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This page gives basic information about the status of paralegal qualifications and the new legal secretary national competency standards.

for information on actual paralegalcourses please visit the courses available page

Paralegal Qualifications

Legal Secretary National Competency Standards


Paralegal Qualifications

Contrary to the impression sometimes given by course providers, there are no specific qualifications required to become a paralegal.

People enter the paralegal profession at all levels, from school leavers to postgraduate.

Most paralegals acquire their expertise through work experience, although it is often the case that the more senior the position, the more employers expect paralegals to have had some kind of formal legal training or, alternatively, significant practical experience.

The general rule is still that experience is valued more than qualifications. In terms of the qualifications, vocational practical ones tend to be valued more highly than academic ones.

Legal training is never wasted, but it does need to be relevant to the job and industry sector.  For example there is little benefit in doing a course on criminal law and procedure if you are looking to get a job in the property/conveyancing department of a solicitor's firm.

There are some good training courses currently available, but please note that there is as yet no nationally agreed framework for the recognition of paralegal training programmes.  The Institute is working on this and hopes to produce a national paralegal training framework for early 2008.

Legal Secretary National Competency Standards

In partnership with the Council for Administration, the UK's premier standards setting body for

business and administration, the Institute is currently compiling national competency standards for legal secretaries and paralegals.

Who's Who

A group of 34 law firms, regulators, standard-setting bodies and other interested organisations has joined the Institute Standards Working Party/ask to have a watching brief. These organisations are:

Berrymans Lace Mawer
Bond Pearce
Charles Russell
Cobbetts
Compliance Recruitment Solutions
Council for Administration
Dawsons
Denton Wilde Sapte
Dickinson Dees
Fox Williams
Gide Loyrette Nouel
Halliwells
Hilary Meredith Solicitors
HR in Law
Institute of Paralegals
Jacobs
Law Society of England & Wales
Law Society of Scotland
Legal Education & Training Group
Legal Services Commission
Legal Services Ombudsman
Lincoln University Law School
Mayo Wynne Baxter
Mills & Reeve
Ministry of Justice
Morgan Cole
Norton Rose
Pinsent Masons
Police National Legal Database
Reed Smith
Scottish Paralegal Association
Shepherd Evans
Solicitors Regulatory Authority
Thompsons
Thomson Snell & Passmore
TLT LLP
Weightmans

Project Goals

The standards are designed to be immensely practical and immediately usable. They cover the core skills and abilities that legal secretaries need to have. in addition, they allow firms to add their own firm-specific requirements.

The project goals are to:

  1. Create nationally consistent competency standards
  2. Produce annual appraisal criteria and supporting documentation
  3. Create the first ever career structure for legal secretaries and paralegals
  4. Help standardise job titles and qualification requirements
  5. Introduce a new national qualification for legal secretaries
  6. Create an online e-portfolio
  7. Produce affordable, nationally consistent, support staff training
  8. Maintain and update the standards annually

During August 2007 the Institute will finalise the secretarial standards.  These will be available on a subscription basis.

Covering the different standards expected of secretaries beginning their careers, part way into their careers and those with a lot of experience, the standards deal with requirements in the following areas:

Client Care
Communication
Equipment Use
IT Skills
Legal Skills
Management of Information
Management of Workload
Managing Others
Professional Conduct and Compliance
Secretarial Skills
Self Development
Teamwork
Knowledge Guidelines

A sample of the standards expected of a more senior secretary with regard to Client Care:

 

 

CLIENT CARE

 

 

At your level of seniority, client care is about four things:

 

1. The way you treat potential and existing clients and the attitude you display when dealing with them.

2. Your knowledge of your firm's systems relating to client data and how to handle clients.

3. Giving feedback to your firm where appropriate on aspects of client care that can be improved.

4. As a representative of the firm who has direct contact with clients, acting as a representative and ensuring you project a positive image.

 

This is what the national standards require you to be able to do:

 

 

CC1. come come

 

Respond to enquiries from potential clients courteously and professionally and deal with them as appropriate.

 

 

CC2.

 

Act in a professional and courteous manner when dealing with clients, potential clients and third parties and always project a positive image of your firm.

 

 

CC3.

 

Liaise with clients and inform them of the progress of the matter with the relevant lawyer's approval or direction.

 

 

CC4.

 

Ensure relevant database/records are accurate and complete throughout and at the end of the matters for which you are responsible.

 

 

CC5.

 

Operate in accordance with your firm's policies and/or procedures relating to client care.

 

 

CC6.

 

Record and respond positively to client feedback, notify the relevant lawyer and comply with your firm's complaints procedure if applicable.

 

 

CC7. This

 

Tailor your response to clients so that it is appropriate to their situation on that particular occasion.

 

 

CC8.

 

Identify any particular client requirements (beyond the norm) and comply or notify the appropriate person.

 

 

CC9.

 

Periodically review your client care performance and, where appropriate, make improvements.

 

In addition, your firm requires you to:

 

 

CC10.

 

 

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For more information on the standards or to join the working party, please contact James O'Connell at the Institute on 020 7099 9122 or email him at james @theiop.org (NB note break in address)