Client & matter management

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Practice notes
Undertakings and the courtThis Practice Note explains:•what powers the court has to enforce undertakings•when it is likely to exercise those...
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30th May
Practice notes
Duties of confidentiality and disclosure 2019The protection of confidential information is a fundamental feature of the solicitor-client relationship...
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30th May
Q&As
What is a legal entity identifier (LEI) and does my law firm need one?What is a legal entity identifier?A legal entity identifier (LEI) is...
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2nd Jun
Practice notes
Working with foreign lawyers—the Registered Foreign Lawyer (RFL) regimeThe Solicitors Regulation Authority (SRA) operates a registration regime for...
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30th May
Practice notes
Solicitors Regulation AuthorityThe Solicitors Regulation authority (SRA) is the independent regulatory arm of the Law Society. It...
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30th May
Q&As
When and how can I terminate my retainer?This Q&A is intended for law firms. It deals with when you can terminate your retainer. Incorrectly...
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30th May
Practice notes
Conveyancing Quality Scheme (CQS) practice management standards—Precedents content mapThe Law Society's Conveyancing Quality Scheme (CQS) is a quality...
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30th May
Precedents
Client care letter—law firmsDear [Insert client’s name][Insert heading, eg matter description]Thank you for your instructions to act on your behalf in...
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2nd Jun
Practice notes
Conflicts of interest 2019Conflicts of interest can cause difficult and serious problems for solicitors and law firms, both from a compliance point of...
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30th May
Practice notes
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,...
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30th May
Q&As
Who owns the matter file—law firms?Law firm matter/case files typically contain a range of documentation and information, which can be held...
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2nd Jun
Practice notes
Risk management—key risks—law firmsEffective risk management is fundamental to the commercial success of law firms. To manage risk effectively you...
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2nd Jun
Practice notes
Closing a client matter—law firmsClosing a client matter properly is a basic client care, risk management and housekeeping requirement. There are also...
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30th May
Practice notes
Counter-proliferation financing—CPF—the basicsThis Practice Note explains counter-proliferation financing (CPF). It sets out regulatory requirements...
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2nd Jun
Practice notes
File audits or file reviews—the basicsThere is no specific regulatory requirement to have a file audit/review process. However, firms that have or...
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2nd Jun

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