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Duration 35 hours
Course Outline
Day 1: Managing the Legal Consultation Process
The Legal Advisor's Role
- The duties and responsibilities of legal consultants
- Transitioning from legal knowledge to practical advice
- Aligning with client objectives and expectations
- Combining legal accuracy, professional judgment, and commercial acumen
- Preserving independence and objectivity in client advice
- Recognizing when specialist or additional input is required
Clarifying Legal Instructions
- Interpreting the initial client request
- Isolating the core legal question behind the request
- Distinguishing facts, assumptions, opinions, and legal issues
- Posing focused questions to gather relevant data
- Spotting missing documentation and supporting evidence
- Defining the scope of the advisory assignment
Effective Consultation Techniques
- Preparing for client meetings
- Structuring the consultation session
- Practicing active listening and effective questioning
- Managing vague or incomplete instructions
- Confirming client priorities and desired outcomes
- Documenting instructions and agreeing on next steps
Practical Exercise
- Conducting an initial consultation based on a client scenario
- Creating an issue list and identifying required information before advising
Day 2: Legal Research and Information Analysis
Planning Legal Research
- Translating client issues into research questions
- Identifying pertinent areas of law
- Developing a targeted research plan
- Prioritizing research based on importance and risk
- Avoiding unnecessary or unfocused investigation
Utilizing Legal Sources
- Primary and secondary legal sources
- Legislation, regulations, case law, guidance, and commentary
- Understanding the hierarchy and authority of sources
- Evaluating relevance and reliability
- Verifying the currency of legal information
- Recording sources for future reference and verification
Efficient Research Methods
- Formulating effective legal search terms
- Refining research using facts and legal concepts
- Expanding and narrowing research questions
- Cross-referencing findings across reliable sources
- Identifying conflicting legal authorities
- Determining when sufficient research has been achieved
Practical Exercise
- Researching a legal issue from a case scenario
- Drafting a research note highlighting rules, authorities, uncertainties, and further questions
Day 3: Legal Analysis, Reasoning, and Risk Assessment
Structuring Legal Analysis
- Identifying material facts
- Pinpointing applicable legal rules
- Connecting rules to client circumstances
- Distinguishing strong from weak legal arguments
- Recognizing assumptions and information gaps
- Formulating a logical legal conclusion
Applying Legal Reasoning
- Employing Issue, Rule, Application, and Conclusion (IRAC) structures
- Comparing alternative legal interpretations
- Navigating incomplete or uncertain information
- Assessing the impact of conflicting authorities
- Distinguishing legal possibility from probability
- Avoiding unsupported conclusions
Evaluating Legal Risk
- Identifying legal, regulatory, contractual, and procedural risks
- Considering probability and potential impact
- Evaluating the consequences of various options
- Identifying practical risk mitigation strategies
- Explaining uncertainty without providing ambiguous advice
- Linking legal risk to client operational goals
Practical Exercise
- Analyzing a complex legal scenario
- Preparing a legal issue and risk assessment
- Developing preliminary recommendations grounded in legal reasoning
Day 4: Preparing Legal Opinions and Written Advice
Planning a Legal Opinion
- Understanding the purpose and audience of the opinion
- Confirming the questions to be addressed
- Organizing facts, issues, analysis, and recommendations
- Determining the appropriate level of detail
- Separating confirmed facts from assumptions
- Managing qualifications and limitations
Drafting a Professional Opinion
- Writing a clear introduction and scope
- Presenting 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, consistency, and completeness
Practical Workshop
- Drafting a legal opinion based on a realistic client problem
- Peer and facilitator review of structure, reasoning, clarity, and recommendations
- Revising the opinion based on feedback
Day 5: Delivering Legal Advice and Managing Advisory Assignments
Presenting Advice to Clients and Decision-Makers
- Preparing for advisory meetings
- 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 legal answer
- Communicating unfavorable legal conclusions
- Dealing with disagreement between stakeholders
- Managing changes in facts or instructions
- Knowing when additional research or specialist advice is required
Managing Quality in Advisory Work
- Checking facts, sources, reasoning, and conclusions
- Maintaining consistency between research and final advice
- Documenting assumptions and limitations
- Keeping appropriate records of legal advice
- Following up after the consultation
- Developing practical quality-control habits for advisory work
Final 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 the advice in a simulated client meeting
- Responding to client questions and alternative scenarios
- Receiving facilitator feedback on research, reasoning, drafting, and communication
Requirements
To maximize the benefit of this course, participants should:
- Possess a basic understanding of legal concepts and terminology.
- Be involved in providing legal support, analysis, compliance, governance, or advisory services.
- Be capable of reading and interpreting legal or regulatory documents at a basic level.
- Possess fundamental written and verbal communication skills.
- Have experience working in a professional or organizational environment.
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 6500 € + VAT*
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Testimonials (2)
Fun to talk
Jihan Fadila - BAF
Course - Root Cause Analysis (RCA) for Internal Audit
casual conversation supported by specific examples
