File Reviews for Conveyancers - A Roundup of CQS Requirements

Introduction

Obtaining and reviewing the data from file reviews is invaluable in establishing with certainty if files are being managed not only in accordance with the firm’s own policies and procedures, but also to identify if the key requirements of regulation, legislation and of course quality standards such as CQS and Lexcel are being adhered to.

With CQS onsite assessments now actively being carried out by The Law Society, CQS accredited practices need to ensure they not only understand the criteria for file reviews, but also which key elements of the file should form part of the review and why.

Whilst this webinar is specifically aimed at practices who are CQS accredited, or working towards CQS accreditation, it will also benefit practices who are new to undertaking file reviews in their practice.

What You Will Learn

This webinar will cover the following:

• Explain the importance of setting an appropriate criteria for the file review regime
• Provide guidance as to what considerations should be made when setting their criteria
• Provide clarity as to which key components of the file should be reviewed as part of the process
• Consider how practices should be reviewing the data generated from the file reviews and how best this can feed into the firm’s overall risk management strategy

This webinar was recorded on 21st November 2023