Work acceptance – initial enquiries and vulnerable clients
Session 5 in a suite of regulatory updates for 2024 the session will focus on the initial onboarding of clients, especially private individuals, and the factors that we must take into account when deciding whether we can act for them. Particular attention will be paid to the question of vulnerable clients and the questions that we need to ascertain in these perilous times.
Learning Objectives:
- What onboarding challenges face a law firm
- What questions we need to be asking and when to ascertain our ability to act
- New provisions regarding wellbeing issues as they relate to clients
- Particular pointers to watch in relation to vulnerable clients
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Trevor Hellawell
CEO • ExL Practice Development
Trevor Hellawell is a solicitor and legal training and management consultant working with major law firms, local law societies, many legal training providers and other clients. Until going freelance in 1999 he was a full time lecturer with the University of Law, ending his career as a Principal Lecturer at the York Branch. Until recently returning to the freelance arena, he was Head of Law Programmes at BPP.
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