Lexcel Client Care Toolkit 2nd ed

Subjects:

Legal Practice Management

Contents:

1. Client care policy

2. Quality policy

3. Equality and diversity policy

4. Equal opportunity statements

5. Equal opportunities monitoring form

6. Client satisfaction survey

7. File and case management checklist

8. Complaints handling statements

9. Complaints handling procedure

10. Complaints management checklist

11. Complaints register

12. Client complaint form

13. Client care letter - conveyancing

14. Client care letter - employment

15. Client care letter - matrimonial

16. Closing letter

17. Change of matter handler letter

18. Cost update letter

19. Terms of business - conveyancing

20. Terms of business - litigation

Appendix: Lexcel Self Assessment Questionnaire.

Save time and money by creating your own client care policies using the templates in this invaluable toolkit. They offer a fast and straightforward way to draw up bespoke policies tailored to your firm’s needs.

The second edition of this hugely popular toolkit has been comprehensively revised and updated in line with the:-

• Equality Act 2010 - the equality and diversity policy covers in detail the various forms of discrimination identified under the Act
• Legal Ombudsman - the complaints handling templates take account of the establishment of this new body
• Lexcel Practice Management Standard Version 4.1 - the file and case management checklist and Lexcel self-assessment checklist have been updated in line with the standard requirements.

The Lexcel Client Care Toolkit contains a range of:

• template client care policies
• checklists
• procedure documents
• client care letters (both generic and specific to certain areas of law).

All of the documents are provided on the book’s accompanying free CD-ROM, enabling you to customise them as needed.