Ensuring your firm and client security
Greg Gillespie talks through how to ensure the security of your firm and your clients.
24 Sep 2020
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 conveyancing12 Aug 2020
- DAC 6 and legal professional privilege 24 Aug 2020
- Dealing with complaints from prospective clients30 Sep 2020
- Engaging clients12 Aug 2020
- Financial abuse12 Aug 2020
- GDPR and DPA guidance for solicitors in law firms12 Aug 2020
- LPP and client confidentiality12 Mar 2020
- Legal professional privilege12 Aug 2020
- Managing and closing files11 Mar 2020
- Meeting the needs of vulnerable clients12 Aug 2020
- Ownership of documents12 Mar 2020
- SRA transparency rules: briefing for members12 Aug 2020
- Signing and exchanging documents12 Aug 2020
- Sources of complaints30 Sep 2020
- Working with clients who may lack mental capacity12 Aug 2020
- Working with vulnerable clients case studies12 Aug 2020
- Client information requirements12 Aug 2020
- Confidentiality around client insolvency12 Aug 2020
- Conflict of interests12 Aug 2020
- Consumer Contracts Regulations 201312 Aug 2020
- Handling complaints12 Aug 2020
- Information on letterheads, emails and websites29 May 2020
- Legal professional privilege12 Aug 2020
- Protection for client accounts12 Aug 2020
- Providing services to D/deaf and hard of hearing people12 Aug 2020
- Provision of Services Regulations 200912 Aug 2020
- Residual client balances23 Sep 2020
- Unbundling civil legal services12 Aug 2020
- Use of interpreters in criminal cases12 Aug 2020
- Using lawtech in your practice12 Aug 2020
- What to do when a complaint goes to the Legal Ombudsman12 Aug 2020
- Who owns the file?12 Aug 2020
- Withdrawing from a criminal case12 Aug 2020
- A client’s personal data has been accidentally disclosed. Can I delay reporting until I have the full facts?12 Aug 2020
- Bill - request for assessment20 Apr 2020
- Can I make a CICA complaint on behalf of a client?30 Sep 2020
- Can I still issue cost recovery proceedings if a client complains?30 Sep 2020
- Can I use the same interpreter as the police for taking instructions?30 Sep 2020
- Can a successor firm be liable for an original firm’s inadequate professional service?30 Sep 2020
- Do partners have to sign bills?20 Apr 2020
- How do I deal with a client complaint about a barrister?30 Sep 2020
- How long can I retain a private client file for?12 Aug 2020
- Invoicing clients by email20 Apr 2020
- Refusing to provide a service20 Apr 2020
- Should solicitors copy estate agents into emails about the progress of conveyancing transactions?30 Sep 2020
- What are my obligations to a client after an initial interview?30 Sep 2020
- What should I include in our firm's policy on acting for clients with a disability?12 Aug 2020
- Price and service transparency20 Feb 2020
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