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2022/23 SEMESTER 1

COURSEWORK

MODULE TITLE: Client Care Skills (CILEX Pathway)

TITLE OF ASSESSMENT: Memorandum (first sit and resit)


(Assessment part 3 of 3 parts)

LEVEL: 6

CRN: 13384

COURSE(S): LLB (Hons)


LLB (Hons) with Criminology
LLB (Hons) with Finance
LLB (Hons) with International Business and
Management
Professional Diploma Legal Executive
Practice

DEADLINE DATE FOR


SUBMISSION BY STUDENTS: Thursday 12th January 2023 @ 14.00

SUBMISSION LOCATION: On the MyBeckett module site using


the Turnitin

ASSESSOR(S): Kate Astall (module leader) and Dr Louisa


Ashley

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Notes for Students

Instructions for completion and submission of written assignment

Submission of your assignment must be in accordance with the University regulations.

You should note the following:

• This assessment is worth 40% of the overall module mark for this module;
• You must include your student number the coursework element of your
assessment and on any materials related to your presentation;

• You must submit the coursework element of your assessment electronically on


MyBeckett using the Turnitin icon;

• There is no word limit, but you are advised to write in a succinct and concise
manner aiming to cover no more than three sides of A4 for the memorandum;

• Books, journals, reports etc. should be included in the bibliography, using


OSCOLA http://www.law.ox.ac.uk/publications/oscola.php;

• Any websites referred to must be properly referenced (i.e. the URL alone is not
sufficient – cf. OSCOLA, paragraph 3.4.8); and

• The text of your assessment must be displayed using a 11-point (or larger) Arial
or Calibri font and with a line spacing of at least 1.15.

Important note re submission of your work via Turnitin

Please make sure to request a digital receipt for your submission. You will be required
to produce this receipt in the event of any issues arising in relation to submission of
your work.

Late Submission

If you submit your assessment late without an approved extension, a penalty will be
applied to your mark in accordance with Section 3 of the University regulations.

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A day will be calculated by reference to each 24-hour period after the date and time
stated as the deadline date for submission on the front page of this assessment.
Excluding weekends, bank holidays and University closure days. In calculating the
number of days late, hours and part days are treated the same as a day.

The criteria against which you will be assessed are derived from the module
specification and allow you to demonstrate the following learning outcomes of the
module:

Learning outcome 1 Understand the role played by negotiation within legal practice;

Learning outcome 2 Understand how to demonstrate good practice in legal writing;

Learning outcome 3 Understand professional conduct issues arising in practice;

Learning outcome 4 Understand the importance of client care within legal practice.

The criteria you will be assessed against are:

Writing style
Forms a coherent whole; uses accurate and modern language; is straightforward, concise
and succinct; uses correct spelling, grammar, syntax and punctuation; has a clear, logical
and consistent structure and format; has an appropriate use of paragraphs and headings.

Professional Approach
Demonstrates a professional approach; has been checked and edited; where appropriate,
addresses matters relating to professional conduct; uses language which is clear,
unambiguous and is appropriate to the client; makes clear to the client any action required
of the client; is effective; gives advice that is practical and helpful and, where appropriate,
enables the client to make a decision.

Content (subject specific where relevant)


Identifies clearly the client’s objectives and priorities; addresses the client’s concerns and
carries out his/her instructions; advances the matter, where appropriate; addresses
accurately and correctly all the relevant legal and factual issues; accurately and
systematically records a meeting or presentation and its outcomes, where appropriate.

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MEMORANDUM

FROM: Elizabeth Beckett, Training Supervisor, Cavendish Beckett LLP

TO: TRAINEE SOLICITOR

MATTER: Advice regarding two internal matters

DATE: 1st December 2022

Good afternoon,

I need you to provide me with some written advice on the two matters listed below. Please set out
your thoughts / advice in a memorandum for my attention.

Matter 1

You have seen reported in the newspapers that a local solicitor’s firm has been disciplined by the
Solicitors Regulation Authority (SRA), because of the actions of several junior employees. The
employees were travelling to London by train and were overhead by a member of the public
discussing several client cases in detail. Apparently, they were heard discussing confidential client
details and making jokes about certain clients.

We, Cavendish Beckett, have recently employed several trainee solicitors and I want to make sure
that things run smoothly and that we don’t end up having any professional conduct issues. I intend
to organise a ‘client confidentiality’ session with our new intake of trainee solicitors and to assist me
I would be grateful if you would provide me with some written advice in relation to client
confidentiality which specifically covers:

1. What do the SRA and CILEX say about client confidentiality?

2. What are the obligations of Cavendish Beckett?

3. Are there any specific Codes of Conduct we need to be aware that discuss confidentiality?

4. Are there any circumstances under which we might be able to breach client confidentiality?

5. Are there any useful cases on the subject of confidentiality?

6. What might happen to a trainee and Cavendish Beckett if one of our trainees’ breaches client
confidentiality?

Matter 2

Last week we received instructions from a new client called Shauna Craven in relation to a
complicated commercial dispute, the case will demand a lot of my time and it is likely to be very
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lucrative for Cavendish Beckett. Ms Craven has already paid a fairly large sum of money (in cash)
on account of costs. However, this morning she contacted the office to say that she has
unexpectedly settled the dispute and no longer wishes to instruct us in the matter. She would like
us to return the money we hold on account for her. Before doing so please can you check whether
returning the money will cause the firm any issues? Do I need to make anyone within the firm aware?

E Beckett
Training Supervisor

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