Q&As

Should attendance notes be filed for all client meetings even when a narrative is provided in our time recording system?

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Published on LexisPSL on 24/02/2020

The following Practice Compliance Q&A provides comprehensive and up to date legal information covering:

  • Should attendance notes be filed for all client meetings even when a narrative is provided in our time recording system?

There are no specific SRA requirements about creating or filing attendance notes.

However, the SRA Codes of Conduct require you to:

  1. ensure you are able to justify your decisions and actions in order to demonstrate compliance with your obligations under the SRA's regulatory arrangements

  2. keep and maintain records to demonstrate compliance with your obligations under the SRA's regulatory arrangements

This will include your obligation to ensure the service you provide to clients is competent and delivered in a timely manner, and takes account of your client's attributes, needs and circumstances.

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