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Experiential Training Competencies

Preamble

The experiential training competencies reflect the necessary skills, knowledge and tasks for entry to the profession. These skills competencies form the basis of the learning that both the Articling Program and the Law Practice Program are expected to fulfill. The competencies incorporate the Articling Goals and Objectives and the skills and tasks from the Federation of Law Societies’ National Entry to Practice Competency Profile and have been developed and validated by the profession. Articling placements are required to support the candidate’s fulfillment of these skills competencies. In addition, all tasks and activities are presumed or expected to be performed in a supervised capacity.

Candidates are required to demonstrate their skill level in five areas of competency by completing specific tasks during the placement – see Performance Appraisal Competencies (10-14). Articling principals are required to appraise the performance of the candidate in these competency areas and to file the appraisal with the Law Society using the Record of Experiential Training in Articling Program.

  • 10. Establishing the Client Relationship

    Task: Interview a Client

    • Establish rapport with the client
    • Elicit information from the client
    • Determining the client’s legal needs
    • Advise the client (under a lawyer’s supervision) in light of the client’s circumstances
    • Document advice given to the client and instructions received from the client
    • Manage client expectations
  • 11. Conducting the Matter: Matter Management

    Task: Draft a Legal Opinion

    • Identify the client’s goals and objectives
    • Gather facts
    • Identify applicable areas of law and conducting legal research and analysis
    • Identify and assessing possible courses of action and range of outcomes
    • Develop a legal strategy in light of the client’s circumstances
  • 12. Conducting the Matter: Advocacy

    Task: Represent a Client in an Appearance or Through Some Form of Alternative Dispute Resolution or Settlement Process

    • Formulate and articulating a well-reasoned and accurate legal argument, analysis, or submission
    • Conduct a motion, application or simple hearing before an adjudicative body
    • Advocate in a non-adjudicative context
    • Negotiate the resolution of a dispute or legal problem
  • 13. Ethics and Professionalism

    Task: Demonstrate Professional Conduct

    • Identify ethical issues and problems
    • Make informed and reasoned decisions about ethical issues
  • 14. Practice Management

    Task: Use of Law Firm/Legal Practice Management Systems

    • Using systems supporting management of potential client conflicts
    • Using systems supporting the management of timelines and limitation periods
    • Using systems supporting management of client records and files
    • Using systems supporting docketing

Performance Appraisal Competencies

  • 10. Establishing the Client Relationship

    Task: Interview a Client

    • Establish rapport with the client
    • Elicit information from the client
    • Determining the client’s legal needs
    • Advise the client (under a lawyer’s supervision) in light of the client’s circumstances
    • Document advice given to the client and instructions received from the client
    • Manage client expectations
  • 11. Conducting the Matter: Matter Management

    Task: Draft a Legal Opinion

    • Identify the client’s goals and objectives
    • Gather facts
    • Identify applicable areas of law and conducting legal research and analysis
    • Identify and assessing possible courses of action and range of outcomes
    • Develop a legal strategy in light of the client’s circumstances
  • 12. Conducting the Matter: Advocacy

    Task: Represent a Client in an Appearance or Through Some Form of Alternative Dispute Resolution or Settlement Process

    • Formulate and articulating a well-reasoned and accurate legal argument, analysis, or submission
    • Conduct a motion, application or simple hearing before an adjudicative body
    • Advocate in a non-adjudicative context
    • Negotiate the resolution of a dispute or legal problem
  • 13. Ethics and Professionalism

    Task: Demonstrate Professional Conduct

    • Identify ethical issues and problems
    • Make informed and reasoned decisions about ethical issues
  • 14. Practice Management

    Task: Use of Law Firm/Legal Practice Management Systems

    • Using systems supporting management of potential client conflicts
    • Using systems supporting the management of timelines and limitation periods
    • Using systems supporting management of client records and files
    • Using systems supporting docketing
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