Managing Client Boundaries

Managing Client Boundaries

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Course Overview

Professional boundaries are essential when defining effective and appropriate interaction between yourself and your client; they establish rules which ensure that everyone understands their individual roles, responsibilities and what is expected of them.

As a legal professional, you support clients during some of the most sensitive times in their lives, and, in this age of constant communication and instant gratification, it is important that you manage client boundaries from the outset. Failure to do so could result in tricky situations which are easily avoidable in hindsight. 

If you are to effectively manage client boundaries, you must set expectations and assert your own position. This bite-size webinar will show you how.

Delivered by lecturer Sue Edwards of Law Hound, this session will discuss why boundaries exist and will offer guidance on how to avoid co-dependence. Consideration will also be given to what to do if a boundary breaks down.

Offering an introduction to or reminder for professionals, regardless of their area of practice, this session will highlight that it’s never too soon to start taking control of your client relationships.

What are the requirements?

  • Watch the recorded webinar and review the reference notes and optional evaluation form to test your legal knowledge.
  • This course provides 0.5 - 1 CPD point (depending on length of time spent reviewing the supporting documentation).

Learning Outcomes

  • On completion of this course you will appreciate the importance of establishing client boundaries at the outset of a relationship and will feel confident in your ability to do this effectively.

What is the target audience?

  • This course is suitable for practitioners and law firm employees of all levels

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About Instructor - Sue Edwards

Susan Edwards is a solicitor and entrepreneur who founded Law Hound Ltd, an online organisation which has taken a fresh approach to supplying law and compliance training in a no-nonsense and commercial way.

Course Curriculum

Recorded Webinar

  • Webinar
    00:19:32

Supporting Documentation

  • Notes
    3 Page
  • Evaluation Form
    1 Page

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