PSC client care & professional standards

PSC client care & professional standards

Our PSC client care & professional standards course puts your trainees in the hot-seat, identifying professional problems and finding practical and ethical solutions.

PSC client care & professional standards helps trainees build client relationships, comply with professional duties and manage their work.

Who is it for?

Recommended for trainee solicitors.

  • PSC Elective accredited

Course content

Live training overview

This course is all about practice, not theory. Trainees have to deal with a range of CRM and professional issues as they progress through four “seats” in different departments. Working out what to do in different situations helps them with compliance and risk management, and so provides realistic and genuine preparation for professional practice.

Content

The course is divided into three parts.

Part I: Client care and communication skills

Examines client relationship management from several different perspectives to help trainees develop a client-centred focus. Uses your firm’s documents to support your approach to CRM.

Part II: Professional standards

Covers the core obligations of solicitors and applying the SRA Standards and Regulations in commercial practice. Uses your firm’s documents, procedures and protocols to help embed your approach to risk management.

Part III: Work and case management

Helps trainees with techniques for managing their workload as the pressures from colleagues and clients increase

To see the content for each part, please download the PDFs.

PDFs

PDF Part I 
PDF Part II
PDF Part III

Outcomes

As a result of attending the course, trainees will:

  • contribute effectively to managing client relationships
  • understand a solicitor’s core ethical obligations
  • know how to avoid breaches and respond to mistakes
  • make better decisions whilst working under pressure
  • contribute more effectively to your risk management

Format

We can deliver Part I (3hrs), Part II (6hrs) and Part III (3hrs) separately, or all three Parts together over 2 days. All sessions include polls and individual and group work in breakout rooms. Part III uses video reconstructions.

Delegates

Trainee solicitors (max 20)

Duration

12 hours

Testimonials

"Great delivery, always relevant and interesting. It's not easy on Zoom but the content was still engaging."
Hill Dickinson
November 2020
"Great delivery, always relevant and interesting. It's not easy on Zoom but the content was still engaging."
Hill Dickinson
November 2020
"The course was really interesting; I particularly liked the use of breakroom rooms to discuss certain scenarios in smaller groups before feeding back to everyone. I thought Rachael was a great instructor and made the course engaging and fun."
Tutor Rachael Davis-Stollar
Browne Jacobson
2020
"Rachael provides true insight and real world examples of the challenges faced by trainees and NQs. Her approach is positive and encouraging."
Tutor Rachael Davis-Stollar
Hill Dickinson
November 2020
"Rachael was excellent as ever, she was a great teacher and I loved hearing of her personal experiences.."
Tutor Rachael Davis-Stollar
Hill Dickinson
November 2020
"Excellent delivery by Rachael - she ensured that all participants spoke and were involved, rather than simply talking herself."
Rachael Davis-Stollar
Hill Dickinson
November 2020
"Doug was a really excellent tutor, particularly given that the course was run virtually on a hot day – he was engaging, informative and generally superb."
Tutor Doug Robinson
Pinsent Masons
August 2020
"Rachael and Doug were great. Especially useful to hear Rachael’s personal experiences and lessons from private practice, they were excellent gems of wisdom."
Tutors Doug Robinson & Rachael Davis-Stollar
White & Case
June 2020
"This was an excellent course and I thoroughly enjoyed all the different sessions and tasks."
Sept 2023

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