Client care
Client accounts fundamental for delivery of legal services
Many of the Solicitors Regulation Authority's (SRA) proposals on client accounts and the Compensation Fund lack evidence that supports regulatory change.
Stay up to date with best practice, save time and money, and ultimately give the best possible legal advice with the trusted resources available through your Law Society membership.
Most popular resources
All resources
- A client has not paid my bill. Can I issue cost recovery proceedings if they make a complaint?10 May 2023
- A client refuses to accept a complaint response. What should I do?21 May 2025
- Can I charge a client for storage of documents?13 Feb 2023
- Can I charge for due diligence checks?25 Nov 2021
- Can I charge for routine communications?23 May 2023
- Can we charge clients for the cost of preparing a bill?11 Nov 2024
- Do I have to identify and verify all the beneficial owners of a trust?31 May 2024
- How do I verify the identity of a client without standard documentation?01 Dec 2022
- How long should I retain my closed files in storage?22 Nov 2023
- How long should a client's original will be retained?02 Aug 2019
- How should I send confidential and privileged information to a client in prison?23 Aug 2023
- I found an error in a client file. What should I do?27 Sep 2023
- I received files in error meant for the other side’s client. What should I do?02 Sep 2024
- I undertook to pay the other side’s costs, but the matter didn’t complete. Do I have to pay the bill issued?10 May 2023
- I'm a COLP. What should I do if there's a compliance breach at my firm?18 Jan 2023
- I’m holding £1 million in my client account. How can I make sure the funds are protected?08 Aug 2025
- 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
- What information can a bank request about our client account?06 Mar 2024
- What is a politically exposed person (PEP)?09 Dec 2024
- What should I do if I receive a complaint from someone who is not a client?26 Jan 2024
- Who must sign a statutory declaration?09 Dec 2024
- Compliance calendar for small law firms27 May 2025
The Law Society is the independent professional body for solicitors. Our vision is to promote, protect and support solicitors, the rule of law and justice in England and Wales.
Maximise your membership
My LS gives you access to the latest news, events, books and resources to help you excel within your practice.
Leadership and Management Section
Our Leadership and Management Section is a community for partners and practice managers. We provide you with support and guidance through our magazine, webinars and events.
Lexcel
Lexcel is our legal practice quality mark for client care, compliance and practice management.