Lexcel Client Care Toolkit
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Lexcel Client Care Toolkit

Lexcel Client Care Toolkit


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About the Book

Good client care procedures and practice are essential for a thriving legal practice, as well as required for compliance with the Solicitors' Code of Conduct 2007. However, drawing up appropriate policies can be time-consuming and each legal practice requires bespoke documentation. "The Lexcel Client Care Toolkit" makes simple work of creating and implementing client care related policies, providing template documents that can be adapted to your firm's needs, so saving you time and money. Lexcel is the Law Society's practice management standard and is awarded to firms who meet the highest management and customer care standards. With over 10 years' experience in working with solicitors' firms, you can rest assured that the policies meet with rigorous best practice standards. "The Lexcel Client Care Toolkit" contains a range of: template client care policies including a: quality policy; equality and diversity policy; and, client care policy- 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. Fully up-to-date and in line with Lexcel best practice guidelines, this is an indispensable addition to any law firm's library.

Table of 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.

Review :
'The aptly named Toolkit is a treasure trove of template documents - By adapting them to the specific needs of your firm, you can save considerable time, and money - which could mean reduced workloads for your and your staff and certainly, happier clients - Here is a straightforward, easy to use resource designed to help you run your practice even more efficiently and cost-effectively in compliance with expected standards - a vital and certainly a most practical addition to any law library for guidance on how to manage your clients.' Phillip Taylor, Richmond Green Chambers


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Product Details
  • ISBN-13: 9781853288241
  • Publisher: The Law Society
  • Publisher Imprint: The Law Society
  • ISBN-10: 1853288241
  • Publisher Date: 28 May 2010
  • Binding: SA


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