Client Care, Undertakings & Conflicts of Interest - A Guide for Law Firms with Trevor Hellawell
The SRA Codes of Conduct have undergone much simplification as part of the SRA’s review of its Handbook and the introduction of the Standards & Regulations in 2019.
However, the old messages around client care and the duties about conflicts of interest and professional undertakings still appear in both iterations of the Codes in much their old form.
The marketing challenges around great client care should not be lost on us either in the ‘new normal’ of electronic shopping and service delivery.
However, what do the Rules actually require? Is there an opportunity here for simplification of your terms and conditions? Can you send the client less by way of verbiage than you currently do?
What must you say about costs - and what of conflicts & confidentiality issues too? None of the essentials have changed just because the Codes have altered. Innovation is the key now.
As for undertakings, the Rules have said very little for some years now, but what is the current state of the law and the true ethical position? What attitude will the SRA have to the non-performance of an undertaking?
Find out in this virtual classroom seminar.
What You Will Learn
This live and interactive broadcast will cover the following:
- The new Rules 6, 7 & 8 - Client Care
- The Rules
- The actual requirements
- What must be in writing?
- What else do you customarily include?
- Can you reduce the burden?
- Marketing in the post-COVID-19 world - how do you compete?
- Conflicts - the rules and exceptions
- Equality, diversity and inclusion - a real weakness?
- The Rules 1.3
- The definitions
- The duty to perform
- What the obligation really means
- The interaction with confidentiality and legal professional privilege
- Practical considerations
- How will the new arrangements affect the giving and receiving of undertakings?
Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.