In-house training resources
Real claim video scenarios and accompanying workbooks to support legal practices to deliver in-house risk management training.
This real claim scenario highlights how a poor checking system that fails to identify actual or potential conflicts puts the law practice in the line of fire when conflict comes to light.
This scenario explores client selection, managing a commercially savvy client, scoping work and documenting the retainer – together with risks associated with limited retainers.
This real claim scenario depicts advice that straddles a firm’s commercial and litigation practices. The dynamics between the principal, the junior lawyer and the client’s in-house counsel underscore poor communication about the scope of the retainer. Topics highlighted include acting for multiple parties, scoping work, risks associated with limited retainers and supervision.
Effective supervision and delegation are key elements of well-run practices (of all sizes) and vital for the purposes of managing risk. This video looks at issues of supervision and delegation – including the importance of two-way feedback – from the perspective of a principal, senior associate, junior lawyer and personal assistant.
This real claim scenario covers client selection, managing difficult clients, scoping work, risks associated with limited retainers (especially where the client has undertaken some the work) and taking a matter over part way through.
This video looks at a situation in which the firm could have better handled issues of client selection, assessing the clients’ needs and commerciality of what can be achieved, estimating and managing costs, and supervising practitioners (even where they are experienced).
This video explores issues relating to client management and external pressures in a late night settlement scenario. Risk issues include mediation pressures, late night completion, principal’s absence and inadequate record-keeping. The lessons could equally apply to late night negotiation of a commercial contract.
There is no trainer workbook for this video resource.
In this story based on a real claim scenario, a busy lawyer is asked by a clothing manufacturer to review a potentially lucrative supply contract. This video highlights the importance of effective communication, in the context of a matter that shifts from fast-moving transactional to contentious in nature.
The New Normal explores client relationship and retainer management as well as the importance of comprehensive documentation of all aspects of the matter in the context of a long time and demanding commercial client.
In this real claim scenario a lawyer is asked by three private lenders to document a short-term, high-risk loan to a company for the purpose of funding a joint venture. All is not as it appears. The clients are introduced by existing connections of the lawyer and he fails to exercise usual standards of scrutiny and vigilance. Despite having reservations, the lawyer allows himself to be railroaded into acting in a conflict situation. Issues of client identification, client/matter screening, documenting the retainer and advice are all problematic when the loan comes unstuck.