Overview of the role

Handle legal matters including giving legal advice.

Details of standard

Occupation summary

This occupation is found in organisations from small law firms to large corporate entities and public bodies, anywhere that offers or requires litigation and advocacy services. A Chartered Legal Executive Litigator and Advocate (CLELA)) works in areas of law that require presenting in court on family, civil or criminal matters.

The broad purpose of the occupation is to handle legal matters including giving legal advice and present in the courts. Presenting in court is a reserved or regulated area of legal practice. As the CLELA has specialised in a reserved or regulated area of practice, they will hold the appropriate rights to practise in that area independently, including advising and representing their clients in the County Court, Family Proceedings Court, Magistrates' Court including the Youth Court, Coroners Court and in most Tribunals. The CLELA drafts legal documents, including case theory, skeleton arguments and submissions to the courts. They may also act as a Commissioner for Oaths.

Depending upon which area of law they work in, CLELA lawyers may be involved in litigation in the High Court, litigation and advocacy in the County Courts, advising and representing husbands and wives with matrimonial problems or clients accused of serious or petty crime.

CLELA lawyers are fee earners and are able to set up their own legal practice once qualified. In private practice, their work is charged directly to clients making a direct contribution to the income of a law firm.

In their daily work, an employee in this occupation interacts with members of their immediate legal team, legally and non-legally trained stakeholders and customers who use their services. They may also interact with government departments, financial institutions, regulators and professional bodies. They will regularly attend relevant Courts and Tribunals to represent their clients and need to gain two years’ experience in the courts for which they are seeking rights of audience prior to completion of the apprenticeship.

An employee in this occupation will be responsible for managing a caseload of legal matters, providing advice to customers and advocating for clients in courtroom settings. The CLELA works unsupervised within their area of specialism.

Typical job titles include:

Chartered legal executive litigator and advocate

Occupation duties

Duty KSBs

Duty 1 Take instructions from clients, gather an understanding of client need and explain the risks and benefits of options available and proposed next steps.

K1 K3 K4 K6 K10 K11 K12 K16 K19 K20 K21 K22 K24

S1 S23 S24 S26 S29 S33 S34 S41

B1 B3 B5

Duty 2 Set out legal research strategies, conduct legal research using a range of approaches and sources and provide analysis of outcomes to stakeholders.

K1 K2 K3 K4 K5 K7

S1 S2 S3 S25

B1 B2

Duty 3 Review and analyse documents and data to identify key facts and evidence and form judgements on the quality of evidence and any gaps or contradictions.

K2 K3 K4 K5 K6 K7 K21

S1 S2 S3 S4 S8 S10 S24 S25

B1 B2 B6

Duty 4 Apply findings from legal research to inform casework and decision-making strategies.

K1 K2 K3 K4 K5 K6 K7 K8 K21

S1 S2 S3 S4 S6 S7 S8 S9 S10 S11 S33

B1 B2 B6

Duty 5 Analyse and evaluate data and information to inform strategies and decision-making in legal casework.

K2 K3 K4 K5 K6 K7 K8 K21 K26

S1 S2 S3 S5 S6 S7 S8 S9 S10 S11 S25

B1 B2 B6

Duty 6 Make decisions in legal matters based on legal principles or the rule of law and within all legal and regulatory requirements.

K1 K3 K4 K5 K6 K7 K8 K10 K11 K13 K16 K18 K21 K26 K33

S1 S2 S3 S4 S5 S6 S7 S8 S9 S10 S11 S12 S13 S29 S33 S41

B1 B2 B3 B5 B6

Duty 7 Provide ethical legal advice to clients appropriate to their circumstances and objectives.

K1 K4 K5 K7 K8 K10 K11 K12 K13 K14 K16 K17 K18 K19 K21 K22 K26 K33

S1 S6 S7 S8 S9 S10 S11 S12 S13 S15 S16 S23 S26 S27 S28 S29 S33 S34 S41

B1 B3 B6

Duty 8 Exercise judgement to develop an effective case presentation theory.

K1 K3 K4 K5 K6 K7 K9 K10 K12 K13 K14 K15 K16 K21 K26

S7 S8 S9 S10 S13 S14 S15 S16 S17 S18 S19 S20 S21 S27 S28

B1 B3 B6

Duty 9 Prepare a coherent submission to the court based upon relevant facts, general principles, and legal authorities in a structured, concise and persuasive manner.

K1 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13 K14 K15 K22

S7 S8 S9 S10 S14 S15 S16 S17 S18 S19 S20 S21 S27

B1 B2 B3

Duty 10 Communicate with a range of stakeholders including clients selecting the most appropriate approach and tools.

K4 K7 K9 K10 K11 K12 K13 K14 K16 K20 K22 K23 K24

S10 S14 S15 S16 S17 S18 S19 S20 S21 S23 S24 S25 S26 S27 S28 S30 S31 S34 S41 S43 S45

B1 B3 B4

Duty 11 Represent clients in court using relevant communication skills and techniques used by an advocate.

K7 K9 K10 K11 K12 K13 K14 K16 K20 K21 K24

S17 S18 S19 S20 S21 S26 S27 S28 S29

B1 B3 B5

Duty 12 Present a coherent submission to the court, deal with witnesses and respond effectively to opponents and questions from the court.

K1 K2 K4 K5 K7 K8 K9 K10 K11 K12 K13 K14 K15 K22 K24

S17 S18 S19 S20 S21 S23 S27 S29

B1 B3 B5

Duty 13 Present visualisations of data and information to communicate solutions to clients and stakeholders.

K3 K4 K6 K8 K12 K13 K14 K22 K28

S9 S10 S17 S18 S19 S20 S21 S22 S27 S29

B1 B2 B3

Duty 14 Draft and produce legal documents within a template format and bespoke.

K1 K4 K5 K8 K9 K15 K28

S14 S20 S22 S26

B1 B3

Duty 15 Advocate and negotiate on behalf of clients in legal matters.

K2 K4 K7 K8 K9 K10 K11 K12 K13 K14 K16 K20 K21 K22 K24

S17 S18 S19 S20 S21 S22 S23 S26 S27 S28 S29 S33 S34

B1 B3 B4 B5

Duty 16 Undertake risk and compliance activities regarding anti-money laundering regulations and due diligence and ensure compliance.

K1 K3 K4 K19 K21 K32

S22 S24 S33 S38 S40 S41

B1 B2 B4 B5

Duty 17 Undertake Know Your Customer activities to ensure that the service being provided is the most effective and appropriate to their circumstances.

K1 K3 K4 K15 K16 K19 K20 K21 K32

S11 S20 S22 S24 S26 S28 S29 S31 S33 S34 S38 S40 S41

B1 B2 B4 B5

Duty 18 Manage and apply financial information to caseloads to deliver outputs that are value for money and support customer or organisational objectives.

K1 K3 K4 K5 K7 K15 K25 K26 K27 K28 K29 K32

S13 S32 S33 S35 S36 S37 S38 S39 S40 S42 S44 S46

B1 B2 B4

Duty 19 Manage caseload in line with organisational approaches and ensure commerciality of activities is considered throughout.

K1 K4 K5 K15 K16 K22 K25 K26 K27 K28 K29 K31 K34

S13 S26 S31 S32 S33 S35 S36 S37 S38 S39 S40 S41 S42 S44 S46

B1 B4

Duty 20 Source, handle and store confidential and sensitive information and digital data safely and securely.

K1 K3 K4 K5 K6 K11 K15 K16 K19 K20 K21 K25 K27 K28 K29 K32

S11 S25 S32 S34 S35 S36 S37 S38 S40

B1 B2 B4

Duty 21 Deliver legal services using digital technology safely and securely to protect the organisation from cyber security risks and reputational harm with an awareness of benefits and risks to the organisation and clients.

K1 K3 K4 K5 K6 K11 K15 K16 K19 K21 K25 K27 K28 K29

S2 S25 S32 S34 S35 S36 S37 S38 S40

B1 B4 B6

Duty 22 Undertake legal tasks with commercial impact and resource management in view.

K1 K3 K5 K7 K19 K25 K26 K27 K28 K29 K30 K31 K32 K34 K35

S13 S25 S26 S30 S32 S35 S36 S37 S38 S39 S41 S42 S44 S46

B1 B4 B5 B6

Duty 23 Provide technical advice and support to technical and non-technical colleagues including peer review of case work.

K1 K3 K5 K7 K11 K15 K18 K21 K22 K24 K32 K33 K34

S11 S12 S13 S16 S20 S23 S26 S28 S31 S32 S33 S35 S38 S39 S40 S41 S43 S44

B1 B3 B4 B5 B6

Duty 24 Comply with the fundamental duties to the court, the administration of justice, to other advocates and appropriate ethics, etiquette and conventions of advocacy.

K1 K3 K5 K7 K8 K9 K10 K11 K12 K14 K15 K16 K17 K18 K19 K20 K21 K22 K24 K27 K30 K33

S11 S12 S13 S15 S16 S17 S18 S19 S20 S22 S23 S24 S25 S26 S27 S28 S29 S31 S32 S33 S35 S36 S37 S38 S40 S41 S42 S43 S44 S45 S46 S47

B1 B5 B6

Duty 25 Provide legal services in line with Regulatory requirements regarding Ethics Conduct and Professionalism including working regarding Equality, Diversity and Inclusion.

K1 K5 K7 K8 K10 K11 K12 K14 K15 K16 K17 K18 K19 K20 K21 K22 K24 K27 K30 K31 K33

S10 S11 S12 S13 S15 S16 S17 S18 S19 S20 S22 S23 S24 S25 S26 S27 S28 S29 S31 S32 S33 S35 S36 S37 S38 S40 S41 S42 S43 S44 S45 S46 S47

B1 B5 B6

Duty 26 Maintain professional standards by undertaking continuous professional development activities.

K1 K9 K10 K11 K12 K14 K16 K17 K18 K20 K21 K22 K27 K33 K35

S9 S15 S22 S23 S26 S30 S31 S32 S35 S39 S40 S44 S45 S46 S47

B1 B4 B6



K1: law and legal practice and procedures of specialist area of practice as set out in CILEx Regulation Chartered Legal Executive Handbooks. Back to Duty

K2: law and legal practice and procedures of advocacy for specialist area of practice, including the law of evidence as set out in CILEx Regulation Practice Rights Handbooks. Back to Duty

K3: approaches to research and information gathering including identification and selection of trusted sources and documentation. Back to Duty

K4: approaches to gathering, assessing and testing evidence to identify relevant issues. Back to Duty

K5: approaches to gathering, assessing and testing relevant factual, legal, procedural and evidential issues including identification and selection of trusted sources and documentation. Back to Duty

K6: approaches to problem solving, analytical techniques and synthesis, including the use of digital tools. Back to Duty

K7: approaches to assessment of strengths and weaknesses of a case. Back to Duty

K8: approaches to drafting a case theory and skeleton argument. Back to Duty

K9: the fundamental duties to the court, the administration of justice, to other advocates and appropriate ethics, etiquette and conventions of advocacy. Back to Duty

K10: Making an appropriate decision to appear and represent the client at court, including when it is inappropriate to act/cease to act for a client. Back to Duty

K11: Deal appropriately with client care and ethical issues, including good practice guidance when dealing with vulnerable witnesses and the available procedures relating to vulnerable witnesses. Back to Duty

K12: communication skills and techniques used by an advocate. Back to Duty

K13: preparation for advocacy and effective ways to undertake this. Back to Duty

K14: purpose, techniques, and tactics of all aspects of court advocacy, including opening speeches, examination in-chief, cross-examination, re-examination, and closing speeches to adduce, rebut and clarify evidence. Back to Duty

K15: approaches to drafting techniques. Back to Duty

K16: the principles of customer service including the impact of diversity and inclusion, be able to identify user need and manage customer expectations. Back to Duty

K17: the principles of ethical and professional frameworks and their relevance for legal service delivery including the purpose of regulatory arrangements for personal compliance. Back to Duty

K18: the ethical issues and obligations applying to the provision of legal services, including legal rules and regulations, organisational policies and the CILEx Regulation Code of Conduct. Back to Duty

K19: the principles of legal and regulatory liabilities with regards to clients and business to ensure compliance with all professional obligations, for example, the provision of ethical legal advice in the best interests of the customer and Anti-Money Laundering obligations. Back to Duty

K20: best practice in relation to emotional competence when dealing with customers from different backgrounds, including vulnerable clients and the principles of unconscious bias and its effects. Back to Duty

K21: approaches to formal and informal conflict resolution, advocacy, including the requirements for rights of audience for reserved areas of practice, and negotiation. Including, planning, preparation, strategy development, client expectations and risks to the client whilst behaving ethically and resisting pressure to condone, ignore or act unethically. Back to Duty

K22: approaches to communication, including use of clear language and the most appropriate media to communicate with different stakeholders and the principles of stakeholder management. Back to Duty

K23: emotional competence in communications with others, including respect for Equality Diversity Inclusion and vulnerability. Back to Duty

K24: approaches to building effective working relationships with third parties. Back to Duty

K25: financial methods and drivers operating within legal organisations including the purpose and principles of filing and recording systems and procedures. The principles of administering client accounts including the principles of time-recording and charging fee structures. Back to Duty

K26: principles of risk assessment, risk management and approaches to selecting the best actions for progressing matters. Back to Duty

K27: approaches to prioritising workloads, caseloads and time management, to ensure matters progress without delay and files are managed in accordance with office practices. Back to Duty

K28: approaches to digital technology, tools and software in the legal sector such as case management systems and drafting software for tasks including quality assurance of caseload outputs and storage, retrieval and analysis of data and information. Back to Duty

K29: legal requirements and ethical challenges relating to the use of legal technology in the legal sector, including risks to confidentiality of data posed by and to client’s actions, vulnerabilities to cyber threats and defensive measures. Back to Duty

K30: own organisation’s position in relation to different business models operating in the legal services sector, including an awareness of impact of commercial practices such as networking and marketing on organisations, developments in the legal sector and the wider economic and political environment and the principles of continuous improvement within organisations. Back to Duty

K31: commercial drivers of organisations including time recording and billing processes for legal services. Back to Duty

K32: approaches to stakeholder identification and stakeholder management including the significance of external and internal stakeholders to organisations. Back to Duty

K33: strategies for professional development to ensure ongoing competence and good practice, including identification of needs, reflection, evaluation, emotional competence, and recognition of emotions and vulnerabilities in others. Back to Duty

K34: fundamentals of teamworking, coaching and mentoring. Back to Duty

K35: how the activities of a Chartered Legal Executive litigator and advocate may contribute to their ‘professional carbon footprint’ and steps that can be taken to reduce it. Back to Duty


S1: establish the clients' existing position, needs and expectations and identify needs that they may not recognise, utilising specialist expertise as required. Back to Duty

S2: undertake independent research in the areas of specialism using standard legal information sources. Back to Duty

S3: conduct and collate legal and factual research around all aspects of the matter, including case law, legal procedure, legal changes and documentation in a thorough, pragmatic and organised manner, using the full range of available tools and digital technologies, including assessment of quality of research sources and apply it to the legal matter in hand, to produce research notes. Back to Duty

S4: identify the applicable law and procedures for legal matters. Back to Duty

S5: test and challenge information and data, establish evidence and evaluate its validity. Back to Duty

S6: analyse, synthesise, and evaluate information in different ways to determine how to act on client’s instructions and identify any real or potential conflicts of interest. Back to Duty

S7: undertake the analysis of factual, legal, procedural, and evidential information. Back to Duty

S8: integrate information and materials from a variety of different sources and identify appropriately the relevant chronology and issues. Back to Duty

S9: interpret results, present findings accurately and apply these to the legal matter using supporting evidence. Back to Duty

S10: summarise the strengths and weaknesses of each party’s case. Back to Duty

S11: provide clear and unambiguous legal advice to clients and service users, including advice on the available options, the risks, the costs and the benefits of alternative courses of action, next steps and providing supporting evidence. Back to Duty

S12: make critical judgments of the merits of particular arguments. Back to Duty

S13: present and make a reasoned choice between alternative solutions. Back to Duty

S14: develop an effective case presentation strategy. Back to Duty

S15: prepare a case theory that is both succinct and persuasive and that observes the rules of professional conduct. Back to Duty

S16: prepare a coherent submission to the court based upon relevant facts, general principles, and legal authorities in a structured, concise and persuasive manner in a practical setting in relation to an interim application. Back to Duty

S17: undertake an opening speech, examination-in-chief, cross-examination, re-examination, and a closing speech. Back to Duty

S18: deal effectively with uncooperative witnesses. Back to Duty

S19: call expert evidence when appropriate and use and challenge expert evidence effectively. Back to Duty

S20: deal with the court’s questions and concerns promptly. Back to Duty

S21: respond to an opponent’s points. Back to Duty

S22: prepare the necessary documentation on behalf of clients, draft and present legal documentation in line with professional standards including documents with bespoke content. Back to Duty

S23: select most appropriate method of communication and use accurate and suitable language in communication, both written and oral, to communicate to clients and stakeholders in a clear and impactful way. Back to Duty

S24: take accurate instructions relating to legal matters from colleagues and clients through use of interviewing skills, including effective listening. Back to Duty

S25: identify where information is missing or in the hands of third parties and take steps to obtain it. Back to Duty

S26: communicate clear, accurate and practical advice to the client, including where objectives may be unrealistic and respond appropriately to manage clients' legal needs and engage others in the team and externally with the necessary legal expertise. Back to Duty

S27: represent and advise clients through negotiation and advocacy. Back to Duty

S28: mitigate against conflict by managing underlying issues and mediate and manage conflict when it arises. Back to Duty

S29: negotiate outcomes on behalf of stakeholders to deliver the best possible outcome, taking steps to ensure agreement or compromise is reached which is clear, lawful and legally binding. Back to Duty

S30: build an internal and external network of contacts. Back to Duty

S31: take a customer-focused approach and build strong relationships with customer and third-party contacts at all levels. Back to Duty

S32: deliver legal services in line with customer service level agreements and commitments. Back to Duty

S33: identify steps to achieve customer's wishes or further their objectives and plan and implement progress steps. Back to Duty

S34: undertake ongoing communications with the customer to keep them informed and identify and communicate emerging risks. Back to Duty

S35: assist others in combining commercial and legal expertise to bring value to customers and the organisation. Back to Duty

S36: maintain filing and recording systems in compliance with organisational procedures. Back to Duty

S37: plan caseload and wider workload to meet deadlines and deliver outcomes for the client and the organisation. Back to Duty

S38: prioritise, plan and review progress and reschedule activities in line with changing priorities to meet changing client and business demands, in accordance with procedural requirements and legal time limits. Back to Duty

S39: contribute to the financial management of cases, including budgets, work in progress, timely billing and collection and variance recognition. Back to Duty

S40: meet quality assurance expectations within legal service provision. Back to Duty

S41: work collaboratively towards achieving customer and organisational objectives. Back to Duty

S42: manage own resource requirements, caseload and workflow, to objectives and budgets. Back to Duty

S43: support and advise colleagues on routine legal matters. Back to Duty

S44: contribute to a culture of continuous improvement including feedback mechanisms. Back to Duty

S45: using reflection and evaluation of own competence, recognise when the limit of technical competence and skills is reached and ask for support. Back to Duty

S46: agree and achieve own performance objectives and key performance indicators for personal delivery. Back to Duty

S47: apply the CILEx Regulation code of conduct and related professional and ethical frameworks, including, representing information and data honestly, accurately, completely and confidentially whilst maintaining its security, contributing to a culture of data and cyber security ensuring that digital technology is used safely and securely and upholding ethical risk management and professional standards and escalating issues as required. Back to Duty


B1: Ethical and Professional - Acts with integrity, impartiality and independence, demonstrates principled behaviour, follows rules, adheres to organisational and professional standards and manages risk. Knows limitations of abilities, refers technical work to others with the right expertise, admits mistakes and resists pressure to condone, ignore or act unethically. Back to Duty

B2: Analytical - Collects and understands information, analyses and challenges it, identifies issues, draws appropriate conclusions to solve problems and makes robust recommendations and decisions. Back to Duty

B3: Advocate - Takes instructions, holds appropriate advocacy rights, prepares for and acts for clients at trials and hearings and represents the interests of clients in the best way. Back to Duty

B4: Collaborative - Builds positive and trusted working relationships, respects the views and opinions of others, shares knowledge, deals with issues as they arise, works across boundaries, and makes contributions to the team. Back to Duty

B5: Accountable - takes responsibility for their actions and outcomes from their work. Back to Duty

B6: Innovative - seeks innovative solutions to problems and challenges. Back to Duty


English and Maths

Apprentices without level 2 English and maths will need to achieve this level prior to taking the End-Point Assessment. For those with an education, health and care plan or a legacy statement, the apprenticeship’s English and maths minimum requirement is Entry Level 3. A British Sign Language (BSL) qualification is an alternative to the English qualification for those whose primary language is BSL.

Other mandatory qualifications

Any qualification approved by CILEX Regulator

Level: 7 (non-degree qualification)

Professional recognition

This standard aligns with the following professional recognition:

  • CILEX Regulator for Chartered Legal Executive Litigation and Advocacy

Additional details

Regulated standard

This is a regulated occupation.

Regulator body:

CILEx Regulation

Training Provider does not require approval by regulator body

EPAO must be approved by regulator body

Occupational Level:


Duration (months):



This apprenticeship standard will be reviewed after three years

Status: Approved for delivery
Level: 7
Degree: non-degree qualification
Reference: ST1368
Version: 1.0
Date updated: 22/06/2023
Approved for delivery: 22 June 2023
Route: Legal, finance and accounting
Typical duration to gateway: 66 months (this does not include EPA period)
Maximum funding: £27000
Regulated standard:
This is a regulated occupation
Regulator body:CILEx Regulation
EPAO must be approved by regulator body
LARS Code: 713
EQA Provider: CILEx Regulation

Find an apprenticeship

Contact us about this apprenticeship

Employers involved in creating the standard: Forbes Solicitors, Fletchers Solicitors, Wigan Council, Irwin Mitchell, Ministry of Justice, Essex Law Ltd, Alphlegal, National Highways, Hemsley Fraser.

Version log

Version Change detail Earliest start date Latest start date Latest end date
1.0 Approved for delivery 22/06/2023 Not set Not set

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