Regulatory and Compliance Training & Consultancy

Client Care for Solicitors Training

Legal Finance Professionals provide the following Practical Client Care for Solicitors Training course.

Practical Client Care for Solicitors

Delegates attending this course will benefit from a clear, concise and practical guide as to what is required to demonstrate to the Solicitors Regulation Authority that they have achieved compliance with the client care requirements of the SRA Code of Conduct which forms part of the new SRA Handbook. Careful consideration of the Law Society's relevant practice notes, including those on client care letters and complaints management, ensures that this course focuses on the key elements of client care and the provision of cost information to clients, as well as understanding the importance of having an effective complaints handling procedure. Special emphasis is placed on the particular problems associated with the payment of referral fees with advice on how to avoid the most common regulatory breaches.

Consideration is also given to the role of the Legal Ombudsman in the complaints handling process and the current guidance that has been issued to the profession.

This course is designed to meet the needs of sole practitioners, partners, members, directors, managers, compliance/risk officers and practice managers working within a solicitors practice or Alternative Business Structure (ABS).