Unit of competency details

BSBLEG306 - Maintain records for time and disbursements in a legal practice (Release 1)

Summary

Releases:
ReleaseStatusRelease date
1 1 (this release)Current 25/Mar/2015

Usage recommendation:
Current
Mapping:
MappingNotesDate
Supersedes and is equivalent to BSBLEG306A - Maintain records for time and disbursements in a legal practiceUpdated to meet Standards for Training Packages 24/Mar/2015


Training packages that include this unit

Classifications

SchemeCodeClassification value
ASCED Module/Unit of Competency Field of Education Identifier 091103 Legal Studies  

Classification history

SchemeCodeClassification valueStart dateEnd date
ASCED Module/Unit of Competency Field of Education Identifier 091103 Legal Studies  30/Jul/2015 
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Unit Of competency

Modification History

Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.

Application

This unit describes the skills and knowledge required to maintain time records and enter disbursements incurred.

It applies to individuals who work under supervision and apply a broad range of administrative competencies in a legal office work environment, using some discretion and judgement. In this role, individuals provide services to support legal practitioners and may provide technical advice and support to a team.

This unit underpins all units of competency in the Legal Services stream.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

Unit Sector

Administration Legal Services Administration

Elements and Performance Criteria

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Record fee-earner time

1.1 Access timesheets submitted by fee-earners

1.2 Organise self or other to enter time recording into accounting system against relevant client or client matter file, or other relevant codes such as training and marketing

1.3 Note irregularities and/or uncertainties and follow standard resolution procedures or alert designated person as appropriate

1.4 Make entries within agreed timelines

2. Enter disbursements incurred

2.1 Record details of disbursements accurately against relevant client or client master file according to a firm s policies and procedures

2.2 Note irregularities and/or uncertainties and ensure standard resolution procedures are followed, or alert designated person as appropriate

2.3 Allocate file/master number to all relevant documentation and file appropriately

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill 

Performance Criteria 

Description 

Reading

1.1, 1.3, 2.1, 2.2

  • Interprets textual information to clarify data and to determine and adhere to workplace practices

Writing

1.3, 1.4, 2.2

  • Uses clear, accurate and relevant language to complete workplace documentation

Oral Communications

1.3, 2.2

  • Articulates clearly using specific and relevant language and appropriate tone to convey concerns

Numeracy

1.2, 2.1

  • Uses mathematical equations to accurately calculate and record periods of time and expenditures for record-keeping processes

Navigate the world of work

1.3, 2.2

  • Recognises and responds to organisational policies and procedures

Interact with others

1.3, 2.2

  • Seeks to cooperate with others to achieve results in immediate work context

Get the work done

1.2-1.4, 2.1, 2.2, 2.3

  • Makes routine decisions and implements standard procedures for routine tasks, using formal decision-making processes
  • Takes responsibility for planning, sequencing and prioritising tasks and own workload for efficiency and effective outcomes
  • Recognises and takes responsibility for addressing predictable and some less predictable problems in familiar work contexts

Unit Mapping Information

Code and title 

current version 

Code and title 

previous version 

Comments 

Equivalence status 

BSBLEG306 Maintain records for time and disbursements in a legal practice

BSBLEG306A Maintain records for time and disbursements in a legal practice

Updated to meet Standards for Training Packages

Equivalent unit

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.education.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

 

Assessment requirements

Modification History

Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.

Performance Evidence

Evidence of the ability to:

  • demonstrate honesty and integrity in all financial dealings
  • accurately enter timesheet data and disbursements into accounting system in accordance with firm s policies and procedures
  • present relevant documentation to designated person/s for approval within agreed timelines
  • consistently handle and administer trust accounts in accordance with firm s policies and procedures and legislative requirements
  • apply standard procedures to resolve irregularities and/or uncertainties and/or alert designated person/s as appropriate.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

  • outline scope of legal practitioner/support role and own responsibilities and obligations
  • summarise relevant processes, current legislation, legal processes and documentation required in this role.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the legal services administration field of work and include access to:

  • office equipment and resources
  • appropriate legislation and regulations relevant to common legal matters
  • background information on courts, their jurisdiction and behavioural requirements
  • people with expert knowledge.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.education.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

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