BSBLEG424: Support the drafting of complex legal documents Assessment Answers
Assessment Type: Practical
Legal documents are often difficult to understand, which is why it’s important for individuals who draft them to know the law well. This sample will discuss how you can do your part in making sure that complex legal documents are drafted properly by assessing their complexity level.
One of the ways you can assess a legal document’s complexity is to read through it and identify the key issues that are being discussed. If you’re not familiar with reading legal documents, then this task may seem daunting at first. However, as you do this, you’ll soon discover that there are a lot of phrases and terms commonly used in legal documents that aren’t difficult to understand.
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In this section, we are describing some activities. These are:
Assessment Activity 1: Establish drafting requirements
Drafting legal documents can be a daunting task. There are many requirements that need to be considered in order to ensure the document is effective. It is important to be aware of these requirements before you begin drafting the document.
Some of the key requirements that need to be considered include:
- The purpose of the document
- The audience for the document
- The legal jurisdiction in which the document will be used
- The level of formality required
- Any specific formatting requirements
Once you are aware of these requirements, you can begin drafting the document.
1. Identify task requirements
It is important to be aware of the specific tasks that need to be completed. These tasks may vary depending on the type of document you are drafting.
Some of the key tasks that may need to be completed include:
- Researching the law and identifying relevant case law
- Drafting the document
- Checking the document for accuracy and making any necessary revisions
- Finalizing the document
It is important to be aware of these tasks before you begin drafting the document. This will help ensure that the document is drafted effectively and efficiently.
2. Select software according to task requirements
It is important to consider the software that will be used. This will ensure that what you produce can be effectively edited and shared.
Some of the software that may be used when drafting a legal document include:
- Microsoft Word
- Microsoft Excel
- Google Docs
It is important to be aware of the specific software requirements for the task at hand. This will ensure that the document can be drafted in a format that is suitable for the software.
3. Establish document design and structure
It is important to establish a clear design and structure for the document. This will help ensure that the document is easy to read and understand.
Some of the key elements that should be considered when establishing the design and structure of a legal document include:
- The title of the document
- The heading structure
- The body of the document
- The conclusion of the document
It is important to be aware of these elements before you begin drafting the document. This will help ensure that the document is well-organized and easy to read.
4. Design and structure document to meet legislative and task requirements
It is important to ensure that the design and structure of the document meet the legislative and task requirements. This will help ensure that the document is effective and can be used in a legal context.
Some of the key elements that should be considered when designing and structuring a legal document include:
- The font style and size should be clear and easy to read.
- Establish a heading structure that follows the correct order.
- The summary should set out the main points of the document in order to guide people who are using it.
- This section sets out the key terms used in this agreement. These include chapter, section, paragraph, clause, and schedule.
- The document should be paginated and include a table of contents.
It is important to be aware of these elements before you begin drafting the document. This will help ensure that the document is well-organized and easy to navigate.
5. Review and update existing precedent documents
It is important to consider the precedent documents that already exist. This will help ensure that your document can be used as a reference point in the future.
Some of the key things to consider when reviewing existing precedent documents include:
- The format and structure of previous documents should be examined to establish if they meet current requirements.
- To establish the legibility of previous documents.
- An assessment should be made to determine whether or not this document is similar in nature.
It is important to be aware of these things before you begin drafting the document. This will help ensure that your document can function as an effective reference point in the future.
Assessment Activity 2: Prepare to draft
This document should be used as a starting point for your assignment. It should only be used as a guide and should not be copied word-for-word.
The following paragraph provides an example of the first paragraph of the summary section of a contract. This paragraph sets out to summarize the key issues covered in this legal agreement and is not intended to be used as a standalone document.
This document sets out the terms of a legal agreement between _________ (the “Company”) and _________ (the “Employee”). The Company agrees to employ the Employee for a fixed term of ____ months from _____ (the “Date of Commencement”). During this time, the Employee will work exclusively for the Company and will receive a salary of $_____ per week (the “Take Home Salary”). The Company agrees to provide the Employee with _________ room in the employee accommodation located at _________ (the “Accommodation”).
The Take Home Salary is to be paid on a weekly basis and will be in the form of cash or electronic funds transfer. The Employee agrees to comply with the Company’s policies and procedures, as may be amended from time to time.
1. Develop and use precedents to ensure consistency of design and layout
The most common and least impactful way to create consistency is by using shared elements within the layout. These common elements should be distributed evenly and if possible work together to create a theme. If this does not fit with your design you can look for other means such as having the same fonts, colors, or even spacing between lines.
Using a grid system is another way to create consistency. Grids can be used as a foundation to build on, or they can be used as a complete layout system. Once you have created the grid, all of your content should be placed within the defined cells. This will help to ensure that everything looks balanced and that all of your text is the same size.
2. Evaluate and amend templates to ensure document requirements can be met
It is important to consider who may use this document and what they need it for. Consider the people that will be reading this document, their knowledge of legal documents, and any potential difficulties they may face when trying to read the document. This should be taken into account before you attempt to use language that might not be easily understood by your readers.
You should also consider what needs to be included in the document and what can be left out. This will help to make sure that the document is easy to navigate and that all of the important information is included.
Lastly, you should review the layout and design of the document. This will help to ensure that it is easy to read and that all of the important information is easily accessible.
3. Recommend improvements to relevant personnel for the design and structure of existing documents
Your supervisor is the best person to go to for design advice. They will be able to help you with the layout and design of your document, as well as make sure that all of the important information is included.
If you need help with the structure of your document, your supervisor can also refer you to someone who can assist with this. This may be someone in human resources, a legal professional, or your company’s general counsel.
If you need help with the language of your document, then you should contact someone who has experience in legal writing. This can be a lawyer, paralegal, or any other professional familiar with the ins and outs of legal documents.
4. Facilitate a review process of suggested improvements, where necessary
A review process is the best way to ensure that any improvements suggested by a team member can be implemented. This should always start with your supervisor, who will look over the document and make suggestions for improvement. They may also decide to implement some of these changes before passing the document on for final approval.
If you receive feedback from someone else in the company, this should be passed on to your supervisor so that they can decide if and how to implement the changes. Finally, any changes made to the document should be tracked so that everyone involved is aware of what has been changed and why. This will help to ensure that any future revisions are carried out in a timely and efficient manner.
Assessment Activity 3: Develop draft
To create consistency in your legal documents, you can use shared elements within the layout, a grid system, or language that is easy to understand by your readers. You should also consider what needs to be included in the document and what can be left out. This will help to make sure that the document is easy to navigate and that all of the important information is included.
Finally, you should review the layout and design of the document. This will help to ensure that it is easy to read and that all of the important information is easily accessible. If you need help with any of these aspects, your supervisor can refer you to someone who can assist with them.
1. Prepare documents using appropriate and available precedent documents according to policies and procedures of the organization
When you are preparing a document, it is important to review any documents that have been prepared for this type of situation before. This will help you to prepare the document more efficiently and with fewer mistakes.
If your organization has a shared intranet or if there is a centralized library of legal documents, this would be the first place you should look for any previous documents.
If your organization does not have a shared intranet or centralized library of legal documents, you should ask around to find out if anyone else has already prepared one for this situation.
If you are still unable to find a precedent document, you can search for one online. However, you should be aware that not all precedent documents will be applicable to your specific situation.
Once you have found a precedent document that is applicable to your situation, you should review it and make sure that it meets the standards of your organization. If it does not, you should modify it to meet these standards.
When you have finished modifying the precedent document, you should make sure that it is saved in an easily accessible location so that it can be used for future reference.
2. Enter and edit relevant data
When you are entering data, it is important to follow your organization’s standards. This means that the format and order of information should be consistent from document to document.
If there are certain elements that must always appear in a specific location, you should make sure these elements are placed there as needed.
In addition, if any required fields appear in a document, you must fill them in before submitting the document. This will help to ensure that all of the information is present and that the document is complete.
Finally, you should always review the data that has been entered into a document to make sure that it is accurate. If you find any errors, you should correct them immediately.
3. Use a range of advanced software functions to ensure accurate completion of the task
While it is true that most tasks only require the use of basic software functions, there are some tasks in which more advanced functions can be helpful.
For example, when you are dealing with long documents in Word, you might want to divide them into separate sections. To do this in previous versions of Word, you would need to insert page breaks. However, in Word 2010 and 2013, you can use the split document function to do this.
Another example of a task that might require the use of more advanced software functions is creating a table of contents. In previous versions of Word, you would need to create a custom heading style and then apply it to the headings that you wanted to include in the table of contents. In Word 2010 and 2013, you can use autocorrect to automatically create a custom heading style for you.
4. Check documents for spelling, grammar, numeric data, and layout
When you are checking documents for spelling, grammar, and numeric data, it is important to use a variety of methods. This will help you to catch as many mistakes as possible.
For example, you might want to read the document aloud to yourself to catch any errors that you might have missed when you were reading it silently. Additionally, you can use a spell checker to find any errors that might have been missed.
When checking for numeric data, it is important to use a variety of methods as well. For example, you can use a calculator to check the math in your document. Additionally, you can use a data validation tool to make sure that the data in your document is entered in the correct format.
Layout issues can often be difficult to detect, but there are a few things that you can do to help. For example, you can use the zoom function to make sure that all of the text is properly formatted. Additionally, you can use the track changes function to see how the document will look when it is printed.
When you are finished checking your document, make sure that any corrections have been saved. If they have not, you should do so before moving on to another task.
5. Proofread documents for accuracy of content and consistency of layout and style
When you are proofreading a document, it is important to use a number of methods as well. For example, you might want to print the document and read it over on paper. Additionally, you can ask another person at your organization to review the document for errors.
In some cases, your organization may have specific guidelines that must be followed for the formatting and style of your documents. If this is the case, you should make sure that you are adhering to those guidelines. In some cases, it might be necessary to check with a supervisor before moving on with a task.
6. Make modifications to meet required specifications
When you are asked to modify a document, it is important to review the specifications in detail before beginning. If any of these specifications conflict with previous requirements or have changed, you should contact your supervisor for clarification before moving forward.
Once the specifications have been clarified and all details have been confirmed, you can begin making modifications. When modifying documents in previous versions of Word, you can make direct, manual modifications to the document. In Word 2010 and 2013, you can use a variety of functions to automatically apply changes.
When all modifications have been made, save the document and print it if necessary. Depending on your organization’s needs, you may be asked to upload or email a copy of the document to your supervisor or another designated individual.
7. Manage any difficulties and produce documents within agreed timelines
If you encounter difficulties when completing this task, you should contact your supervisor for help. He or she can help to clarify any issues and make sure that the document meets specifications before moving forward.
It is important that you work within agreed timelines when producing documents in Word 2010 and 2013. If it will take longer than expected, let your supervisor know as soon as possible. This will help to avoid any delays in the overall process.
When you have completed the task, save the document and print it if necessary. Depending on your organization’s needs, you may be asked to upload or email a copy of the document to your supervisor or another designated individual.
Assessment Activity 4: Finalize draft
Now that you have completed the task, it is time to finalize your draft. In some cases, this may mean making a few more minor changes. In other cases, it might be necessary to completely rewrite certain sections of the document.
Once you are satisfied with the final draft, save it and print it if necessary. Depending on your organization’s needs, you may be asked to upload or email a copy of the document to your supervisor or another designated individual.
1. Submit documents as required
When you have finished producing the document, it is time to submit it as required. This may mean uploading it to a server or sending it as an email attachment. In some cases, it might be necessary to deliver a physical copy of the document to a supervisor or other designated individual.
Make sure that you familiarize yourself with the submission process before beginning the task. This will help to ensure that the process goes smoothly and that the document is delivered on time.
2. Arrange review of documents with a designated person
In some cases, you may need to arrange a review of the document with a designated person. This might be your supervisor or another individual at your organization.
Depending on the nature of your document and how it is used, you may be asked to do this as soon as the task is completed or as an ongoing part of your workflow. You should familiarize yourself with the process before beginning.
Once you have identified who will be reviewing the document, contact them to arrange a time and place for the meeting. If necessary, make any changes to your schedule or travel plans. The meeting should take place as soon as possible to avoid any delays in the overall workflow.
When preparing for this meeting, make sure that you have a final copy of the document. Bring any supporting materials, such as notes or written comments, to the meeting. This will help to ensure that all parties are on the same page and that any necessary modifications can be made.
3. Undertake final publishing of documents
In some cases, you may be asked to undertake the final publishing of your document. This might involve uploading it to a server or sending it as an email attachment. In other cases, it might require printing the document and delivering a physical copy to another individual at your organization.
Depending on the type of document and how it is used, you may be asked to do this as soon as the task is completed or as an ongoing part of your workflow. You should familiarize yourself with the process before beginning.
When you have completed the task, make sure that you save a copy of the document for your records. This will help to ensure that you have a record of all changes made to the document. It will also help you to track the progress of the document from start to finish.
Producing a document can be a complex process, involving many different steps. By following the guidelines in this article, you can ensure that your document is created in a timely and efficient manner. Make sure to familiarize yourself with your organization’s specific processes for creating documents. This will help to ensure that you are meeting your organization’s needs and requirements.
4. Save and store documents according to organizational procedures
In some cases, it may be necessary to save or store documents in a specific digital file or physical storage facility. This can often depend on the individual organization and what type of information they are working with.
It is important for you to familiarize yourself with your organization’s specific procedures for handling documents. This will help to ensure that you are following the relevant regulations, as well as speeding up the overall workflow of your organization.
Once you have completed a document, make sure to follow any relevant procedures for filing it. This will help to ensure that there is a record of each document’s creation and progression through its life cycle. Whenever possible, organize documents into categories and subcategories with related documents grouped together. This can help you to manage your workflow more effectively while ensuring that the document is stored according to its level of confidentiality.
Producing a document can be a complex process, involving many different steps. By following the guidelines in this article, you can ensure that your document is created in a timely and efficient manner. Make sure to familiarize yourself with your organization’s specific processes for creating and storing documents. This will help to ensure that you are meeting your organization’s needs and requirements.
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