Course description
Have you ever asked yourself if it’s safe to close a client file? If the answer is yes, then this webinar is for you.
Ideal for fee earners, this short webinar will detail the key questions you must ask yourself before closing a client file.
Presented by law firm compliance expert Peter Warner, this webinar will provide clear and practical guidance enabling you to manage the process of file closure more efficiently and effectively, and thereby reducing the potential risks involved.
Upcoming start dates
Outcome / Qualification etc.
Training Course Content
Introduction
Have you ever asked yourself if it’s safe to close a client file?
If the answer is yes, then this webinar is for you.
Ideal for fee earners, this short webinar will detail the key questions you must ask yourself before closing a client file.
Presented by law firm compliance expert Peter Warner, this webinar will provide clear and practical guidance enabling you to manage the process of file closure more efficiently and effectively, and thereby reducing the potential risks involved.
What You Will Learn
This webinar will cover the following:
- Who owns the file contents?
- Have any 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?
- Are there outstanding finance aspects such as billing?
- Have I complied with the SRA Accounts Rules?
- What do we tell the client?
Expenses
MBL Seminars Limited
MBL is a leading learning and development provider for professional service firms. Over the past 18 years, more than 198,000 people across 23,000 different organisations spanning 81 countries, have chosen us to deliver their training. With over 800 expert speakers...