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Sarah is Chair of the Institute of Legal Finance & Management. She entered the legal finance profession in 1989 and became a member of the Institute of Legal Finance & Management two years later. She joined the ILFM Executive Council in 2005, became vice-chair in 2007 and chair in 2010.
She wrote and tutors for the ILFM a one-day course on Practice Management.
In 2008 she won the ILFM Aaron Bowl award for writing a practice note on the accounting treatment for legal aid payments.
In 2009 she wrote an article on Solicitor’s Accounts Rules 1998 for the Law Society’s Law Management Section, included in their April 2009 publication ‘managing for success’.
In 2010 she wrote the professional conduct rules for the ILFM.
In 2011 she wrote the new Legal Practice Management correspondence course and is currently the tutor and examiner for the syllabus. She also wrote and presented a video module for the ILFM on disbursements and co-presented with James Wright a module on best practices.
In 2012 Sarah worked with the Chartered Institute of Legal Executives on the practice management and accounts competencies for their members.
She has also written many articles for the Legal Abacus, the more recent listed below:
LSA 2007 [May/Jun 2010 edition]
Contingency planning [Jul/Aug 2010 edition]
Managing change [Sep/Oct 2011 edition]
What makes a practice successful? [Jan/Feb 12 edition].
For a firm which is a limited liability partnership to be able to sue on a bill, should the partner signing the bill sign the name of the firm, ie sign ‘ABC LLP’ or sign their own name, ie ‘John Smith’?
In relation to the electronic signature process for withdrawing from client account, does there need to be an actual electronic signature or will a confirmatory email suffice?
Is a client entitled to see a copy of their client account ledger and/or and any payments made from office account?
Is there a difference between agreed fees and fixed fees? If yes, how must each one be dealt with in terms of the SRA Accounts Rules and do we need to say anything specific about agreed fees in our client care documentation?
We maintain a central register of money held outside of client account under Rule 14. In some instances, money which would normally be held outside of client account has been converted into investments such as bonds and shares. Should these be included in the register and if so how would they be recorded and how often would the register need to be updated? In particular I am thinking in the case of shares where the value of the holding may vary day by day.
July 2008 Bachelor of Science (Honours), June 2007 Part Two, Associate of Chartered & Certif
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