Key information

  1. Reference: ST0245
  2. Date updated: 30/06/2023
  3. Level: 3
  4. Route: Legal, finance and accounting
  5. Regulated occupation: No
Print occupational standard

Details of the occupational standard

Information Symbol

T-Levels logoT Levels focus on vocational skills and can help students into skilled employment, higher study or apprenticeships. Each T Level includes an in-depth industry placement that lasts at least 45 days. Students get valuable experience in the workplace; employers get early sight of the new talent in their industry.

Occupation summary

·                 Paralegals work alongside law professionals such as solicitors and chartered legal executives. A paralegal mainly gives legal advice on routine and straightforward matters. They support other legal professionals including on regulated aspects of law. A paralegal can be found in many contexts, from small legal firms on the high street to large multi-nationals. They can work in the private or public sector. They can work within in-house legal departments, legal services firms, not-for-profit sector and charities. 

·                 Paralegal is a profession providing legal support whilst working under supervision. It can also be a typical entry point into the legal sector. A paralegal receives work and requests from many people at once, as well as having their own duties.

·                 The ability to work under pressure and to meet deadlines is essential because people will be relying upon the paralegal to complete their tasks. A paralegal may sometimes be asked to make judgements within specific limits on legal or working matters. Paralegals at all levels interact with clients, lawyers and other stakeholders such as the police, courts, government or regulatory bodies.

·                 They need to convey complex data clearly, sometimes in emotionally charged or difficult circumstances. They will be involved in supporting the team and use problem-solving skills to help get the best outcomes for the client and their organisation. Some paralegals may be doing this work on behalf of their own clients. They will be working in a regulated context and so high professional and ethical standards are vital. Paralegals research and analyse lots of complex data, keeping a high level of precision and attention to detail.

·                 Paralegal work can include things such as drafting legal documents, contacting clients and assisting with meetings and governance.

·                 A paralegal is usually office based, although they may assist at court or attend meetings with clients at off-site locations.

·                 The role can vary widely depending on the practice area. For example, if working in conveyancing then a paralegal is less likely to have much face-to-face contact with clients. However, if assisting on criminal work, then a paralegal may need to assist lawyers attending court and police stations and talk to suspects. Paralegals qualified to work in criminal law may also be Police Station Representatives.

·                 A paralegal will administer data and records. They will review documents and produce legal documents and standard forms using digital tools. A paralegal will handle confidential and sensitive data daily and so recognising data protection requirements is critical to the role. This extends to recognising the risks to data from cybercrime and the need to be vigilant. A paralegal will interpret and use basic financial data when assisting clients and other stakeholders. They will ensure that any tasks involving monies are carried out in compliance with anti-money laundering regulations.

·                 Paralegals can go on to be partners in law firms, heads of legal departments in the private or public sector. They may decide to form their own legal services company providing legal services direct to litigants in person. In some instances in the lower courts, for example, some tribunals and small claims courts, paralegals may be granted the rights of audience. This means that they can advocate for their own clients directly.

Paralegals have become the fastest growing role within the legal services sector. They are often found in organisations offering legal services direct to clients

Typical job titles include:

Junior paralegal Legal file handler Legal assistant Legal caseworker Legal claims handler Legal contracts administrator Legal contracts handler Paralegal Conveyancing paralegal Probate paralegal Assistant litigation executive

Occupation duties

Duty KSBs

Duty 1 support provision of legal advice by other legal professionals

K1 K2 K3 K4 K5 K7 K10 K11 K12 K14 K15

S1 S2 S3 S4 S5 S6 S7 S8 S11 S12 S13

B1 B2 B3

Duty 2 provide ethical legal services ensuring high standards of client care ensuring they are acting in the best interests of the client

K1 K2 K3 K4 K5 K7 K8 K9 K11 K12 K13 K14 K15

S1 S3 S4 S5 S6 S7 S12 S13

B1 B2 B3 B4

Duty 3 complete routine legal research and present information in response to requests from others under supervision

K1 K2 K3 K4 K6 K8 K11 K14 K17

S1 S2 S3 S4 S5 S6 S10 S12 S13

Duty 4 assist with the initial review of legal documents for example witness statements, meeting notes, contract reviews, lease agreements, bundles and produce varied correspondence

K1 K2 K3 K4 K6 K7 K8 K11 K13 K14

S1 S2 S3 S4 S5 S6 S8 S9 S10 S13


Duty 5 produce first drafts of legal documents and proof read documents under supervision using digital tools

K1 K2 K3 K7 K8 K11

S1 S4 S5 S6 S9 S10

Duty 6 use and support the use of digital technology and tools within the organisation

K4 K6 K7 K8 K10 K11 K15 K17

S1 S2 S3 S4 S8 S9 S10 S11 S13

B1 B2 B4

Duty 7 engage with stakeholders appropriately and adapt communication styles and tools appropriately including escalating problems when appropriate in line with organisational policies and procedures

K1 K2 K3 K7 K10 K11 K12 K13

S1 S4 S7 S10 S12 S13

B3 B5

Duty 8 manage own workload using digital management systems and undertakes review of casework to ensure progression is maintained and problems identified and escalated

K6 K7 K8 K9 K10 K11 K12 K14 K15 K17

S1 S2 S3 S4 S6 S8 S9 S10 S11

B2 B5

Duty 9 deliver paralegal activities in support of the organisation's commercial strategy or budgetary constraints such as value for money, compliance with time billing and fee structure policies

K9 K12 K13 K14 K15 K16

S1 S3 S4 S6 S8 S13

B2 B5

Duty 10 assist in work with clients to provide an excellent customer service on routine casework

K1 K2 K3 K6 K7 K8 K9 K11 K12 K13 K14 K15

S1 S3 S4 S6 S7 S8 S12 S13

B2 B3 B5

Duty 11 assist in carrying out "Know Your Client" activities to ensure that the appropriate type of scale of legal service is being provided

K1 K4 K5 K6 K7 K8 K9 K11 K12 K13 K14

S1 S3 S5 S6 S7 S11 S12 S13

B1 B3 B5

Duty 12 administer digital systems to create, maintain and use client and organisation data securely in line with legislation

K4 K5 K6 K8 K9 K10 K11 K14 K15 K17

S1 S2 S3 S6 S8 S9 S10 S11

B2 B3

Duty 13 ensure that all transactions and activities are carried out safely and securely to protect the organisation from threats such as money laundering, fraud and cybercrime

K4 K5 K6 K10 K11 K14 K17

S1 S2 S3 S8 S9 S10 S11 S12

B1 B3 B4

Duty 14 identify the limits of their personal professional experience and competence and escalate instructions that are beyond their scope of expertise

K1 K2 K3 K4 K5 K6 K7 K8 K9 K12 K13 K14 K16 K17

S1 S2 S3 S4 S5 S6 S7 S9 S10 S11 S12

B2 B4



K1: fundamentals of legal and regulatory liabilities with regards to the client and organisation to ensure compliance with all professional obligations. Back to Duty

K2: the Law and practice relevant to the work undertaken by the team in which the apprentice works such as advocacy and mediation; commercial, corporate and business; contracts and dispute resolution; conveyancing and property; crime; employment law; criminal and civil litigation; matrimonial and family law; will drafting, probate and administration of estates. Back to Duty

K3: fundamentals of the wider English legal landscape, including how legislation is made; the role of common law; the courts and tribunal system; and key personnel. Back to Duty

K4: approaches to legal research including the use of digital resources and research tools. Back to Duty

K5: principles of ethical and professional frameworks and their relevance for service delivery. Back to Duty

K6: approaches to data analysis and digital tools, such as spreadsheets, in arriving at loss of earnings for clients, valuations of property or estate values for probate for example. Back to Duty

K7: approaches to drafting legal documents including clarity and precision of language. Back to Duty

K8: principles of workload management including the preparation and collation of bundles, taking and filing accurate notes, closing and reviewing files, maintaining databases and version control. Back to Duty

K9: awareness of the commercial or economic drivers of an organisation such as time recording, billing processes and financial efficiency. Back to Duty

K10: awareness of cybersecurity vulnerabilities in an organisation and steps that can be taken to mitigate those risks. Back to Duty

K11: organisational data and information security standards, policies and procedures relevant to data management activities including legal requirements relating to the use of data, risks to confidentiality of data posed by and to stakeholder's actions. Back to Duty

K12: the impact of diversity and inclusion such as on teamwork, stakeholder relationships and organisational strategies. Back to Duty

K13: fundamentals of the requirements for acting in the best interest of the client to protect clients and limit liability for negligence such as identifying and acting for vulnerable clients. Back to Duty

K14: fundamentals of anti-money laundering regulations in relation to legal transactions including personal and professional liability. Back to Duty

K15: fundamentals of administering client accounts including the principles of time-recording and charging fee structures. Back to Duty

K16: the activities of their occupation which contribute to their ‘professional carbon footprint’ and steps that can be taken to reduce it. Back to Duty

K17: principles of digital tools and software such as case management systems, databases and online drafting software. Back to Duty


S1: assist in administering procedures using most effective channels to progress caseloads. Back to Duty

S2: conduct legal research using selected sources such as legal databases. Back to Duty

S3: solve legal technical problems within their remit and escalating as needed. Back to Duty

S4: present findings from legal research in line with organisational expectations. Back to Duty

S5: assist in applying the principles of Law to stakeholder cases. Back to Duty

S6: assist with legal matters and transactions within the organisation. Back to Duty

S7: communicate using plain English to provide clarification and explanation of the legal process and standard legal terms. Back to Duty

S8: organise and administer workflow such as legal files, case management and accounting systems to progress work within service level expectations. Back to Duty

S9: carry out file management activities such as prepare and collate bundles, take and file accurate notes, close and review files, maintain databases and version control. Back to Duty

S10: use a range of digital tools and technologies, for example to draft legal documents, conduct legal research, carry out data analysis and collaborate with others. Back to Duty

S11: apply fraud protection measures and cyber security procedures in relation to transactions, keeping up to date with approaches. Back to Duty

S12: undertake activities to ensure a clear picture of a stakeholder’s needs and risks throughout legal transactions. Back to Duty

S13: assess risks and benefits to the stakeholder of different options and making recommendations to senior team members to ensure that they work in the stakeholders’ best interests. Back to Duty


B1: Ethical and Professional - adheres to professional codes of conduct in legal activities and relationships with others. Back to Duty

B2: Problem Solving - generates solutions to legal problems, considering different options and identifying when to escalate when problems are outside their remit. Back to Duty

B3: Customer Service Mindset - provides a bespoke, productive and positive customer experience. Back to Duty

B4: Growth Mindset - committed to Continuous Professional Development. Back to Duty

B5: Collaborative and inclusive – respects diversity of thought and experience to work with stakeholders and team members. Back to Duty

T Level in legal Services

Qualification type: T Level

Qualification level: 3

Awarding organisation: Pearson

Approval date: 09/02/2023

Available from: 01/09/2023

Occupational specialism: Legal Services Assistant, Crime, Criminal Justice and Social Welfare

Product page

Aligned occupational standards

ST0245 Paralegal

T Level in legal Services

Qualification type: T Level

Qualification level: 3

Awarding organisation: Pearson

Approval date: 09/02/2023

Available from: 01/09/2023

Occupational specialism: Legal Services Assistant, Business, Finance and Employment

Product page

Aligned occupational standards

ST0245 Paralegal

Crown copyright © 2024. You may re-use this information (not including logos) free of charge in any format or medium, under the terms of the Open Government Licence. Visit

Is this webpage useful?

Thank you for your feedback

Tell us about your experience