Complete scenario rehearsal
A fictional client asks whether it can rely on a short summary of a legal provision to approve a planned decision. The source text and approval record have not yet been checked. Explain your response.
Say your own answer before opening the example.
Reveal the worked response
I would first clarify what decision the client needs to make, who will make it and the timing. I would explain that a short summary can help locate a provision but should not be the sole basis for a decision where its wording and qualifications have not been checked. I would obtain the full relevant text, confirm its status and context, and review the approval record and facts that determine how it applies. I would then identify the available options and separate any legal constraint from a policy or operational preference. If the evidence remains incomplete, I would state what can be said conditionally, what cannot yet be concluded and what further material is needed. I would give the client a proportionate recommendation, such as holding the decision until the key approval is verified, if that fits the risk and instruction. I would communicate the reasoning in plain language, preserve confidentiality and consult a supervisor if the issue exceeds my authority or expertise. I would not infer an individual’s legal position from the summary alone.
Try the follow-up questions
- What would you do if the client insisted on an immediate definitive answer?
- How would you explain a qualification without overwhelming the decision-maker?
Check your answer
- Did I verify the actual text and relevant record?
- Did I distinguish legal requirements from preferences?
- Did I identify uncertainty and an authorised next step?