Client care

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Precedents
1DefinitionsModern Slavery Policy•means the Customer's anti-slavery and human trafficking policy as set out in Schedule [insert] as updated by the...
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9th Nov
Practice notes
Source of funds and wealth was a key focus of the SRA’s Preventing Money Laundering and Financing of Terrorism thematic review, published in March...
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9th Nov
Practice notes
This Practice Note provides an introduction to retained EU law, which is an entirely new legal concept introduced to UK domestic law in preparation...
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9th Nov
Precedents
DRAFTING FOR BREXIT: For the latest information on the impact of Brexit on the drafting, negotiation and enforceability of this Precedent, see...
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9th Nov
Precedents
How to use this testThese questions are designed to test your understanding after your attendance at our training on avoiding bribery and...
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9th Nov
Practice notes
The compliance officer for legal practice (COLP) sits at the heart of the firm's regulatory arrangements. This does not mean that the firm and its...
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9th Nov

Most recent Client care content

Practice notes
This Practice Note reflects advice, guidance and updates issued by the SRA and Law Society on the impact of the coronavirus (COVID-19) on the...
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20th Jan
Precedents
1Introduction1.1Client care is central to the regulatory regime under which we operate. [Insert name of firm] is committed to providing a good...
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11th Jan
Precedents
1Introduction1.1Client care is central to the regulatory regime under which we operate. [Insert name of firm] is committed to providing a good...
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8th Jan
Practice notes
Failure to communicate effectively with a client is perhaps the most common cause of complaints and claims. Whether or not the claim is justified, it...
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Produced in partnership with Lockton Companies insurance brokers 8th Jan
Precedents
1Introduction1.1This policy covers three separate situations:1.1.1the firm acting for one of our partners/employees, alone or jointly with an external...
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Produced in partnership with Sarah Mumford 8th Jan
Practice notes
This Practice Note reflects requirements in the SRA 2019 regime, effective from 25 November 2019. See Practice Note: Client care—SRA 2011 regime and...
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7th Dec
Practice notes
This Practice Note contrasts the requirements in the SRA’s 2011 and 2019 regimes as well as wider requirements in relation to client care. There is a...
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7th Dec
Practice notes
This Practice Note covers considerations where the firm wishes to act for one of its own partners or employees, where an individual lawyer wishes to...
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7th Dec
Q&As
Under the SRA Principles, you must act:•in a way that upholds the constitutional principle of the rule of law, and the proper administration of...
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7th Dec
Q&As
We are not aware of any guidance from either the Law Society or the Solicitors Regulation Authority (SRA) on this particular point, but the SRA...
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7th Dec
Q&As
Incorrectly terminating a retainer can have serious consequences, eg you:•are not entitled to be paid for any of the work done on the client's...
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7th Dec
Practice notes
Client care is about providing a proper standard of service to your client. Chapter 1 of the Solicitors Regulation Authority (SRA) Code of Conduct...
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7th Dec
Precedents
This Checklist sets out points you should consider and actions you should take before representing or acting for a partner or employee, yourself,...
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7th Dec
Precedents
1General informationDate of annual review[Insert date]Person(s) conducting annual review[Insert name(s)]2Review and findingsAre your client care...
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7th Dec

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