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What is a solicitor's undertaking?An undertaking is a commitment by a solicitor to do something. It can be enforced against the solicitor by the...
In what circumstances might a solicitor be able to contact another lawyer's client directly?The current SRA Standards and Regulations (STaR) are...
SRA Code of Conduct for individuals and firmsThis Practice Note provides guidance on the SRA Codes of Conduct, contained in the SRA Standards and...
Acting for yourself, friends and familyThis Practice Note covers considerations where a law firm wishes to act for one of its own partners or...
File audits or file reviews—the basicsThere is no specific regulatory requirement to have a file audit/review process. However, firms that have or wish to achieve Lexcel accreditation must have a file review system in place and professional indemnity (PI) insurers often enquire about a file review
Can I charge a client for retrieving and or returning their file?This Q&A deals with the common question: can I charge a client for retrieving and/or returning their file? The answer may well depend on why the client is making the request.There do not appear to be any SRA requirements, but the
In what circumstances might a solicitor be able to contact another lawyer's client directly?The current SRA Standards and Regulations (STaR) are silent as to whether a solicitor is entitled to contact the client of opposing solicitors in any circumstances, though to do so runs the risk of a breach
How to close a client matter—law firmsClosing a client matter properly is a basic client care, risk management and housekeeping requirement. There are also regulatory and best practice issues to consider.This How-to guide covers the practical steps involved in, and regulatory and other
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