Legal Profession

Lexcel Client Care Toolkit, 2nd edition

By The Law Society
Law Society Publishing May 2011

Specifications

ISBN-13
9781907698101
Publisher
Law Society Publishing
Publication
May 2011
Format
Paperback + CD-ROM , 64 pages
Jurisdiction
International ? Countri(es) for reference only

Details

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 including a:
  • quality policy
  • equality and diversity policy
  • 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.

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.

Reviews

"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..."

Phillip Taylor, Richmond Green Chambers (of the previous edition)

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