WBL Competency 3: Client Relations

Outcome 3.2: Take accurate instructions relating to a legal matter from clients or service users

Provide two examples

Guidance for Outcome 3.2

 

To meet this Outcome you will need to show that you can use appropriate techniques and take accurate instructions from your client/service user which you then confirm with your client/service user for accuracy.

In your logbook sheets you should explain both what instructions you needed to take from your client/service user and how the evidence shows you took/sought those instructions.

You should attach supporting evidence that shows you took instructions from your client/service user and that you checked with the client service user that your understanding of those instructions was correct.

 

Examples for Outcome 3.2

Examples may come from different types of legal work as shown by following the links below:

Example 1

Example 2

Example 3

 

Could you use your evidence for these Outcomes too?

 

Remember to read the guidance for each outcome to ensure you fully meet the criteria

 

If you wrote to your client setting out/evaluating alternative courses of action available to your client and sought their instructions, then you could possibly use this evidence towards meeting the following Outcome:

Outcome 3.4 Evaluate the risks, costs and benefits of alternative courses of action

If you took accurate instructions from your client and you then checked with your client that they were correct, you could possibly use the evidence towards meeting the following Outcome:

Outcome 3.1 Identify and understand a client’s or service user’s position