Three ways you can protect both the public and the profession
Help us protect the public and the profession before the SRA’s Solicitors Indemnity Fund consultation closes on Tuesday 15 February.
14 Jan 2022
Client care
Our practice notes, guides and other resources will help you provide a good standard of service for your clients, to support your business and meet legal requirements.
Resources
All resources
- Client funds21 Apr 2020
- Conflict of interests in conveyancing18 Jun 2020
- Dealing with complaints from prospective clients18 Oct 2019
- Engaging clients21 Apr 2020
- Financial abuse14 Jul 2020
- GDPR and DPA guidance for solicitors in law firms26 Sep 2019
- LPP and client confidentiality12 Mar 2020
- Legal professional privilege09 Sep 2019
- Managing and closing files10 Mar 2020
- Meeting the needs of vulnerable clients05 Jun 2020
- Ownership of documents12 Mar 2020
- SRA compensation fund06 Jul 2018
- SRA transparency rules: briefing for members20 Jul 2018
- Signing and exchanging documents07 Oct 2019
- Sources of complaints03 Jan 2020
- Working with clients who may lack mental capacity05 Jun 2020
- Working with vulnerable clients case studies05 Jun 2020
- Disqualified from justice: Legal aid means test report01 Apr 2018
- Law under lockdown: the impact of COVID-19 measures on access to justice and vulnerable people25 Sep 2020
- Legal needs of individuals in England and Wales report27 Jan 2020
- Online survey of individuals’ handling of legal issues in England and Wales 201525 May 2016
- Client information requirements08 Sep 2021
- Confidentiality around client insolvency17 Nov 2010
- Conflict of interests18 Oct 2021
- Consumer Contracts Regulations 201310 Nov 2021
- Handling complaints03 Jun 2021
- Information obligations for service providers06 Jul 2021
- Information on letterheads, emails and websites26 Jan 2021
- Legal professional privilege12 Aug 2021
- Protection for client accounts27 Nov 2019
- Providing services to D/deaf and hard of hearing people12 Jul 2012
- Residual client balances09 Sep 2021
- Unbundling civil legal services04 Apr 2016
- Use of interpreters in criminal cases10 Dec 2019
- Using lawtech in your practice21 May 2020
- What to do when a complaint goes to the Legal Ombudsman07 Jul 2021
- Who owns the file?09 Sep 2021
- Withdrawing from a criminal case03 Mar 2021
- A client’s personal data has been accidentally disclosed. Can I delay reporting until I have the full facts?15 Oct 2019
- Bill - request for assessment26 Feb 2019
- Can I charge for due diligence checks?25 Nov 2021
- Can I still issue cost recovery proceedings if a client complains?23 Mar 2020
- Can I use the same interpreter as the police for taking instructions?01 Sep 2020
- Can a club refer a complaint to the Legal Ombudsman?27 Oct 2021
- Can a successor firm be liable for an original firm’s inadequate professional service?16 Jan 2020
- Can the Legal Ombudsman re-assess a bill that’s been assessed by a court?15 Feb 2021
- Can the deadline for a subject access request be extended?01 Sep 2021
- Do partners have to sign bills?26 Feb 2019
- Do we have to share our PII policy number with a former client?20 May 2021
- How do I deal with a client complaint about a barrister?09 Jul 2020
- How do I handle a complaint where the client file has been destroyed?19 Apr 2021
- How long can I retain a private client file for?15 Aug 2019
- How much detail must I give beneficiaries of an estate about costs?30 Apr 2021
- Invoicing clients by email26 Feb 2019
- Is outlining our reporting obligations in client care letters ‘tipping off’?26 Feb 2021
- Is the Legal Ombudsman’s final decision binding?26 Oct 2020
- I’ve been professionally embarrassed. Can I withdraw from a Crown Court case?08 Jul 2021
- My client does not want to disclose their address in proceedings. What do I need to do?22 Jan 2021
- Refusing to provide a service26 Feb 2019
- Should solicitors copy estate agents into emails about the progress of conveyancing transactions?03 Aug 2020
- What are my obligations to a client after an initial interview?02 Jun 2020
- What pre-interview client checks should we make?10 Jun 2021
- What should I include in our firm's policy on acting for clients with a disability?05 Sep 2019
- When acting on multiple retainers, can I rely on client care information I've already provided?27 Aug 2021
- When can a Legal Ombudsman case fee be charged?30 Jun 2021
- When can our practice accept client funds?08 Dec 2021
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