Day-to-day operating brief
What Paralegal work looks like in practice
A Paralegal researches law and evidence, drafts documents, organises disclosure and communicates with clients within assigned competence and supervision. The title does not itself grant rights to conduct reserved work, advocacy or give unsupervised advice. Terms should identify practice area, caseload, supervisor, client-contact limits, court travel, billing, confidentiality, conflicts, training and progression. Matter allocation should identify the supervising lawyer and the tasks reserved for an authorised practitioner, especially advice, advocacy, undertakings and final approval. Research notes need authorities, dates and jurisdiction so a later reviewer can test the conclusion. When preparing bundles or disclosure, the paralegal should preserve document order, privilege decisions and redaction approval. Time recording must describe actual work without inflating routine administration into substantive legal activity. Disclosure schedules should distinguish potentially relevant material from the reviewed production set and preserve the lawyer's decision on withholding or redaction. Client contact notes must record instructions accurately without implying the paralegal accepted a variation to scope, cost or legal position. Court or registry filing should retain the approved submission, portal receipt and any rejection message, with corrective action returned promptly to the supervising lawyer.
Individually written and reviewed against the maintained role record.