risk-management.php

Many clients have never retained a lawyer before and do not know how to work effectively with them. This lack of understanding sometimes contributes to claims against law firms that could have been avoided or minimised if there had been better communication between the firm and the client about working together.

To help practitioners manage their clients’ expectations as well as explain both the client’s and lawyer’s roles and obligations in the relationship LPLC has developed a sample information brochure: Working together – roles and obligations to illustrate what could be done.

The brochure outlines what the law firm will do when acting for a client including when they will stop acting for a client. It also explains the law firm’s expectations of the client including at the first appointment, follow up appointments and during the course of the matter.

The information is available in a Microsoft Word version so firms can tailor the wording to suit their needs and insert their own branding. Firms are also welcome to use the sample brochure if they so wish.

The two-page brochure can be included in introductory information sent to the client, given to them in the initial contact, loaded on to the firm’s website and available in reception.

LPLC encourages firms to invest time into thinking creatively about ways to better communicate with their clients with a view to better managing the relationship and retainer with their clients.


Working together – roles and obligations (PDF Version) | Working together – roles and obligations (Word Version) 


 

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1 September 2017

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8 May 2017

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8 December 2017

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10 October 2017

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22 September 2017

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25 August 2017

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20 November 2017

Key Risk Checklist: File transfer from another firm

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Key Risk Checklist: File transfer to another practitioner within the firm

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15 June 2017

Key Risk Checklist: File closing

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15 June 2017

Key Risk Checklist: File transfer to another firm

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15 June 2017

Key Risk Checklist: Client intake

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11 May 2017

Know your limits

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1 December 2017

Risk video bite – Supervision

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Risk video bite – Delegation

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Risk video bite – Engagement letters – what you will do and what you won’t

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Risk video bite | Useable trail – fail to record advice at your own peril

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Risk video bite | Who are you actually acting for?

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20 July 2017

Working together – roles and obligations

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