Quick answer
A lawyer identifies the legal questions in a client's situation, checks the relevant facts and law, explains options and risk, and performs the work agreed in the mandate. That work may include advice, drafting, negotiation, regulatory or administrative steps, court or tribunal representation, transaction implementation and a final handover.
Key takeaways
- A lawyer identifies the legal questions in a client's situation, checks the relevant facts and law, explains options and risk, and performs the work agreed in the mandate. That work may include advice, drafting, negotiation, regulatory or administrative steps, court or tribunal representation, transaction implementation and a final handover.
- The client still provides truthful instructions, makes the business or personal decisions and complies with agreed evidence, payment and timing requirements. A lawyer cannot guarantee an outcome, replace missing facts, decide a settlement without authority or make a court, regulator, opponent or other party agree.
- In South Africa, the Legal Practice Act regulates admitted and enrolled attorneys and advocates as legal practitioners. Before paying or sharing a complete confidential file, verify the person's status and make sure the proposed scope matches their experience and authority.
“Lawyer” is a broad everyday term
The Act defines a legal practitioner as an advocate or attorney admitted and enrolled under the Act. Section 24 says a person may practise as a legal practitioner only if admitted and enrolled. “Lawyer” is often used more broadly in ordinary conversation, so the label alone does not establish practising status.
The legal-practitioner glossary explains the regulated term. The Legal Practice Council enrols and regulates attorneys and advocates, while some work also requires a particular status or certificate. For example, notaries and conveyancers have additional enrolment, court appearance may be subject to applicable rules, and a practitioner who must hold a Fidelity Fund Certificate should be checked through the LPC's FFC route.
Job title and practice area are separate questions. An admitted practitioner may focus on family, labour, criminal, commercial, property, tax, immigration or another field. Verify status first; then test current, relevant experience with the actual problem and forum.
The work should follow the legal problem
A useful mandate usually moves through a controlled sequence:
| Stage | What the lawyer may do | What the client must provide or decide |
|---|---|---|
| Intake and urgency | Check conflicts, identity, immediate deadlines, safety or preservation needs | Correct names, documents, dates and any urgent event |
| Diagnosis | Separate legal issues from factual, financial or operational issues | A complete account, including unfavourable facts and uncertainty |
| Advice | Explain applicable rules, options, evidence, process, risk, cost and likely next steps | Objective, risk tolerance, budget and decision authority |
| Preparation | Draft correspondence, agreements, forms, affidavits, pleadings or transaction documents | Instructions, source records, approvals and verification of facts |
| Engagement with others | Negotiate, correspond, make submissions or conduct a process | Settlement limits, authorised positions and timely responses |
| Representation | Appear where authorised, present the case and comply with procedure | Attendance, testimony, documents and decisions reserved for the client |
| Implementation and closure | Record the result, complete agreed follow-up and return or retain the file lawfully | Perform obligations, calendar future dates and keep final evidence |
Not every matter needs every stage. A once-off opinion may end after advice; a transaction may require months of drafting and conditions; a dispute may settle before proceedings; and a court matter may involve pleadings, evidence, hearings, judgment and enforcement.
1. Identify the real question and any deadline
A client may arrive with a desired remedy—“cancel the contract”, “stop the transfer” or “take them to court”—before the legal problem is clear. The lawyer should identify the parties, relationship, event sequence, decision or document in dispute, current process and relief actually available.
Urgency must be tested immediately. Prescription, referral, appeal, objection, notice, court, option, filing and contractual periods differ. Do not treat an online deadline as applicable until the lawyer checks the exact law, forum, document and triggering event. Send every dated notice and envelope or delivery record at the start.
Where property, money, electronic records, safety or a pending transaction is at risk, ask what may lawfully be preserved and what action could make the position worse. “Urgent” does not mean a lawyer can skip evidence, jurisdiction, service, authority or procedural requirements.
2. Gather and test facts, not only the client's preferred version
The lawyer needs a reliable chronology and source records. That may include contracts, messages, invoices, identity or company records, medical or employment records, official notices, photographs, recordings, court papers and proof of delivery or payment.
Good legal work distinguishes:
- what the client personally knows;
- what a document or independent witness supports;
- what the other party disputes;
- what is inferred but not proved;
- what is missing or inaccessible; and
- what should be obtained through a lawful process.
Do not edit an original, create a later “contemporaneous” note, delete difficult messages or ask a witness to adopt wording that is not theirs. A lawyer may help organise and present evidence; the lawyer may not manufacture the facts.
The document-preparation checklist can be used to build an indexed working pack. It does not decide relevance, admissibility, privilege or whether a document must be disclosed.
3. Research the law and explain realistic options
The answer may depend on legislation, regulations, judgments, court or tribunal rules, contracts, official decisions and the facts. The lawyer should identify assumptions, changes in the law, conflicting authority and any specialist opinion still required.
Advice should connect each option to:
- the legal basis and forum;
- required evidence and likely disputes;
- the available remedy and what it cannot achieve;
- procedural steps and dependencies;
- timing, cost and enforcement risk; and
- the consequence of acting, waiting, settling or abandoning the route.
The LPC Code of Conduct requires independent advice, early advice on likely success, avoidance of unnecessary work and expense, and competent, timely performance. It also recognises duties to the court, the interests of justice, the law and professional ethics. A lawyer should therefore give an honest adverse view when required, not simply endorse the outcome a client wants.
4. Define the mandate before work expands
The mandate should identify the client, responsible practitioner, objective, included work, excluded work, deliverables, assumptions, dependencies, fees, disbursements, communication method and circumstances in which the scope may change or end.
Clarify whether the instruction is limited to advice, one document, negotiation, a particular hearing, an entire case or implementation after the result. Also record who may approve a filing, settlement, transaction or material change. A lawyer can recommend; a client with authority must make reserved decisions.
Use the lawyer-consultation preparation guide for the first briefing. After the meeting, ask for the scope and next actions in writing. Silence about an appeal, enforcement, tax consequence or regulator filing does not safely mean it is included.
5. Draft, negotiate or represent within that authority
Depending on the matter, the lawyer may prepare an agreement, letter, opinion, will, affidavit, application, plea, notice, settlement, resolution or submission. The client must verify facts, names, dates, amounts, instructions and attachments before signature or filing.
In negotiation, the lawyer may communicate proposals, test risk and record agreed terms. The lawyer should not accept a settlement or commercial compromise outside authority. Record non-negotiables, acceptable ranges, expiry times, conditions and who may make the final decision.
In litigation or a tribunal process, legal work may include procedure, evidence, pleadings, applications, witness preparation, oral or written argument and orders. Representation does not convert allegations into proof. The practitioner also owes duties to the court and administration of justice and cannot knowingly present false facts merely because a client requests it.
6. Protect confidentiality, while understanding privilege
The Code requires legal practitioners to maintain confidentiality and legal professional privilege according to law and to avoid conflicts. Conflict checking should happen before detailed confidential instructions are exchanged.
Confidentiality and privilege are not identical. Not every conversation with a legally trained person, every copied email or every business document becomes privileged. Privilege can depend on purpose, relationship, content, context, third-party disclosure and waiver. Ask the lawyer how sensitive records should be created, shared, stored and referred to; do not copy unnecessary recipients into legal communications.
The lawyer will still need sufficient facts to advise properly. Withholding a damaging document from your own lawyer may produce advice based on a false premise and create later procedural or ethical problems.
7. Report progress, costs and decisions
Agree how often the lawyer will report and what each update should contain. For an active matter, useful status evidence includes:
- work completed and documents sent or filed;
- responses received and points still disputed;
- the next step, owner and due date;
- decisions or evidence needed from the client;
- cost incurred, commitments made and estimate changes; and
- new risk, delay or scope requiring approval.
The Code recognises a reasonable fee and requires practitioners not to generate unnecessary work or expense. The Legal Practice Act also contains cost-estimate requirements in applicable instructions. Ask at the start about fees, VAT, deposits, counsel, experts, travel, sheriff or filing costs, billing intervals and what triggers a revised estimate. The legal-fees dispute checklist is a separate record if billing later becomes disputed.
8. Implement the outcome and close the file
Judgment, settlement, signature or regulatory decision may create further work. Confirm who must make payment, transfer property, register a change, withdraw proceedings, deliver documents, comply with an order, monitor a warranty, enforce a settlement or diarise an appeal or renewal date.
At closure, request the final signed or filed set, material correspondence, orders or decisions, a statement of account, a list of outstanding obligations and the agreed file-retention or return arrangement. If another practitioner takes over, identify what will be transferred, what fees or liens are asserted and which deadline remains active.
What a lawyer cannot promise
A lawyer cannot truthfully promise a win, a fixed court date, a regulator's approval, an opponent's cooperation or recovery from someone who cannot pay. Nor can a lawyer make every matter confidential, eliminate commercial risk, act despite a disabling conflict or continue a mandate that law or professional duties require them to end.
Treat pressure to hide facts, pay money into an unverified account, sign a blank document or rely on an unwritten guaranteed outcome as a warning. Check the practitioner on the LPC roll and, where relevant, verify the Fidelity Fund Certificate. The Lexuno lawyer directory helps with discovery but is not regulatory proof, a recommendation or a promise of availability.
If private legal services are unaffordable, Legal Aid South Africa says it provides advice and representation to qualifying people and applies a means test and matter-coverage rules. Check its current criteria directly; eligibility and the type of assistance are not automatic.
FAQs
Does a lawyer make decisions for the client?
The lawyer advises on law, process and risk and acts within authority. The client makes reserved personal, business, plea, settlement or transaction decisions unless the law or a valid authority provides otherwise.
Does every legal problem need court proceedings?
No. Advice, a contract, an internal or regulatory process, negotiation, mediation, compliance or another administrative step may be appropriate. The available route depends on the problem, remedy, forum and evidence.
Can a lawyer guarantee that I will win?
No. A lawyer can assess prospects and manage the work, but cannot control facts, evidence, another party, a witness, a court, tribunal, regulator or enforcement outcome.
What should I take to the first consultation?
Take a short chronology, every current notice or court paper, the main agreement or decision, supporting records, correct party details, deadlines, previous steps, desired outcome and questions about scope and cost.
Are communications with a lawyer always privileged?
No. Confidentiality and legal professional privilege are related but different, and privilege depends on the purpose, relationship, content and handling of the communication. Ask before circulating sensitive advice.
How should I check a lawyer in South Africa?
Use the LPC practitioner search to check identity, practitioner type, province and practising status. If the practitioner must hold a Fidelity Fund Certificate, use the LPC's FFC verification route too.
What should I receive when a matter ends?
Ask for the final documents, material result or order, outstanding obligations and dates, account status, implementation handover and the agreed arrangement for returning, transferring or retaining the file.
Related Lexuno paths
Source notes
Legal note
This article is general legal information for South African readers. It is not legal advice. Speak to a qualified legal professional about your specific facts before taking action.

