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Návrh Školení
Day 1: Managing the Legal Consultation Process
Understanding the Role of the Legal Advisor
- The role and responsibilities of a legal consultant
- Transitioning from theoretical legal knowledge to practical advice
- Understanding client objectives and expectations
- Balancing legal accuracy, professional judgment, and commercial awareness
- Maintaining independence and objectivity when advising clients
- Recognizing issues requiring specialist or additional expertise
Receiving and Clarifying Legal Instructions
- Grasping the initial client request
- Identifying the core legal question embedded in the request
- Distinguishing facts, assumptions, opinions, and legal issues
- Asking focused questions to gather relevant information
- Identifying missing documents and supporting evidence
- Defining the scope of the legal assignment
Conducting an Effective Legal Consultation
- Preparing for a client consultation
- Structuring the consultation meeting effectively
- Practicing active listening and effective questioning
- Navigating unclear or incomplete instructions
- Confirming client priorities and desired outcomes
- Recording instructions and agreeing on next steps
Practical Exercise
- Conducting an initial legal consultation based on a client scenario
- Preparing an issue list and identifying information required before advice can be provided
Day 2: Legal Research and Information Analysis
Planning Legal Research
- Translating the client's issue into specific research questions
- Identifying relevant areas of law
- Developing a targeted legal research plan
- Prioritizing research based on importance and risk
- Avoiding unnecessary or unfocused research efforts
Working with Legal Sources
- Distinguishing primary and secondary legal sources
- Navigating legislation, regulations, case law, guidance, and commentary
- Understanding the hierarchy and authority of legal sources
- Assessing relevance and reliability
- Verifying the currency of legal information
- Recording sources for future reference and verification
Researching Efficiently
- Developing effective search terms for legal research
- Using facts and legal concepts to refine research scope
- Expanding and narrowing the research question as needed
- Cross-checking findings across reliable sources
- Identifying conflicting legal authorities
- Recognizing when sufficient research has been completed
Practical Exercise
- Researching a legal issue from a case scenario
- Preparing a short research note identifying relevant rules, authorities, uncertainties, and further questions
Day 3: Legal Analysis, Reasoning, and Risk Assessment
Structuring Legal Analysis
- Identifying material facts
- Identifying applicable legal rules
- Linking legal rules to the client's specific circumstances
- Distinguishing strong and weak legal arguments
- Identifying assumptions and information gaps
- Developing a logical legal conclusion
Applying Legal Reasoning
- Utilizing Issue, Rule, Application, and Conclusion (IRAC) structures
- Comparing alternative legal interpretations
- Navigating incomplete or uncertain information
- Assessing the impact of conflicting authorities
- Distinguishing between legal possibility and probability
- Avoiding unsupported conclusions
Assessing Legal Risk
- Identifying legal, regulatory, contractual, and procedural risks
- Considering probability and potential impact
- Evaluating the consequences of different options
- Identifying practical risk mitigation measures
- Explaining uncertainty without providing ambiguous advice
- Linking legal risk to the client's operational objectives
Practical Exercise
- Analyzing a complex legal scenario
- Preparing a legal issue and risk assessment
- Developing preliminary recommendations supported by legal reasoning
Day 4: Preparing Legal Opinions and Written Advice
Planning a Legal Opinion
- Understanding the purpose and intended audience of the opinion
- Confirming the specific questions to be answered
- 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 Legal Opinion
- Writing a clear introduction and scope
- Presenting the 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 areas of uncertainty
Writing Clear Legal Advice
- Using concise and precise legal language
- Explaining technical legal 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 Legal Advice to Clients and Decision-Makers
- Preparing for an advisory meeting
- P presenting the legal position clearly
- Explaining legal risk in practical terms
- Communicating available options and consequences
- Making balanced recommendations
- Responding to questions and challenges effectively
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 Legal 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 legal advisory work
Final Legal Advisory Simulation
- Receiving and clarifying a client instruction
- Identifying the key legal and factual issues
- Preparing a focused research approach
- Conducting legal analysis and risk assessment
- Preparing a concise written legal opinion
- P resenting the advice in a simulated client meeting
- Responding to client questions and alternative scenarios
- Receiving facilitator feedback on research, reasoning, drafting, and advisory communication
Požadavky
Aby z tohoto kurzu mohli účastníci těžit, měli by:
- Zvládat základní pochopení právních pojmů a terminologie.
- Být zapojeni do poskytování právní podpory, právních analýz, compliance, správy nebo poradenství.
- Zvládat čtení a základní interpretaci právních či regulačních dokumentů.
- Mít základní jazykové dovednosti pro psanou i ústní komunikaci.
- Possess experience working in a professional or organizational environment.
35 Hodiny
Reference (2)
Zábavné na povídání
Jihan Fadila - BAF
Kurz - Root Cause Analysis (RCA) for Internal Audit
Přeloženo strojem
přímluvná konverzace podložená konkrétními příklady
Joanna Chlebny - BFF Polska S.A.
Kurz - Planning and Risk Assessment
Přeloženo strojem
