Apprenticeship training course

Paralegal (level 3)

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Information about Paralegal (level 3)

Providing legal and administrative support, carrying out research and drafting legal documents and forms.

• Knowledge, skills and behaviours:
  View knowledge, skills and behaviours

  Knowledge

  • fundamentals of legal and regulatory liabilities with regards to the client and organisation to ensure compliance with all professional obligations.
  • the Law and practice relevant to the work undertaken by the team in which the apprentice works such as advocacy and mediation; commercial, corporate and business; contracts and dispute resolution; conveyancing and property; crime; employment law; criminal and civil litigation; matrimonial and family law; will drafting, probate and administration of estates.
  • fundamentals of the wider English legal landscape, including how legislation is made; the role of common law; the courts and tribunal system; and key personnel.
  • approaches to legal research including the use of digital resources and research tools.
  • principles of ethical and professional frameworks and their relevance for service delivery.
  • approaches to data analysis and digital tools, such as spreadsheets, in arriving at loss of earnings for clients, valuations of property or estate values for probate for example.
  • approaches to drafting legal documents including clarity and precision of language.
  • principles of workload management including the preparation and collation of bundles, taking and filing accurate notes, closing and reviewing files, maintaining databases and version control.
  • awareness of the commercial or economic drivers of an organisation such as time recording, billing processes and financial efficiency.
  • awareness of cybersecurity vulnerabilities in an organisation and steps that can be taken to mitigate those risks.
  • organisational data and information security standards, policies and procedures relevant to data management activities including legal requirements relating to the use of data, risks to confidentiality of data posed by and to stakeholder's actions.
  • the impact of diversity and inclusion such as on teamwork, stakeholder relationships and organisational strategies.
  • fundamentals of the requirements for acting in the best interest of the client to protect clients and limit liability for negligence such as identifying and acting for vulnerable clients.
  • fundamentals of anti-money laundering regulations in relation to legal transactions including personal and professional liability.
  • fundamentals of administering client accounts including the principles of time-recording and charging fee structures.
  • the activities of their occupation which contribute to their ‘professional carbon footprint’ and steps that can be taken to reduce it.
  • principles of digital tools and software such as case management systems, databases and online drafting software.

  Skills

  • assist in administering procedures using most effective channels to progress caseloads.
  • conduct legal research using selected sources such as legal databases.
  • solve legal technical problems within their remit and escalating as needed.
  • present findings from legal research in line with organisational expectations.
  • assist in applying the principles of Law to stakeholder cases.
  • assist with legal matters and transactions within the organisation.
  • communicate using plain English to provide clarification and explanation of the legal process and standard legal terms.
  • organise and administer workflow such as legal files, case management and accounting systems to progress work within service level expectations.
  • carry out file management activities such as prepare and collate bundles, take and file accurate notes, close and review files, maintain databases and version control.
  • use a range of digital tools and technologies, for example to draft legal documents, conduct legal research, carry out data analysis and collaborate with others.
  • apply fraud protection measures and cyber security procedures in relation to transactions, keeping up to date with approaches.
  • undertake activities to ensure a clear picture of a stakeholder’s needs and risks throughout legal transactions.
  • assess risks and benefits to the stakeholder of different options and making recommendations to senior team members to ensure that they work in the stakeholders’ best interests.

  Behaviours

  • Ethical and Professional - adheres to professional codes of conduct in legal activities and relationships with others.
  • Problem Solving - generates solutions to legal problems, considering different options and identifying when to escalate when problems are outside their remit.
  • Customer Service Mindset - provides a bespoke, productive and positive customer experience.
  • Growth Mindset - committed to Continuous Professional Development.
  • Collaborative and inclusive – respects diversity of thought and experience to work with stakeholders and team members.
• Apprenticeship category (sector): Legal, finance and accounting
• Qualification level: 3; Equal to A level
• Course duration: 24 months
• Maximum funding: £9,000 ; Maximum government funding for ; apprenticeship training and assessment costs.
• Job titles include:
  • Junior paralegal
  • Legal file handler
  • Legal assistant
  • Legal caseworker
  • Legal claims handler
  • Legal contracts administrator
  • Legal contracts handler
  • Paralegal
  • Conveyancing paralegal
  • Probate paralegal
  • Assistant litigation executive

View more information about Paralegal (level 3) from the Institute for Apprenticeships and Technical Education.