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.
The Data (Use and Access) Act 2025 (Commencement No 9 and Transitional and Saving Provisions) Regulations 2026, SI 2026/1015, bring into force on 30...
The Office of Financial Sanctions Implementation (OFSI) has updated its guidance on travel and associated expenses requiring a financial sanctions...
This week's edition of Practice Compliance weekly highlights includes major Iran sanctions changes due to take effect on 29 September 2026, including...
Law360, London: The Solicitors Disciplinary Tribunal (SDT) said in a first-of-its-kind ruling released on 3 September 2026 that it has banned a...
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
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
If a rentcharge is shown as being informally exonerated on title information, does this apply to the current registered owner? Or does the informal exoneration only apply to the parties to the document which informally exonerated the rentcharge?This Q&A considers the situation where, at some point
0330 161 1234