Sarah Mumford

This Practice Note looks at some of the practical issues that can arise when setting up a project to deal with your firm’s residual balances. It considers the circumstances that might trigger the need to embark on a project and how to start the project and gives some practical tips to make the project sponsor’s job easier.

This Precedent policy is intended for law firms. It covers three separate situations: (i) the firm acting for one of its partners/employees, alone or jointly with an external client (ii) members of staff acting for themselves, and (iii) giving advice to others in a personal capacity, whether or not they are friends or family.

This Q&A considers how a solicitor should respond in the event that they receive a document from the other side which appears to be privileged and to have been sent in error.