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The following Practice Compliance news provides comprehensive and up to date legal information on SRA looks to boost client money protections
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...
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
Who owns the matter file—law firms?Law firm matter/case files typically contain a range of documentation and information, which can be held electronically and/or printed in a physical file.Very broadly speaking the file belongs to the client, subject to a limited number of documents which belong to
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
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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