File Reviews for Conveyancers - An Update 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 The Law Society actively scrutinising CQS accredited practices’ compliance with the standard, firms 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 which are new to undertaking file reviews in their practice.

What You Will Learn

This webinar will cover the following:

• Explain the importance of setting 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 pre-recorded webinar will be available to view from Thursday 5th February 2026

Alternatively, you can gain access to this webinar and 1,900+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.