Compliance officer for legal practice—COLP—title and duties 2011 [Archived]The compliance officer for legal practice (COLP) sits at the heart of the...
SRA Accounts Rules 2019This Practice Note sets out the requirements of the SRA Accounts Rules 2019 (the 2019 Rules), in force from 25 November 2019,...
Duties of confidentiality and disclosure 2019The protection of confidential information is a fundamental feature of the solicitor-client relationship...
When and how can I terminate my retainer?Incorrectly terminating a retainer can have serious consequences, eg you:•are not entitled to be paid for any...
Client care policy—regulatory requirements 2011 [Archived]Client care is about providing a proper standard of service to your client. Chapter 1 of the...
Client care manual 20191Introduction1.1Client care is central to the regulatory regime under which we operate. [Insert name of firm] is committed to...
Acting for a partner or employee, or acting for yourself, friends and family—checklist for staffThis Checklist sets out points you should consider and...
We are representing clients in the sale of business assets. The purchaser representatives have legal knowledge, but do not appear to be solicitors (or...
Client care 2019—law firmsThis Practice Note reflects requirements in the SRA 2019 regime, effective from 25 November 2019. See Practice Note: Client...
Acting for yourself, friends and familyThis Practice Note covers considerations where the firm wishes to act for one of its own partners or employees,...
Client care—SRA 2011 regime and SRA 2019 regime compared This Practice Note contrasts the requirements in the SRA’s 2011 and 2019 regimes as well as...
Can solicitors instruct themselves?Under the SRA Principles, you must act:•in a way that upholds the constitutional principle of the rule of law, and...
I am acting for a client in two related matters with the same third-party. The third party has a solicitor for one matter but my client wishes me to...
Managing client communication riskFailure to communicate effectively with a client is perhaps the most common cause of complaints and claims. Whether...
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