Handling files and case management is an essential and integral part of the legal profession and getting this right leads to providing a high level of service whilst ensuring that you maintain regulatory compliance.

This webinar will offer some guidance on best practice and look at:

  • What is effective case management and why is it important
  • Benefits of using a case management system
  • Conflict checks
  • Use of workflows
  • Document management
  • Making sure the processes are right and tailoring to different work types
  • Ensuring that data security is maintained
  • File reviews
  • Time recording in conjunction with case management systems
  • Law Society Guidance on Managing and closing files and Practice note on File closure management
  • Risks of poor file management
  • Impact on professional indemnity insurance risks

This webinar is for lawyers looking to ensure that files are handled efficiently whilst ensuring compliance with regulatory matters and maintaining a high level of client care as well as considering the use of case management systems to assist in these goals.

Basic – no previous knowledge required

Best practice for file handling.

This live webinar contains a 45-minute presentation from Sarah Sams, a 15-minute Q&A session where you can ask any questions you'd like directly to Sarah. You can download your own copy of the presentation and resources to refer to during and after the live webinar.

You will be able to actively listen to the course and ask questions to the speaker.

The live webinar begins at 10am.

The £69 +VAT price includes:

  • 45-minutes of topical content
  • 15-minute interactive Q&A
  • Comprehensive lecture notes
  • Digital CPD certificate

Of course. To book multiple delegates, increase the amount of tickets you wish to buy and add them to your basket. Once your payment has been processed, you will then be asked to assign the tickets to the delegates attending. Each delegate will then receive an email with instructions on how to finalise their booking

For group booking discounts please get in touch with us on team@formediagroup.co.uk.

You can now pay by invoice directly through our website.

  1. Add your event tickets to your basket.
  2. Click “Checkout.”
  3. Select Pay by Invoice.
  4. Enter your details and receive your invoice instantly by email (you can also view it on screen).

Once your invoice is paid, simply log into your account to assign tickets to your team. Your invoice will remain valid for 7 days. After that, any unpaid tickets will be automatically released.

This live webinar provides you with 1 hour of learning.

Attendees will receive a CPD certificate upon completion of this course.

Agenda

10:00 - 10:45
Webinar Begins
10:45 - 11:00
Live Q&A

In partnership with

Event Information

£69 + VAT

Date
Address
Online
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Join us for a 60-minute LIVE webinar with Sarah Sams, sponsored by Actionstep. The ticket price includes:

  • 45-minutes of topical content
  • 15-minute interactive Q&A
  • Comprehensive lecture notes
  • Digital CPD certificate
There are only 492 tickets remaining, please reduce your required quantity below this number.
  • Sarah Sams

    About the speaker

    Sarah Sams

    Sarah is a Partner and the Head of Residential Property at Dutton Gregory, having joined the firm in 2018. She specialises in residential conveyancing with over 25-years’ experience in this area.

    She is passionate about developing her team, supporting individuals to achieve their goals, whether through professional qualifications or career progression. Sarah finds great satisfaction in helping others reach their potential. Sarah provides training for lawyers and support staff including conveyancing updates and shared ownership.

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