Client Care And Professional Standards

2 days (12 hours)

Small group workshop, including practical case study exercises

Trainee no:
20 maximum, to comply with the requirements of the Solicitors’ Regulation Authority (SRA)

Trainees undertaking this course will be able to identify and act appropriately upon issues concerning their professional relationships and ethical responsibilities to clients, colleagues, the courts, other solicitors, other professionals, the SRA, the Law Society and other relevant bodies.

The course covers all topics required by the SRA, specifically:

  • Element 1 – client care and communication skills, including:
    • Communication, both orally and in writing
    • Interviewing skills and taking instructions
    • Keeping clients informed
    • Discussing costs
    • Handling client expectations and dealing with difficult clients
    • Avoiding, identifying and handling complaints
  • Element 2 – professional standards, including:
    • The Code of Conduct rules
    • Client confidentiality
    • Conflicts of interest
    • Undertakings
    • Negligence warnings
    • Discussing, advising and reporting on costs
    • Contingency arrangements
    • Retainers
    • Letters of engagement
    • Avoiding, identifying and handling complaints
  • Element 3 – work and case management, including:
    • Time limits and time management
    • Identifying and minimising risk
    • The risk of professional liability
    • Case file management

Case study exercises:
A wide range of practical case studies is used covering all topics addressed by the course.

The course meets the objectives prescribed by the SRA.

The success measure for the course is that trainees are better able to recognise and deal with professional conduct, client care and case management issues with greater practical understanding, empathy and confidence. 


Training Team

Module Leader
Andrew Dines

Rachael Davis-Stollar

Phil Lyons

Elspeth Mills Rendall

Judith Raphaely

Shalini Sequeira

Emma Tegerdine

Fresh Professional Development  Ltd, The Forum, 277 London Road, Burgess Hill, West Sussex, RH15 9QU
t. 01454 550066, e., w. © Fresh Professional Development Ltd. 2017

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