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Lexcel Client Care Toolkit 3rd ed

ISBN13: 9781784460402
Previous Edition ISBN: 9781907698101
Published: October 2015
Publisher: Law Society Publishing
Country of Publication: UK
Format: Paperback & CD-ROM
Price: £59.95

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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 Lexcel Client Care Toolkit contains a range of template client care policies to help you achieve best practice (with or without Lexcel accreditation).

The third edition of this popular toolkit has been comprehensively revised and updated to include:

  • a completely revised and expanded chapter on delivering and improving client care
  • revised client care standard letter paragraphs for conveyancing, employment, litigation and family
  • a new chapter on SRA and Lexcel 6 compliance
  • new sections on equality and diversity and a checklist for delivering accessible services
  • a new chapter on SRA competences for client care.
In addition, it includes new information on how to manage client services, processes and compliance with practical checklists and suggested standard paragraphs, as well as guidance on how to create a culture to improve client relationships in both the short and long term.

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

Legal Practice Management

1. Introduction: delivering and improving client care
Annex 1A: Client care policy
Annex 1B: Cost update letter
Annex 1C: Client satisfaction survey
Annex 1D: Client review checklist

2. Compliance, SRA and Lexcel
Annex 2A: Consumer contracts – information about the exercise of the right to cancel
Annex 2B: Consumer contracts cancellation form
Annex 2C: Law Society’s Equality and Diversity Toolkit
Annex 2D: Issues to consider in relation to equality and diversity

3. Competence
Annex 3A: SRA example development plan
Annex 3B: SRA example development record

4. Complaints: avoiding and handling
Annex 4A: Complaints clause for client care letter
Annex 4B: Initial risk assessment checklist/notification form
Annex 4C: Complaints response letter
5. Client care letter – conveyancing
6. Client care letter – employment
7. Client care letter – family
8. Closing letter
9. Change of matter handler letter
10. Terms of business for conveyancing
11. Terms of business for litigation

Appendix A: Lexcel v6 case management checklist
Appendix B: Lexcel v6 self-assessment checklist.

Series: Practice Management Standards

Conveyancing Quality Scheme Toolkit 3rd ed ISBN 9781784461096
Published July 2019
Law Society Publishing
Lexcel Risk Management Toolkit 3rd ed ISBN 9781784460853
Published October 2017
Law Society Publishing
Lexcel Financial Management and Business Planning Toolkit 2nd ed ISBN 9781784460624
Published October 2016
Law Society Publishing
Lexcel People Management Toolkit 2nd ed ISBN 9781907698750
Published October 2015
Law Society Publishing
Lexcel Information Management Toolkit 2nd ed ISBN 9781907698767
Published December 2013
Law Society Publishing
Lexcel Small Practice Toolkit ISBN 9781907698422
Published June 2013
Law Society Publishing
Lexcel Financial Management & Business Planning Toolkit ISBN 9781853287466
Published August 2011
Law Society Publishing
Out of print
Lexcel Client Care Toolkit 2nd ed ISBN 9781907698101
Published May 2011
Law Society Publishing
Out of print
Lexcel Business Continuity Planning Toolkit ISBN 9781853287510
Published May 2011
Law Society Publishing
Out of print
Lexcel Office Procedures Manual: Practice Management Standards 4th ed
Edited by: Matthew Moore
ISBN 9781853286735
Published November 2007
Law Society Publishing
Out of print