Within various organisations there is specific professional practices that apply to various roles to ensure that an employees work is compliant with the relevant requirements and to ensure that they are completing their tasks effectively.
In my personal experience of working as a legal secretary and administrator I undertook various professional practices to complete and comply with my tasks within the workplace. Some of the practices I undertake are as follows: –
- Professionalism – As being the first person of contact I am required in the workplace to ensure that I know various communication techniques to ensure that I can positively communicate with any individual associated to the firm or potential clients. Additionally, I am required to dress in business attire, ensure my hair is neat and well-groomed and ensure that I only wear minimal makeup.
- Development Plans – This involves providing a framework for managing staff to review employees performances such as, record keeping, reporting and actioning recommendations or improvement. In my workplace we are provided with set goals and objectives both short and long term. In the firm I currently work in I use a legal software system named ‘Leap’, within this system I would be applied tasks to complete. Upon commencing a task I would be required to set the ‘bill timer’ on the file to record the time it takes me to complete a specific task. This system would record all of my “billable hours” so the managing staff can check how many billable hours I am recording, this is to ensure that I am completing the required workload. Additionally, it records my improvement over a weekly, monthly and yearly basis, so I can see if I am reaching my goals and if I am making improvements in my work. Employers can additionally use this system to determine pay increases and promotions for individuals who complete vast amounts of work quickly and sufficiently. In the event that I was not meeting my set goals a managing staff would most likely arrange a meeting with me to discuss how I could improve my work and achieve my development goals.
- Confidentiality – Within the workplace I have to ensure that I comply with the rules and guidelines of confidentiality. As stated on the Queensland Law Society website “Rule 9 of the Australian Solicitors Conduct Rules 2012 (ASCR) states that you must not disclose any information which is confidential to a client, and acquired by you during the client’s engagement, to any person who is not: • a solicitor who is a partner, principal, director or employee of your law practice; or • a barrister or an employee of, or person otherwise engaged by, your law practice or by an associated entity for the purposes of delivering or administering legal services in relation to the client.” Therefore, when I am opening new files I have to ensure that I complete a confidentiality check on that client to ensure that I there is no conflict of interest. Additionally, I have to ensure that when I am communicating to any individual I do not disclose any confidential information except for any persons as stated above.
- Checklists – When opening files I have to insert checklists to ensure that any staff handling the file or any assistant like myself can obtain the file and know where that file is up to and what the next step is. This task is very effective as there is no movement for missing critical tasks. Additionally it decreases the time it takes for someone to search through a file to determine where that file is up to, as any individual can pick up the file and they will be able to obtain what the next steps are and where the file is at just by looking at the checklist.
- File Notes – For any work that I undertake I have to ensure that upon completing that task I provide a detailed file note of the work I have completed and place that file note on the file for a managing staff to review. Additionally, I am required to use file notes for any conversations I have with any individuals. This is critical as in circumstances where you are speaking to someone verbally you need to ensure that these conversations are recorded for the purposes of billing and to ensure that the managing Solicitor is aware of the contents of the conversation. This also benefits the purpose of “hearsay” as an individual may verbally communicate with you and in the future they may turn around and try to state that they never said what they discussed with you. In this instance you would be able to obtain your file note from that conversation as proof.
I am required every day to apply these and many more practices in the workplace to ensure that I comply with both the Organisations and Queensland Law Society’s Rules and Guidelines. It is very important for me to comply as if I was to not comply with some of the Rules and Guidelines it could result in me losing my job and even the company being sued or a Solicitor receiving a warning or even being struck off.
Reference:
Queensland Law Society, Confidentiality, 2017, viewed on 26 May 2018, <https://www.qls.com.au/Knowledge_centre/Ethics/Resources/Confidentiality>
