Efficiently organise client interactions and streamline matter management with our expert guidance. Elevate client satisfaction, ensure compliance, and sharpen your practice's competitive edge. Discover best practices, practical tools, and regulatory insights designed to optimise your legal service delivery.
MLex: On 2 August 2026, new EU requirements kick in under the AI Act for clear labelling of AI-generated or manipulated content. Reaction is divided:...
MLex: Complaints over UK companies’ handling of personal data are less likely to be investigated under a new Information Commissioner’s Office...
The Office of Trade Sanctions Implementation (OTSI) and the Department for Business and Trade (DBT) have published guidance on compliance with...
The European Commission has announced that around 190 organisations have signed the voluntary Code of Practice on Transparency of AI-generated Content...
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 Law
Is a client entitled to see a copy of their client account ledger and/or and any payments made from office account?From an accounts rules perspective, the Solicitors Regulation Authority is silent on this specific point, but the Law Society considers accounting records, including vouchers and
Late payment penalties—inheritance taxWhile interest often accrues on overdue tax, the late payment of certain taxes may also attract a penalty. For information on the interest accruing on overdue tax, see Practice Notes: IHT—payment deadlines on death—Interest on IHT and Interest on late paid
0330 161 1234