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Client Care Module 1: The Theory of Client Service Skills

3 hours eLearning
What you are going to learn

About this course:

Objective:
For trainees to develop client service skills through an increased understanding of the needs and expectations of clients, firms and the SRA.

Intended audience:
SQE Trainees

Duration:
3 hours 
Topics covered:
  • What is client service and how does it integrate with client care?
  • The Solicitor Client Relationship - the parties to that relationship and concepts underpinning it
  • The regulatory viewpoint and requirements of the SRA and the Legal Ombudsman
  • The on-boarding, Know Your Client process
  • Understanding your client's objectives and the contracting process - what have you agreed to do?
  • On-going file or case management
  • Client Safeguards
  • Post completion review and closing a client matter - key steps

Outcomes:
The success measures for this course are:
• Increased knowledge and understanding of client service and its importance; and
• Understanding that high levels of client service are a key foundation of building trust within the client relationship.

Early Bird Discount

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