Client Care what you are required to do to ensure SRA regulatory compliance

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Course Overview

Managing and developing loyal and strong client relationships are at the heart of building a successful law firm. However, successfully managing client relationships is not only an essential business imperative but also needs to be a priority regulatory compliance issue if law firms are to achieve the over-arching ethical Principles embodied in Outcomes Focussed Regulation (OFR) as well as the Outcomes in the SRA Code of Conduct. Specially designed to guide the practitioner through the regulatory maze in relation to the compliance requirements put in place to ensure client care, this course is essential viewing for all staff.

What are the requirements?

  • Watch 1.5 CPD Hours
  • This course provides 1.5 CPD points

Learning Outcomes

  • On completion of this course you will: • Feel confident when taking instructions and accepting clients • Know how to manage clients' expectations successfully • Understand the importance of providing adequate costs information • Fee arrangements • Be able to recognise potential conflicts of interests and be able to handle such matters effectively • Know how to avoid complaints and how to handle them successfully should they occur

What is the target audience?

  • Practitioners

Keywords

About Instructor - Peter Scott

Peter is a solicitor and the former Managing Partner of Eversheds London and European offices. Peter is an experienced trainer who advises law firms in the UK and abroad in relation to their financial, strategic, performance, compliance and business development issues.

Peter is the editor of Practice Management Handbook (Law Society Publishing) and a member of the Editorial board of the Law Society’s Legal Compliance Bulletin.

Course Curriculum

recorded webinars

  • Webinar
    01:18:32

Documentation

  • Slides 1
    63 Page
  • Slides 2
    29 Page
  • Evaluation
    1 Page

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