This assessment item requires you to:

• choose and create your personal method of client file management; and
• justify your choices.

You will use the file management method that you choose to manage and record the work that you will do in relation to Jill Naidoo throughout this course (7231LAW) as well as in 7232LAW. You will also use your file management method in 7134LAW, if enrolled, where you are required to conduct a new client matter from start to finish.

When you have completed this assessment you should have created a client file management method that is Code of Conduct compliant and allows you to store the documents that you will continue to create in the courses that follow.

This assessment task has two components:

1. Client File Management Method(20 marks, 1000 words)
2. Explanation(10 marks, 500 words)

Some students find it easier to integrate their responses to question 1 and 2 rather than complete them in two separate sections. Either way is acceptable.

Task:

1. Create a word document in which to complete both components of this assessment task.
2. Save the document with your name.
3. Read the instructions for creating the Client File Management Method carefully and prepare your response.
4. Read the instructions for the Explanation of your client file management method carefully and prepare your response.
5. Submit your document to the submission point by the due date

Instructions for:Client File Management Method

1. 1. Choose the method you are using to set up your new file for Jill Naidoo, using the options described in theSetting up your client filedocument.
   2. In your word document, include a general description of the method you are using to set up your new client file.
   3. Use headings and dot points on the word document to create a file structure consisting of folders/categories within your client file (also see theSuggested electronic file structurein the Setting up your client file document). You may like to physically create the file structure on your computer and include screenshots of the file structure.
   4. Identify the specific types of documents/records that must be kept in the file in accordance with the Code of Conduct and your understanding of file management so far.
   5. Include and identify, in your client file, any documents that you have already created based on the contact that you have already had with Jill Naidoo. These documents do not need to be limited to the Assessment 3 response to Jill's email and should in fact include any documents that you have created for the purpose of sound file management.

ExplanationIn your word document, explain:

1. 1. Why you have chosen this particular client file management method.
   2. Why you have chosen the particular structure within your client file.
   3. The reason you have identified the specific documents/records that must be kept in your file.

Include in your answers the relevant Code of Conduct and/or other legislative provisions in relation to:

• • Your chosen client file management method and how it complies with client and record keeping obligations under the Code of Conduct and other relevant legislative provisions.
  • The general documents/records that you have identified as needing to be kept on the file.
  • The documents that you have already created in relation to your client Jill Naidoo.

Resources:

• • Use LEGENDcomLEGENDcom - Alternative Formatsto research the relevant legislation and policy
  • Code of Conduct
  • In order to include correct references to legislation and policy, use theReferencing Tool (Murdoch)
  • Refer to the learning materials in
    • Modules 2 and 3
  • Setting up your client filedocumentAs we are participating in an online course we suggest you use an electronic filing system. You can create this on whatever platform you are comfortable with such as:
• Your computer hard drive
• An external hard drive or USB
• Google drive
• One drive (microsoft)
• PebblePad
• Student version of Migration Manager. (Info video here)