PSC Client Care & Professional Standards

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.