Closing a Client File - Key Considerations for Fee Earners

Introduction

Have you ever asked yourself if it’s safe to close a client file?

If the answer is yes, then this webinar is for you.

Ideal for fee earners, this short webinar will detail the key questions you must ask yourself before closing a client file.

Presented by law firm compliance expert Peter Warner, this webinar will provide clear and practical guidance enabling you to manage the process of file closure more efficiently and effectively, and thereby reducing the potential risks involved.

What You Will Learn

This webinar will cover the following:

• Who owns the file contents?
• Have any files become dormant?
• Can a file be closed safely?
• Are there any outstanding issues?
• Have client’s objectives been achieved?
• Any complaints or potential claims lurking?
• Are there outstanding finance aspects such as billing?
• Have I complied with the SRA Accounts Rules?
• What do we tell the client?

This webinar was recorded on 27th July 2022