Client & matter management

Client & matter management guidance:

The following Practice Compliance Q&A provides comprehensive and up to date legal information on Are file reviews important?

Q&As

The following Practice Compliance Q&A provides comprehensive and up to date legal information on Are there any rules or guidance about the handling of cheques that come...

Q&As

The following Practice Compliance practice note provides comprehensive and up to date legal information on Building a file audit or file review process...

Practice notes

The following Practice Compliance Q&A provides comprehensive and up to date legal information on Can I charge a client for retrieving and or returning their file?...

Q&As

The following Practice Compliance precedent provides comprehensive and up to date legal information on CDD client risk assessment form—law firms

Precedents

The following Practice Compliance precedent provides comprehensive and up to date legal information on CDD matter risk assessment form—law firms

Precedents

The following Practice Compliance practice note provides comprehensive and up to date legal information on Client and matter inception [Archived]

Practice notes

The following Practice Compliance precedent provides comprehensive and up to date legal information on Client and matter inception procedure

Precedents

The following Practice Compliance practice note provides comprehensive and up to date legal information on Client care 2019—law firms

Practice notes

The following Practice Compliance practice note provides comprehensive and up to date legal information on Client care—SRA 2011 regime and SRA 2019 regime compared...

Practice notes

The following Practice Compliance practice note provides comprehensive and up to date legal information on Client inception 2019—law firms

Practice notes

The following Practice Compliance precedent provides comprehensive and up to date legal information on Client inception procedure [Archived]

Precedents

The following Practice Compliance precedent provides comprehensive and up to date legal information on Client property storage log

Precedents

The following Practice Management precedent provides comprehensive and up to date legal information on Client satisfaction survey

Precedents

The following Practice Compliance practice note provides comprehensive and up to date legal information on Closing a client matter

Practice notes

The following Practice Compliance precedent provides comprehensive and up to date legal information on Concluding risk assessment or review

Precedents

The following Practice Compliance practice note provides comprehensive and up to date legal information on Conflicts of interest 2019

Practice notes

The following Practice Compliance precedent provides comprehensive and up to date legal information on Conflicts of interest—email to staff and fee earners...

Precedents

The following Practice Compliance practice note provides comprehensive and up to date legal information on Conflicts of interest—SRA 2011 regime and SRA 2019 regime...

Practice notes

Do I have to return original correspondence to a third party from a matter I am no longer instructed on where that person has requested access to it under the General...

Q&As

The following Practice Compliance Q&A provides comprehensive and up to date legal information on Do I have to use the matter closure letter to tell the client about my...

Q&As

The following Practice Compliance Q&A provides comprehensive and up to date legal information on Do we have to have a partner in supervision at every office?...

Q&As

The following Practice Compliance practice note provides comprehensive and up to date legal information on Duties of confidentiality and disclosure 2019...

Practice notes

The following Practice Compliance practice note provides comprehensive and up to date legal information on Duties of confidentiality and disclosure—SRA 2011 regime and...

Practice notes

The following Practice Compliance precedent provides comprehensive and up to date legal information on Email to all staff following annual or quarterly review of file...

Precedents

The following Practice Compliance precedent provides comprehensive and up to date legal information on File audit and file review register

Precedents
Trending topics
Scottish Law In-house COVID-19

Popular documents