Unit of competency Outline

Date retreived
22/07/2026 1:39 PM AWST

Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.

Obtain information from a client

Obtain information from a client

Unit of competency
National Code
DEFDPL019
State Code
OEF56
TGA Status
Current
DTWD Status
Approved
Current Release Number
1.00
Current Release Date
21/10/2022
View on TGA
State Implementation and Classification
Approved Date
28/11/2022
Field of Education
090913 - Legal Practice
Original Release Date
28/11/2022
Nominal Hours
0
Description
This unit describes the skills and knowledge required to obtain information from a client within a Defence legal environment. This includes understanding Defence military law and the impact on disciplinary law and administrative law issues.It includes preparing background material, obtaining information from a client and finalising the matter according to legal office instructions.This unit applies to Defence personnel who are required to provide paralegal support services.The skills and knowledge described in this unit must be applied within the legislative, regulatory and policy environment in which they are carried out. Organisational policies and procedures must be consulted and adhered to.Persons undertaking this unit work independently and as part of a team, and perform routine tasks. They work with direct supervision and apply known solutions to a variety of predictable problems.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1 Prepare background material
  • 1.1 Clarify with instructing legal officer, the nature of client needs and legal matter
  • 1.2 Review and analyse background material in accordance with matter requirements
  • 1.3 Open new client and matter file, as required, in accordance with organisational legal procedures
2 Obtain client information
  • 2.1 Contact client to gather required information in accordance with organisational and legal procedures
  • 2.2 Outline legal limits of own responsibility clearly to client and establish mutual expectations in accordance with operational guidelines
  • 2.3 Use appropriate communication techniques to obtain required information from client
  • 2.4 Record client information in accordance with legal requirements and review with instructing legal officer
3 Finalise matter
  • 3.1 Provide notice to client regarding outcome of legal matter in accordance with operational legal requirements
  • 3.2 Finalise documents in accordance with organisational procedures
  • 3.3 Store and secure relevant records in accordance with organisational procedures
No information
No information
Replaces
State Code National Code Title Type
BBC68 DEFDPL008 Obtain information from a client Unit of competency
State Code National Code Title Type
BIA0 DEF40722 Certificate IV in Defence Paralegal Services Qualification