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Duration 35 hours
Course Outline
Day 1: Overseeing the Legal Advisory Process
The Role of the Legal Advisor
- The duties and responsibilities of a legal consultant
- Translating legal knowledge into practical advisory guidance
- Aligning with client objectives and expectations
- Balancing legal accuracy, professional judgment, and commercial insight
- Maintaining independence and objectivity in client advice
- Identifying matters requiring specialist or additional input
Interpreting and Clarifying Instructions
- Analyzing the initial client request
- Identifying the core legal question underlying the request
- Distinguishing between facts, assumptions, opinions, and legal issues
- Asking targeted questions to gather relevant information
- Identifying missing documentation and supporting evidence
- Defining the scope of the legal assignment
Executing Effective Consultations
- Preparation for client meetings
- Structuring the advisory session
- Practicing active listening and effective questioning
- Navigating unclear or incomplete instructions
- Confirming client priorities and desired outcomes
- Documenting instructions and agreeing on subsequent steps
Practical Exercise
- Conducting an initial consultation based on a client scenario
- Creating an issue list and identifying necessary information before advice is given
Day 2: Legal Research and Information Synthesis
Planning the Research Strategy
- Translating client issues into specific research questions
- Identifying relevant areas of law
- Formulating a focused research plan
- Prioritizing research based on importance and risk
- Avoiding unnecessary or unfocused investigative efforts
Utilizing Legal Sources
- Primary and secondary legal authorities
- 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 future reference and verification
Efficient Research Techniques
- Developing effective legal search terminology
- Refining research using facts and legal concepts
- Expanding and narrowing research questions
- Cross-verifying findings across reliable sources
- Identifying conflicting legal authorities
- Recognizing when sufficient research has been achieved
Practical Exercise
- Investigating a legal issue from a case scenario
- Drafting a research note highlighting relevant rules, authorities, uncertainties, and further questions
Day 3: Legal Analysis, Reasoning, and Risk Evaluation
Structuring the Analysis
- Identifying material facts
- Pinpointing applicable legal rules
- Linking legal rules to the client’s specific circumstances
- Differentiating between strong and weak legal arguments
- Identifying assumptions and information gaps
- Formulating a logical legal conclusion
Applying Legal Reasoning
- Employing Issue, Rule, Application, and Conclusion (IRAC) structures
- Comparing alternative legal interpretations
- Working with incomplete or uncertain information
- Assessing the impact of conflicting authorities
- Distinguishing between legal possibility and 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
- Aligning legal risk with client operational objectives
Practical Exercise
- Analyzing a complex legal scenario
- Drafting a legal issue and risk assessment
- Developing preliminary recommendations supported by reasoned analysis
Day 4: Drafting Legal Opinions and Written Advice
Planning the Opinion
- Understanding the purpose and audience of the document
- Confirming the questions to be addressed
- Organizing facts, legal 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
- Presentation of relevant factual background
- Defining the legal issues
- Explaining the applicable legal position
- Developing structured legal analysis
- Presentation of conclusions and practical recommendations
- Identifying risks, qualifications, and areas of uncertainty
Writing Clear Advice
- Using concise and precise legal language
- Explaining technical legal concepts to non-lawyers
- Avoiding unnecessary 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 Advice and Managing Advisory Assignments
Presenting to Clients and Decision-Makers
- Preparation for advisory meetings
- Clearly presenting the legal position
- Explaining legal risk in practical terms
- Communicating available options and consequences
- Making balanced recommendations
- Responding to questions and challenges
Navigating Difficult Advisory Situations
- Advising when the legal position is uncertain
- Managing pressure for a preferred legal answer
- Communicating unfavorable legal conclusions
- Handling disagreements between stakeholders
- Managing changes in facts or instructions
- Knowing when additional research or specialist advice is required
Ensuring Quality in Advisory Work
- Verifying 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
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
- Drafting a concise written legal opinion
- Presenting advice in a simulated client meeting
- Responding to client questions and alternative scenarios
- Receiving facilitator feedback on research, reasoning, drafting, and communication
Requirements
To gain the most from this course, participants are expected to:
- Have a fundamental grasp of legal concepts and terminology.
- Be engaged in roles involving legal support, analysis, compliance, governance, or advisory services.
- Be able to read and interpret legal or regulatory documents at a basic level.
- Possess basic skills in written and verbal communication.
- Have experience working in a professional or organizational setting.
Testimonials (2)
Fun to talk
Jihan Fadila - BAF
Course - Root Cause Analysis (RCA) for Internal Audit
casual conversation supported by specific examples
