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Duration 35 hours
Course Outline
Day 1: Managing the Legal Consultation Process
Understanding the Role of the Legal Advisor
- The role and responsibilities of a legal consultant
- Transitioning from legal knowledge to practical advice
- Understanding client objectives and expectations
- Balancing legal accuracy, professional judgment, and commercial awareness
- Maintaining independence and objectivity when advising
- Recognising matters requiring specialist or additional advice
Receiving and Clarifying Legal Instructions
- Interpreting the initial client request
- Identifying the underlying legal question
- Distinguishing facts, assumptions, opinions, and legal issues
- Asking focused questions to obtain relevant information
- Identifying missing documents and supporting evidence
- Defining the scope of the legal assignment
Conducting an Effective Legal Consultation
- Preparing for a client consultation
- Structuring the consultation meeting
- Employing active listening and effective questioning
- Managing unclear or incomplete instructions
- Confirming client priorities and desired outcomes
- Recording instructions and agreeing on next steps
Practical Exercise
- Conducting an initial consultation based on a client scenario
- Preparing an issue list and identifying information needed before advice
Day 2: Legal Research and Information Analysis
Planning Legal Research
- Translating client issues into research questions
- Identifying relevant areas of law
- Developing a focused legal research plan
- Prioritising research based on importance and risk
- Avoiding unnecessary or unfocused research
Working with Legal Sources
- Primary and secondary legal sources
- Legislation, regulations, case law, guidance, and commentary
- Understanding the hierarchy and authority of sources
- Assessing relevance and reliability
- Verifying the currency of legal information
- Recording sources for reference and verification
Researching Efficiently
- Developing effective legal search terms
- Using facts and concepts to refine research
- Expanding and narrowing research questions
- Cross-checking findings across reliable sources
- Identifying conflicting legal authorities
- Recognising when sufficient research has been completed
Practical Exercise
- Researching a legal issue from a case scenario
- Preparing a research note on rules, authorities, uncertainties, and questions
Day 3: Legal Analysis, Reasoning, and Risk Assessment
Structuring Legal Analysis
- Identifying material facts
- Identifying applicable legal rules
- Connecting rules to client circumstances
- Distinguishing strong and weak legal arguments
- Identifying assumptions and information gaps
- Developing a logical legal conclusion
Applying Legal Reasoning
- Utilising Issue, Rule, Application, and Conclusion (IRAC) structures
- Comparing alternative legal interpretations
- Working with incomplete or uncertain information
- Assessing the impact of conflicting authorities
- Distinguishing legal possibility from probability
- Avoiding unsupported conclusions
Assessing Legal Risk
- Identifying legal, regulatory, contractual, and procedural risks
- Considering probability and potential impact
- Evaluating the consequences of different options
- Identifying practical risk mitigation measures
- Explaining uncertainty without ambiguity
- Linking legal risk to client operational objectives
Practical Exercise
- Analyzing a complex legal scenario
- Preparing a legal issue and risk assessment
- Developing preliminary recommendations supported by reasoning
Day 4: Preparing Legal Opinions and Written Advice
Planning a Legal Opinion
- Understanding the purpose and audience
- Confirming the questions to be answered
- Organizing facts, issues, analysis, and recommendations
- Determining the appropriate level of detail
- Separating confirmed facts from assumptions
- Managing qualifications and limitations
Drafting a Professional Legal Opinion
- Writing a clear introduction and scope
- Presenting the relevant factual background
- Framing the legal issues
- Explaining the applicable legal position
- Developing structured legal analysis
- Presenting conclusions and practical recommendations
- Identifying risks, qualifications, and uncertainties
Writing Clear Legal Advice
- Using concise and precise legal language
- Explaining technical concepts to non-lawyers
- Avoiding unnecessary legal jargon
- Making recommendations clear and actionable
- Distinguishing legal advice from business decisions
- Reviewing advice for accuracy and consistency
Practical Workshop
- Drafting a legal opinion based on a realistic problem
- Peer and facilitator review of structure and reasoning
- Revising the opinion based on feedback
Day 5: Delivering Legal Advice and Managing Advisory Assignments
Presenting Legal Advice to Clients and Decision-Makers
- Preparing for an advisory meeting
- Presenting the legal position clearly
- Explaining legal risk in practical terms
- Communicating available options and consequences
- Making balanced recommendations
- Responding to questions and challenges
Handling Difficult Advisory Situations
- Advising when the legal position is uncertain
- Managing pressure for a preferred answer
- Communicating unfavorable legal conclusions
- Dealing with stakeholder disagreement
- Managing changes in facts or instructions
- Knowing when specialist advice is required
Managing Quality in Legal Advisory Work
- Checking facts, sources, reasoning, and conclusions
- Maintaining consistency between research and advice
- Documenting assumptions and limitations
- Keeping appropriate records of legal advice
- Following up after the consultation
- Developing practical quality-control habits
Final Legal Advisory Simulation
- Receiving and clarifying a client instruction
- Identifying key legal and factual issues
- Preparing a focused research approach
- Conducting legal analysis and risk assessment
- Preparing a concise written legal opinion
- Presenting advice in a simulated meeting
- Responding to client questions and scenarios
- Receiving feedback on research, reasoning, and communication
Requirements
To maximise the benefit of this course, participants should:
- Possess a fundamental understanding of legal concepts and terminology.
- Be engaged in providing legal support, analysis, compliance, governance, or advisory services.
- Be capable of reading and interpreting legal or regulatory documents at a basic level.
- Have solid written and verbal communication skills.
- Have experience working within a professional or organisational setting.
Testimonials (2)
Fun to talk
Jihan Fadila - BAF
Course - Root Cause Analysis (RCA) for Internal Audit
casual conversation supported by specific examples
