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  3. ›Delegation of Tasks and Supervision Learning Module
  4. ›Matters A Lawyer Must Personally Attend To

Matters A Lawyer Must Personally Attend To

Examples of the tasks and functions that you must personally attend to are set out in rule 6.1-3 of the Code of Conduct. They include:
  • giving legal advice;
  • reviewing title search reports;
  • signing correspondence containing a legal opinion;
  • meeting with clients to advise and take instructions on all substantive matters; and
  • attending any hearing before the court, a registrar, or an administrative tribunal or at any examination for discovery. Note that a non-lawyer staff member may support a lawyer also in attendance at such hearings.
 
It is a good idea to provide your legal support staff with a written job description and guidelines for their job, including what tasks may and may not be performed by them. While this does not absolve you of your duty to supervise the work that is delegated to them, it does provide a foundation for the relationship and may make supervision more efficient.