Handling Files and Case Management

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

Who this is for:

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.

CPD hours:

This webinar provides you with 1 hour of learning.

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

Learning objectives:

This session will cover the best practice for file handling.