# CTE Resource Center - Verso - Legal Systems Administration Task/Competency List

CTE Resource Center - Verso

Virginia’s CTE Resource Center

2019/2020 Competency-Based Task/Competency List for Legal Systems Administration (6735/36 weeks)

Tasks/competencies bordered in blue are considered optional when marked as such; they and/or additional tasks/competencies may be taught at the discretion of the school division. All other tasks are considered essential statewide and are required of all students.

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Demonstrating Personal Qualities and Abilities

  1. Demonstrate creativity and innovation.
  2. Demonstrate critical thinking and problem solving.
  3. Demonstrate initiative and self-direction.
  4. Demonstrate integrity.
  5. Demonstrate work ethic.

Demonstrating Interpersonal Skills

  1. Demonstrate conflict-resolution skills.
  2. Demonstrate listening and speaking skills.
  3. Demonstrate respect for diversity.
  4. Demonstrate customer service skills.
  5. Collaborate with team members.

Demonstrating Professional Competencies

  1. Demonstrate big-picture thinking.
  2. Demonstrate career- and life-management skills.
  3. Demonstrate continuous learning and adaptability.
  4. Manage time and resources.
  5. Demonstrate information-literacy skills.
  6. Demonstrate an understanding of information security.
  7. Maintain working knowledge of current information-technology (IT) systems.
  8. Demonstrate proficiency with technologies, tools, and machines common to a specific occupation.
  9. Apply mathematical skills to job-specific tasks.
  10. Demonstrate professionalism.
  11. Demonstrate reading and writing skills.
  12. Demonstrate workplace safety.

Examining All Aspects of an Industry

  1. Examine aspects of planning within an industry/organization.
  2. Examine aspects of management within an industry/organization.
  3. Examine aspects of financial responsibility within an industry/organization.
  4. Examine technical and production skills required of workers within an industry/organization.
  5. Examine principles of technology that underlie an industry/organization.
  6. Examine labor issues related to an industry/organization.
  7. Examine community issues related to an industry/organization.
  8. Examine health, safety, and environmental issues related to an industry/organization.

Addressing Elements of Student Life

  1. Identify the purposes and goals of the student organization.
  2. Explain the benefits and responsibilities of membership in the student organization as a student and in professional/civic organizations as an adult.
  3. Demonstrate leadership skills through participation in student organization activities, such as meetings, programs, and projects.
  4. Identify Internet safety issues and procedures for complying with acceptable use standards.

Exploring Work-Based Learning

  1. Identify the types of work-based learning (WBL) opportunities.
  2. Reflect on lessons learned during the WBL experience.
  3. Explore career opportunities related to the WBL experience.
  4. Participate in a WBL experience, when appropriate.

Introducing the Legal System

  1. Identify the areas of legal specialization.
  2. Identify the various levels of the court system.
  3. Identify key court personnel.

Conducting Customer-Service Activities

  1. Determine client referrals based on the legal specialty requirements.
  2. Gather client information.
  3. Identify procedures for professional handling of difficult clients.

Managing Office Activities

  1. Demonstrate procedures for maintaining and operating office equipment (e.g., copier, printer, fax, and scanner).
  2. Maintain computer workstation and desk area.
  3. Manage inventory (e.g., office supplies and equipment) necessary for a legal office.

Managing Records and Files

  1. Prepare files for new clients.
  2. Update client files.
  3. Create forms and template documents.
  4. Maintain forms and template documents.
  5. Compile current reference manuals for office.
  6. Maintain a database of officers of the court, administrative agencies, and resource persons.

Managing Financial Functions

  1. Record fees for client and court records.
  2. Describe various types of office expenditures (e.g., petty cash, purchase requisition, and vouchers).
  3. Prepare various financial documents (e.g., financial report, bank statement reconciliation, general ledger, and receipts).
  4. Perform general banking procedures.
  5. Maintain attorney’s time sheets and expense reports.
  6. Maintain client account records.
  7. Generate billing statements.
  8. Examine the rules of professional conduct as they pertain to a Virginia licensed attorney.

Developing Business Communication Skills

  1. Prepare legal documents following an accepted style manual.
  2. Revise legal documents.
  3. Process incoming and outgoing mail.
  4. Maintain court and/or office calendar.
  5. Place/receive telephone calls (including conference calls and video conferencing).
  6. Transmit and receive information using electronic communications (e.g., e-mail, fax).
  7. Identify the key responsibilities of having and the process for obtaining a notary public commission in Virginia.

Preparing Nonlitigation Documents

  1. Generate agreements, contracts, and leases.
  2. Generate affidavits.
  3. Generate acknowledgments.
  4. Prepare bills of sale and deeds.
  5. Generate probate documents and final accounting of estates.
  6. Generate wills, powers of attorney, and medical directives.
  7. Generate promissory notes.
  8. Generate documents for articles of incorporation.
  9. Generate corporation documents.
  10. Generate collection letters or forms.
  11. Generate papers for bankruptcy.
  12. Generate marriage agreements (e.g., prenuptial and postnuptial).

Preparing Litigation Documents

  1. Prepare requests for service of process (e.g., complaints and summonses).
  2. Prepare divorce decrees.
  3. Prepare property and settlement agreements.
  4. Generate complaint documents.
  5. Generate summonses.
  6. Generate interrogatories and requests.
  7. Generate subpoenas and subpoenas duces tecum.
  8. Generate motions and notices.
  9. Generate orders and notices.
  10. Generate stipulations.
  11. Generate pleadings.
  12. Generate briefs.
  13. Prepare depositions.
  14. Generate defendant’s answer or grounds of defense.

Identifying Legal and Business Ethics

  1. Identify procedures for maintaining confidentiality of client information.
  2. Research current legal or ethical issues.

Enhancing Employability Skills

  1. Research a career ladder of occupational opportunities in the legal field.
  2. Investigate credentialing options for legal office personnel.
  3. Update employment portfolio, including résumé suitable for posting online.
  4. Participate in a mock interview for a legal position.
  5. Compose an interview follow-up letter.
  6. Identify purposes and types of lifelong education.
  7. Compose a letter of resignation.
  8. Investigate employment opportunities for legal positions.
  9. Compose a letter of application or cover letter in response to a job posting.
  10. Participate in a job shadowing experience.

Preparing for Industry Certification

  1. Describe the process and requirements for obtaining industry certifications related to the Legal Systems Administration course.
  2. Identify testing skills/strategies for certification examination.
  3. Demonstrate ability to successfully complete selected practice examinations (e.g., practice questions similar to those on certification exams).
  4. Successfully complete an industry certification examination representative of skills learned in this course (e.g., MOS, IC3, NOCTI).