Risk Management CPD for Scottish Lawyers - Preparing Terms of Business

Introduction

Well-drafted terms of business are a solicitor’s first line of defence against complaints, misunderstandings, and professional negligence claims.

This webinar examines the key considerations when preparing and maintaining compliant terms of business in line with the Law Society of Scotland Practice Rules.

It will highlight both the mandatory information required by the rules and additional best-practice measures that help to clarify the scope of engagement, manage client expectations, and reduce professional risk.

What You Will Learn

This webinar will cover the following:

• The solicitor-client agency relationship and when a retainer arises
• Are terms of business binding? Insights from Fenchurch Advisory Partners LLP v AA Limited [2023]
• Essential information required under Law Society of Scotland rules
• Best-practice drafting for clarity and client care
• Contracting out and limitation of liability
• Professional negligence and defining the scope of advice
• Implied terms and duties
• Termination of the solicitor-client relationship and continuing obligations

This pre-recorded webinar will be available to view from Friday 10th April 2026

Alternatively, you can gain access to this webinar and 2,100+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.