An Essential Guide to Legal Document Drafting for Trainees

Anne-Marie Irugalbandara
June 18, 2023
5 min read
https://www.future1st.com.au/post/an-essential-guide-to-legal-document-drafting-for-trainees

Welcome to the foundational pillar of your legal career: document drafting. It might not seem as glamorous as a courtroom battle, but getting this right is like a chef mastering their knife skills. It is a fundamental ability that will serve you every single day. As a Legal Services Trainee in Australia, the documents you prepare are the bedrock of the advice and action your team provides. Getting the Document Drafting Basics right from the get-go will set you up for a successful and rewarding career. This guide is here to walk you through the nuts and bolts, helping you build solid Trainee Drafting Skills.

For many new trainees, the first time you are asked to draft a letter of demand or a simple contract, it can feel like being asked to build a house with no instructions. You have the bricks and mortar—your legal knowledge—but how do you put them together to create something that is strong, functional, and fit for purpose? That is what this guide is all about. We will provide you with a blueprint for effective legal document preparation.

Understanding the Purpose: Why Are You Drafting This Document?

Before your fingers even think about touching the keyboard, you must ask yourself the most important question: What is this document for? Are you trying to inform someone of their rights? Are you asking someone to do something (or stop doing something)? Are you recording an agreement between parties?

Think of it this way: you would not use a teacup to carry water from a well. Similarly, you would not use an affidavit where a simple letter would do. Understanding the document's purpose is your north star. It guides every word you choose and every clause you include.

Your supervising lawyer has likely given you instructions. Your first task is to understand those instructions completely. If you are even a little bit unsure, ask questions. It is far better to ask a clarifying question at the beginning than to spend hours drafting a document that misses the mark. You are not expected to know everything, but you are expected to be diligent.

The Golden Rules of Clarity and Precision

In the world of legal drafting, words are your currency. Vague or ambiguous language can be incredibly costly for a client down the track. Your goal is to be as clear as a bell and as precise as a surgeon's scalpel.

Plain Language is Your Friend: Forget the long, complicated words you might have read in old legal texts. Modern legal drafting is all about clarity. Your audience, whether it is a client, another lawyer, or a judge, should be able to understand what you have written without needing a dictionary. Use simple, direct language wherever possible. Instead of "heretofore," just say "before." Instead of "in the eventuality that," try "if."

Be Specific: Ambiguity is the enemy. Consider the difference between "a reasonable time" and "within 14 days." The first phrase is a recipe for an argument. The second is a clear, measurable deadline. Always strive for specifics. Name names, list dates, and state amounts. Leave no room for misinterpretation.

Consistency is Key: If you call a party "the Tenant" on page one, do not suddenly start calling them "the Lessee" on page three. Maintain consistent terminology for all parties, dates, and defined terms throughout the document. This simple habit prevents a great deal of confusion. Creating a "definitions" section at the start of a complex document can be a lifesaver.

Structuring Your Document for Success

A well-structured document is easy to read and understand. It guides the reader logically from one point to the next. Think of it as telling a story, but for legal purposes.

Start with a Clear Title: The title should immediately tell the reader what they are looking at. "Deed of Settlement and Release" is much more informative than "Agreement."

Use Headings and Subheadings: Break up long blocks of text with clear, descriptive headings. This not only makes the document more visually appealing but also helps the reader locate specific information quickly. For example, in a contract, you might have headings like "Parties," "Recitals," "Operative Clauses," "Confidentiality," and "Governing Law."

Number Your Paragraphs and Clauses: This is a non-negotiable part of legal document preparation. Numbering makes it simple to refer to specific parts of the document later. Imagine trying to discuss "that bit on page seven, about halfway down" in a 50-page lease agreement. It would be a nightmare. Numbering creates a clear map for everyone to follow.

Logical Flow: Your document should have a beginning, a middle, and an end.

  • The Beginning (The Setup): This section typically identifies the parties, provides the date, and includes the "recitals" or "background" section. The recitals set the scene, explaining the context of the agreement without containing the legally binding obligations.
  • The Middle (The Action): These are the operative clauses. This is the heart of the document, where you set out the rights, obligations, and responsibilities of each party. This is where the core promises and actions are detailed.
  • The End (The Fine Print): This is where you will find the "boilerplate" clauses. These are standard clauses that deal with things like how notices should be sent, which state's laws govern the document, and how disputes will be resolved. Do not dismiss them as unimportant; they can have significant consequences. The document must also include signature blocks for all parties.

Attention to Detail: The Devil is in the Drafting

A tiny mistake in a legal document can have massive consequences. A misplaced comma, a wrong date, or a misspelled name can change the entire meaning of a clause and potentially lead to costly disputes. This is where your attention to detail becomes your superpower.

Proofread, Proofread, and Proofread Again: We cannot say this enough. Read your document forwards. Then read it backwards (a strange but effective trick for catching typos). Read it out loud to see how it flows and to catch awkward phrasing. Use a spell checker and a grammar checker, but do not rely on them entirely. They will not pick up on a correctly spelled but wrongly used word (like "from" instead of "form").

Check Your Work Against the Instructions: Go back to the initial instructions you received. Have you included everything you were asked to? Have you addressed all the client's key concerns? It is helpful to use the instructions as a checklist.

Get the Details Right: Double-check, and then triple-check, all the specific details. This includes:

  • The correct legal names of all parties, including their Australian Company Number (ACN) or Australian Business Number (ABN) if they are companies.
  • Correct addresses.
  • All dates and monetary figures.
  • Any attachments or schedules referred to in the document are actually attached and correctly labelled.

Taking the time to get these small details right builds trust with your supervising lawyer and, ultimately, with the client. It shows that you are careful, reliable, and take pride in your work.

Using Precedents Wisely

In most legal workplaces, you will not be starting from a blank page. You will have access to a library of "precedents"—template documents that have been used before. These are an invaluable resource, but they come with a big warning sign: do not follow them blindly.

A precedent is a starting point, not a final destination. It is a guide, not a straitjacket. Your job is to adapt the precedent to fit the specific circumstances of your current matter.

Think Critically: As you work through a precedent, ask yourself why each clause is there. What is its purpose? Does it apply to your situation? Are there any clauses that are missing that you need to add? Does anything need to be changed to reflect the specific agreement between the parties?

For instance, a standard lease agreement precedent might have a clause prohibiting pets. If your client has specifically agreed that the tenant can have a dog, you need to amend or remove that clause. Simply copying and pasting without thinking can lead to a document that does not reflect the client's instructions at all. It is like trying to fit a square peg into a round hole.

The Role of a Legal Services Trainee in Australia

As a Legal Services Trainee in Australia, your journey in mastering Trainee Drafting Skills is supported by a structured training environment. Law firms, corporate legal departments, and government agencies all understand that you are learning. They expect you to develop these skills over time.

Your role is to be an active and engaged learner. Absorb the feedback you receive from your supervisors. If they make changes to your draft, take the time to understand why those changes were made. This is one of the most effective ways to learn. At Future1st, we connect talented trainees with organisations that provide this kind of supportive environment, recognising that today's trainees are tomorrow's legal leaders.

Are you looking for an opportunity to build your practical skills? A Legal Services Traineeship could be the perfect next step in your career journey. Find out more about available positions on our job board.

https://www.future1st.com.au/job-posts/legal-servies-trainee

A Final Word on Document Drafting Basics

Developing strong document drafting basics is a marathon, not a sprint. It takes practice, patience, and a willingness to learn from your mistakes. Do not be discouraged if your first few drafts come back covered in red ink. Every experienced lawyer has been in your shoes.

See every drafting task as an opportunity. It is a chance to deepen your legal knowledge, refine your communication skills, and demonstrate your value to your team. By focusing on the core principles of purpose, clarity, structure, and attention to detail, you will build a strong foundation for a successful legal career. You will move from being a trainee who simply follows instructions to a trusted junior lawyer who can think critically and produce high-quality work.

Take the Next Step in Your Legal Career

Are you ready to put your knowledge into practice and develop essential Trainee Drafting Skills? A legal services traineeship is an outstanding way to begin your career and gain hands-on experience in legal document preparation. Future1st specialises in connecting ambitious candidates with leading law firms, corporate legal departments, and government agencies across Australia.

Contact us today to learn how we can assist you in finding the right traineeship to launch your legal career. Let us help you build your future, starting from the first draft.

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Anne-Marie Irugalbandara
11 Jan 2022
5 min read
https://www.future1st.com.au/post/an-essential-guide-to-legal-document-drafting-for-trainees