Closing a Client File - Management & Risk Reduction for Law Firms
Type | Speaker | CPD Hours | Level |
---|---|---|---|
Webinar
|
1.00 | Intermediate |
Course Outline
Introduction
Delivered by law firm compliance expert Peter Warner, this webinar tackles one of the perennial concerns for law firms, how to safely close a client file.
Ideal for managing partners, risk managers and practice managers, this webinar will discuss what factors you must consider before closing a file. It will also provide clear, practical guidance on how to manage the process of file closure efficiently and effectively.
What You Will Learn
This APIL accredited webinar will cover the following:
- When is it safe to close the file?
- Who owns the file contents?
- How do I identify files for closure?
- Have any fee earners’ files become dormant?
- Can a file be closed safely?
- Are there any outstanding issues?
- Have client’s objectives been achieved?
- Any complaints or potential claims lurking?
- What are the data protection/GDPR issues at stake?
- Are there outstanding finance aspects such as billing?
- Have we complied with the SRA Accounts Rules?
- How can we develop a retention and destruction policy?
- What do we tell the client?
This webinar was recorded on 27th July 2022
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Webinar | On Demand
Individual | 45mins
Closing a Client File - Management & Risk Reduction for Law Firms
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ON DEMAND | 45mins | Individual |