VU22977 – Practice in a Legal Environment

Advanced Diploma of Legal Practice – 22565VIC

PORTFOLIO- CLIENT MATTER FILE

Assessment task 1

Prepare a comprehensive portfolio of documents to create a Client Matter File which must include:

Element 1

  1. Area of law
    • Cover sheet stating client name and short description of legal matter
    • Client Instruction Sheet, Costs Agreement and Costs Disclosure Statements
    • Legislation applicable
    • Legal brochure for client

Element 2

2.1 Introductory letter seeking to brief counsel

2.2 Brief to counsel

2.3 Follow up letter to counsel

Element 3

3.1 Legal documentation including court documents and forms

3.2 Note that you have checked above legal documentation

3.3 Note timelines on legal documents for filing or lodging or submitting

3.4 Notes on archiving and storing legal documents securely / return to client

Element 4

4.1 Letter to client updating on progress

4.2 Letter to client seeking instructions on an action on the file

4.3 Prepare note confirming no conflict with current client or past client and request office database check.

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