practitioner
Manager

Ethics and Professional Responsibility

Acts with integrity, impartiality and independence, demonstrates principled behaviour, follows rules, adheres to organisational and professional standards and manages risk.

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I apply the rules and adopt the principles of professional conduct and the CILEx Code of Conduct appropriately to relevant situations and raise awareness of these to others in the team

I understand and comply with professional standards, the CILEx Code of Conduct and regulatory responsibilities and I provide guidance to team members on these standards.

I demonstrate behaviour that reinforces professional standards, the CILEx Code of Conduct and regulatory responsibilities and I provide guidance to team members on these standards.

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I maintain the confidentiality of client, organisation and colleague information.

I represent information and data candidly, accurately and completely whilst maintaining confidentiality.

I represent information and data honestly accurately, completely and confidentially and I coach less experienced staff on the principles and importance of maintaining confidentiality.

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I act with professionalism and integrity in all interactions with clients, colleagues, suppliers and other stakeholders.

I consistently demonstrate the highest standards of professional integrity, displaying discretion and sound judgement when dealing with clients, colleagues, suppliers and other stakeholders.

I do not compromise my professionalism or integrity and I stand my ground in the face of client, supplier or internal pressures.

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I recognise conflicts of interest, ethical or risk dimensions to situations and, when concerned, inform appropriate groups or people.

I recognise conflicts of interest, ethical or risk dimensions to situations, I demonstrate awareness of professional standards and, when concerned, I inform and consult appropriate

groups or people.

I demonstrate knowledge of the organisation’s risk management procedures; I support others in upholding ethical risk management and professional standards and I escalate issues promptly.

Client Relationships

Focuses on clients’ needs, listens to clients to understand their current and future needs, utilises specialist expertise, builds and leverages an internal and external network of contacts, meets clients’ expectations and delivers complete client solutions.

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I understand and apply the concept of client service with both internal and external clients.

I demonstrate a client-oriented approach, treating internal and external clients as individuals.

I recognise and apply the concept of client service to a range of clients and I work to improve client centricity within the team.

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I demonstrate an understanding of clients' needs.

I understand the clients' existing position, their actual and perceived needs and I am able to challenge these.

I show a clear understanding of the clients' existing position, needs and expectations and I am able to identify needs that they may not recognise.

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I deal with clients' needs efficiently and raise appropriate legal matters with the right expert.

I manage the clients' expectations and am responsive to ensure the legal needs of the client and the organisation are met.

I respond appropriately to clients' legal needs and engage others in the team and externally with the necessary legal expertise.

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I provide clear advice and I suggest possible actions for clients in accordance with instructions received.

I provide clear legal advice to clients including options available, next steps, advice on costs where appropriate and I provide supporting evidence in accordance with instructions received.

I provide clear legal advice to clients including advice on the available options, the risks, the costs and the benefits of alternative courses of action, next steps and providing supporting evidence.

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I identify and develop an internal network of contacts to achieve results.

I build an internal network and am starting to develop an external network of contacts and experts.

I maintain, widen and leverage my network of internal and external contacts and experts.

Technical Expertise

Demonstrates the technical knowledge required for the role, keeps up to date with developments and trends in the organisation and legal profession and refers technical work to others with the right expertise.

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I demonstrate sufficient technical knowledge to complete tasks, and for more complex tasks, complete these with some supervision.

I demonstrate my technical knowledge and expertise and apply this across a range of tasks.

I demonstrate my technical knowledge and expertise, sharing this with others in the team.

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I act as a resource on technical support matters or I identify the appropriate expertise internally or externally.

I demonstrate technical knowledge in one or more specialist areas and I act as a referral point for technical and tactical advice on straightforward matters.

I develop a specialism in one or more legal areas and am recognised as being an expert in my field.

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I understand the limitations of my technical competence and I raise appropriate legal matters with the right expert.

I provide guidance on routine technical matters to my colleagues and I understand the limitation of my technical competence, raising appropriate legal matters with the right expert.

I recognise when I reach the limit of my technical competence and skills and I ask for support

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I maintain proficiency in legal, organisational and other processes, procedures, technologies, standard tools, approaches and methodologies.

I develop legal knowledge and understanding, ensuring new developments in regulation, technology and practice are followed.

I keep up to date with all legal and technical developments and organisational approaches and methodologies and apply them ethically in my work.

I suggest the applicable law and explain why it is relevant to the matter.

I identify the applicable law, linking it to the issues and demonstrating why it is relevant to the matter.

I identify the applicable law and procedures and apply these to the matter using supporting evidence.

Legal practice

Uses their skills and experience to perform the job effectively, makes effective use of technology, delivers accurate and quality work and embraces new developments and ways of working.

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I conduct accurate qualitative and quantitative research on legal and non-legal matters in a thorough and organised manner.

I conduct accurate qualitative and quantitative research in a thorough and organised manner, using the full range of available tools and technologies, and apply it to the matter in hand.

I conduct and collate qualitative and quantitative research around all aspects of current case law, legal procedure and documentation in a thorough, pragmatic and organised manner, using the full range of available tools and technologies and apply it to the matter in hand.

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I identify, complete, draft and process relevant legal documentation using straightforward language. I follow the correct legal procedures.

I identify and draft the right legal and other documentation to support the legal procedure, identifying the relevant issues and providing well written supporting evidence.

I use the correct legal and other documentation and procedures to deal with the matter, providing supporting evidence of the action taken.

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I make full use of appropriate and current technology to deliver solutions to clients.

I embrace new developments in working practices and technology and adopt them in my day-to-day activities.

I identify new developments in working practices and technology and adopt them in my, and the team's, activities to deliver solutions to clients.

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I ensure work complies to legal procedures, regulatory and organisational standards.

I deliver work in accordance with legal procedures, regulatory and organisational standards.

I am responsible for delivering quality work in compliance with legal procedures and regulatory and organisational standards and supervising others' work on a formal and structured

Basis.

Commercial Awareness

Combines commercial and legal expertise to bring value to clients and the organisation, demonstrates business/commercial acumen, manages work efficiently and in budget, delegates work, uses resources efficiently and maximises commercial opportunities from existing and new clients.

I align my activities to the objectives of the team and department.

I align my activities within my area to the organisation’s strategy and I take responsibility for their delivery.

I turn the organisation's strategy into key deliverables, ensure their delivery and monitor against the plan.

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I have a broad understanding of the overall environment in which the organisation operates and its key products and services, and can articulate these to clients.

I identify opportunities to maximise business from my client through suggesting additional current services, where appropriate and relevant to do so, in line with the broader organisational and business context.

I understand and communicate the broad range of legal services, in light of competitor activity, that may be relevant to clients' needs and I raise new opportunities for products and services with clients and senior members of the organisation.

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I demonstrate the importance of case economics e.g. budgets, billing and time analysis when carrying out my work.

I maintain a focus on the economics of the services being offered, recommending opportunities for increased efficiencies.

I contribute to the financial management of the case, including budgets, work in progress, timely billing and collection and variance recognition.

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I manage multiple activities, prioritising time and communicating potential time and resource conflicts.

I prioritise and manage my own and delegated work with a focus on completion within scope and budget, delegating where appropriate.

I contribute to engagement management e.g. resource requirements and case load workflow, to meet organisation objectives and budgets.

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I support the development of proposals, organisation of events and other marketing and business development activities.

I support others in activities to gain work from existing or new clients and in marketing the organisation.

I contribute to converting opportunities into successful new profitable work.

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Representation and Advocacy

Acts as an ambassador to the organisation and legal profession, takes instructions, holds appropriate advocacy rights, prepares for and acts for clients at trials, hearings or negotiations and represents the interests of clients in the best way.

I represent the organisation internally and externally in a positive manner.

I am an ambassador for my organisation at all times. 

I am an ambassador for my profession and organisation.

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I accept the work to be done, delivering on appropriate deadlines and providing regular status updates.

I take accurate instructions relating to legal matters from colleagues and clients.

I take accurate instructions relating to legal matters from colleagues and clients.

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I gather and provide the supporting information and prepare case outlines and submissions, in preparation for trials, hearings, advocacy or negotiations.

I provide the supporting information in preparation for trials, hearings, advocacy or negotiations; including drafting speeches and submissions.

I prepare statements of case, applications, witness statements and skeleton arguments and I represent clients at a trial or hearing where there are sufficient rights of audience including; opening and closing speeches, examination in chief, cross-examination, re-examination and closing arguments.

I undertake straightforward negotiations and influence in favour of a preferred solution.

I undertake more complex negotiations and advocacy and influence in favour of a preferred solution.

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I observe and support advocacy in those areas where currently no rights of audience exist.

Where required, I have applied for and attained the relevant legal litigation and advocacy rights relevant to my role.

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Managing Performance

Aligns to personal, team and organisational goals and objectives, is open to learning and supports the activities and development of others in the team.

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I know how my role contributes to the organisation and I complete my organisational objectives.

I contribute to the team's effectiveness by achieving my personal and organisational goals.

I work towards the organisation's goals by setting aligned objectives and targets for myself and where appropriate the team.

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I embrace challenging performance standards and monitor my progress against them.

I set myself realistic and impactful performance expectations and deliver against them.

I establish stretching performance expectations for myself and where appropriate my team, measuring progress against them and taking corrective action on performance deficiencies.

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I contribute to team activities and demonstrate my awareness of others' workloads, taking on additional tasks as appropriate.

I contribute and encourage others to contribute to the performance of the team, consciously recognising the good work of other team members.

I engage with individuals to bring them together as one team and I take appropriate responsibility for their productivity.

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I actively pursue required or recommended qualification(s) and I seek instruction, feedback and coaching to improve my capabilities.

I actively pursue required or recommended qualification(s) and I proactively contribute to discussion about my career and personal development.

I support others in their personal development, providing information, opportunities for development, teaching, support, coaching, guidance and feedback.

I complete my relevant Continuing Professional Development (CPD) requirements.

I complete my relevant Continuing Professional Development (CPD) requirements and support others in their development activities.

I complete my Continuing Professional Development (CPD) requirements and encourage others in CPD activities.

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