Managing Clients and Matters

Online Course • VinciWorks

About the CPD course

Every legal professional has an obligation to ensure they manage clients and matters in an appropriate manner and in compliance with the relevant sections of the SRA Standards and Regulations. This course is designed for all stafff at SRA regulated firms who deal with clients and matters directly. The course includes the following modules:Identifying your clientConflicts of interestClient engagement letterInsider dealsMatter progressMatter closureThe course also includes relevant scenario questions for users to test their knowledge.

Please note that VinciWorks courses are sold on a corporate rather than individual basis

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VinciWorks

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VinciWorks

We are a creative and driven team working hard each day to reinvent the impact that compliance tools and training can make. Too many businesses are using boring, tedious and cumbersome processes to train their staff and maintain compliance. We know you can do better, and to prove it, we have been developing the compliance training, tools and resources to help any organisation of any size to change the status quo. VinciWorks offers compliance training, software and resources relating to ESG, anti-money laundering, GDPR and data protection, anti-bribery, sanctions and more. We exist to cover every organisation's compliance needs.