Lexcel—assessment
Lexcel—assessment

The following Practice Management guidance note provides comprehensive and up to date legal information covering:

  • Lexcel—assessment
  • Obtain and collate chosen files for review
  • Collate self-assessment checklist and other documentation
  • Manage and facilitate assessor
  • End of the assessment feedback

Lexcel is the Law Society's practice management standard. It is not compulsory although Lexcel accreditation can be helpful for firms wishing to be accredited under the Conveyancing Quality Scheme or the Legal Service Board's Specialist Quality Mark. This Practice Note tells you what to expect of the assessment itself. For guidance on how to prepare for the assessment, see Practice Note: Lexcel—pre-assessment.

Obtain and collate chosen files for review

The assessor will inform you in advance (usually in the timetable section of the assessment plan) what time they intend to on arrive on the first day of the assessment—usually late morning/early afternoon. However, the assessor will probably email you first thing on the morning of your assessment with a list of fee earner files they wish to see and you will be expected to collate these files before they arrive.

As soon as you know what files have been requested you must:

  1. get the files from the fee earners

  2. ensure the files are up to date (eg filing on both the physical file and the electronic file)

  3. ensure you can provide the following information which the assessor expects to see for each file chosen for review

    1. a record of the time recorded on the matter

    2. copies of all clients bills

    3. a copy of full client identification that was received in order