Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Duration 35 hours
Course Outline
Day 1: Orchestrating the Legal Consultation Process
The Legal Advisor’s Role
- Defining the scope and responsibilities of a legal consultant
- Translating legal knowledge into actionable professional advice
- Aligning with client objectives and expectations
- Balancing legal accuracy with professional judgment and commercial insight
- Maintaining independence and objectivity in client engagements
- Recognizing when matters require specialist or additional external advice
Processing and Clarifying Legal Instructions
- Interpreting the initial client request accurately
- Uncovering the underlying legal question within the request
- Distinguishing between facts, assumptions, opinions, and legal issues
- Posing targeted questions to gather essential information
- Identifying missing documentation and supporting evidence
- Establishing the precise scope of the legal assignment
Executing Effective Legal Consultations
- Preparing strategically for client interactions
- Structuring consultation meetings for maximum efficiency
- Employing active listening and effective questioning techniques
- Managing ambiguous or incomplete instructions
- Confirming client priorities and desired outcomes
- Documenting instructions and agreeing upon subsequent steps
Practical Exercise
- Conducting an initial legal consultation using a realistic client scenario
- Preparing an issue list and identifying prerequisite information for advisory purposes
Day 2: Legal Research and Information Synthesis
Strategic Planning for Legal Research
- Translating client issues into specific research questions
- Identifying the relevant areas of law
- Developing a focused and efficient research plan
- Prioritizing research tasks based on importance and risk
- Eliminating unnecessary or unfocused research efforts
Utilizing Legal Sources
- Differentiating between primary and secondary legal sources
- Navigating legislation, regulations, case law, guidance, and commentary
- Understanding the hierarchy and authoritative weight of legal sources
- Assessing the relevance and reliability of information
- Verifying the currency of legal information
- Recording sources for future reference and verification
Optimizing Research Efficiency
- Developing effective search terms for legal databases
- Using facts and legal concepts to refine search strategies
- Expanding and narrowing research questions as needed
- Cross-referencing findings across reliable sources
- Identifying and resolving conflicting legal authorities
- Recognizing the point of diminishing returns in research
Practical Exercise
- Researching a specific legal issue derived from a case scenario
- Drafting a research note that outlines relevant rules, authorities, uncertainties, and outstanding questions
Day 3: Legal Analysis, Reasoning, and Risk Evaluation
Structuring the Analysis
- Isolating material facts
- Identifying applicable legal rules
- Connecting legal principles to the client’s specific circumstances
- Distinguishing between strong and weak legal arguments
- Identifying underlying assumptions and information gaps
- Formulating a logical legal conclusion
Applying Legal Reasoning
- Utilizing the Issue, Rule, Application, Conclusion (IRAC) framework
- Comparing alternative legal interpretations
- Navigating incomplete or uncertain information
- Assessing the impact of conflicting authorities
- Distinguishing between legal possibility and legal probability
- Avoiding conclusions that lack sufficient support
Evaluating Legal Risk
- Identifying legal, regulatory, contractual, and procedural risks
- Considering the probability and potential impact of risks
- Evaluating the consequences of various options
- Identifying practical measures to mitigate risk
- Communicating uncertainty clearly without diluting the advice
- Aligning legal risk assessments with the client’s operational objectives
Practical Exercise
- Analyzing a complex legal scenario
- Preparing a comprehensive legal issue and risk assessment
- Developing preliminary recommendations supported by sound legal reasoning
Day 4: Drafting Legal Opinions and Written Advice
Planning the Legal Opinion
- Defining the purpose and target audience of the opinion
- Confirming the specific 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 definition
- Presentation of the relevant factual background
- Framing the core legal issues
- Explaining the applicable legal position
- Developing a structured legal analysis
- Presenting conclusions and practical recommendations
- Identifying risks, qualifications, and areas of uncertainty
Writing Clear Advisory Content
- Using concise and precise legal language
- Explaining technical legal concepts to non-legal stakeholders
- Minimizing unnecessary legal jargon
- Ensuring recommendations are clear and actionable
- Distinguishing between legal advice and business decisions
- Reviewing advice for accuracy, consistency, and completeness
Practical Workshop
- Drafting a legal opinion based on a realistic client problem
- Receiving peer and facilitator feedback on structure, reasoning, clarity, and recommendations
- Revising the opinion based on constructive feedback
Day 5: Delivering Advice and Managing Advisory Engagements
Presenting Advice to Stakeholders
- Preparing for advisory meetings with clients and decision-makers
- Presenting the legal position with clarity
- Explaining legal risk in practical terms
- Communicating available options and their consequences
- Making balanced and well-reasoned recommendations
- Responding effectively to questions and challenges
Navigating Challenging Advisory Situations
- Providing advice when the legal position is uncertain
- Managing pressure for a preferred legal outcome
- Communicating unfavorable legal conclusions professionally
- Addressing disagreements among stakeholders
- Managing changes in facts or instructions
- Determining when additional research or specialist input is necessary
Ensuring Quality in Advisory Work
- Verifying facts, sources, reasoning, and conclusions
- Maintaining consistency between research findings and final advice
- Documenting assumptions and limitations
- Maintaining appropriate records of legal advice
- Following up on consultations effectively
- Cultivating practical quality-control habits for advisory tasks
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
- Drafting a concise written legal opinion
- Presenting the advice in a simulated client meeting
- Responding to client questions and alternative scenarios
- Receiving facilitator feedback on research, reasoning, drafting, and advisory communication
Requirements
To fully benefit from this course, participants are expected to:
- Hold a foundational understanding of core legal concepts and terminology.
- Have experience in roles involving legal support, analysis, compliance, governance, or advisory services.
- Be capable of reading and interpreting basic legal and regulatory documents.
- Possess fundamental skills in both written and verbal communication.
- Have professional experience within an organizational or corporate environment.
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 8000 € + VAT*
Contact us for an exact quote and to hear our latest promotions
Testimonials (2)
Fun to talk
Jihan Fadila - BAF
Course - Root Cause Analysis (RCA) for Internal Audit
casual conversation supported by specific examples
